Atlas Private Wealth Advisors

13F filer · CIK 0001814234

Reported Jul 28, 2026

Net buyer this quarter

13F portfolio value$457MU.S. long equity reported on 13F

Positions627 new · 4 closed

Net flow last quarter+$6.8MBuys minus sells

Top 10 positions weight26.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 28, 202662 positions
SPMDSupermedia Inc.	$37.8M	8.28%	Not reported	+1.8%	Q2 2022
SPYSPDR S&P 500 ETF Trust	$27.9M	6.10%	Not reported	+3.3%	Q4 2020
QQQInvesco QQQ Trust, Series 1	$21.1M	4.62%	Not reported	+0.3%	Q4 2020
AAPLApple Inc.	$11.9M	2.61%	0.00%	-3.4%	Q4 2020
AMGNAmgen Inc	$5.19M	1.14%	0.00%	+515.8%	Q4 2020
MUJBlackRock Muniholdings New Jersey Quality Fund, Inc.	$3.29M	0.72%	Not reported	+52.0%	Q1 2025
PLTRPalantir Technologies Inc.	$3.15M	0.69%	0.00%	-0.6%	Q4 2020
GOOGAlphabet Inc.	$2.96M	0.65%	Not reported	-2.7%	Q4 2020
DIASPDR Dow Jones Industrial Average ETF Trust	$2.9M	0.64%	Not reported	-18.5%	Q4 2020
MSFTMicrosoft Corp	$2.38M	0.52%	0.00%	-0.8%	Q4 2020
AMZNAmazon Com Inc	$2.27M	0.50%	0.00%	-0.8%	Q4 2020
NCANuveen California Municipal Value Fund	$1.96M	0.43%	Not reported	+40.3%	Q1 2025
TSLATesla, Inc.	$1.91M	0.42%	0.00%	-9.4%	Q4 2020
CALIChina Auto Logistics Inc	$1.67M	0.37%	Not reported	+50.5%	Q1 2025
INTCIntel Corp	$1.53M	0.33%	0.00%	-9.9%	Q4 2020
DFAXGulf Resources, Inc.	$1.51M	0.33%	Not reported	+1.5%	Q2 2025
QTUMQuantum Group Inc	$1.43M	0.31%	Not reported	-2.0%	Q1 2025
GOOGLAlphabet Inc.	$1.4M	0.31%	0.00%	Not reported	Q4 2020
NVDANvidia Corp	$1.32M	0.29%	0.00%	-4.8%	Q4 2020
AVGOBroadcom Inc.	$1.06M	0.23%	0.00%	+13.8%	Q4 2020
JNJJohnson & Johnson	$1.04M	0.23%	0.00%	-11.8%	Q4 2020
METAMeta Platforms, Inc.	$1.02M	0.22%	Not reported	+0.5%	Q4 2020
MUMicron Technology Inc	$991K	0.22%	0.00%	+0.1%	Q4 2020
TTTrane Technologies plc	$848K	0.19%	0.00%	-15.6%	Q4 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$815K	0.18%	0.00%	+0.2%	Q4 2020
COSTCostco Wholesale Corp	$808K	0.18%	0.00%	-2.5%	Q4 2020
JPMJPMorgan Chase & Co	$780K	0.17%	0.00%	-0.1%	Q4 2020
BRK.BBerkshire Hathaway Inc	$636K	0.14%	Not reported	+29.6%	Q4 2020
AMDAdvanced Micro Devices Inc	$567K	0.12%	0.00%	-11.6%	Q4 2020
IBITiShares Bitcoin Trust ETF	$540K	0.12%	0.00%	+31.6%	Q1 2025
ORealty Income Corp	$509K	0.11%	0.00%	+17.8%	Q1 2026
CMCCOMMERCIAL METALS Co	$502K	0.11%	0.01%	Not reported	Q2 2023
PORPortland General Electric Co	$492K	0.11%	0.01%	New	Q2 2026
AXPAmerican Express Co	$452K	0.10%	0.00%	Not reported	Q4 2020
ABBVAbbVie Inc.	$425K	0.09%	0.00%	-10.0%	Q4 2020
VVisa Inc.	$406K	0.09%	0.00%	+0.1%	Q4 2020
FICOFair Isaac Corp	$403K	0.09%	0.00%	Not reported	Q4 2020
HDHome Depot, Inc.	$399K	0.09%	0.00%	-14.3%	Q4 2020
XOMExxonMobil Holdings Corp	$392K	0.09%	0.00%	-56.2%	Q4 2020
CVXChevron Corp	$373K	0.08%	0.00%	-4.8%	Q4 2020
TXNTexas Instruments Inc	$341K	0.07%	0.00%	Not reported	Q4 2020
CIENCiena Corp	$319K	0.07%	0.00%	Not reported	Q4 2020
PGPROCTER & GAMBLE Co	$294K	0.06%	0.00%	-11.0%	Q4 2020
PWRQuanta Services, Inc.	$290K	0.06%	0.00%	Not reported	Q4 2020
MAMastercard Inc	$286K	0.06%	0.00%	-2.5%	Q4 2020
IBMInternational Business Machines Corp	$284K	0.06%	0.00%	+0.5%	Q4 2020
GSGoldman Sachs Group Inc	$275K	0.06%	0.00%	-0.7%	Q4 2020
AIQAlliance HealthCare Services, Inc	$274K	0.06%	0.04%	Not reported	Q1 2021
PMPhilip Morris International Inc.	$273K	0.06%	0.00%	-12.8%	Q4 2020
LOWLowes Companies Inc	$267K	0.06%	0.00%	-1.0%	Q4 2020

Q1 2026Reported Apr 24, 202659 positions
SPMDSupermedia Inc.	$32.6M	7.67%	Not reported	0.0%	Q2 2022
SPYSPDR S&P 500 ETF Trust	$23.5M	5.53%	Not reported	+6.6%	Q4 2020
QQQInvesco QQQ Trust, Series 1	$16.5M	3.88%	Not reported	+6.1%	Q4 2020
AAPLApple Inc.	$10.8M	2.55%	0.00%	-3.6%	Q4 2020
PLTRPalantir Technologies Inc.	$3.97M	0.93%	0.00%	+0.3%	Q4 2020
DIASPDR Dow Jones Industrial Average ETF Trust	$3.16M	0.74%	Not reported	-22.3%	Q4 2020
GOOGAlphabet Inc.	$2.47M	0.58%	Not reported	-0.2%	Q4 2020
MSFTMicrosoft Corp	$2.38M	0.56%	0.00%	-6.3%	Q4 2020
MUJBlackRock Muniholdings New Jersey Quality Fund, Inc.	$2.04M	0.48%	Not reported	+241.9%	Q1 2025
AMZNAmazon Com Inc	$2M	0.47%	0.00%	-2.8%	Q4 2020
TSLATesla, Inc.	$1.87M	0.44%	0.00%	-29.2%	Q4 2020
NCANuveen California Municipal Value Fund	$1.41M	0.33%	Not reported	+75.3%	Q1 2025
DFAXGulf Resources, Inc.	$1.37M	0.32%	Not reported	-0.8%	Q2 2025
NVDANvidia Corp	$1.2M	0.28%	0.00%	-4.7%	Q4 2020
JNJJohnson & Johnson	$1.14M	0.27%	0.00%	-5.5%	Q4 2020
GOOGLAlphabet Inc.	$1.13M	0.27%	0.00%	-3.1%	Q4 2020
XOMExxonMobil Holdings Corp	$1.11M	0.26%	0.00%	+89.2%	Q4 2020
CALIChina Auto Logistics Inc	$1.11M	0.26%	Not reported	+105.9%	Q1 2025
METAMeta Platforms, Inc.	$1.03M	0.24%	Not reported	-3.3%	Q4 2020
QTUMQuantum Group Inc	$944K	0.22%	Not reported	+8.6%	Q1 2025
COSTCostco Wholesale Corp	$883K	0.21%	0.00%	-14.3%	Q4 2020
TTTrane Technologies plc	$853K	0.20%	0.00%	+0.2%	Q4 2020
AMGNAmgen Inc	$819K	0.19%	0.00%	-2.4%	Q4 2020
AVGOBroadcom Inc.	$762K	0.18%	0.00%	-0.6%	Q4 2020
JPMJPMorgan Chase & Co	$701K	0.17%	0.00%	-1.4%	Q4 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$576K	0.14%	0.00%	+1.4%	Q4 2020
INTCIntel Corp	$537K	0.13%	0.00%	-0.4%	Q4 2020
CMCCOMMERCIAL METALS Co	$491K	0.12%	0.01%	Not reported	Q2 2023
CVXChevron Corp	$489K	0.12%	0.00%	-17.9%	Q4 2020
IBITiShares Bitcoin Trust ETF	$474K	0.11%	0.00%	+13.1%	Q1 2025
BRK.BBerkshire Hathaway Inc	$470K	0.11%	Not reported	+4.8%	Q4 2020
HDHome Depot, Inc.	$434K	0.10%	0.00%	-21.4%	Q4 2020
ORealty Income Corp	$427K	0.10%	0.00%	New	Q1 2026
ABBVAbbVie Inc.	$408K	0.10%	0.00%	-4.2%	Q4 2020
AXPAmerican Express Co	$404K	0.10%	0.00%	-4.4%	Q4 2020
FICOFair Isaac Corp	$360K	0.08%	0.00%	Not reported	Q4 2020
VVisa Inc.	$358K	0.08%	0.00%	Not reported	Q4 2020
PGPROCTER & GAMBLE Co	$325K	0.08%	0.00%	-18.1%	Q4 2020
MCDMcdonalds Corp	$314K	0.07%	0.00%	-13.9%	Q4 2020
FANGDiamondback Energy, Inc.	$297K	0.07%	0.00%	Not reported	Q4 2020
WMTWalmart Inc.	$294K	0.07%	0.00%	-18.5%	Q4 2020
MUMicron Technology Inc	$290K	0.07%	0.00%	Not reported	Q4 2020
LOWLowes Companies Inc	$289K	0.07%	0.00%	+34.2%	Q4 2020
PMPhilip Morris International Inc.	$287K	0.07%	0.00%	-25.3%	Q4 2020
MAMastercard Inc	$285K	0.07%	0.00%	Not reported	Q4 2020
NFLXNetflix Inc	$277K	0.07%	0.00%	+4.9%	Q4 2020
VZVerizon Communications Inc	$275K	0.06%	0.00%	-27.3%	Q4 2020
PEPPepsico Inc	$264K	0.06%	0.00%	-5.3%	Q4 2020
CIENCiena Corp	$252K	0.06%	0.00%	Not reported	Q4 2020
IBMInternational Business Machines Corp	$244K	0.06%	0.00%	+0.6%	Q4 2020

Q4 2025Reported Feb 5, 202661 positions
SPMDSupermedia Inc.	$31.9M	7.45%	Not reported	+4.7%	Q2 2022
SPYSPDR S&P 500 ETF Trust	$23.1M	5.40%	Not reported	+14.6%	Q4 2020
QQQInvesco QQQ Trust, Series 1	$16.6M	3.87%	Not reported	+5.5%	Q4 2020
AAPLApple Inc.	$12M	2.81%	0.00%	-1.2%	Q4 2020
PLTRPalantir Technologies Inc.	$4.81M	1.12%	0.00%	-1.5%	Q4 2020
DIASPDR Dow Jones Industrial Average ETF Trust	$4.21M	0.98%	Not reported	-12.2%	Q4 2020
MSFTMicrosoft Corp	$3.32M	0.78%	0.00%	-1.3%	Q4 2020
TSLATesla, Inc.	$3.19M	0.74%	0.00%	+42.9%	Q4 2020
GOOGAlphabet Inc.	$2.71M	0.63%	Not reported	-0.9%	Q4 2020
AMZNAmazon Com Inc	$2.28M	0.53%	0.00%	-0.6%	Q4 2020
NVDANvidia Corp	$1.35M	0.32%	0.00%	-8.0%	Q4 2020
DFAXGulf Resources, Inc.	$1.33M	0.31%	Not reported	+27.4%	Q2 2025
GOOGLAlphabet Inc.	$1.27M	0.30%	0.00%	-0.7%	Q4 2020
METAMeta Platforms, Inc.	$1.23M	0.29%	Not reported	-1.1%	Q4 2020
JNJJohnson & Johnson	$1.02M	0.24%	0.00%	-3.2%	Q4 2020
COSTCostco Wholesale Corp	$892K	0.21%	0.00%	-5.8%	Q4 2020
QTUMQuantum Group Inc	$888K	0.21%	Not reported	+6.3%	Q1 2025
AVGOBroadcom Inc.	$857K	0.20%	0.00%	+1.2%	Q4 2020
TTTrane Technologies plc	$794K	0.19%	0.00%	+0.3%	Q4 2020
AMGNAmgen Inc	$780K	0.18%	0.00%	-0.6%	Q4 2020
JPMJPMorgan Chase & Co	$779K	0.18%	0.00%	-0.5%	Q4 2020
MDTMedtronic plc	$777K	0.18%	0.00%	+3.5%	Q4 2020
NCANuveen California Municipal Value Fund	$766K	0.18%	Not reported	+7.2%	Q1 2025
MUJBlackRock Muniholdings New Jersey Quality Fund, Inc.	$613K	0.14%	Not reported	+23.7%	Q1 2025
HDHome Depot, Inc.	$578K	0.14%	0.00%	-4.8%	Q4 2020
FICOFair Isaac Corp	$570K	0.13%	0.00%	Not reported	Q4 2020
CMCCOMMERCIAL METALS Co	$554K	0.13%	0.01%	Not reported	Q2 2023
IBITiShares Bitcoin Trust ETF	$541K	0.13%	0.00%	+8.5%	Q1 2025
CALIChina Auto Logistics Inc	$539K	0.13%	Not reported	+10.2%	Q1 2025
AXPAmerican Express Co	$516K	0.12%	0.00%	+0.1%	Q4 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$511K	0.12%	0.00%	+0.2%	Q4 2020
BRK.BBerkshire Hathaway Inc	$470K	0.11%	Not reported	-3.1%	Q4 2020
INTCIntel Corp	$451K	0.11%	0.00%	Not reported	Q4 2020
ABBVAbbVie Inc.	$447K	0.10%	0.00%	+0.1%	Q4 2020
CVXChevron Corp	$439K	0.10%	0.00%	-25.2%	Q4 2020
XOMExxonMobil Holdings Corp	$416K	0.10%	0.00%	-3.7%	Q4 2020
VVisa Inc.	$415K	0.10%	0.00%	+0.1%	Q4 2020
PGPROCTER & GAMBLE Co	$394K	0.09%	0.00%	-10.7%	Q4 2020
PMPhilip Morris International Inc.	$372K	0.09%	0.00%	-10.6%	Q4 2020
MCDMcdonalds Corp	$358K	0.08%	0.00%	-13.6%	Q4 2020
MAMastercard Inc	$326K	0.08%	0.00%	-2.2%	Q4 2020
WMTWalmart Inc.	$323K	0.08%	0.00%	+5.7%	Q4 2020
VZVerizon Communications Inc	$307K	0.07%	0.00%	-21.9%	Q4 2020
IBMInternational Business Machines Corp	$296K	0.07%	0.00%	+0.5%	Q4 2020
TXNTexas Instruments Inc	$279K	0.07%	0.00%	Not reported	Q4 2020
NFLXNetflix Inc	$258K	0.06%	0.00%	+0.4%	Q4 2020
PEPPepsico Inc	$257K	0.06%	0.00%	-7.4%	Q4 2020
GSGoldman Sachs Group Inc	$255K	0.06%	0.00%	-6.4%	Q4 2020
MUMicron Technology Inc	$245K	0.06%	0.00%	Not reported	Q4 2020
AMDAdvanced Micro Devices Inc	$242K	0.06%	0.00%	Not reported	Q4 2020

Q3 2025Reported Nov 4, 202559 positions
SPMDSupermedia Inc.	$30.1M	7.36%	Not reported	-63.1%	Q2 2022
SPYSPDR S&P 500 ETF Trust	$19.7M	4.83%	Not reported	-51.1%	Q4 2020
QQQInvesco QQQ Trust, Series 1	$15.3M	3.76%	Not reported	-51.3%	Q4 2020
AAPLApple Inc.	$11.4M	2.79%	0.00%	-52.2%	Q4 2020
PLTRPalantir Technologies Inc.	$5.01M	1.23%	0.00%	-50.5%	Q4 2020
DIASPDR Dow Jones Industrial Average ETF Trust	$4.63M	1.13%	Not reported	-79.8%	Q4 2020
MSFTMicrosoft Corp	$3.6M	0.88%	0.00%	-54.4%	Q4 2020
TSLATesla, Inc.	$2.21M	0.54%	0.00%	-58.9%	Q4 2020
AMZNAmazon Com Inc	$2.18M	0.53%	0.00%	-57.3%	Q4 2020
GOOGAlphabet Inc.	$2.12M	0.52%	Not reported	-57.3%	Q4 2020
NVDANvidia Corp	$1.47M	0.36%	0.00%	-58.9%	Q4 2020
METAMeta Platforms, Inc.	$1.38M	0.34%	Not reported	-56.4%	Q4 2020
COSTCostco Wholesale Corp	$1.02M	0.25%	0.00%	-53.6%	Q4 2020
DFAXGulf Resources, Inc.	$1M	0.25%	Not reported	-45.0%	Q2 2025
GOOGLAlphabet Inc.	$991K	0.24%	0.00%	-55.5%	Q4 2020
JNJJohnson & Johnson	$941K	0.23%	0.00%	-63.3%	Q4 2020
TTTrane Technologies plc	$859K	0.21%	0.00%	-50.6%	Q4 2020
AVGOBroadcom Inc.	$807K	0.20%	0.00%	-58.4%	Q4 2020
QTUMQuantum Group Inc	$800K	0.20%	Not reported	-31.8%	Q1 2025
JPMJPMorgan Chase & Co	$766K	0.19%	0.00%	-53.3%	Q4 2020
MDTMedtronic plc	$745K	0.18%	0.00%	-47.8%	Q4 2020
HDHome Depot, Inc.	$715K	0.18%	0.00%	-58.4%	Q4 2020
NCANuveen California Municipal Value Fund	$710K	0.17%	Not reported	-21.0%	Q1 2025
AMGNAmgen Inc	$677K	0.17%	0.00%	-51.3%	Q4 2020
IBITiShares Bitcoin Trust ETF	$653K	0.16%	0.00%	-43.0%	Q1 2025
CVXChevron Corp	$597K	0.15%	0.00%	-41.8%	Q4 2020
FICOFair Isaac Corp	$504K	0.12%	0.00%	-50.7%	Q4 2020
CALIChina Auto Logistics Inc	$491K	0.12%	Not reported	-41.3%	Q1 2025
BRK.BBerkshire Hathaway Inc	$486K	0.12%	Not reported	-54.9%	Q4 2020
MUJBlackRock Muniholdings New Jersey Quality Fund, Inc.	$483K	0.12%	Not reported	-45.6%	Q1 2025
PGPROCTER & GAMBLE Co	$473K	0.12%	0.00%	-63.6%	Q4 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$468K	0.11%	0.00%	-49.9%	Q4 2020
AXPAmerican Express Co	$463K	0.11%	0.00%	-50.0%	Q4 2020
CMCCOMMERCIAL METALS Co	$458K	0.11%	0.01%	-50.9%	Q2 2023
ABBVAbbVie Inc.	$453K	0.11%	0.00%	-52.8%	Q4 2020
VZVerizon Communications Inc	$425K	0.10%	0.00%	-63.5%	Q4 2020
PMPhilip Morris International Inc.	$421K	0.10%	0.00%	-68.7%	Q4 2020
MCDMcdonalds Corp	$412K	0.10%	0.00%	-63.1%	Q4 2020
INTCIntel Corp	$410K	0.10%	0.00%	-52.4%	Q4 2020
XOMExxonMobil Holdings Corp	$404K	0.10%	0.00%	-72.4%	Q4 2020
VVisa Inc.	$404K	0.10%	0.00%	-52.5%	Q4 2020
MAMastercard Inc	$332K	0.08%	0.00%	-56.3%	Q4 2020
NFLXNetflix Inc	$329K	0.08%	0.00%	-57.4%	Q4 2020
KOCoca Cola Co	$323K	0.08%	0.00%	-67.7%	Q4 2020
TXNTexas Instruments Inc	$296K	0.07%	0.00%	-53.7%	Q4 2020
WMTWalmart Inc.	$283K	0.07%	0.00%	-65.6%	Q4 2020
IBMInternational Business Machines Corp	$280K	0.07%	0.00%	-51.5%	Q4 2020
TAt&T Inc.	$277K	0.07%	0.00%	-75.6%	Q4 2020
PEPPepsico Inc	$272K	0.07%	0.00%	-66.9%	Q4 2020
FNFFidelity National Financial, Inc.	$255K	0.06%	0.00%	-52.6%	Q4 2020

Premium opens every quarter this fund has filed