Atlas Private Wealth Advisors
133 holdingsFiling period: 2026-03-31Current AUM: $467.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPMD | SPDR SERIES TRUST | 550.2K | $32.6M | $36.3M | 7.76% | -216 | 2026-03-31 |
| 2 | SPDW | SPDR INDEX SHS FDS | 590.5K | $27.0M | $29.6M | 6.32% | -2,435 | 2026-03-31 |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | 36.1K | $23.5M | $27.0M | 5.77% | +2.2K | 2026-03-31 |
| 4 | SPYM | SPDR SERIES TRUST | 288.2K | $22.1M | $25.3M | 5.42% | +25.2K | 2026-03-31 |
| 5 | SGOV | ISHARES TR | 196.3K | $19.8M | $19.8M | 4.23% | +13.3K | 2026-03-31 |
| 6 | IEF | ISHARES TR | 182.4K | $17.4M | $17.0M | 3.63% | +4.6K | 2026-03-31 |
| 7 | SPSM | SPDR SERIES TRUST | 349.9K | $16.9M | $19.8M | 4.23% | -6,586 | 2026-03-31 |
| 8 | PWV | INVESCO EXCHANGE TRADED FD T | 239.5K | $16.7M | $19.2M | 4.10% | +6.4K | 2026-03-31 |
| 9 | QQQ | INVESCO QQQ TR | 28.6K | $16.5M | $19.7M | 4.20% | +1.6K | 2026-03-31 |
| 10 | SPTM | SPDR SERIES TRUST | 166.8K | $13.2M | $15.1M | 3.23% | +21.2K | 2026-03-31 |
| 11 | DGRO | ISHARES TR | 168.9K | $11.9M | $13.2M | 2.82% | +4.1K | 2026-03-31 |
| 12 | CWI | SPDR INDEX SHS FDS | 321.0K | $11.7M | $12.9M | 2.76% | +12.6K | 2026-03-31 |
| 13 | AAPL | APPLE INC | 42.6K | $10.8M | $13.2M | 2.81% | -1,588 | 2026-03-31 |
| 14 | RSP | INVESCO EXCHANGE TRADED FD T | 55.6K | $10.7M | $12.0M | 2.55% | -302 | 2026-03-31 |
| 15 | SPEM | SPDR INDEX SHS FDS | 224.0K | $10.5M | $11.4M | 2.44% | +6.3K | 2026-03-31 |
| 16 | RDVI | FIRST TR EXCHANGE-TRADED FD | 384.9K | $9.8M | $11.2M | 2.40% | -78,123 | 2026-03-31 |
| 17 | SPHY | SPDR SERIES TRUST | 421.5K | $9.8M | $9.8M | 2.10% | -3,067 | 2026-03-31 |
| 18 | JAAA | JANUS DETROIT STR TR | 168.7K | $8.5M | $8.5M | 1.82% | +484 | 2026-03-31 |
| 19 | AGG | ISHARES TR | 82.6K | $8.2M | $8.0M | 1.72% | -4,865 | 2026-03-31 |
| 20 | KNG | FIRST TR EXCHANGE-TRADED FD | 148.0K | $7.2M | $7.5M | 1.61% | -30,650 | 2026-03-31 |
| 21 | QYLD | GLOBAL X FDS | 415.8K | $7.1M | $7.4M | 1.58% | -73,340 | 2026-03-31 |
| 22 | OBND | SSGA ACTIVE TR | 183.1K | $4.7M | $4.6M | 0.99% | +10.2K | 2026-03-31 |
| 23 | DFAC | DIMENSIONAL ETF TRUST | 116.1K | $4.5M | $5.2M | 1.10% | -544 | 2026-03-31 |
| 24 | QQQM | INVESCO EXCH TRADED FD TR II | 18.9K | $4.5M | $5.4M | 1.15% | +1.4K | 2026-03-31 |
| 25 | TLT | ISHARES TR | 46.8K | $4.1M | $3.8M | 0.82% | +2.5K | 2026-03-31 |
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