Atria Investments, Inc
Annual return '25
+16.4%
SPY '25
+17.7%
Alpha
-1.3ptsvs SPY
Invested
$8.9B
Holdings
2,027
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +1854.8% (2.3k → 45.0k shares)
1.9%
02
$IVV
ISHARES TR
Q4 2025: Exited (was 220.6k shares)
1.8%
03
$VOO
VANGUARD INDEX FDS
Q4 2025: Exited (was 171.2k shares)
1.7%
04
$MSFT
MICROSOFT CORP
Q4 2025: Exited (was 426.7k shares)
1.6%
05
$GQ9
SPDR GOLD TR
Q1 2026: Sold 84.1% (2.50M → 398.0k shares)
1.3%
06
$BIL
SPDR SERIES TRUST
Q4 2025: Exited (was 129.7k shares)
1.3%
07
$AAPL
APPLE INC
Q1 2026: New position (27.7k shares)
1.2%
08
$AMZN
AMAZON COM INC
Q1 2026: Exited (was 144.2k shares)
1.0%
09
$VGIT
VANGUARD SCOTTSDALE FDS
Q4 2025: Exited (was 214.3k shares)
1.0%
10
$IEMG
ISHARES INC
Q4 2025: Exited (was 1.24M shares)
1.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:39 UTC.