Atlas Private Wealth Advisors
Annual return '25
+15.8%
SPY '25
+17.7%
Alpha
-2.0ptsvs SPY
Invested
$424.8M
Holdings
132
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPMD
SPDR SERIES TRUST
Q1 2026: Exited (was 550.5k shares)
7.7%
02
$SPDW
SPDR INDEX SHS FDS
Q1 2026: Exited (was 592.9k shares)
6.3%
03
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: Exited (was 33.9k shares)
5.5%
04
$SPYM
SPDR SERIES TRUST
Q1 2026: Exited (was 263.0k shares)
5.2%
05
$SGOV
ISHARES TR
Q1 2026: Exited (was 183.0k shares)
4.7%
06
$IEF
ISHARES TR
Q1 2026: Exited (was 177.9k shares)
4.1%
07
$SPSM
SPDR SERIES TRUST
Q1 2026: Exited (was 356.5k shares)
4.0%
08
$PWV
INVESCO EXCHANGE TRADED FD T
Q1 2026: Exited (was 233.1k shares)
3.9%
09
$NDQ
INVESCO QQQ TR
Q1 2026: Exited (was 26.9k shares)
3.9%
10
$SPTM
SPDR SERIES TRUST
Q1 2026: Exited (was 145.6k shares)
3.1%
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 12:40 UTC.