Atlas Private Wealth Advisors

Q1 2026 13F-HR Holdings

Location
Red Bank, NJ
Holdings as of
3/31/2026
Date filed
4/23/2026
Form type
13F-HR
Num holdings
132
Total value ($000)
$424,756
Net value change ($000)
-3,214 (-0.8%)
New positions
8
Sold out positions
10
Turnover %
1.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MUJ 1,424 232.3%
SGOV 1,385 7.5%
PWV 1,190 7.7%
SPTM 1,177 9.8%
SPYM 963 4.6%
JEPI 867 NEW
SPMD 708 2.2%
XOM 693 166.6%
CWI 669 6.0%
NCA 640 83.6%
Top Reduces (Value $000, Stocks/ETFs)
RDVI -2,316 -19.1%
KNG -1,572 -17.9%
QYLD -1,512 -17.5%
TSLA -1,322 -41.5%
AAPL -1,201 -10.0%
DIA -1,056 -25.1%
QQEW -989 -38.7%
MSFT -940 -28.3%
PLTR -840 -17.5%
MDT -777 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type