Atria Investments, Inc
All 13F Filings
- Location
- Charlotte, NC
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 8,798,658
- Description
- Charlotte North Carolina based fiduciary portfolio advisory practice with a corporate governance structure and a research first and risk aware investment mandate. The approach emphasizes active stewardship and governance oversight, planning integrated mandate design, and valuation discipline and downside awareness for private client and family mandates. Risk framing is embedded in allocation decisions, position sizing, and portfolio construction discipline through policy aligned investment process and oversight rigor.
- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/5/2026 | 2,018 | 8,798,658 | 13F-HR | Atria Investments, Inc |
| Q3 2025 | 11/6/2025 | 2,003 | 8,750,797 | 13F-HR | Atria Investments, Inc |
| Q1 2025 | 5/6/2025 | 1,890 | 7,801,543 | 13F-HR | Atria Investments, Inc |
| Q4 2024 | 2/6/2025 | 1,846 | 8,035,586 | 13F-HR | Atria Investments, Inc |
| Q3 2024 | 11/1/2024 | 1,895 | 8,050,964 | 13F-HR | Atria Investments, Inc |
| Q2 2024 | 8/13/2024 | 1,907 | 7,722,830 | 13F-HR | Atria Investments, Inc |
| Q1 2024 | 5/21/2024 | 963 | 7,265,516 | 13F-HR | Atria Investments, Inc |
| Q4 2023 | 2/14/2024 | 891 | 6,461,924 | 13F-HR | Atria Investments, Inc |
| Q3 2023 | 11/7/2023 | 842 | 5,614,659 | 13F-HR | Atria Investments, Inc |
| Q2 2023 | 8/4/2023 | 825 | 5,539,059 | 13F-HR | Atria Investments, Inc |
| Q1 2023 | 5/10/2023 | 810 | 5,282,945 | 13F-HR | Atria Investments, Inc |
| Q4 2022 | 1/31/2023 | 763 | 4,878,352 | 13F-HR | Atria Investments, Inc |
| Q3 2022 | 11/1/2022 | 734 | 4,529,523 | 13F-HR | ATRIA INVESTMENTS LLC |
| Q2 2022 | 8/11/2022 | 747 | 4,768,674 | 13F-HR | ATRIA INVESTMENTS LLC |
| Q1 2022 | 5/2/2022 | 854 | 5,711,444 | 13F-HR | ATRIA INVESTMENTS LLC |
| Q4 2021 | 2/4/2022 | 839 | 5,611,854 | 13F-HR | ATRIA INVESTMENTS LLC |
| Q3 2021 | 11/16/2021 | 782 | 5,536,112 | 13F-HR | ATRIA INVESTMENTS LLC |
| Q2 2021 | 8/10/2021 | 761 | 5,181,577 | 13F-HR | ATRIA INVESTMENTS LLC |
| Q1 2021 | 5/11/2021 | 702 | 4,518,016 | 13F-HR | ATRIA INVESTMENTS LLC |
| Q4 2020 | 2/12/2021 | 668 | 4,143,565 | 13F-HR | ATRIA INVESTMENTS LLC |
| Q3 2020 | 11/5/2020 | 579 | 3,291,833 | 13F-HR | ATRIA INVESTMENTS LLC |
| Q2 2020 | 9/22/2020 | 511 | 2,918,519 | 13F-HR/A - RESTATEMENT | ATRIA INVESTMENTS LLC |
| Q2 2020 | 8/13/2020 | 579 | 1,300,467 | 13F-HR | ATRIA INVESTMENTS LLC |
| Q1 2020 | 5/15/2020 | 585 | 1,302,603 | 13F-HR | ATRIA INVESTMENTS LLC |
| Q4 2019 | 2/11/2020 | 1,193 | 3,691,111 | 13F-HR | ATRIA INVESTMENTS LLC |
| Q2 2014 | 7/21/2014 | 416 | 1,002,254 | 13F-HR | ATRIA INVESTMENTS LLC |
| Q1 2014 | 5/12/2014 | 421 | 981,198 | 13F-HR | ATRIA INVESTMENTS LLC |
| Q4 2013 | 1/9/2014 | 439 | 1,004,105 | 13F-HR | ATRIA INVESTMENTS LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 7.051 M | 80.1% | 0 | 61.47 K | -61.47 K |
| ETFs | 1.592 M | 18.1% | 110.8 K | 0 | 110.8 K |
| Debt | 88.08 K | 1.0% | 9.11 K | 0 | 9.11 K |
| Other | 66.86 K | 0.8% | 627 | 0 | 627 |
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Fund Snapshot
Q4 2025
Latest filed
2/5/2026
Total value ($000)
8,798,658
Holdings
2018
QoQ value change ($000)
47,861
(0.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.