Atlas Private Wealth Advisors
All 13F Filings
- Location
- Red Bank, NJ
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 456,815
- Description
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- Website
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- Founded
- —
- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/27/2026 | 139 | 456,815 | 13F-HR | Atlas Private Wealth Advisors |
| Q1 2026 | 4/23/2026 | 132 | 424,756 | 13F-HR | Atlas Private Wealth Advisors |
| Q4 2025 | 2/5/2026 | 134 | 427,970 | 13F-HR | Atlas Private Wealth Advisors |
| Q3 2025 | 11/4/2025 | 135 | 408,248 | 13F-HR | Atlas Private Wealth Advisors |
| Q2 2025 | 8/5/2025 | 193 | 777,133 | 13F-HR | Atlas Private Wealth Advisors |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 84.98 K | 18.6% | 0 | 6.921 K | -6.921 K |
| ETFs | 371.8 K | 81.4% | 38.99 K | 0 | 38.99 K |
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Fund Snapshot
Q2 2026
Latest filed
7/27/2026
Total value ($000)
456,815
Holdings
139
QoQ value change ($000)
32,059
(7.5%)
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.