Atlas Private Wealth Advisors
All 13F Filings
- Location
- Red Bank, NJ
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 427,970
- Description
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- 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 | 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 | 403.2 K | 94.2% | 25.73 K | 0 | 25.73 K |
| ETFs | 24.75 K | 5.8% | 0 | 5.671 K | -5.671 K |
| Debt | 0 | 0.0% | 0 | 346 | -346 |
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Fund Snapshot
Q4 2025
Latest filed
2/5/2026
Total value ($000)
427,970
Holdings
134
QoQ value change ($000)
19,722
(4.8%)
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.