Managers / Q2 2025
Atria Wealth Solutions, Inc.
CIK 0001927543 · 295 MADISON AVENUE, SUITE 1407, NEW YORK, NY, 10017 · 646-887-9012
Reported Value
$4.4B
Q2 2025
Positions
2,098
Filings on Record
18
2019–present window
Filed
Jul 25, 2025
original filing
Summary
Atria Wealth Solutions, Inc. reported $4.4B in U.S.-listed holdings across 2,098 positions for Q2 2025.
Compared with Q1 2025, the fund opened 119 new positions and exited 500.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q2 2025
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q2 2025 | $4.4B | 2,098 | Jul 25, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $8.3B | 4,132 | May 9, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $9.1B | 4,592 | Jan 31, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $9.2B | 4,393 | Nov 8, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $9.1B | 4,402 | Jul 22, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $8.9B | 4,491 | May 13, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $8.0B | 4,290 | Feb 2, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $7.1B | 4,023 | Nov 8, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $6.2B | 3,699 | Aug 30, 2023 | RESTATEMENT | changes · EDGAR ↗ |
| Q1 2023 | $6.8B | 3,850 | May 10, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $6.30T | 3,738 | Feb 13, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $6.3B | 3,819 | Nov 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $5.3B | 3,283 | Aug 15, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $6.0B | 3,590 | May 16, 2022 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.