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Dan Mulvey

Atria Investments, Inc

Assets Managed
$8.937B
Holdings
2028
Last Quarter
2026 - Q1
Filed Date
1mo 14d ago
Growth Rate
1.58%(2Q avg: 1.07%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Atria Investments, Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 2028 positions.

Assets under management

The assets under management (AUM) of Atria Investments, Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 8.937B in assets, with a quarterly growth rate of 1.58% and a 2-quarter average growth rate of 1.07%. The portfolio is managed by Dan Mulvey, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Decreased -1.64%
1.89%
$168.425M
965,738 shares@ $174.41 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -1.86%
1.81%
$161.144M
246,696 shares@ $653.21 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 37.76%
1.73%
$153.878M
257,515 shares@ $597.55 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -7.2%
1.57%
$140.279M
378,958 shares@ $370.18 avg price
GLD
Spdr Gold Shares
Recent Activity
Increased 25.28%
1.3%
$115.402M
268,197 shares@ $430.29 avg price
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
Increased 589.8%
1.29%
$115.117M
1.256M shares@ $91.64 avg price
AAPL
Apple Inc
Recent Activity
Increased 5.27%
1.21%
$107.504M
423,596 shares@ $253.79 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -10.59%
1.04%
$92.376M
443,540 shares@ $208.27 avg price
VGIT
Vanguard Intermediate-term T
Recent Activity
Increased 432.41%
1%
$89.045M
1.495M shares@ $59.55 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Decreased -9.14%
1%
$89.02M
1.276M shares@ $69.76 avg price

1-10 of 2028