Atlas Private Wealth Advisors

RIA/Wealth

Atlas Private Wealth Advisors is a RIA/Wealth based in Fresno, CA led by Juan Antonio Perez Mayo, reporting $688.1M in AUM as of Q3 2025 with 88% ETF concentration.

Managing PartnerJuan Antonio Perez Mayo

Portfolio Value: $406.4M
Positions: 134
Top Holding: SPMD at 7.4%
Last Reported: Q3 2025

Address1111 E Herndon Ave, Suite 109, Fresno, CA, 93720, United States

Top Holdings

Largest long holdings in Atlas Private Wealth Advisors's portfolio (44.8% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 SPDR Portfolio S&P 400 Mid Cap ETF SPMD	ETF ETF	$30.1M	7.40%	-$51.3M Sold	— 525.7K shares	Q2 2022 Held for 3y 5m
2 SPDR Portfolio Developed World ex-US ETF SPDW	ETF ETF	$23.4M	5.76%	-$16.5M Sold	— 547.0K shares	Q3 2021 Held for 4y 2m
3 SPDR S&P 500 ETF Trust SPY	ETF ETF	$19.7M	4.85%	-$20.6M Sold	— 29.6K shares	Q2 2020 Held for 5y 5m
4 SPDR Portfolio S&P 500 ETF SPLG	ETF ETF	$18.5M	4.55%	+$9.2M Bought	— 236.3K shares	Q3 2023 Held for 2y 2m
5 iShares 0-3 Month Treasury Bond SGOV	ETF ETF	$16.4M	4.04%	-$4.8M Sold	— 163.1K shares	Q1 2025 Held for 8 months
6 SPDR Portfolio S&P 600 Small Cap ETF SPSM	ETF ETF	$16.1M	3.95%	-$23.1M Sold	— 346.9K shares	Q2 2023 Held for 2y 5m
7 iShares 7-10 Year Treasury Bond IEF	ETF ETF	$15.9M	3.90%	+$767.8K Bought	— 164.4K shares	Q1 2022 Held for 3y 8m
8 Invesco QQQ Trust QQQ	ETF ETF	$15.3M	3.77%	-$16.2M Sold	— 25.5K shares	Q2 2020 Held for 5y 5m
9 PWV Invesco Large Cap Value PWV	ETF ETF	$14.4M	3.53%	-$14.9M Sold	— 220.3K shares	Q2 2022 Held for 3y 5m
10 FT Vest Rising Dividend Achievers Target Income RDVI	ETF ETF	$12.5M	3.08%	-$10.8M Sold	— 484.3K shares	Q2 2023 Held for 2y 5m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Atlas Private Wealth Advisors's latest filing

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Market Value

$406.4M

Prior: $773.4M

Q/Q Change

-47.45%

-$367.0M

Net Flows % of MV

-101.83%

Turnover Ratio

53.62%

New Purchases

2 stocks

$575.6K

Added To

4 stocks

+$10.3M

Sold Out Of

61 stocks

$18.9M

Reduced Holdings

127 stocks

-$405.9M

Increased Positions

Position	Shares Δ	Change
1 Fidelity Fundamental Large Cap Core FFLC	New	0 → 6.9K +$357.0K
2 NEOS S&P 500 High Income SPYI	New	0 → 4.2K +$218.6K
3 SPDR Portfolio S&P 500 ETF SPLG	+98.55%	119.0K → 236.3K +$9.2M
4 SPYV SPDR Portfolio S&P 500 Value ETF SPYV	+64.64%	4.5K → 7.4K +$161.1K
5 iShares MSCI USA Quality Factor QUAL	+58.09%	1.6K → 2.5K +$177.4K

Decreased Positions

Position	Shares Δ	Change
1 Merck & Co. MRK	Sold	8.6K → 0 −$680.0K
2 Clorox CLX	Sold	5.0K → 0 −$602.4K
3 UnitedHealth Group UNH	Sold	1.7K → 0 −$536.4K
4 Elevance Health ELV	Sold	1.3K → 0 −$512.1K
5 Walt Disney DIS	Sold	3.5K → 0 −$432.4K