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Atria Investments, Inc.
Michael Kim · Investment Advisor · Multi-Strategy
Atria Investments, Inc., doing business as Adhesion Wealth Advisor Solutions, is a Charlotte-based registered investment advisor founded in 1999. Specializing in sub-advisory and overlay portfolio management, the firm provides independent wealth managers with technology-driven solutions for unified managed accounts (UMA), separately managed accounts (SMA), and direct indexing. As a subsidiary of AssetMark Financial Holdings, Atria focuses on automating portfolio rebalancing and tax-aware management, allowing advisors to scale their practices while maintaining personalized client strategies through an extensive manager marketplace that features hundreds of distinct investment models.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +14.1% |
| YTD return | +10.9% |
| Sharpe ratio | 1.48 |
| Win rate | 48% |
| AUM | $1.6B |
| Inception | Oct 1, 2025 |
| Updated | Sep 21, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.6B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.adhesionwealth.com |
Current Holdings
Updated on Sep 21, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| NVDA | NVIDIA Corporation | 13.6% | +19.2% |
| GOOGL | Alphabet Inc Class A | 11.8% | +31.8% |
| MSFT | Microsoft Corporation | 11.1% | -1.3% |
| AAPL | Apple Inc | 8.9% | +28.4% |
| AMZN | Amazon.com Inc | 6.8% | +15.5% |
| AVGO | Broadcom Inc | 5.4% | +6.6% |
| META | Meta Platforms Inc. | 5.3% | +7.5% |
| JPM | JPMorgan Chase & Co | 4.6% | +12.4% |
| JNJ | Johnson & Johnson | 4.1% | +34.1% |
| TSM | Taiwan Semiconductor Manufacturing | 3.7% | +45.4% |
| V | Visa Inc. Class A | 3.5% | +5.7% |
| CVX | Chevron Corp | 3.2% | +24.2% |
| TSLA | Tesla Inc | 2.7% | -14.3% |
| ABBV | AbbVie Inc | 2.6% | +9.9% |
| LLY | Eli Lilly and Company | 2.5% | +34.2% |
| MU | Micron Technology Inc | 2.2% | +24.1% |
| XOM | Exxon Mobil Corp | 2.2% | +31.8% |
| PM | Philip Morris International Inc | 2.1% | +8.7% |
| CSCO | Cisco Systems Inc | 2.0% | -5.5% |
| MRK | Merck & Company Inc | 1.8% | 0.0% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 21, 2026 | SELL | TSLA | 2.6% → 2.7% |
| Sep 21, 2026 | BUY | V | 3.5% → 3.5% |
| Sep 21, 2026 | BUY | GOOGL | 11.4% → 11.8% |
| Sep 21, 2026 | SELL | META | 4.8% → 5.3% |
| Sep 21, 2026 | BUY | JNJ | 4.2% → 4.1% |
Investment Style Analysis
Atria Investments, Inc. is widely recognized for employing a Multi-Strategy strategy. As of Sep 21, 2026, the firm oversees approximately $1.6B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Internet Content & Information sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 21, Atria Investments, Inc. made a significant move by reducing the position in TSLA. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Atria Investments' philosophy centers on enhancing advisor productivity through scalable investment infrastructure and sophisticated implementation. The firm operates an open-architecture "Manager Exchange" that provides access to a broad universe of third-party asset managers, which Atria implements via a centralized overlay portfolio management system. Their approach emphasizes "Tax Alpha" by utilizing automated tax-loss harvesting and gain-loss matching to maximize after-tax returns for end clients. By decoupling asset management from middle- and back-office execution, the firm enables advisors to focus on holistic wealth management and client relationships while leveraging institutional-grade implementation technology for complex portfolio construction.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Atria Investments, Inc..
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Frequently asked questions
How is the simulated portfolio for Atria Investments, Inc. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Atria Investments, Inc.'s largest holding?
As of the latest filing, Atria Investments, Inc.'s top position is NVIDIA Corporation (NVDA), representing 13.6% of the portfolio. This reflects a high-conviction bet by the institution.
What is Atria Investments, Inc.'s historical performance and risk profile?
Our simulation indicates a total return of +14.1% with a win rate of 48%. Notably, the portfolio maintains a Sharpe Ratio of 1.48, suggesting an strong level of risk-adjusted returns compared to the broader market.
What sectors does Atria Investments, Inc. primarily invest in?
Atria Investments, Inc. has a strong preference for the Semiconductors sector, which makes up 24.9% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is Atria Investments, Inc.'s portfolio concentrated or diversified?
Atria Investments, Inc. runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 36.4% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Atria Investments, Inc. performed in 2026?
Our AI-simulated model portfolio for Atria Investments, Inc. tracks a Year-to-Date (YTD) return of +10.9%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Michael Kim manage Atria Investments, Inc. directly?
Yes, Michael Kim serves as the key portfolio manager for Atria Investments, Inc., overseeing the investment strategy and final capital allocation decisions.