Atomi Financial Group, Inc. Portfolio Holdings

Atomi Financial Group, Inc.

$3.09 Trillion
Q3 2025

Atomi Financial Group, Inc. has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $3.09 Trillion distributed in 1165 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $98.5B, Coinbase Global, Inc. with a value of $98.4B, Ishares Core S&P 500 ETF with a value of $90.4B, Vanguard Ftse Developed Market with a value of $72.5B, and Ishares Tr with a value of $70.4B.

Examining the 13F form we can see an increase of $448B in the current position value, from $2.65T to 3.09T.

Atomi Financial Group, Inc. is based out at Irvine, CA

Below you can find more details about Atomi Financial Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $3.09 Trillion

Technology: $538 Billion

Financial Services: $247 Billion

Communication Services: $194 Billion

Consumer Cyclical: $121 Billion

Industrials: $87.1 Billion

Healthcare: $79.6 Billion

Consumer Defensive: $48 Billion

Energy: $41.8 Billion

Other: $97.6 Billion

Stock Holdings Table ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
DLS Wisdomtree Tr Intl Small Cap D ETFs	$0	$7.35 Billion 0.24% of portfolio	92,424	Q3 2025 Added 7.27%
EFA Ishares Tr Msci Eafe ETF ETFs	$0	$6.82 Billion 0.22% of portfolio	73,021	Q3 2025 Reduced 3.65%
FLOT Ishares Tr Fltg Rate Nt ETF ETFs	$0	$6.67 Billion 0.22% of portfolio	130,490	Q3 2025 Reduced 3.49%
QUAL Ishares Msci Usa Quality Facto ETFs	$0	$6.04 Billion 0.2% of portfolio	31,067	Q3 2025 Reduced 15.62%
MINT Pimco ETF Tr Enhanced Sht Matu ETFs	$0	$6.24 Billion 0.2% of portfolio	62,002	Q3 2025 Added 36.01%
SPHY Spdr Ser Tr Spdr Portfolio Hig ETFs	$0	$6.07 Billion 0.2% of portfolio	253,471	Q3 2025 Added 35.06%
BSV Vanguard Bd Index Fd Inc Short ETFs	$0	$6.32 Billion 0.2% of portfolio	80,135	Q3 2025 Added 76.4%
IEF Ishares Barclays ETFs	$0	$5.94 Billion 0.19% of portfolio	61,535	Q3 2025 Added 6.34%
EMXC Ishares Inc Msci Emerging Mkts ETFs	$0	$5.42 Billion 0.18% of portfolio	80,344	Q3 2025 Reduced 81.11%

MUB Ishares National Muni Bond ETF ETFs	$0	$5.51 Billion 0.18% of portfolio	51,752	Q3 2025 Added 38.89%
VV Vanguard Large Cap ETF ETFs	$0	$5.61 Billion 0.18% of portfolio	18,208	Q3 2025 Added 0.24%
SCHA Schwab Strategic Tr Us Small C ETFs	$0	$5.39 Billion 0.17% of portfolio	193,119	Q3 2025 Added 5.25%
DIA Spdr Dow Jones Industrial Average ETF Trust ETFs	$0	$5.11 Billion 0.17% of portfolio	11,021	Q3 2025 Added 2.22%
IWB Ishares Tr Russell 1000 ETF ETFs	$0	$4.98 Billion 0.16% of portfolio	13,639	Q3 2025 Added 0.17%
SCHC Schwab Strategic Tr Intl Small ETFs	$0	$4.93 Billion 0.16% of portfolio	108,379	Q3 2025 Reduced 12.74%
XLK Technology Sector Spdr ETFs	$0	$4.84 Billion 0.16% of portfolio	17,167	Q3 2025 Reduced 11.86%
CMF Ishares California Muni Bond E ETFs	$0	$4.51 Billion 0.15% of portfolio	78,994	Q3 2025 Added 17.57%
VGT Vanguard Information Technolog ETFs	$0	$4.47 Billion 0.14% of portfolio	5,989	Q3 2025 Added 22.1%

IEI Ishares Barclays 3 7 Yr Treas ETFs	$0	$4.14 Billion 0.13% of portfolio	34,608	Q3 2025 Added 11.13%
USIG Ishares Tr Broad Usd Inbd Etfv ETFs	$0	$4.01 Billion 0.13% of portfolio	76,801	Q3 2025 Added 286.19%
VIG Vanguard Dividend Appreciation ETFs	$0	$4.04 Billion 0.13% of portfolio	18,730	Q3 2025 Added 20.17%
BSJQ Invesco Etsf Fd Tr Bulletshare ETFs	$0	$3.8 Billion 0.12% of portfolio	162,154	Q3 2025 Added 16.69%
IEMG Ishares Inc ETFs	$0	$3.68 Billion 0.12% of portfolio	55,900	Q3 2025 Reduced 8.64%
SHY Ishares Barclays 1 3 Year Trea ETFs	$0	$3.68 Billion 0.12% of portfolio	44,419	Q3 2025 Added 8.55%
BIL Spdr Bloomberg 1 3 Month T Bil ETFs	$0	$3.78 Billion 0.12% of portfolio	41,202	Q3 2025 Added 8.08%
DFAT Dimensional ETF Tr U S Target ETFs	$0	$3.28 Billion 0.11% of portfolio	56,364	Q3 2025 Reduced 9.39%
XLRE Select Sector Spdr Tr Real Est ETFs	$0	$3.52 Billion 0.11% of portfolio	83,654	Q3 2025 Added 5.8%
VSS Vanguard Intl Eqty Ftse All Wo ETFs	$0	$3.47 Billion 0.11% of portfolio	24,372	Q3 2025 Added 5.29%
SGOL Abrdn Gold ETF Trust ETFs	$5.65B	$3.08 Billion 0.1% of portfolio	83,592	Q1 2025 Added 2.07%
EFG Msci Eafe Growth ETF ETFs	$0	$2.99 Billion 0.1% of portfolio	26,264	Q3 2025 Added 14.77%
SUB Ishares Short Term National Mu ETFs	$0	$3.19 Billion 0.1% of portfolio	29,890	Q3 2025 Added 38.33%
VNQ Vanguard Specialized Funds Van ETFs	$0	$3.02 Billion 0.1% of portfolio	32,991	Q3 2025 Added 6.54%
SCHR Schwab Intermediate Term Us Tr ETFs	$0	$2.79 Billion 0.09% of portfolio	111,185	Q3 2025 Added 14.12%
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	$0	$2.71 Billion 0.09% of portfolio	34,562	Q3 2025 Reduced 18.02%
MOAT Vaneck Morningstar Wide Moat E ETFs	$0	$2.87 Billion 0.09% of portfolio	28,994	Q3 2025 Reduced 3.98%
AMLP Alps ETF Tr Alerian Mlp ETF ETFs	$0	$2.36 Billion 0.08% of portfolio	50,296	Q3 2025 Added 15.09%
GLD Spdr Gold Trust ETFs	$130B	$2.58 Billion 0.08% of portfolio	7,269	Q3 2025 Reduced 0.95%
SPDW Spdr Ser Tr Fds Spdr Portfolio ETFs	$0	$2.51 Billion 0.08% of portfolio	58,654	Q3 2025 Added 0.3%
FCAL First Tr Iii Calif Mun High In ETFs	$0	$2.2 Billion 0.07% of portfolio	45,065	Q3 2025 Reduced 7.37%
BSJR Invesco Indx Tr ETFs	$0	$2.06 Billion 0.07% of portfolio	90,382	Q3 2025 Added 28.31%
RSP Invesco S&P 500 Equal Weight E ETFs	$0	$2.29 Billion 0.07% of portfolio	12,047	Q3 2025 Added 44.28%
SHV Ishares Tr ETFs	$0	$2.18 Billion 0.07% of portfolio	19,727	Q3 2025 Added 7.91%
SHYG Ishares 0 5 Year High Yield CO ETFs	$0	$2.24 Billion 0.07% of portfolio	51,735	Q3 2025 Added 33.86%
ESGU Ishares Trust Ishares Esg Awar ETFs	$0	$2.16 Billion 0.07% of portfolio	14,839	Q3 2025 Added 3.63%
ITOT Ishares Core S&P Total U.S. St ETFs	$0	$2.18 Billion 0.07% of portfolio	14,958	Q3 2025 Reduced 14.72%
IBTF Ishares Tr Ibonds Dec 2025 Ter ETFs	$0	$2.27 Billion 0.07% of portfolio	97,157	Q3 2025 Reduced 8.94%
IVE Ishares S&P 500 Value ETF ETFs	$0	$1.71 Billion 0.06% of portfolio	8,292	Q3 2025 Reduced 24.72%
DGRO Ishares Core Dividend Growth E ETFs	$0	$1.98 Billion 0.06% of portfolio	29,148	Q3 2025 Added 1.39%
NYF Ishares New York Muni Bond ETF ETFs	$0	$1.74 Billion 0.06% of portfolio	32,538	Q3 2025 Added 90.63%
SCHM Schwab Strategic U.S. Mid Cap ETFs	$0	$1.96 Billion 0.06% of portfolio	66,108	Q3 2025 Added 11.54%

Summary

Portfolio
No. of Stocks 1,165
Current Value $3.09 Trillion
Prior Value $2.65 Trillion
Filing
Period Q3 2025
Filing Date November 10, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 134 stocks
Additional Purchases 700 stocks
Sold out of 0 stocks
Reduced holdings in 288 stocks

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Atomi Financial Group, Inc. Portfolio Holdings