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 Trade History
$0
$1.97 Billion 0.06% of portfolio
42,148
Q3 2025 Added 0.33%
$0
$1.9 Billion 0.06% of portfolio
37,601
Q3 2025 Added 44.9%
$0
$1.96 Billion 0.06% of portfolio
29,249
Q3 2025 Added 22.7%
$0
$1.4 Billion 0.05% of portfolio
30,262
Q3 2025 Added 19.43%
$0
$1.45 Billion 0.05% of portfolio
60,411
Q3 2025 Reduced 6.55%
$0
$1.4 Billion 0.05% of portfolio
60,835
Q3 2025 Reduced 12.35%
$0
$1.57 Billion 0.05% of portfolio
10,107
Q3 2025 Reduced 10.18%
$0
$1.48 Billion 0.05% of portfolio
22,743
Q3 2025 Added 0.22%
$0
$1.55 Billion 0.05% of portfolio
22,865
Q3 2025 Reduced 24.45%
$0
$1.61 Billion 0.05% of portfolio
31,661
Q3 2025 Reduced 9.26%
$0
$1.47 Billion 0.05% of portfolio
14,266
Q3 2025 Reduced 26.16%
$0
$1.54 Billion 0.05% of portfolio
11,077
Q3 2025 Reduced 12.08%
$0
$1.51 Billion 0.05% of portfolio
28,117
Q3 2025 Reduced 14.05%
$0
$1.69 Billion 0.05% of portfolio
42,691
Q3 2025 Reduced 30.42%
$0
$1.7 Billion 0.05% of portfolio
68,031
Q3 2025 Reduced 15.72%
$0
$1.64 Billion 0.05% of portfolio
11,628
Q3 2025 Added 11.26%
$0
$1.61 Billion 0.05% of portfolio
13,592
Q3 2025 Added 25.89%
$1.09B
$1.31 Billion 0.04% of portfolio
9,136
Q3 2025 Added 0.92%
$0
$1.1 Billion 0.04% of portfolio
19,304
Q3 2025 Reduced 3.89%
$0
$1.18 Billion 0.04% of portfolio
30,612
Q3 2025 New
$0
$1.3 Billion 0.04% of portfolio
5,860
Q3 2025 Reduced 12.8%
$0
$1.31 Billion 0.04% of portfolio
76,800
Q3 2025 Added 3.68%
$0
$1.16 Billion 0.04% of portfolio
17,018
Q3 2025 Reduced 7.49%
$0
$1.39 Billion 0.04% of portfolio
13,828
Q3 2025 Added 360.78%
$0
$1.22 Billion 0.04% of portfolio
44,663
Q3 2025 Reduced 13.76%
$0
$1.29 Billion 0.04% of portfolio
7,087
Q3 2025 Added 3.58%
$0
$1.28 Billion 0.04% of portfolio
13,234
Q3 2025 Reduced 8.86%
$0
$1.36 Billion 0.04% of portfolio
12,256
Q3 2025 Reduced 82.74%
$0
$1.2 Billion 0.04% of portfolio
14,124
Q3 2025 Reduced 0.28%
$0
$1.3 Billion 0.04% of portfolio
5,056
Q3 2025 Added 7.96%
$0
$1.37 Billion 0.04% of portfolio
14,451
Q3 2025 Reduced 5.53%
$0
$1.13 Billion 0.04% of portfolio
12,108
Q3 2025 Added 35.95%
$0
$1.25 Billion 0.04% of portfolio
10,376
Q3 2025 Reduced 23.73%
$0
$1.08 Billion 0.04% of portfolio
11,635
Q3 2025 New
$0
$1.19 Billion 0.04% of portfolio
2,735
Q3 2025 Added 109.74%
$0
$1.14 Billion 0.04% of portfolio
8,306
Q3 2025 Added 151.85%
$0
$1.38 Billion 0.04% of portfolio
27,396
Q3 2025 Added 135.52%
$0
$790 Million 0.03% of portfolio
7,269
Q3 2025 Reduced 5.17%
$0
$1.08 Billion 0.03% of portfolio
9,692
Q3 2025 Reduced 3.43%
$0
$797 Million 0.03% of portfolio
26,910
Q3 2025 Added 20.31%
$0
$777 Million 0.03% of portfolio
23,692
Q3 2025 New
$0
$953 Million 0.03% of portfolio
12,532
Q3 2025 Added 58.91%
$0
$830 Million 0.03% of portfolio
21,631
Q3 2025 Reduced 20.1%
$218M
$1.01 Billion 0.03% of portfolio
11,407
Q3 2025 Added 0.72%
$0
$1.07 Billion 0.03% of portfolio
8,875
Q3 2025 Reduced 40.3%
$0
$996 Million 0.03% of portfolio
48,152
Q3 2025 Reduced 16.92%
$0
$910 Million 0.03% of portfolio
41,226
Q3 2025 Reduced 4.73%
$0
$1.06 Billion 0.03% of portfolio
14,418
Q3 2025 Reduced 1.42%
$0
$891 Million 0.03% of portfolio
11,112
Q3 2025 Added 3.78%

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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