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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$22.7B
$447 Million 0.01% of portfolio
1,491
Q3 2025 Reduced 5.93%
$9.92B
$265 Million 0.01% of portfolio
4,456
Q3 2025 Added 20.37%
$19.3B
$325 Million 0.01% of portfolio
1,239
Q3 2025 New
$8.51B
$290 Million 0.01% of portfolio
3,343
Q3 2025 Added 13.4%
$12.2B
$320 Million 0.01% of portfolio
1,636
Q3 2025 Added 2.76%
$34.9B
$258 Million 0.01% of portfolio
746
Q3 2025 Added 8.59%
$7.79B
$201 Million 0.01% of portfolio
1,521
Q3 2025 New
$0
$279 Million 0.01% of portfolio
7,347
Q3 2025 Reduced 20.85%
$0
$297 Million 0.01% of portfolio
7,084
Q3 2025 Reduced 6.41%
$0
$334 Million 0.01% of portfolio
11,700
Q3 2025 New
$32.9B
$309 Million 0.01% of portfolio
20,526
Q3 2025 Added 16.51%
$15.7B
$403 Million 0.01% of portfolio
1,596
Q3 2025 Added 3.03%
$13.5B
$437 Million 0.01% of portfolio
7,782
Q3 2025 Added 7.34%
$13.7B
$412 Million 0.01% of portfolio
3,216
Q3 2025 Added 6.67%
$44.1B
$329 Million 0.01% of portfolio
4,078
Q3 2025 Added 18.1%
$21.4B
$457 Million 0.01% of portfolio
19,526
Q3 2025 Added 8.56%
$25.7B
$320 Million 0.01% of portfolio
2,167
Q3 2025 Added 16.95%
$19.3B
$451 Million 0.01% of portfolio
10,502
Q3 2025 Added 0.02%
$12.5B
$211 Million 0.01% of portfolio
710
Q3 2025 New
$12.1B
$354 Million 0.01% of portfolio
4,591
Q3 2025 Reduced 16.24%
$1.92B
$168 Million 0.01% of portfolio
12,394
Q3 2025 New
$7.63B
$334 Million 0.01% of portfolio
5,898
Q3 2025 Added 18.46%
$0
$61.5 Million 0.0% of portfolio
15,500
Q2 2025 Added 4.73%
$322M
$105 Million 0.0% of portfolio
26,217
Q3 2025 New
$12.6B
$136 Million 0.0% of portfolio
16,574
Q3 2025 Reduced 22.86%
Angel Oak Funds Trust
-
$93.9 Million 0.0% of portfolio
-
Q3 2025 Reduced 66.09%
$124M
$104 Million 0.0% of portfolio
15,003
Q3 2025 New
$34B
$34.6 Million 0.0% of portfolio
11,794
Q3 2025 New
$0
$81.5 Million 0.0% of portfolio
13,151
Q4 2024 Added 2.67%
$667M
$92 Million 0.0% of portfolio
25,201
Q3 2025 Reduced 0.13%
$4.64B
$83 Million 0.0% of portfolio
39,333
Q3 2025 Added 19.07%
$30.5M
$25.6 Million 0.0% of portfolio
27,443
Q2 2025 Reduced 0.72%
$2.03B
$113 Million 0.0% of portfolio
41,000
Q2 2025 Added 0.17%
$0
$106 Million 0.0% of portfolio
16,085
Q3 2025 Added 10.1%
$443M
$142 Million 0.0% of portfolio
11,531
Q3 2025 Reduced 9.09%
$20.1B
$92 Million 0.0% of portfolio
15,276
Q3 2025 Added 9.79%
$0
$153 Million 0.0% of portfolio
11,504
Q4 2024 Reduced 2.74%
$833M
$24.6 Million 0.0% of portfolio
10,005
Q3 2025 Reduced 0.39%
$0
$141 Million 0.0% of portfolio
10,516
Q3 2025 New
$174M
$107 Million 0.0% of portfolio
85,950
Q3 2025 Added 7.5%
Mobile Infrastructure Corp
-
$120 Million 0.0% of portfolio
-
Q2 2025 Added 29.65%
$0
$65.2 Million 0.0% of portfolio
20,200
Q2 2025 Added 6.32%
$3.92B
$93 Million 0.0% of portfolio
10,388
Q3 2025 Added 2.34%
$2.46B
$137 Million 0.0% of portfolio
7,225
Q3 2025 New
$5.08B
$137 Million 0.0% of portfolio
11,992
Q3 2025 Added 11.78%
$11.6B
$130 Million 0.0% of portfolio
16,848
Q3 2025 Reduced 31.46%
$4.54B
$78.3 Million 0.0% of portfolio
19,086
Q3 2025 Added 0.74%
$14.5B
$77.2 Million 0.0% of portfolio
29,360
Q3 2025 Reduced 25.24%
$0
$135 Million 0.0% of portfolio
25,457
Q3 2025 Added 4.59%

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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