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
$279B
$3.11 Billion 0.1% of portfolio
11,655
Q3 2025 Reduced 11.15%
$36B
$3.17 Billion 0.1% of portfolio
109,957
Q3 2025 Added 9.1%
$300B
$3.04 Billion 0.1% of portfolio
8,817
Q3 2025 Added 23.99%
$0
$3.02 Billion 0.1% of portfolio
32,991
Q3 2025 Added 6.54%
$255B
$2.87 Billion 0.09% of portfolio
8,652
Q3 2025 Added 30.36%
$168B
$2.88 Billion 0.09% of portfolio
38,168
Q3 2025 Added 15.46%
$205B
$2.92 Billion 0.09% of portfolio
19,817
Q3 2025 Added 14.27%
$0
$2.79 Billion 0.09% of portfolio
111,185
Q3 2025 Added 14.12%
$270B
$2.68 Billion 0.09% of portfolio
37,445
Q3 2025 Added 26.59%
$0
$2.71 Billion 0.09% of portfolio
34,562
Q3 2025 Reduced 18.02%
$0
$2.87 Billion 0.09% of portfolio
28,994
Q3 2025 Reduced 3.98%
$0
$2.36 Billion 0.08% of portfolio
50,296
Q3 2025 Added 15.09%
$163B
$2.46 Billion 0.08% of portfolio
3,430
Q3 2025 Added 13.16%
Arista Networks Inc
-
$2.61 Billion 0.08% of portfolio
-
Q3 2025 Added 15.42%
$277B
$2.53 Billion 0.08% of portfolio
32,928
Q3 2025 Added 37.69%
$39.4B
$2.41 Billion 0.08% of portfolio
3,364
Q3 2025 Added 2.4%
$319B
$2.49 Billion 0.08% of portfolio
36,409
Q3 2025 Added 13.59%
$140B
$2.48 Billion 0.08% of portfolio
6,639
Q3 2025 Added 6.09%
$96.7B
$2.47 Billion 0.08% of portfolio
49,006
Q3 2025 Added 9.28%
$182B
$2.61 Billion 0.08% of portfolio
3,818
Q3 2025 Added 5.35%
Linde PLC
-
$2.4 Billion 0.08% of portfolio
-
Q3 2025 Added 18.71%
$73.7B
$2.37 Billion 0.08% of portfolio
28,220
Q3 2025 Added 32.58%
$224B
$2.4 Billion 0.08% of portfolio
7,911
Q3 2025 Added 11.72%
$190B
$2.44 Billion 0.08% of portfolio
152,843
Q3 2025 Added 21.67%
$237B
$2.47 Billion 0.08% of portfolio
15,236
Q3 2025 Reduced 2.51%
$169B
$2.58 Billion 0.08% of portfolio
2,804
Q3 2025 Added 3.35%
$130B
$2.58 Billion 0.08% of portfolio
7,269
Q3 2025 Reduced 0.95%
$0
$2.51 Billion 0.08% of portfolio
58,654
Q3 2025 Added 0.3%
$136B
$2.6 Billion 0.08% of portfolio
11,001
Q3 2025 Added 6.67%
$172B
$2.52 Billion 0.08% of portfolio
57,439
Q3 2025 Added 16.35%
$86B
$2.25 Billion 0.07% of portfolio
108,786
Q3 2025 Added 4.23%
Blackrock Inc
-
$2.07 Billion 0.07% of portfolio
-
Q3 2025 Reduced 18.72%
$123B
$2.23 Billion 0.07% of portfolio
42,033
Q3 2025 Added 2.93%
Fidelity Covington Trust
-
$2.14 Billion 0.07% of portfolio
-
Q3 2025 Reduced 0.81%
$0
$2.2 Billion 0.07% of portfolio
45,065
Q3 2025 Reduced 7.37%
$193B
$2.08 Billion 0.07% of portfolio
4,657
Q3 2025 Reduced 7.23%
$0
$2.06 Billion 0.07% of portfolio
90,382
Q3 2025 Added 28.31%
$0
$2.29 Billion 0.07% of portfolio
12,047
Q3 2025 Added 44.28%
$0
$2.18 Billion 0.07% of portfolio
19,727
Q3 2025 Added 7.91%
$0
$2.24 Billion 0.07% of portfolio
51,735
Q3 2025 Added 33.86%
$0
$2.16 Billion 0.07% of portfolio
14,839
Q3 2025 Added 3.63%
$0
$2.18 Billion 0.07% of portfolio
14,958
Q3 2025 Reduced 14.72%
$0
$2.27 Billion 0.07% of portfolio
97,157
Q3 2025 Reduced 8.94%
$161B
$2.07 Billion 0.07% of portfolio
1,920
Q3 2025 Added 23.55%
$123B
$2.04 Billion 0.07% of portfolio
4,084
Q3 2025 Added 3.71%
$140B
$2.28 Billion 0.07% of portfolio
9,075
Q3 2025 Added 17.61%
$98.6B
$2.01 Billion 0.07% of portfolio
21,220
Q3 2025 Reduced 57.9%
$222B
$2.18 Billion 0.07% of portfolio
4,488
Q3 2025 Added 13.39%
$170B
$2.21 Billion 0.07% of portfolio
15,282
Q3 2025 Added 16.24%

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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