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
Doubleline ETF Trust
-
$1.32 Billion 0.04% of portfolio
-
Q3 2025 Added 42.59%
$0
$1.28 Billion 0.04% of portfolio
80,516
Q3 2025 Added 3.88%
$75.4B
$1.24 Billion 0.04% of portfolio
9,486
Q3 2025 Added 6.24%
$0
$1.3 Billion 0.04% of portfolio
5,860
Q3 2025 Reduced 12.8%
-
$1.09 Billion 0.04% of portfolio
-
Q3 2025 Reduced 2.48%
$0
$1.09 Billion 0.04% of portfolio
64,275
Q3 2025 Reduced 1.91%
$94.5B
$1.18 Billion 0.04% of portfolio
3,459
Q3 2025 Added 24.42%
$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%
$36.4B
$1.31 Billion 0.04% of portfolio
31,212
Q3 2025 Added 9.65%
$0
$1.39 Billion 0.04% of portfolio
13,828
Q3 2025 Added 360.78%
Gsk PLC
-
$1.14 Billion 0.04% of portfolio
-
Q3 2025 Added 10.45%
$97.6B
$1.37 Billion 0.04% of portfolio
52,562
Q3 2025 Added 16.34%
$143B
$1.16 Billion 0.04% of portfolio
34,700
Q3 2025 Added 51.26%
$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
$1.36 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%
$103B
$1.36 Billion 0.04% of portfolio
10,432
Q3 2025 Added 5.54%
$55.4B
$1.34 Billion 0.04% of portfolio
4,383
Q3 2025 Added 25.88%
$99.7B
$1.37 Billion 0.04% of portfolio
7,123
Q3 2025 Added 7.65%
$27.9B
$1.15 Billion 0.04% of portfolio
604
Q3 2025 Added 6.9%
$89.3B
$1.15 Billion 0.04% of portfolio
171,298
Q3 2025 Added 13.67%
Natwest Group PLC
-
$1.37 Billion 0.04% of portfolio
-
Q3 2025 Added 3.86%
$0
$1.17 Billion 0.04% of portfolio
80,979
Q3 2025 Added 5.08%
$107B
$1.3 Billion 0.04% of portfolio
1,715
Q3 2025 Added 19.76%
$163B
$1.1 Billion 0.04% of portfolio
8,336
Q3 2025 Added 54.74%
$141B
$1.33 Billion 0.04% of portfolio
52,072
Q3 2025 Added 37.25%
$74.3B
$1.16 Billion 0.04% of portfolio
5,786
Q3 2025 Added 16.96%
$79.2B
$1.17 Billion 0.04% of portfolio
24,578
Q3 2025 Reduced 4.11%
$64.5B
$1.25 Billion 0.04% of portfolio
3,865
Q3 2025 Added 14.69%
$159B
$1.3 Billion 0.04% of portfolio
2,662
Q3 2025 Added 8.88%
$101B
$1.2 Billion 0.04% of portfolio
9,866
Q3 2025 Added 3.05%
$0
$1.08 Billion 0.04% of portfolio
11,635
Q3 2025 New
$269B
$1.36 Billion 0.04% of portfolio
5,691
Q3 2025 Added 18.74%
$96.9B
$1.11 Billion 0.04% of portfolio
2,637
Q3 2025 Added 3.05%
$67.3B
$1.12 Billion 0.04% of portfolio
4,024
Q3 2025 Added 18.49%
$67.6B
$1.19 Billion 0.04% of portfolio
24,603
Q3 2025 Added 18.19%
$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%
$41.2B
$1.31 Billion 0.04% of portfolio
4,384
Q3 2025 Reduced 1.99%
$89.8B
$1.25 Billion 0.04% of portfolio
7,010
Q3 2025 Added 9.62%
$47.1B
$1.11 Billion 0.04% of portfolio
9,931
Q3 2025 Added 6.81%
$74.3B
$1.19 Billion 0.04% of portfolio
18,741
Q3 2025 Reduced 32.2%
$0
$1.38 Billion 0.04% of portfolio
27,396
Q3 2025 Added 135.52%

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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