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
$0
$891 Million 0.03% of portfolio
11,112
Q3 2025 Added 3.78%
$0
$774 Million 0.03% of portfolio
9,354
Q3 2025 Reduced 32.46%
$0
$841 Million 0.03% of portfolio
17,506
Q3 2025 Added 146.22%
$0
$827 Million 0.03% of portfolio
17,177
Q3 2025 Added 30.14%
$0
$958 Million 0.03% of portfolio
7,388
Q3 2025 Reduced 0.27%
$0
$962 Million 0.03% of portfolio
19,842
Q3 2025 Reduced 0.56%
$0
$833 Million 0.03% of portfolio
2,603
Q3 2025 Reduced 0.15%
$0
$920 Million 0.03% of portfolio
11,997
Q3 2025 Reduced 3.41%
$0
$884 Million 0.03% of portfolio
5,440
Q3 2025 New
$0
$912 Million 0.03% of portfolio
33,981
Q3 2025 Reduced 87.46%
$0
$869 Million 0.03% of portfolio
15,212
Q3 2025 Added 77.59%
$0
$909 Million 0.03% of portfolio
12,362
Q3 2025 Reduced 23.76%
$0
$1.05 Billion 0.03% of portfolio
15,294
Q3 2025 Reduced 36.23%
$81.8B
$1.02 Billion 0.03% of portfolio
9,284
Q3 2025 Added 14.7%
$34.4B
$997 Million 0.03% of portfolio
12,030
Q3 2025 Added 6.37%
$33.1B
$788 Million 0.03% of portfolio
31,695
Q3 2025 Reduced 8.69%
$64.9B
$862 Million 0.03% of portfolio
27,670
Q3 2025 Added 7.3%
$13.4B
$779 Million 0.03% of portfolio
11,066
Q3 2025 Added 8.63%
$121B
$1.04 Billion 0.03% of portfolio
1,347
Q3 2025 Added 10.32%
$37.6B
$858 Million 0.03% of portfolio
12,744
Q3 2025 Added 6.81%
$45.2B
$837 Million 0.03% of portfolio
1,476
Q3 2025 Added 7.11%
$56.6B
$916 Million 0.03% of portfolio
12,602
Q3 2025 Added 13.0%
-
$1.05 Billion 0.03% of portfolio
-
Q3 2025 Added 1.67%
$65.7B
$778 Million 0.03% of portfolio
2,589
Q3 2025 Added 32.29%
$86.7B
$1.07 Billion 0.03% of portfolio
1,759
Q3 2025 Added 34.69%
$56.3B
$896 Million 0.03% of portfolio
55,969
Q3 2025 Added 4.44%
$5.11B
$818 Million 0.03% of portfolio
102,654
Q3 2025 Reduced 36.94%
$6.2B
$962 Million 0.03% of portfolio
8,926
Q3 2025 Reduced 4.07%
$40.4B
$795 Million 0.03% of portfolio
6,271
Q3 2025 Reduced 5.01%
$71.6B
$791 Million 0.03% of portfolio
11,801
Q3 2025 Added 6.57%
$68.5B
$841 Million 0.03% of portfolio
6,187
Q3 2025 Added 12.41%
$114B
$847 Million 0.03% of portfolio
7,395
Q3 2025 Added 42.9%
$0
$1.04 Billion 0.03% of portfolio
14,764
Q3 2025 Added 2.1%
$23.3B
$805 Million 0.03% of portfolio
30,532
Q3 2025 Added 7.45%
$114B
$940 Million 0.03% of portfolio
14,240
Q3 2025 Added 86.53%
$43.5B
$776 Million 0.03% of portfolio
2,220
Q3 2025 Added 11.22%
$0
$1.04 Billion 0.03% of portfolio
39,521
Q3 2025 Reduced 5.55%
$79.1B
$801 Million 0.03% of portfolio
4,483
Q3 2025 Added 11.88%
$0
$789 Million 0.03% of portfolio
9,050
Q3 2025 Reduced 28.7%
$12.6B
$831 Million 0.03% of portfolio
9,991
Q3 2025 Added 5.56%
$17.8B
$775 Million 0.03% of portfolio
15,389
Q3 2025 Added 8.41%
$59.8B
$864 Million 0.03% of portfolio
4,605
Q3 2025 Reduced 16.52%
$22.2B
$829 Million 0.03% of portfolio
31,388
Q3 2025 Added 13.92%
$0
$850 Million 0.03% of portfolio
19,915
Q3 2025 Added 5.27%
$0
$848 Million 0.03% of portfolio
13,646
Q3 2025 New
$0
$1.03 Billion 0.03% of portfolio
1,721
Q3 2025 Added 0.76%
$0
$948 Million 0.03% of portfolio
16,583
Q3 2025 Added 0.77%
$0
$1.03 Billion 0.03% of portfolio
9,854
Q3 2025 Reduced 1.45%
$0
$1.02 Billion 0.03% of portfolio
5,969
Q3 2025 Reduced 18.09%

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
Track This Portfolio

Track Atomi Financial Group, Inc. Portfolio

Follow Atomi Financial Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atomi Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atomi Financial Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email