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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$98.5 Billion 3.19% of portfolio
387,010
Q3 2025 Added 6.69%
$40.3B
$98.4 Billion 3.18% of portfolio
291,708
Q3 2025 Reduced 6.88%
$102B
$60.5 Billion 1.96% of portfolio
422,636
Q3 2025 Added 0.16%
$3.78T
$58.3 Billion 1.88% of portfolio
112,563
Q3 2025 Added 7.98%
$465B
$58.1 Billion 1.88% of portfolio
311,174
Q3 2025 Added 17.04%
$1.37T
$55.6 Billion 1.8% of portfolio
75,703
Q3 2025 Added 9.12%
$1.74T
$52.8 Billion 1.71% of portfolio
216,691
Q3 2025 Added 12.21%
$2.39T
$39.1 Billion 1.26% of portfolio
178,225
Q3 2025 Added 10.72%
$1.65T
$32.3 Billion 1.04% of portfolio
132,760
Q3 2025 Added 8.16%
$662B
$31.8 Billion 1.03% of portfolio
63,319
Q3 2025 Added 32.2%
$0
$30.1 Billion 0.97% of portfolio
269,823
Q3 2025 Reduced 68.69%
$881B
$22.4 Billion 0.73% of portfolio
71,110
Q3 2025 Added 7.11%
$1.29T
$18.5 Billion 0.6% of portfolio
41,684
Q3 2025 Reduced 9.68%
$139B
$17.4 Billion 0.56% of portfolio
52,699
Q3 2025 Added 18.88%
$342B
$15.3 Billion 0.49% of portfolio
83,892
Q3 2025 Added 1.99%
-
$15.1 Billion 0.49% of portfolio
-
Q3 2025 Added 12.29%
$1.46T
$10.9 Billion 0.35% of portfolio
39,007
Q3 2025 Added 10.14%
$522B
$9.75 Billion 0.32% of portfolio
52,605
Q3 2025 Added 15.18%
$266B
$8.89 Billion 0.29% of portfolio
31,498
Q3 2025 Added 7.39%
$512B
$9.06 Billion 0.29% of portfolio
15,933
Q3 2025 Added 7.71%
$291B
$8.22 Billion 0.27% of portfolio
17,237
Q3 2025 Added 5.28%
$404B
$8.38 Billion 0.27% of portfolio
9,051
Q3 2025 Reduced 18.65%
$413B
$8.1 Billion 0.26% of portfolio
156,949
Q3 2025 Added 12.99%
-
$7.93 Billion 0.26% of portfolio
-
Q3 2025 Added 11.85%
$181B
$7.31 Billion 0.24% of portfolio
258,724
Q3 2025 Added 7.45%
$55.8B
$7.49 Billion 0.24% of portfolio
54,084
Q3 2025 Reduced 36.66%
$388B
$7.16 Billion 0.23% of portfolio
44,236
Q3 2025 Added 86.39%
$533B
$6.9 Billion 0.22% of portfolio
20,200
Q3 2025 Added 3.79%
$279B
$6.89 Billion 0.22% of portfolio
66,879
Q3 2025 Added 2.15%
$971B
$6.65 Billion 0.21% of portfolio
8,715
Q3 2025 Added 6.92%
$490B
$6.62 Billion 0.21% of portfolio
58,744
Q3 2025 Added 15.32%
$265B
$6.34 Billion 0.21% of portfolio
7,966
Q3 2025 Added 6.73%
$593B
$6.32 Billion 0.2% of portfolio
22,477
Q3 2025 Added 8.47%
$303B
$6 Billion 0.19% of portfolio
38,642
Q3 2025 Added 13.8%
$104B
$5.62 Billion 0.18% of portfolio
85,102
Q3 2025 Added 15.64%
$191B
$5.61 Billion 0.18% of portfolio
1,039
Q3 2025 Added 9.25%
$77.2B
$5.38 Billion 0.17% of portfolio
25,311
Q3 2025 Added 143.73%
$418B
$4.9 Billion 0.16% of portfolio
27,389
Q3 2025 Added 11.62%
$284B
$4.86 Billion 0.16% of portfolio
68,535
Q3 2025 Added 13.43%
$114B
$4.76 Billion 0.15% of portfolio
22,031
Q3 2025 Added 16.31%
$367B
$4.65 Billion 0.15% of portfolio
11,478
Q3 2025 Added 20.8%
$346B
$4.67 Billion 0.15% of portfolio
30,403
Q3 2025 Added 8.84%
$174B
$4.55 Billion 0.15% of portfolio
30,617
Q3 2025 Added 7.43%
$414B
$4.35 Billion 0.14% of portfolio
18,807
Q3 2025 Added 25.77%
$89.3B
$4.48 Billion 0.14% of portfolio
41,129
Q3 2025 Reduced 3.69%
$156B
$4.33 Billion 0.14% of portfolio
38,995
Q3 2025 Added 7.73%
$237B
$4.18 Billion 0.14% of portfolio
17,646
Q3 2025 Reduced 8.39%
$181B
$4.25 Billion 0.14% of portfolio
43,411
Q3 2025 Added 9.06%
$91.4B
$4.14 Billion 0.13% of portfolio
26,661
Q3 2025 Added 0.11%

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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