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
$11.9 Billion 0.39% of portfolio
125,204
Q3 2025 Added 12.57%
$0
$11 Billion 0.36% of portfolio
239,095
Q3 2025 Added 0.99%
$0
$11.2 Billion 0.36% of portfolio
37,536
Q3 2025 Reduced 0.81%
$1.46T
$10.9 Billion 0.35% of portfolio
39,007
Q3 2025 Added 10.14%
$0
$10.9 Billion 0.35% of portfolio
37,226
Q3 2025 Added 8.1%
$0
$10.5 Billion 0.34% of portfolio
219,850
Q3 2025 Added 5.54%
$0
$10.2 Billion 0.33% of portfolio
228,068
Q3 2025 Reduced 6.55%
$0
$9.97 Billion 0.32% of portfolio
142,519
Q3 2025 Reduced 14.84%
$522B
$9.75 Billion 0.32% of portfolio
52,605
Q3 2025 Added 15.18%
$0
$9.48 Billion 0.31% of portfolio
178,780
Q3 2025 Added 13.97%
$65.3B
$9.13 Billion 0.3% of portfolio
125,409
Q3 2025 Added 2.34%
$0
$9.27 Billion 0.3% of portfolio
77,978
Q3 2025 Added 104.55%
$266B
$8.89 Billion 0.29% of portfolio
31,498
Q3 2025 Added 7.39%
$0
$8.96 Billion 0.29% of portfolio
152,591
Q3 2025 Added 4.9%
$0
$8.94 Billion 0.29% of portfolio
36,954
Q3 2025 Reduced 0.14%
$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%
$0
$8.25 Billion 0.27% of portfolio
92,293
Q3 2025 Reduced 11.89%
$0
$8.49 Billion 0.27% of portfolio
303,670
Q3 2025 New
$0
$8.45 Billion 0.27% of portfolio
170,848
Q3 2025 Added 68.1%
$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%
$0
$7.87 Billion 0.25% of portfolio
288,368
Q3 2025 Added 37.29%
$181B
$7.31 Billion 0.24% of portfolio
258,724
Q3 2025 Added 7.45%
$0
$7.57 Billion 0.24% of portfolio
53,480
Q3 2025 Added 12.16%
$0
$7.39 Billion 0.24% of portfolio
66,311
Q3 2025 Added 19.56%
$55.8B
$7.49 Billion 0.24% of portfolio
54,084
Q3 2025 Reduced 36.66%
$0
$7.35 Billion 0.24% of portfolio
92,424
Q3 2025 Added 7.27%
$388B
$7.16 Billion 0.23% of portfolio
44,236
Q3 2025 Added 86.39%
$0
$6.82 Billion 0.22% of portfolio
73,021
Q3 2025 Reduced 3.65%
$0
$6.67 Billion 0.22% of portfolio
130,490
Q3 2025 Reduced 3.49%
$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%
$0
$6.04 Billion 0.2% of portfolio
31,067
Q3 2025 Reduced 15.62%
$593B
$6.32 Billion 0.2% of portfolio
22,477
Q3 2025 Added 8.47%
$0
$6.24 Billion 0.2% of portfolio
62,002
Q3 2025 Added 36.01%
$0
$6.07 Billion 0.2% of portfolio
253,471
Q3 2025 Added 35.06%
$0
$6.32 Billion 0.2% of portfolio
80,135
Q3 2025 Added 76.4%
$303B
$6 Billion 0.19% of portfolio
38,642
Q3 2025 Added 13.8%
Ishares Bitcoin Trust ETF
-
$5.74 Billion 0.19% of portfolio
-
Q3 2025 Added 496.18%
$0
$5.94 Billion 0.19% of portfolio
61,535
Q3 2025 Added 6.34%
$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%
$0
$5.42 Billion 0.18% of portfolio
80,344
Q3 2025 Reduced 81.11%
$0
$5.51 Billion 0.18% of portfolio
51,752
Q3 2025 Added 38.89%

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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