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
$11.7B
$175 Million 0.01% of portfolio
18,569
Q3 2025 Added 11.3%
Talen Energy Corp
-
$342 Million 0.01% of portfolio
-
Q3 2025 Added 8.81%
$39.2B
$327 Million 0.01% of portfolio
1,954
Q3 2025 Added 1.19%
$41.4B
$251 Million 0.01% of portfolio
2,798
Q3 2025 Reduced 27.77%
$19.5B
$349 Million 0.01% of portfolio
8,844
Q3 2025 Added 17.98%
$32.4B
$307 Million 0.01% of portfolio
37,110
Q3 2025 Reduced 1.59%
$21.9B
$182 Million 0.01% of portfolio
14,302
Q3 2025 Added 8.57%
$24.8B
$259 Million 0.01% of portfolio
50,953
Q3 2025 Added 6.07%
$20.8B
$302 Million 0.01% of portfolio
1,489
Q3 2025 Added 13.84%
$26.6B
$254 Million 0.01% of portfolio
1,848
Q3 2025 New
$1.93B
$212 Million 0.01% of portfolio
6,349
Q3 2025 New
$11.2B
$221 Million 0.01% of portfolio
1,333
Q3 2025 Added 4.47%
$18.6B
$441 Million 0.01% of portfolio
8,998
Q3 2025 Reduced 8.92%
Thomson Reuters Corp
-
$284 Million 0.01% of portfolio
-
Q3 2025 Reduced 9.55%
Tidal Trust Ii
-
$279 Million 0.01% of portfolio
-
Q3 2025 Added 10.37%
Tidal Trust Ii
-
$369 Million 0.01% of portfolio
-
Q3 2025 Added 5.3%
$6.15B
$335 Million 0.01% of portfolio
5,887
Q3 2025 Added 5.81%
$72.7B
$451 Million 0.01% of portfolio
342
Q3 2025 Added 1.18%
$19.2B
$294 Million 0.01% of portfolio
3,597
Q3 2025 Added 4.69%
$4.87B
$174 Million 0.01% of portfolio
28,886
Q3 2025 Reduced 1.06%
$7.29B
$232 Million 0.01% of portfolio
6,963
Q3 2025 Added 22.52%
$27.1B
$291 Million 0.01% of portfolio
531
Q3 2025 New
$31.1B
$431 Million 0.01% of portfolio
4,468
Q3 2025 Added 36.64%
$17.8B
$339 Million 0.01% of portfolio
44,773
Q3 2025 Reduced 11.09%
$0
$415 Million 0.01% of portfolio
13,837
Q3 2025 New
United Sts Nat Gas Fd LP
-
$178 Million 0.01% of portfolio
-
Q3 2025 New
$21.2B
$229 Million 0.01% of portfolio
546
Q3 2025 New
$11B
$377 Million 0.01% of portfolio
9,410
Q3 2025 New
$15.4B
$447 Million 0.01% of portfolio
5,748
Q3 2025 Reduced 9.38%
$0
$449 Million 0.01% of portfolio
4,530
Q3 2025 Reduced 6.39%
$0
$268 Million 0.01% of portfolio
1,346
Q3 2025 Added 0.15%
$0
$312 Million 0.01% of portfolio
2,823
Q3 2025 Added 15.37%
$0
$225 Million 0.01% of portfolio
2,228
Q2 2025 Reduced 5.59%
$0
$442 Million 0.01% of portfolio
2,113
Q3 2025 Reduced 8.29%
$0
$268 Million 0.01% of portfolio
5,610
Q3 2025 Reduced 2.57%
$0
$373 Million 0.01% of portfolio
7,935
Q3 2025 Added 20.39%
$0
$292 Million 0.01% of portfolio
1,874
Q3 2025 Added 0.37%
$0
$314 Million 0.01% of portfolio
1,066
Q3 2025 Reduced 27.88%
$31.2B
$357 Million 0.01% of portfolio
5,095
Q3 2025 Added 5.64%
Veralto Corp
-
$210 Million 0.01% of portfolio
-
Q3 2025 New
$26.8B
$285 Million 0.01% of portfolio
1,018
Q3 2025 Added 14.13%
$33.9B
$210 Million 0.01% of portfolio
835
Q3 2025 Reduced 20.55%
$13B
$307 Million 0.01% of portfolio
30,974
Q3 2025 Added 18.43%
$29.2B
$379 Million 0.01% of portfolio
11,626
Q3 2025 Added 39.97%
$12.3B
$265 Million 0.01% of portfolio
13,488
Q3 2025 Added 28.51%
$34B
$336 Million 0.01% of portfolio
28,965
Q3 2025 Added 14.48%
$6.61B
$338 Million 0.01% of portfolio
8,336
Q3 2025 Added 6.6%
$37.3B
$362 Million 0.01% of portfolio
1,177
Q3 2025 Added 19.49%
$55.9B
$300 Million 0.01% of portfolio
15,355
Q3 2025 Added 50.54%

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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