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
$27.5M
$2.13 Billion 0.07% of portfolio
359,500
Q2 2025 New
$150B
$2.18 Billion 0.07% of portfolio
36,816
Q3 2025 Added 1.52%
$183B
$1.93 Billion 0.06% of portfolio
6,840
Q3 2025 Added 8.38%
$79.6B
$1.96 Billion 0.06% of portfolio
15,870
Q3 2025 Added 24.11%
$197B
$1.91 Billion 0.06% of portfolio
9,317
Q3 2025 Added 17.77%
$128B
$1.86 Billion 0.06% of portfolio
96,793
Q3 2025 Added 14.67%
$113B
$1.78 Billion 0.06% of portfolio
18,865
Q3 2025 Added 45.91%
$103B
$1.71 Billion 0.06% of portfolio
22,725
Q3 2025 Added 6.97%
$144B
$1.71 Billion 0.06% of portfolio
3,750
Q3 2025 Added 0.89%
$75.2B
$1.73 Billion 0.06% of portfolio
48,910
Q3 2025 Added 4.76%
$96.4B
$1.87 Billion 0.06% of portfolio
15,086
Q3 2025 Added 7.04%
$73.7B
$1.95 Billion 0.06% of portfolio
7,127
Q3 2025 Added 5.87%
$57.4B
$1.99 Billion 0.06% of portfolio
50,712
Q3 2025 Added 2.87%
Ge Vernova Inc
-
$1.78 Billion 0.06% of portfolio
-
Q3 2025 Added 8.68%
$68.4B
$1.88 Billion 0.06% of portfolio
55,055
Q3 2025 Added 121.49%
$6B
$1.75 Billion 0.06% of portfolio
25,461
Q3 2025 Reduced 0.23%
$0
$1.98 Billion 0.06% of portfolio
29,148
Q3 2025 Added 1.39%
$0
$1.74 Billion 0.06% of portfolio
32,538
Q3 2025 Added 90.63%
Lam Research Corp
-
$1.96 Billion 0.06% of portfolio
-
Q3 2025 Added 36.59%
$268B
$1.89 Billion 0.06% of portfolio
11,320
Q3 2025 Added 8.89%
$92B
$1.84 Billion 0.06% of portfolio
12,108
Q3 2025 Added 8.71%
$167B
$1.77 Billion 0.06% of portfolio
18,490
Q3 2025 Added 14.57%
$0
$1.96 Billion 0.06% of portfolio
66,108
Q3 2025 Added 11.54%
$86.1B
$1.82 Billion 0.06% of portfolio
5,250
Q3 2025 Added 8.16%
$0
$1.97 Billion 0.06% of portfolio
42,148
Q3 2025 Added 0.33%
$0
$1.82 Billion 0.06% of portfolio
115,620
Q2 2025 Added 2.13%
$97.3B
$1.99 Billion 0.06% of portfolio
23,579
Q3 2025 Added 43.1%
$148B
$1.71 Billion 0.06% of portfolio
21,375
Q3 2025 Added 20.95%
$272B
$1.79 Billion 0.06% of portfolio
9,360
Q3 2025 Added 12.96%
$0
$1.9 Billion 0.06% of portfolio
37,601
Q3 2025 Added 44.9%
$0
$1.96 Billion 0.06% of portfolio
29,249
Q3 2025 Added 22.7%
$85.9B
$1.78 Billion 0.06% of portfolio
8,062
Q3 2025 Added 0.37%
$72.3B
$1.49 Billion 0.05% of portfolio
13,305
Q3 2025 Added 7.07%
$76.5B
$1.69 Billion 0.05% of portfolio
10,050
Q3 2025 Added 9.93%
$104B
$1.53 Billion 0.05% of portfolio
5,215
Q3 2025 Added 1.72%
Barrick Mng Corp
-
$1.49 Billion 0.05% of portfolio
-
Q3 2025 Added 133.57%
$138B
$1.48 Billion 0.05% of portfolio
26,506
Q3 2025 Added 55.04%
$34.9B
$1.43 Billion 0.05% of portfolio
5,997
Q3 2025 Added 2.62%
$115B
$1.58 Billion 0.05% of portfolio
3,220
Q3 2025 Reduced 11.64%
$49.5B
$1.61 Billion 0.05% of portfolio
9,485
Q3 2025 Added 13.55%
$74.1B
$1.64 Billion 0.05% of portfolio
6,040
Q3 2025 Added 9.62%
$71.5B
$1.39 Billion 0.05% of portfolio
1,780
Q3 2025 Reduced 60.96%
$23.2B
$1.43 Billion 0.05% of portfolio
29,257
Q3 2025 Added 2.79%
$0
$1.4 Billion 0.05% of portfolio
30,262
Q3 2025 Added 19.43%
$132B
$1.43 Billion 0.05% of portfolio
6,785
Q3 2025 Reduced 7.67%
$84.4B
$1.54 Billion 0.05% of portfolio
7,832
Q3 2025 Added 2.7%
$109B
$1.7 Billion 0.05% of portfolio
56,212
Q3 2025 Added 6.72%
$74.9B
$1.44 Billion 0.05% of portfolio
5,533
Q3 2025 Added 14.04%
$0
$1.45 Billion 0.05% of portfolio
60,411
Q3 2025 Reduced 6.55%

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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