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
$55.6B
$1.14 Billion 0.04% of portfolio
7,823
Q3 2025 Added 0.79%
$46.9B
$847 Million 0.03% of portfolio
6,977
Q3 2025 Added 5.41%
$0
$790 Million 0.03% of portfolio
7,269
Q3 2025 Reduced 5.17%
$59.1B
$881 Million 0.03% of portfolio
11,213
Q3 2025 Reduced 11.51%
$118B
$966 Million 0.03% of portfolio
3,931
Q3 2025 Reduced 29.72%
$125B
$854 Million 0.03% of portfolio
14,322
Q3 2025 Reduced 5.58%
$72.4B
$1.04 Billion 0.03% of portfolio
2,922
Q3 2025 Added 32.58%
$0
$1.08 Billion 0.03% of portfolio
9,692
Q3 2025 Reduced 3.43%
$53.1B
$1.07 Billion 0.03% of portfolio
3,365
Q3 2025 Reduced 0.03%
$73.2B
$970 Million 0.03% of portfolio
226
Q3 2025 Added 9.18%
$83.6B
$1.04 Billion 0.03% of portfolio
8,020
Q3 2025 Added 24.63%
$80.2B
$871 Million 0.03% of portfolio
13,476
Q3 2025 Added 28.74%
$112B
$779 Million 0.03% of portfolio
22,611
Q3 2025 Added 61.15%
$9.84B
$790 Million 0.03% of portfolio
15,206
Q3 2025 Added 2.84%
Brookfield Asset Managmt LTD
-
$926 Million 0.03% of portfolio
-
Q3 2025 Added 17.03%
$22.8B
$988 Million 0.03% of portfolio
10,530
Q3 2025 Reduced 6.55%
$78.9B
$987 Million 0.03% of portfolio
12,349
Q3 2025 Added 14.26%
$38.8B
$781 Million 0.03% of portfolio
24,429
Q3 2025 Added 18.28%
$0
$797 Million 0.03% of portfolio
26,910
Q3 2025 Added 20.31%
$26.9B
$894 Million 0.03% of portfolio
2,370
Q3 2025 Added 2.6%
$49.4B
$845 Million 0.03% of portfolio
5,363
Q3 2025 Added 15.88%
$53.8B
$908 Million 0.03% of portfolio
3,863
Q3 2025 Added 5.32%
$59.6B
$1.03 Billion 0.03% of portfolio
4,781
Q3 2025 Added 14.24%
$120B
$841 Million 0.03% of portfolio
26,753
Q3 2025 Reduced 13.02%
$5.98B
$813 Million 0.03% of portfolio
33,417
Q3 2025 New
$27.7B
$918 Million 0.03% of portfolio
10,883
Q3 2025 Added 14.35%
$73.4B
$968 Million 0.03% of portfolio
27,265
Q3 2025 Added 11.41%
$53.8B
$1.06 Billion 0.03% of portfolio
7,432
Q3 2025 Reduced 7.35%
$0
$777 Million 0.03% of portfolio
23,692
Q3 2025 New
Doubleline ETF Trust
-
$865 Million 0.03% of portfolio
-
Q3 2025 Added 21.82%
$19.9B
$915 Million 0.03% of portfolio
11,745
Q3 2025 Added 4.63%
Ea Series Trust
-
$818 Million 0.03% of portfolio
-
Q3 2025 Reduced 15.11%
$46.1B
$866 Million 0.03% of portfolio
9,523
Q3 2025 Added 15.82%
-
$957 Million 0.03% of portfolio
-
Q3 2025 Reduced 1.82%
$68.9B
$791 Million 0.03% of portfolio
3,352
Q3 2025 Added 18.28%
$0
$953 Million 0.03% of portfolio
12,532
Q3 2025 Added 58.91%
$64.9B
$936 Million 0.03% of portfolio
11,135
Q3 2025 Reduced 12.98%
-
$925 Million 0.03% of portfolio
-
Q3 2025 New
$0
$838 Million 0.03% of portfolio
162,509
Q3 2025 Added 434.18%
$100B
$946 Million 0.03% of portfolio
15,509
Q3 2025 Added 17.76%
$18.7B
$904 Million 0.03% of portfolio
3,931
Q3 2025 Added 0.85%
$42.6B
$835 Million 0.03% of portfolio
6,257
Q3 2025 Added 20.37%
$0
$830 Million 0.03% of portfolio
21,631
Q3 2025 Reduced 20.1%
$84.9B
$915 Million 0.03% of portfolio
5,430
Q3 2025 Reduced 3.77%
$218M
$1.01 Billion 0.03% of portfolio
11,407
Q3 2025 Added 0.72%
$0
$1.07 Billion 0.03% of portfolio
8,875
Q3 2025 Reduced 40.3%
$0
$996 Million 0.03% of portfolio
48,152
Q3 2025 Reduced 16.92%
$0
$910 Million 0.03% of portfolio
41,226
Q3 2025 Reduced 4.73%
$0
$1.06 Billion 0.03% of portfolio
14,418
Q3 2025 Reduced 1.42%

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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