Atomi Financial Group, Inc. Portfolio Holdings

Atomi Financial Group, Inc.

  • $2.65 Trillion
  • Q2 2025

Atomi Financial Group, Inc. has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.65 Trillion distributed in 1110 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Coinbase Global, Inc. with a value of $110B, Apple Inc. with a value of $74.4B, Ishares Core S&P 500 ETF with a value of $72.1B, Vanguard Ftse Developed Market with a value of $61B, and Ishares Tr with a value of $60.6B.

Examining the 13F form we can see an increase of $451B in the current position value, from $2.19T to 2.65T.

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 $2.65 Trillion
Technology: $454 Billion
Financial Services: $229 Billion
Communication Services: $160 Billion
Consumer Cyclical: $102 Billion
Industrials: $74 Billion
Healthcare: $67.4 Billion
Consumer Defensive: $49.2 Billion
Energy: $35.3 Billion
Other: $74.7 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$45.7B
$110 Billion 4.15% of portfolio
313,252
Q2 2025 Reduced 6.11%
$3.69T
$74.4 Billion 2.81% of portfolio
362,745
Q2 2025 Added 7.79%
$3.95T
$51.9 Billion 1.96% of portfolio
104,243
Q2 2025 Added 23.95%
$1.78T
$51.2 Billion 1.94% of portfolio
69,375
Q2 2025 Reduced 5.88%
$0
$48.3 Billion 1.82% of portfolio
861,881
Q2 2025 Reduced 10.67%
$456B
$42 Billion 1.59% of portfolio
265,861
Q2 2025 Added 7.32%
$95.5B
$39.5 Billion 1.49% of portfolio
421,981
Q2 2025 Reduced 21.87%
$2.26T
$35.3 Billion 1.33% of portfolio
160,972
Q2 2025 Added 12.28%
$1.24T
$34.3 Billion 1.29% of portfolio
193,110
Q2 2025 Added 3.1%
$621B
$23.3 Billion 0.88% of portfolio
47,897
Q2 2025 Added 21.08%
$1.21T
$21.6 Billion 0.82% of portfolio
122,743
Q2 2025 Reduced 0.07%
$859B
$19.2 Billion 0.73% of portfolio
66,390
Q2 2025 Added 5.94%
$545B
$14.5 Billion 0.55% of portfolio
10,826
Q2 2025 Added 32.98%
$1.08T
$14.7 Billion 0.55% of portfolio
46,151
Q2 2025 Added 46.95%
-
$12.8 Billion 0.49% of portfolio
-
Q2 2025 Added 4.22%
$127B
$12.2 Billion 0.46% of portfolio
44,329
Q2 2025 Added 12.85%
$367B
$11.2 Billion 0.42% of portfolio
82,255
Q2 2025 Added 107.35%
$70.6B
$8.98 Billion 0.34% of portfolio
85,387
Q2 2025 Reduced 38.34%
$210B
$8.65 Billion 0.33% of portfolio
29,331
Q2 2025 Added 5.02%
$548B
$8.31 Billion 0.31% of portfolio
14,793
Q2 2025 Added 12.27%
$1.27T
$8.02 Billion 0.3% of portfolio
35,416
Q2 2025 Added 6.63%
-
$7.09 Billion 0.27% of portfolio
-
Q2 2025 Added 25.3%
$203B
$6.97 Billion 0.26% of portfolio
240,779
Q2 2025 Added 5.84%
$452B
$6.98 Billion 0.26% of portfolio
45,671
Q2 2025 Reduced 7.0%
$551B
$6.91 Billion 0.26% of portfolio
19,462
Q2 2025 Added 8.17%
$381B
$6.57 Billion 0.25% of portfolio
138,902
Q2 2025 Reduced 4.93%
$218B
$6.36 Billion 0.24% of portfolio
16,373
Q2 2025 Added 5.39%
$608B
$6.35 Billion 0.24% of portfolio
8,151
Q2 2025 Added 0.1%
$281B
$6.4 Billion 0.24% of portfolio
65,471
Q2 2025 Added 5.78%
$217B
$5.51 Billion 0.21% of portfolio
951
Q2 2025 Added 14.44%
$442B
$5.49 Billion 0.21% of portfolio
50,940
Q2 2025 Reduced 9.56%
$254B
$5.28 Billion 0.2% of portfolio
7,464
Q2 2025 Reduced 33.53%
$232B
$5.25 Billion 0.2% of portfolio
19,262
Q2 2025 Added 9.82%
$302B
$4.86 Billion 0.18% of portfolio
33,957
Q2 2025 Reduced 7.19%
$684B
$4.53 Billion 0.17% of portfolio
20,722
Q2 2025 Added 16.74%
$368B
$4.45 Billion 0.17% of portfolio
27,934
Q2 2025 Reduced 16.84%
$102B
$4.63 Billion 0.17% of portfolio
50,402
Q2 2025 Added 151.66%
$118B
$4.31 Billion 0.16% of portfolio
73,591
Q2 2025 Added 260.3%
$87.3B
$4.05 Billion 0.15% of portfolio
26,632
Q2 2025 Added 0.16%
$83.7B
$3.89 Billion 0.15% of portfolio
42,704
Q2 2025 Reduced 5.36%
$139B
$3.97 Billion 0.15% of portfolio
18,941
Q2 2025 Added 4.36%
$150B
$4.01 Billion 0.15% of portfolio
36,196
Q2 2025 Added 56.06%
$118B
$3.97 Billion 0.15% of portfolio
1,519
Q2 2025 Added 4.33%
$323B
$3.99 Billion 0.15% of portfolio
13,117
Q2 2025 Added 4.87%
$17.6B
$3.78 Billion 0.14% of portfolio
54,628
Q2 2025 Reduced 4.85%
$207B
$3.7 Billion 0.14% of portfolio
29,852
Q2 2025 Reduced 0.32%
$71.7B
$3.63 Billion 0.14% of portfolio
4,560
Q2 2025 Added 1.49%
$259B
$3.67 Billion 0.14% of portfolio
60,421
Q2 2025 Added 6.61%
$52.5B
$3.71 Billion 0.14% of portfolio
18,130
Q2 2025 Added 8.96%

Summary

  • Portfolio
  • No. of Stocks 1,110
  • Current Value $2.65 Trillion
  • Prior Value $2.19 Trillion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 144 stocks
  • Additional Purchases 572 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 357 stocks
Track This Portfolio

Track Atomi Financial Group, Inc. Portfolio

Follow Atomi Financial Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atomi Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atomi Financial Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email