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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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
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