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

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%
$0
$72.1 Billion 2.73% of portfolio
116,139
Q2 2025 Added 3.89%
$0
$61 Billion 2.31% of portfolio
1,070,509
Q2 2025 Added 16.87%
$0
$60.6 Billion 2.29% of portfolio
1,771,706
Q2 2025 Added 2.44%
$0
$53.5 Billion 2.02% of portfolio
1,831,771
Q2 2025 Added 25.91%
$0
$52.1 Billion 1.97% of portfolio
1,881,437
Q2 2025 Added 25.93%
$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%
$0
$47 Billion 1.78% of portfolio
82,796
Q2 2025 Added 17.47%
$0
$46.9 Billion 1.77% of portfolio
731,834
Q2 2025 Added 4.95%
$456B
$42 Billion 1.59% of portfolio
265,861
Q2 2025 Added 7.32%
$0
$40.6 Billion 1.53% of portfolio
819,916
Q2 2025 Added 0.19%
$95.5B
$39.5 Billion 1.49% of portfolio
421,981
Q2 2025 Reduced 21.87%
$0
$37.9 Billion 1.43% of portfolio
514,514
Q2 2025 Added 23.22%
$1.24T
$34.3 Billion 1.29% of portfolio
193,110
Q2 2025 Added 3.1%
$0
$32.6 Billion 1.23% of portfolio
137,592
Q2 2025 Added 23.86%
$0
$31.9 Billion 1.2% of portfolio
1,395,236
Q2 2025 Added 12.13%
$0
$30.2 Billion 1.14% of portfolio
68,827
Q2 2025 Reduced 8.08%
$0
$26.9 Billion 1.02% of portfolio
425,416
Q2 2025 Added 3.02%
$0
$24.3 Billion 0.92% of portfolio
526,160
Q2 2025 Added 10.5%
$621B
$23.3 Billion 0.88% of portfolio
47,897
Q2 2025 Added 21.08%
$0
$23.2 Billion 0.88% of portfolio
130,998
Q2 2025 Reduced 4.13%
$0
$22 Billion 0.83% of portfolio
222,163
Q2 2025 Added 9.21%
$1.21T
$21.6 Billion 0.82% of portfolio
122,743
Q2 2025 Reduced 0.07%
$0
$21.1 Billion 0.8% of portfolio
121,976
Q2 2025 Added 6.31%
$859B
$19.2 Billion 0.73% of portfolio
66,390
Q2 2025 Added 5.94%
$0
$18.7 Billion 0.71% of portfolio
30,340
Q2 2025 Reduced 30.59%
$0
$17.7 Billion 0.67% of portfolio
32,003
Q2 2025 Added 2.49%
$0
$15.9 Billion 0.6% of portfolio
717,846
Q2 2025 Reduced 11.77%
$0
$15.4 Billion 0.58% of portfolio
236,710
Q2 2025 Added 8.26%
$0
$15 Billion 0.57% of portfolio
629,376
Q2 2025 Added 15.17%
$545B
$14.5 Billion 0.55% of portfolio
10,826
Q2 2025 Added 32.98%
$0
$14.5 Billion 0.55% of portfolio
263,515
Q2 2025 Added 12.17%
$1.08T
$14.7 Billion 0.55% of portfolio
46,151
Q2 2025 Added 46.95%
$0
$14.1 Billion 0.53% of portfolio
286,687
Q2 2025 Added 15.92%
-
$12.8 Billion 0.49% of portfolio
-
Q2 2025 Added 4.22%
$0
$12.7 Billion 0.48% of portfolio
29,983
Q2 2025 Reduced 18.22%
$127B
$12.2 Billion 0.46% of portfolio
44,329
Q2 2025 Added 12.85%
$0
$12.3 Billion 0.46% of portfolio
249,542
Q2 2025 Added 10.01%
ETF Opportunities Trust
-
$12 Billion 0.45% of portfolio
-
Q2 2025 Added 10.4%
$439B
$11 Billion 0.42% of portfolio
11,126
Q2 2025 Added 7.2%
$0
$11.1 Billion 0.42% of portfolio
167,359
Q2 2025 Added 0.71%
$0
$11 Billion 0.42% of portfolio
298,516
Q2 2025 Added 1.83%
$367B
$11.2 Billion 0.42% of portfolio
82,255
Q2 2025 Added 107.35%
$0
$11 Billion 0.42% of portfolio
36,242
Q2 2025 Added 44.46%
$0
$11.2 Billion 0.42% of portfolio
57,208
Q2 2025 Reduced 14.53%
$0
$10.5 Billion 0.4% of portfolio
37,842
Q2 2025 Reduced 13.86%

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