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
$4.3T
$98.5 Billion 3.19% of portfolio
387,010
Q3 2025 Added 6.69%
$40.3B
$98.4 Billion 3.18% of portfolio
291,708
Q3 2025 Reduced 6.88%
$0
$90.4 Billion 2.92% of portfolio
135,005
Q3 2025 Added 16.24%
$0
$72.5 Billion 2.35% of portfolio
1,210,734
Q3 2025 Added 13.1%
$0
$70.4 Billion 2.28% of portfolio
1,960,755
Q3 2025 Added 10.67%
$0
$67.9 Billion 2.2% of portfolio
2,128,290
Q3 2025 Added 16.19%
$0
$60.9 Billion 1.97% of portfolio
2,090,688
Q3 2025 Added 11.12%
$102B
$60.5 Billion 1.96% of portfolio
422,636
Q3 2025 Added 0.16%
$3.78T
$58.3 Billion 1.88% of portfolio
112,563
Q3 2025 Added 7.98%
$465B
$58.1 Billion 1.88% of portfolio
311,174
Q3 2025 Added 17.04%
$1.37T
$55.6 Billion 1.8% of portfolio
75,703
Q3 2025 Added 9.12%
$0
$55.4 Billion 1.79% of portfolio
801,315
Q3 2025 Added 9.49%
$1.74T
$52.8 Billion 1.71% of portfolio
216,691
Q3 2025 Added 12.21%
$0
$49.3 Billion 1.59% of portfolio
662,843
Q3 2025 Added 28.83%
$0
$49.2 Billion 1.59% of portfolio
80,283
Q3 2025 Reduced 3.04%
$0
$46.6 Billion 1.51% of portfolio
860,721
Q3 2025 Added 4.98%
$0
$38.6 Billion 1.25% of portfolio
80,420
Q3 2025 Added 16.84%
$0
$38.5 Billion 1.24% of portfolio
151,295
Q3 2025 Added 9.96%
$0
$36.2 Billion 1.17% of portfolio
1,571,181
Q3 2025 Added 12.61%
$1.65T
$32.3 Billion 1.04% of portfolio
132,760
Q3 2025 Added 8.16%
$662B
$31.8 Billion 1.03% of portfolio
63,319
Q3 2025 Added 32.2%
$0
$30.1 Billion 0.97% of portfolio
269,823
Q3 2025 Reduced 68.69%
$0
$27 Billion 0.87% of portfolio
269,103
Q3 2025 Added 21.13%
$0
$26.4 Billion 0.85% of portfolio
135,021
Q3 2025 Added 10.69%
$0
$25.9 Billion 0.84% of portfolio
78,804
Q3 2025 Added 117.44%
$0
$25.2 Billion 0.82% of portfolio
135,200
Q3 2025 Added 3.21%
$0
$24.3 Billion 0.79% of portfolio
520,584
Q3 2025 Reduced 1.06%
$881B
$22.4 Billion 0.73% of portfolio
71,110
Q3 2025 Added 7.11%
$0
$19.2 Billion 0.62% of portfolio
256,179
Q3 2025 Added 1,405.78%
$0
$19.3 Billion 0.62% of portfolio
32,194
Q3 2025 Added 0.6%
$0
$19.3 Billion 0.62% of portfolio
28,990
Q3 2025 Reduced 4.45%
$1.29T
$18.5 Billion 0.6% of portfolio
41,684
Q3 2025 Reduced 9.68%
$0
$18.1 Billion 0.59% of portfolio
263,984
Q3 2025 Added 11.52%
$0
$18 Billion 0.58% of portfolio
206,042
Q3 2025 Added 139.83%
$139B
$17.4 Billion 0.56% of portfolio
52,699
Q3 2025 Added 18.88%
$0
$16.7 Billion 0.54% of portfolio
333,192
Q3 2025 Added 16.22%
$0
$16.3 Billion 0.53% of portfolio
308,063
Q3 2025 Added 23.45%
$0
$16.4 Billion 0.53% of portfolio
638,141
Q3 2025 Added 1.39%
$0
$16.4 Billion 0.53% of portfolio
705,082
Q3 2025 Reduced 1.78%
Blackrock ETF Trust Ii
-
$16.1 Billion 0.52% of portfolio
-
Q3 2025 Added 453.5%
$0
$16.1 Billion 0.52% of portfolio
279,581
Q3 2025 Added 6.1%
$342B
$15.3 Billion 0.49% of portfolio
83,892
Q3 2025 Added 1.99%
-
$15.1 Billion 0.49% of portfolio
-
Q3 2025 Added 12.29%
$0
$13.9 Billion 0.45% of portfolio
29,698
Q3 2025 Reduced 0.95%
$0
$13.6 Billion 0.44% of portfolio
628,872
Q3 2025 New
$49.1B
$13.2 Billion 0.43% of portfolio
11,034
Q3 2025 Added 1.92%
ETF Opportunities Trust
-
$12.5 Billion 0.4% of portfolio
-
Q3 2025 Added 3.81%
$0
$12.3 Billion 0.4% of portfolio
227,300
Q3 2025 Added 23.35%
$0
$12.3 Billion 0.4% of portfolio
59,019
Q3 2025 Added 3.17%

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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