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 ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
IVV Ishares Core S&P 500 ETF ETFs	$0	$90.4 Billion 2.92% of portfolio	135,005	Q3 2025 Added 16.24%
VEA Vanguard Ftse Developed Market ETFs	$0	$72.5 Billion 2.35% of portfolio	1,210,734	Q3 2025 Added 13.1%
INTF Ishares Tr ETFs	$0	$70.4 Billion 2.28% of portfolio	1,960,755	Q3 2025 Added 10.67%
SCHG Schwab Strategic Tr Us Large C ETFs	$0	$67.9 Billion 2.2% of portfolio	2,128,290	Q3 2025 Added 16.19%
SCHV Schwab Strategic Tr Us Large C ETFs	$0	$60.9 Billion 1.97% of portfolio	2,090,688	Q3 2025 Added 11.12%
LRGF Ishares Tr ETFs	$0	$55.4 Billion 1.79% of portfolio	801,315	Q3 2025 Added 9.49%
BND Vanguard Bd Index Fd Inc Total ETFs	$0	$49.3 Billion 1.59% of portfolio	662,843	Q3 2025 Added 28.83%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$49.2 Billion 1.59% of portfolio	80,283	Q3 2025 Reduced 3.04%
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$46.6 Billion 1.51% of portfolio	860,721	Q3 2025 Added 4.98%

VUG Vanguard Growth ETF ETFs	$0	$38.6 Billion 1.25% of portfolio	80,420	Q3 2025 Added 16.84%
VB Vanguard Small Cap ETF ETFs	$0	$38.5 Billion 1.24% of portfolio	151,295	Q3 2025 Added 9.96%
NFLT Etfis Ser Tr I Virtus Newfleet ETFs	$0	$36.2 Billion 1.17% of portfolio	1,571,181	Q3 2025 Added 12.61%
AGG Ishares Core U.S. Aggregate Bo ETFs	$0	$27 Billion 0.87% of portfolio	269,103	Q3 2025 Added 21.13%
IYW Ishares Dj Us Tech ETF ETFs	$0	$26.4 Billion 0.85% of portfolio	135,021	Q3 2025 Added 10.69%
VTI Vanguard Total Stock Market Et ETFs	$0	$25.9 Billion 0.84% of portfolio	78,804	Q3 2025 Added 117.44%
VTV Vanguard Value ETF ETFs	$0	$25.2 Billion 0.82% of portfolio	135,200	Q3 2025 Added 3.21%
IUSB Ishares Core Total Usd Bond Ma ETFs	$0	$24.3 Billion 0.79% of portfolio	520,584	Q3 2025 Reduced 1.06%
AVEM American Centy ETF Tr Avantis ETFs	$0	$19.2 Billion 0.62% of portfolio	256,179	Q3 2025 Added 1,405.78%

QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$19.3 Billion 0.62% of portfolio	32,194	Q3 2025 Added 0.6%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$19.3 Billion 0.62% of portfolio	28,990	Q3 2025 Reduced 4.45%
SYLD Cambria Shareholder Yld ETF ETFs	$0	$18.1 Billion 0.59% of portfolio	263,984	Q3 2025 Added 11.52%
IEFA Ishares Tr ETFs	$0	$18 Billion 0.58% of portfolio	206,042	Q3 2025 Added 139.83%
VTEB Vanguard Mun Bd Fds Tax Exempt ETFs	$0	$16.7 Billion 0.54% of portfolio	333,192	Q3 2025 Added 16.22%
IFRA Ishares Tr ETFs	$0	$16.3 Billion 0.53% of portfolio	308,063	Q3 2025 Added 23.45%
SCHB Schwab Strategic Tr Us Broad M ETFs	$0	$16.4 Billion 0.53% of portfolio	638,141	Q3 2025 Added 1.39%
SCHF Schwab Strategic Tr Intl Eqty ETFs	$0	$16.4 Billion 0.53% of portfolio	705,082	Q3 2025 Reduced 1.78%
COWZ Pacer Fds Tr Us Cash Cows 100 ETFs	$0	$16.1 Billion 0.52% of portfolio	279,581	Q3 2025 Added 6.1%
IWF Ishares Russell 1000 Gr ETF ETFs	$0	$13.9 Billion 0.45% of portfolio	29,698	Q3 2025 Reduced 0.95%
SCHH Schwab Strategic U.S. Reit ETF ETFs	$0	$13.6 Billion 0.44% of portfolio	628,872	Q3 2025 New
IGIB Ishares Trust Ishares 5 10 Yea ETFs	$0	$12.3 Billion 0.4% of portfolio	227,300	Q3 2025 Added 23.35%
VBR Vanguard Small Cap Value ETF ETFs	$0	$12.3 Billion 0.4% of portfolio	59,019	Q3 2025 Added 3.17%
MBB Ishares Tr ETFs	$0	$11.9 Billion 0.39% of portfolio	125,204	Q3 2025 Added 12.57%
DFIV Dimensional ETF Tr ETFs	$0	$11 Billion 0.36% of portfolio	239,095	Q3 2025 Added 0.99%
VBK Vanguard Small Cap Growth ETF ETFs	$0	$11.2 Billion 0.36% of portfolio	37,536	Q3 2025 Reduced 0.81%
VO Vanguard Mid Cap ETF ETFs	$0	$10.9 Billion 0.35% of portfolio	37,226	Q3 2025 Added 8.1%
HYDB Ishares Tr Edge High Yield Def ETFs	$0	$10.5 Billion 0.34% of portfolio	219,850	Q3 2025 Added 5.54%
DFUV Dimensional ETF Tr Us Marketwi ETFs	$0	$10.2 Billion 0.33% of portfolio	228,068	Q3 2025 Reduced 6.55%
FTLS First Tr Long/Short Equity ETF ETFs	$0	$9.97 Billion 0.32% of portfolio	142,519	Q3 2025 Reduced 14.84%
IGSB Ishares Trust Ishares 1 5 Year ETFs	$0	$9.48 Billion 0.31% of portfolio	178,780	Q3 2025 Added 13.97%
IAU Ishares Gold Trust ETFs	$65.3B	$9.13 Billion 0.3% of portfolio	125,409	Q3 2025 Added 2.34%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$9.27 Billion 0.3% of portfolio	77,978	Q3 2025 Added 104.55%
USRT Ishares Core U.S. Reit ETF ETFs	$0	$8.96 Billion 0.29% of portfolio	152,591	Q3 2025 Added 4.9%
IWM Ishares Russell 2000 ETF ETFs	$0	$8.94 Billion 0.29% of portfolio	36,954	Q3 2025 Reduced 0.14%
AVUV American Centy ETF Tr Avantis ETFs	$0	$8.27 Billion 0.27% of portfolio	83,110	Q3 2025 Added 990.68%
TLT Ishares Barclays 20+ Year Trea ETFs	$0	$8.25 Billion 0.27% of portfolio	92,293	Q3 2025 Reduced 11.89%
CTA Simplify Exch Traded Fds Simpl ETFs	$0	$8.49 Billion 0.27% of portfolio	303,670	Q3 2025 New
BNDX Vanguard Total International B ETFs	$0	$8.45 Billion 0.27% of portfolio	170,848	Q3 2025 Added 68.1%
SCHD Schwab Strategic Tr Us Dividen ETFs	$0	$7.87 Billion 0.25% of portfolio	288,368	Q3 2025 Added 37.29%
IJT Ishares S&P Small Cap 600 Grow ETFs	$0	$7.57 Billion 0.24% of portfolio	53,480	Q3 2025 Added 12.16%
LQD Ishares Iboxx $ Investment Gra ETFs	$0	$7.39 Billion 0.24% of portfolio	66,311	Q3 2025 Added 19.56%

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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Atomi Financial Group, Inc. Portfolio Holdings