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Atomi Financial Group, Inc. Top Holdings and 13F Report (2026)

About Atomi Financial Group, Inc.

Investment Activity

  • Atomi Financial Group, Inc. has $3.26 billion in total holdings as of March 31, 2026.
  • Atomi Financial Group, Inc. owns shares of 1,198 different stocks, but just 223 companies or ETFs make up 80% of its holdings.
  • Approximately 7.83% of the portfolio was purchased this quarter.
  • About 8.52% of the portfolio was sold this quarter.
  • This quarter, Atomi Financial Group, Inc. has purchased 1,203 new stocks and bought additional shares in 616 stocks.
  • Atomi Financial Group, Inc. sold shares of 424 stocks and completely divested from 133 stocks this quarter.

Largest Holdings

Apple
$120,461,797
Alphabet
$69,961,151

Largest New Holdings this Quarter

G0593M107 - AstraZeneca
$3,662,378 Holding
09290C764 - BLACKROCK ETF TRUST
$1,648,774 Holding
06738E204 - Barclays
$1,600,911 Holding
464288240 - iShares MSCI ACWI ex U.S. ETF
$1,545,642 Holding
92556W104 - VIA TRANSN INC
$1,312,095 Holding

Largest Purchases this Quarter

iShares National Muni Bond ETF
73,240 shares (about $7.77M)
iShares Russell Top 200 Growth ETF
21,461 shares (about $5.34M)
iShares Russell 1000 Growth ETF
12,493 shares (about $5.33M)
Vanguard Growth ETF
12,002 shares (about $5.24M)
ExxonMobil
30,311 shares (about $5.14M)

Largest Sales this Quarter

Vanguard S&P 500 ETF
56,358 shares (about $33.68M)
SPDR S&P 500 ETF Trust
23,938 shares (about $15.57M)
Vanguard Mid-Cap ETF
28,706 shares (about $8.24M)
Vanguard FTSE Developed Markets ETF
125,502 shares (about $8.04M)
Robinhood Markets
113,211 shares (about $7.85M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofAtomi Financial Group, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Apple Inc. stock logo
AAPL
Apple
$120,461,797$1,243,065 â–²1.0%474,6513.7%Computer and Technology
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$94,367,066$3,428,038 â–²3.8%144,4672.9%ETF
iShares International Equity Factor ETF stock logo
INTF
iShares International Equity Factor ETF
$75,436,754$2,704,174 â–¼-3.5%1,936,2622.3%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$69,961,151$1,411,351 â–²2.1%243,8862.1%Computer and Technology
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$69,784,484$8,042,170 â–¼-10.3%1,089,0212.1%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$60,427,323$2,201,276 â–¼-3.5%346,4871.9%Computer and Technology
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$60,220,479$3,623,430 â–¼-5.7%1,974,4421.8%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$58,984,266$2,125,120 â–¼-3.5%2,024,8641.8%ETF
iShares U.S. Equity Factor ETF stock logo
LRGF
iShares U.S. Equity Factor ETF
$51,351,724$1,280,335 â–¼-2.4%778,0561.6%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$49,450,629$6,872,606 â–¼-12.2%671,5181.5%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$47,881,628$3,272,434 â–²7.3%166,5101.5%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$46,985,310$1,741,138 â–¼-3.6%225,5981.4%Retail/Wholesale
Coinbase Global, Inc. stock logo
COIN
Coinbase Global
$43,122,829$3,919,813 â–¼-8.3%246,9671.3%Finance
Microsoft Corporation stock logo
MSFT
Microsoft
$42,940,020$2,607,473 â–¼-5.7%116,0011.3%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$41,245,713$2,098,173 â–²5.4%133,2611.3%Computer and Technology
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$40,159,582$4,798,559 â–¼-10.7%743,0081.2%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$39,509,310$1,978,412 â–¼-4.8%69,0571.2%Computer and Technology
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$38,485,413$5,242,333 â–²15.8%88,1101.2%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$35,918,899$4,638,338 â–¼-11.4%137,1371.1%ETF
NFLT
Virtus Newfleet Multi-Sector Bond ETF
$33,561,291$4,006,433 â–¼-10.7%1,475,2221.0%ETF
Robinhood Markets, Inc. stock logo
HOOD
Robinhood Markets
$33,157,556$7,845,522 â–¼-19.1%478,4641.0%Finance
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$30,041,163$4,970,923 â–²19.8%153,1150.9%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$29,819,916$447,090 â–¼-1.5%62,2290.9%Finance
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$29,692,679$2,728,330 â–²10.1%299,1110.9%Finance
Avantis Emerging Markets Equity ETF stock logo
AVEM
Avantis Emerging Markets Equity ETF
$29,678,226$79,935 â–¼-0.3%368,3080.9%ETF
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$29,259,143$2,746,226 â–²10.4%633,4520.9%Manufacturing
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$25,196,235$950,100 â–²3.9%138,8830.8%Manufacturing
iShares Flexible Income Active ETF stock logo
BINC
iShares Flexible Income Active ETF
$25,108,961$4,954,429 â–¼-16.5%483,5160.8%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$24,683,701$1,165,821 â–¼-4.5%76,9420.8%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$22,372,390$3,400,214 â–²17.9%247,1270.7%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$22,306,454$1,184,877 â–¼-5.0%75,8310.7%Finance
COHEN & STEERS ETF TRUST
$20,341,534$4,532,827 â–²28.7%774,0310.6%REAL ESTATE ACTI
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$20,272,131$15,567,634 â–¼-43.4%31,1720.6%Finance
iShares U.S. Infrastructure ETF stock logo
IFRA
iShares U.S. Infrastructure ETF
$18,979,294$329,129 â–¼-1.7%331,8060.6%ETF
FIGMA INC
$18,586,626$679,144 â–¼-3.5%879,2160.6%CLASS A COM STK
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$17,617,858$5,142,571 â–²41.2%103,8420.5%Energy
Invesco QQQ stock logo
QQQ
Invesco QQQ
$17,231,367$929,850 â–²5.7%29,8540.5%Finance
THOR FINL TECHNOLOGIES TR
$16,923,618$101,250 â–¼-0.6%530,3550.5%EQUAL WEIGHT LOW
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$16,873,686$796,183 â–¼-4.5%681,7650.5%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$16,784,179$33,675,914 â–¼-66.7%28,0890.5%ETF
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$16,523,788$15,989 â–²0.1%658,3180.5%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$16,304,680$5,327,014 â–²48.5%38,2380.5%ETF
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$16,062,241$2,094,574 â–¼-11.5%256,7490.5%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$16,029,896$2,837,311 â–¼-15.0%43,1240.5%Auto/Tires/Trucks
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$15,553,909$2,761,861 â–¼-15.1%311,7640.5%ETF
Cambria Shareholder Yield ETF stock logo
SYLD
Cambria Shareholder Yield ETF
$15,186,375$5,763,212 â–¼-27.5%201,3840.5%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$15,006,234$530,193 â–²3.7%61,3900.5%Medical
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$14,806,285$103,075 â–²0.7%43,8120.5%Computer and Technology
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$14,155,766$7,774,382 â–²121.8%133,3570.4%ETF
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$13,294,915$3,112,262 â–²30.6%120,3490.4%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$13,156,231$769,065 â–²6.2%60,5580.4%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$12,781,715$95,640 â–¼-0.7%18,0420.4%Industrials
DMBS
DoubleLine Mortgage ETF
$11,825,739$1,651,411 â–¼-12.3%239,4850.4%ETF
HARBOR ETF TRUST
$11,782,504$212,915 â–²1.8%379,9580.4%HARBOR COMMODITY
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$11,720,969$2,023,743 â–²20.9%11,7630.4%Retail/Wholesale
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$11,451,480$1,152,765 â–²11.2%37,8880.4%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$11,318,295$650,638 â–²6.1%91,0490.3%ETF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$11,254,605$3,684,132 â–²48.7%93,5620.3%Medical
Simplify Managed Futures Strategy ETF stock logo
CTA
Simplify Managed Futures Strategy ETF
$11,230,763$13,055 â–²0.1%371,6330.3%ETF
WALMART INC
$11,164,131$1,367 â–²0.0%89,8300.3%COM
PALANTIR TECHNOLOGIES INC
$10,669,136$1,811,103 â–¼-14.5%72,9360.3%CL A
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$10,587,505$728,467 â–¼-6.4%120,0940.3%Finance
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$10,527,507$199,886 â–¼-1.9%42,4500.3%Finance
Dimensional International Value ETF stock logo
DFIV
Dimensional International Value ETF
$10,207,956$508,957 â–²5.2%193,4060.3%ETF
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$10,095,131$1,105,614 â–²12.3%208,3190.3%ETF
ETF OPPORTUNITIES TRUST
$9,705,790$1,044,509 â–¼-9.7%426,9490.3%IDX DYNAMIC FIXE
AbbVie Inc. stock logo
ABBV
AbbVie
$9,482,349$161,378 â–¼-1.7%43,5990.3%Medical
PIMCO Enhanced Short Maturity Exchange-Traded Fund stock logo
MINT
PIMCO Enhanced Short Maturity Exchange-Traded Fund
$9,412,009$573,649 â–²6.5%93,5870.3%ETF
Chevron Corporation stock logo
CVX
Chevron
$9,309,549$638,692 â–²7.4%44,9960.3%Energy
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$9,282,070$401,355 â–²4.5%302,5450.3%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$9,139,837$268,575 â–¼-2.9%9,9370.3%Medical
iShares 5-10 Year Investment Grade Corporate Bond ETF stock logo
IGIB
iShares 5-10 Year Investment Grade Corporate Bond ETF
$8,986,983$3,149,130 â–¼-25.9%168,8650.3%Manufacturing
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$8,635,564$1,073,119 â–¼-11.1%164,2990.3%Manufacturing
NEOS Enhanced Income 1-3 Month T-Bill ETF stock logo
CSHI
NEOS Enhanced Income 1-3 Month T-Bill ETF
$8,558,523$727,472 â–²9.3%171,9300.3%ETF
iShares Core U.S. REIT ETF stock logo
USRT
iShares Core U.S. REIT ETF
$8,387,712$35,632 â–²0.4%141,7080.3%ETF
International Business Machines Corporation stock logo
IBM
International Business Machines
$8,298,926$485 â–²0.0%34,2380.3%Computer and Technology
Netflix, Inc. stock logo
NFLX
Netflix
$8,016,995$795,161 â–¼-9.0%83,3800.2%Consumer Discretionary
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$8,010,723$686,348 â–¼-7.9%166,7160.2%ETF
Bank of America Corporation stock logo
BAC
Bank of America
$7,947,695$645,010 â–¼-7.5%163,0300.2%Finance
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$7,941,055$51,363 â–²0.7%85,4980.2%Utilities
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$7,849,932$3,216,490 â–²69.4%22,0160.2%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$7,829,575$2,057,955 â–²35.7%99,8540.2%ETF
iShares S&P Small-Cap 600 Growth ETF stock logo
IJT
iShares S&P Small-Cap 600 Growth ETF
$7,621,030$235,154 â–¼-3.0%52,6640.2%ETF
iShares Floating Rate Bond ETF stock logo
FLOT
iShares Floating Rate Bond ETF
$7,559,583$491,157 â–²6.9%148,3730.2%ETF
ASML Holding N.V. stock logo
ASML
ASML
$6,965,622$709,376 â–²11.3%5,2730.2%Computer and Technology
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$6,908,964$347,690 â–¼-4.8%8,1670.2%Finance
COREWEAVE INC
$6,825,185$79,329 â–²1.2%88,1010.2%COM CL A
WisdomTree International SmallCap Dividend Fund stock logo
DLS
WisdomTree International SmallCap Dividend Fund
$6,776,515$183,702 â–¼-2.6%83,1470.2%Finance
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$6,743,539$1,060,499 â–²18.7%35,1580.2%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$6,736,035$1,068,792 â–¼-13.7%13,4810.2%Business Services
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$6,728,126$155,018 â–¼-2.3%69,2700.2%Finance
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$6,647,785$3,929,016 â–²144.5%86,8540.2%ETF
GE Aerospace stock logo
GE
GE Aerospace
$6,451,557$305,339 â–¼-4.5%22,7350.2%Aerospace
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$6,410,913$2,596,953 â–²68.1%91,9120.2%ETF
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$6,402,205$761,396 â–²13.5%63,6020.2%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$6,395,778$179,148 â–¼-2.7%48,1250.2%ETF
HSBC Holdings plc stock logo
HSBC
HSBC
$6,258,938$102,370 â–²1.7%75,8750.2%Finance
Visa Inc. stock logo
V
Visa
$6,203,886$482,058 â–¼-7.2%20,5270.2%Business Services
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$6,139,887$2,956,996 â–²92.9%43,1080.2%ETF
RTX Corporation stock logo
RTX
RTX
$6,098,091$309,216 â–²5.3%31,6130.2%Aerospace

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