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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 $3.91 billion in total holdings as of September 30, 2026.
  • Atomi Financial Group, Inc. owns shares of 1,351 different stocks, but just 222 companies or ETFs make up 80% of its holdings.
  • Approximately 8.79% of the portfolio was purchased this quarter.
  • About 7.58% of the portfolio was sold this quarter.
  • This quarter, Atomi Financial Group, Inc. has purchased 1,248 new stocks and bought additional shares in 636 stocks.
  • Atomi Financial Group, Inc. sold shares of 488 stocks and completely divested from 94 stocks this quarter.

Largest Holdings

Apple
$167,326,731
Alphabet
$82,767,875

Largest New Holdings this Quarter

92206C847 - Vanguard Long-Term Treasury ETF
$5,900,050 Holding
808524649 - Schwab Municipal Bond ETF
$5,308,411 Holding
025072562 - Avantis Core Fixed Income ETF
$2,014,858 Holding
922020755 - VANGUARD MALVERN FDS
$1,839,519 Holding
46654Q484 - J P MORGAN EXCHANGE TRADED F
$1,468,297 Holding

Largest Purchases this Quarter

SPDR Portfolio S&P 500 ETF
939,973 shares (about $84.37M)
iMGP DBi Managed Futures Strategy ETF
394,390 shares (about $12.83M)
Meta Platforms
9,343 shares (about $6.78M)
Microsoft
13,004 shares (about $6.67M)
Vanguard Long-Term Treasury ETF
117,672 shares (about $5.90M)

Largest Sales this Quarter

iShares Core S&P 500 ETF
114,474 shares (about $87.67M)
Simplify Managed Futures Strategy ETF
417,759 shares (about $12.05M)
Vanguard Tax-Exempt Bond ETF
188,215 shares (about $8.91M)
iShares 20+ Year Treasury Bond ETF
67,077 shares (about $5.22M)
ISHARES TR
50,836 shares (about $5.12M)

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
$167,326,731$1,232,506 ▼-0.7%502,4534.3%Technology
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$94,817,612$84,371,972 ▲807.7%1,056,3462.4%ETF
iShares International Equity Factor ETF stock logo
INTF
iShares International Equity Factor ETF
$84,469,377$881,756 ▲1.1%2,034,9162.2%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$83,947,892$3,846,198 ▲4.8%1,188,8952.1%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$82,767,875$817,095 ▼-1.0%242,9062.1%Communication Services
NVIDIA Corporation stock logo
NVDA
NVIDIA
$79,651,360$4,659,634 ▼-5.5%348,7672.0%Technology
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$76,886,853$1,649,223 ▲2.2%2,139,9072.0%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$75,950,715$6,669,749 ▲9.6%148,0811.9%Technology
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$68,788,456$1,787,747 ▲2.7%2,065,1001.8%ETF
iShares U.S. Equity Factor ETF stock logo
LRGF
iShares U.S. Equity Factor ETF
$62,876,551$2,071,666 ▲3.4%807,6631.6%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$60,470,455$6,775,342 ▲12.6%83,3871.5%Communication Services
Alphabet Inc. stock logo
GOOGL
Alphabet
$59,502,335$2,259,225 ▲3.9%172,9321.5%Communication Services
Broadcom Inc. stock logo
AVGO
Broadcom
$56,022,893$2,898,020 ▼-4.9%159,5231.4%Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$55,541,529$589,987 ▲1.1%222,9241.4%Consumer Discretionary
Robinhood Markets, Inc. stock logo
HOOD
Robinhood Markets
$51,761,025$2,241,338 ▼-4.2%460,0981.3%Finance
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$48,467,345$618,334 ▼-1.3%537,8691.2%ETF
Coinbase Global, Inc. stock logo
COIN
Coinbase Global
$48,237,875$2,578,796 ▲5.6%258,7731.2%Finance
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$47,562,885$2,565,596 ▲5.7%678,0171.2%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$45,870,407$1,268,880 ▲2.8%773,4001.2%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$39,739,318$610,801 ▲1.6%139,6861.0%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$36,267,370$373,387 ▲1.0%167,8420.9%ETF
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$35,379,188$1,275,491 ▲3.7%133,5570.9%ETF
Avantis Emerging Markets Equity ETF stock logo
AVEM
Avantis Emerging Markets Equity ETF
$33,470,372$207,220 ▲0.6%355,9920.9%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$33,268,584$638,800 ▲2.0%127,1790.9%Healthcare
NFLT
Virtus Newfleet Multi-Sector Bond ETF
$33,247,926$2,890,685 ▼-8.0%1,506,4760.8%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$32,960,026$87,670,284 ▼-72.7%43,0370.8%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$29,415,983$1,085,534 ▼-3.6%59,0740.8%Finance
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$28,971,483$2,810,472 ▼-8.8%657,0990.7%ETF
iShares Flexible Income Active ETF stock logo
BINC
iShares Flexible Income Active ETF
$27,957,511$1,554,733 ▼-5.3%550,4530.7%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$27,722,674$1,283,648 ▼-4.4%74,0770.7%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$25,793,627$272,602 ▲1.1%77,9670.7%Finance
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$24,657,056$3,211,496 ▲15.0%32,3310.6%ETF
COHEN & STEERS ETF TRUST
$24,024,891$1,267,342 ▲5.6%899,8090.6%REAL EST ACT ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$23,615,368$1,385,750 ▲6.2%188,5310.6%ETF
PIMCO Enhanced Short Maturity Exchange-Traded Fund stock logo
MINT
PIMCO Enhanced Short Maturity Exchange-Traded Fund
$22,213,945$631,455 ▲2.9%220,9240.6%ETF
iShares U.S. Infrastructure ETF stock logo
IFRA
iShares U.S. Infrastructure ETF
$21,773,800$1,015,855 ▲4.9%395,6710.6%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$21,136,869$332,899 ▼-1.6%28,5720.5%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$21,039,151$2,458,800 ▼-10.5%222,5420.5%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$20,972,095$3,210,990 ▼-13.3%216,4750.5%ETF
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$20,644,469$991,850 ▲5.0%704,3490.5%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$19,805,709$122,651 ▲0.6%28,2590.5%ETF
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$19,057,574$1,359,007 ▼-6.7%41,7750.5%Technology
HGER
Harbor Commodity All-Weather Strategy ETF
$18,849,210$367,268 ▲2.0%534,5780.5%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$18,475,349$217,096 ▼-1.2%672,5640.5%ETF
THLV
THOR Equal Weight Low Volatility ETF
$18,400,490$412,898 ▲2.3%590,0750.5%ETF
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$17,962,376$712,329 ▼-3.8%269,0590.5%ETF
PALANTIR TECHNOLOGIES INC
$17,769,730$4,015,024 ▲29.2%95,0000.5%CL A
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$17,757,261$338,604 ▲1.9%67,0740.5%Healthcare
Cambria Shareholder Yield ETF stock logo
SYLD
Cambria Shareholder Yield ETF
$17,348,582$133,215 ▼-0.8%215,2700.4%ETF
Micron Technology, Inc. stock logo
MU
Micron Technology
$16,952,871$2,860,983 ▼-14.4%15,9160.4%Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$15,988,236$3,376,297 ▲26.8%13,8180.4%Healthcare
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$15,353,176$177,891 ▲1.2%66,4560.4%ETF
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$15,341,179$868,222 ▲6.0%45,4110.4%ETF
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$15,317,278$142,855 ▲0.9%130,0610.4%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$14,883,053$424,049 ▼-2.8%18,3560.4%Industrials
Tesla, Inc. stock logo
TSLA
Tesla
$14,424,220$919,298 ▼-6.0%40,6540.4%Consumer Discretionary
FIGMA INC
$14,390,545$2,615,161 ▼-15.4%684,6120.4%CLASS A COM STK
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$13,971,485$3,394,425 ▲32.1%138,1950.4%ETF
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$13,442,616$274,689 ▲2.1%21,9730.3%Technology
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$13,337,178$1,382,193 ▼-9.4%91,7840.3%Healthcare
iMGP DBi Managed Futures Strategy ETF stock logo
DBMF
iMGP DBi Managed Futures Strategy ETF
$13,306,755$12,829,507 ▲2,688.2%409,0610.3%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$13,219,777$14,556 ▼-0.1%97,1760.3%ETF
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$13,210,091$34,828 ▼-0.3%81,1680.3%Energy
DMBS
DoubleLine Mortgage ETF
$13,131,158$27,462 ▲0.2%283,5490.3%ETF
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$12,544,319$226,655 ▲1.8%228,0790.3%ETF
Dimensional International Value ETF stock logo
DFIV
Dimensional International Value ETF
$11,989,732$473,078 ▲4.1%214,6390.3%ETF
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$11,960,232$115,434 ▲1.0%121,0180.3%Healthcare
ETF OPPORTUNITIES TRUST
$11,390,158$381,320 ▲3.5%513,2920.3%IDX DY FI IN ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$11,179,227$551,055 ▼-4.7%40,2290.3%ETF
ARISTA NETWORKS INC
$10,911,450$3,353,344 ▲44.4%53,5950.3%COM SHS
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$10,554,180$125,281 ▼-1.2%98,0600.3%Technology
Chevron Corporation stock logo
CVX
Chevron
$10,000,749$705,135 ▲7.6%48,9730.3%Energy
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$9,782,078$473,400 ▼-4.6%10,7450.2%Consumer Staples
Visa Inc. stock logo
V
Visa
$9,623,324$515,644 ▲5.7%26,7810.2%Finance
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$9,594,200$1,242,804 ▼-11.5%49,0130.2%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$9,556,395$402,949 ▼-4.0%293,7720.2%ETF
ASML Holding N.V. stock logo
ASML
ASML
$9,461,771$68,839 ▼-0.7%5,2230.2%Technology
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$9,450,208$618,014 ▼-6.1%65,0490.2%Consumer Staples
WALMART INC
$9,380,192$626,226 ▼-6.3%90,2630.2%COM
Bank of America Corporation stock logo
BAC
Bank of America
$9,347,909$105,921 ▲1.1%171,7420.2%Finance
International Business Machines Corporation stock logo
IBM
International Business Machines
$9,270,896$30,350 ▼-0.3%42,1540.2%Technology
iShares 5-10 Year Investment Grade Corporate Bond ETF stock logo
IGIB
iShares 5-10 Year Investment Grade Corporate Bond ETF
$9,185,992$725,542 ▲8.6%182,4430.2%ETF
iShares S&P Small-Cap 600 Growth ETF stock logo
IJT
iShares S&P Small-Cap 600 Growth ETF
$8,603,224$81,609 ▲1.0%53,6590.2%ETF
ISHARES BITCOIN TRUST ETF
$8,548,621$244,322 ▲2.9%180,5790.2%SHS BEN INT
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$8,491,252$665,139 ▲8.5%111,1420.2%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$8,381,100$289,830 ▼-3.3%107,3120.2%ETF
COREWEAVE INC
$8,336,338$81,544 ▲1.0%95,6880.2%COM CL A
Mastercard Incorporated stock logo
MA
Mastercard
$8,278,452$842,073 ▲11.3%15,0120.2%Finance
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
$8,107,208$40,424 ▼-0.5%30,6850.2%Technology
iShares Core U.S. REIT ETF stock logo
USRT
iShares Core U.S. REIT ETF
$8,091,975$405,997 ▼-4.8%131,4060.2%ETF
WisdomTree International SmallCap Dividend Fund stock logo
DLS
WisdomTree International SmallCap Dividend Fund
$7,971,048$54,668 ▲0.7%91,4220.2%ETF
RTX Corporation stock logo
RTX
RTX
$7,964,991$598,725 ▲8.1%42,9030.2%Industrials
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$7,891,921$8,913,854 ▼-53.0%166,6370.2%ETF
Philip Morris International Inc. stock logo
PM
Philip Morris International
$7,638,326$3,572,719 ▲87.9%40,0290.2%Consumer Staples
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$7,506,194$442,971 ▼-5.6%8,3370.2%Finance
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$7,505,648$729,771 ▼-8.9%146,5090.2%ETF
HSBC Holdings plc stock logo
HSBC
HSBC
$7,432,988$440,039 ▼-5.6%74,8470.2%Finance
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$7,304,598$55,775 ▲0.8%155,8480.2%ETF
NEOS Enhanced Income 1-3 Month T-Bill ETF stock logo
CSHI
NEOS Enhanced Income 1-3 Month T-Bill ETF
$7,085,338$324,605 ▼-4.4%142,5340.2%ETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$7,041,097$442,480 ▼-5.9%42,3440.2%ETF

Showing largest 100 holdings. View all holdings.
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