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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 $3.84 billion in total holdings as of June 30, 2026.
  • Atomi Financial Group, Inc. owns shares of 1,248 different stocks, but just 214 companies or ETFs make up 80% of its holdings.
  • Approximately 10.74% of the portfolio was purchased this quarter.
  • About 3.61% of the portfolio was sold this quarter.
  • This quarter, Atomi Financial Group, Inc. has purchased 1,198 new stocks and bought additional shares in 700 stocks.
  • Atomi Financial Group, Inc. sold shares of 390 stocks and completely divested from 82 stocks this quarter.

Largest Holdings

Apple
$146,460,618
Alphabet
$86,673,445

Largest New Holdings this Quarter

360876874 - FUNDX INVT TR
$1,355,170 Holding
46137V266 - Invesco S&P 500 Pure Growth ETF
$1,324,229 Holding
F21107101 - Constellium
$1,234,351 Holding
78464A862 - SPDR S&P Semiconductor ETF
$1,119,996 Holding
26614N201 - DUPONT DE NEMOURS INC
$1,116,816 Holding

Largest Purchases this Quarter

Vanguard Growth ETF
456,621 shares (about $39.33M)
AbbVie
81,138 shares (about $20.42M)
iShares Russell 1000 Growth ETF
139,230 shares (about $17.29M)
Broadcom
34,514 shares (about $13.04M)

Largest Sales this Quarter

iShares Floating Rate Bond ETF
109,630 shares (about $5.60M)
Intel
37,778 shares (about $5.27M)
iShares Core U.S. Aggregate Bond ETF
50,561 shares (about $5.00M)
WisdomTree Floating Rate Treasury Fund
91,839 shares (about $4.62M)
Trio-Tech International
286,601 shares (about $3.53M)

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
$146,460,618$9,115,702 â–²6.6%506,1543.8%Technology
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$117,958,626$9,768,539 â–²9.0%157,5113.1%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$86,673,445$501,023 â–²0.6%245,3042.3%Communication Services
iShares International Equity Factor ETF stock logo
INTF
iShares International Equity Factor ETF
$82,480,074$3,170,795 â–²4.0%2,013,6742.1%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$80,827,722$3,234,964 â–²4.2%1,134,4242.1%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$73,867,271$4,538,644 â–²6.5%369,1701.9%Technology
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$70,861,159$2,339,765 â–²3.4%2,094,0061.8%ETF
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$70,017,873$1,287,552 â–²1.9%2,011,4301.8%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$63,377,193$13,037,702 â–²25.9%167,7751.7%Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$59,454,383$51,461 â–¼-0.1%166,3661.5%Communication Services
iShares U.S. Equity Factor ETF stock logo
LRGF
iShares U.S. Equity Factor ETF
$59,070,933$226,587 â–²0.4%781,0521.5%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$52,567,237$1,201,708 â–¼-2.2%220,5561.4%Consumer Discretionary
Microsoft Corporation stock logo
MSFT
Microsoft
$50,386,209$7,115,699 â–²16.4%135,0771.3%Technology
Robinhood Markets, Inc. stock logo
HOOD
Robinhood Markets
$48,136,488$156,136 â–²0.3%480,0211.3%Finance
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$47,088,400$2,207,732 â–¼-4.5%641,4441.2%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$46,923,120$39,333,326 â–²518.2%544,7311.2%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$44,887,289$537,091 â–²1.2%752,0061.2%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$41,707,818$2,809,098 â–²7.2%74,0441.1%Communication Services
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$41,690,621$121,854 â–²0.3%137,5391.1%ETF
NFLT
Virtus Newfleet Multi-Sector Bond ETF
$37,579,567$3,723,224 â–²11.0%1,637,4541.0%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$36,201,218$2,832,872 â–²8.5%166,1140.9%ETF
Coinbase Global, Inc. stock logo
COIN
Coinbase Global
$35,807,633$296,473 â–¼-0.8%244,9390.9%Finance
Avantis Emerging Markets Equity ETF stock logo
AVEM
Avantis Emerging Markets Equity ETF
$34,137,001$1,401,035 â–¼-3.9%353,7880.9%ETF
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$33,266,927$4,033,097 â–²13.8%720,8430.9%ETF
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$32,472,722$2,557,874 â–¼-7.3%128,7420.8%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$31,388,814$20,417,563 â–²186.1%124,7370.8%Healthcare
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$30,650,658$487,877 â–¼-1.6%61,2540.8%Finance
iShares Flexible Income Active ETF stock logo
BINC
iShares Flexible Income Active ETF
$30,412,874$5,105,660 â–²20.2%581,0640.8%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$28,681,036$209,075 â–²0.7%77,5070.7%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$25,251,264$429,458 â–²1.7%77,1430.7%Finance
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$24,601,490$5,004,530 â–¼-16.9%248,5500.6%ETF
COHEN & STEERS ETF TRUST
$24,189,502$2,222,495 â–²10.1%852,3430.6%REAL EST ACT ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$24,108,151$240,677 â–²1.0%249,6190.6%ETF
iShares U.S. Infrastructure ETF stock logo
IFRA
iShares U.S. Infrastructure ETF
$23,779,369$2,862,330 â–²13.7%377,2110.6%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$22,036,151$17,288,149 â–²364.1%177,4680.6%ETF
PIMCO Enhanced Short Maturity Exchange-Traded Fund stock logo
MINT
PIMCO Enhanced Short Maturity Exchange-Traded Fund
$21,638,259$12,203,755 â–²129.4%214,6440.6%ETF
Micron Technology, Inc. stock logo
MU
Micron Technology
$21,471,906$4,389,725 â–²25.7%18,6020.6%Technology
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$21,373,197$449,872 â–²2.2%44,7540.6%Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$21,372,000$612,691 â–¼-2.8%29,0220.6%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$20,999,283$2,279,154 â–¼-9.8%28,1200.5%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$20,104,542$891,334 â–²4.6%18,8790.5%Industrials
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$19,417,950$353,052 â–²1.9%670,5090.5%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$19,288,352$3,434 â–¼0.0%28,0840.5%ETF
THOR FINL TECHNOLOGIES TR
$19,232,090$1,549,646 â–²8.8%576,8340.5%EQUA WEI LOW ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$18,848,952$35,955 â–¼-0.2%680,4670.5%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$18,187,857$50,890 â–²0.3%43,2450.5%Consumer Discretionary
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$17,948,421$2,179,392 â–²13.8%354,8520.5%ETF
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$17,399,117$1,429,354 â–²9.0%279,7290.5%ETF
Cambria Shareholder Yield ETF stock logo
SYLD
Cambria Shareholder Yield ETF
$17,155,807$1,228,934 â–²7.7%216,9230.4%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$16,710,119$1,118,749 â–²7.2%65,7950.4%Healthcare
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$16,075,082$1,060,336 â–²7.1%128,8480.4%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$15,961,018$1,246,051 â–²8.5%65,6860.4%ETF
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$15,667,105$1,811,330 â–²13.1%42,8410.4%ETF
HARBOR ETF TRUST
$15,378,917$4,230,946 â–²38.0%524,1620.4%COMM ALL WEA ETF
FIGMA INC
$14,635,262$1,269,755 â–¼-8.0%809,0250.4%CLASS A COM STK
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$14,428,095$924,568 â–²6.8%97,2830.4%ETF
DMBS
DoubleLine Mortgage ETF
$13,890,169$2,133,970 â–²18.2%282,9560.4%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$13,073,573$1,155,032 â–²9.7%10,9000.3%Healthcare
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$13,016,616$993,825 â–²8.3%101,2960.3%Healthcare
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$12,682,494$71,507 â–¼-0.6%42,2120.3%ETF
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$12,503,532$1,030,536 â–¼-7.6%21,5240.3%Technology
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$12,319,899$860,299 â–²7.5%223,9580.3%ETF
Intel Corporation stock logo
INTC
Intel
$12,191,361$5,274,997 â–¼-30.2%87,3110.3%Technology
Simplify Managed Futures Strategy ETF stock logo
CTA
Simplify Managed Futures Strategy ETF
$12,015,720$2,375,559 â–²24.6%463,2120.3%ETF
International Business Machines Corporation stock logo
IBM
International Business Machines
$11,892,875$2,264,854 â–²23.5%42,2920.3%Technology
LAM RESEARCH CORP
$11,675,972$4,243,129 â–²57.1%26,9450.3%COM NEW
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$11,654,843$3,698,108 â–²46.5%99,2240.3%Technology
ETF OPPORTUNITIES TRUST
$11,293,744$1,574,383 â–²16.2%496,1080.3%IDX DY FI IN ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$11,259,122$3,092,653 â–¼-21.5%104,6200.3%ETF
Dimensional International Value ETF stock logo
DFIV
Dimensional International Value ETF
$11,137,293$689,511 â–²6.6%206,1700.3%ETF
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$11,126,548$3,070,731 â–¼-21.6%81,3820.3%Energy
WALMART INC
$10,905,731$731,549 â–²7.2%96,2890.3%COM
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$10,875,174$7,890,286 â–²264.3%119,8500.3%Healthcare
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$10,547,562$1,378,792 â–²15.0%55,3620.3%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$10,537,829$465,853 â–¼-4.2%11,2650.3%Consumer Staples
ASML Holding N.V. stock logo
ASML
ASML
$10,465,764$23,872 â–¼-0.2%5,2610.3%Technology
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$10,226,902$2,594,141 â–²34.0%116,3730.3%ETF
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$10,162,673$4,667,735 â–²84.9%69,3030.3%Consumer Staples
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$9,708,293$114,600 â–²1.2%306,1590.3%ETF
Bank of America Corporation stock logo
BAC
Bank of America
$9,674,989$385,527 â–²4.2%169,7960.3%Finance
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$9,654,273$3,251,446 â–²50.8%95,9000.3%ETF
iShares S&P Small-Cap 600 Growth ETF stock logo
IJT
iShares S&P Small-Cap 600 Growth ETF
$9,492,589$86,800 â–²0.9%53,1500.2%ETF
COREWEAVE INC
$9,431,614$662,041 â–²7.5%94,7520.2%COM CL A
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$9,330,675$512,587 â–²5.8%12,9060.2%Technology
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
$9,186,278$2,014,022 â–¼-18.0%30,8380.2%Technology
iShares Core U.S. REIT ETF stock logo
USRT
iShares Core U.S. REIT ETF
$9,170,066$246,464 â–¼-2.6%137,9990.2%ETF
iShares 5-10 Year Investment Grade Corporate Bond ETF stock logo
IGIB
iShares 5-10 Year Investment Grade Corporate Bond ETF
$8,934,310$44,237 â–¼-0.5%168,0330.2%ETF
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$8,929,457$669,532 â–²8.1%8,8290.2%Finance
GE VERNOVA INC
$8,778,013$4,250,950 â–²93.9%7,4710.2%COM
Visa Inc. stock logo
V
Visa
$8,695,840$1,653,328 â–²23.5%25,3460.2%Finance
PALANTIR TECHNOLOGIES INC
$8,579,374$69,886 â–²0.8%73,5350.2%CL A
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$8,425,089$185,793 â–¼-2.2%160,7540.2%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$8,383,379$684,954 â–¼-7.6%111,0230.2%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$7,980,752$201,163 â–²2.6%102,4360.2%ETF
SANDISK CORP
$7,906,465$1,262,033 â–²19.0%3,4770.2%COM
WisdomTree International SmallCap Dividend Fund stock logo
DLS
WisdomTree International SmallCap Dividend Fund
$7,607,686$640,824 â–²9.2%90,7950.2%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$7,579,236$34,793 â–¼-0.5%91,4920.2%ETF
iShares MSCI Emerging Markets ex China ETF stock logo
EMXC
iShares MSCI Emerging Markets ex China ETF
$7,547,406$3,581 â–²0.0%73,7770.2%ETF
Chevron Corporation stock logo
CVX
Chevron
$7,545,354$86,858 â–²1.2%45,5200.2%Energy
HSBC Holdings plc stock logo
HSBC
HSBC
$7,538,578$323,593 â–²4.5%79,2780.2%Finance

Showing largest 100 holdings. View all holdings.
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