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ATFA

All Terrain Financial Advisors Portfolio holdings

AUM $425M
1-Year Est. Return 16.3%
This Fund
S&P 500
This Quarter Est. Return
+9.54%
1 Year Est. Return
+16.3%
3 Year Est. Return
+52.84%
5 Year Est. Return
+58.01%
10 Year Est. Return
–
AUM
$400M
AUM Growth
+$50.9M
Cap. Flow
+$19.5M
Cap. Flow %
4.88%
Top 10 Hldgs %
59.93%
Holding
143
New
26
Increased
35
Reduced
37
Closed
5

Top Buys

Rank Stock Value
1
MDT icon
Medtronic
MDT
+$3.79M
2
SWK icon
Stanley Black & Decker
SWK
+$2.28M
3
CAG icon
Conagra Brands
CAG
+$1.45M
4
CVX icon
Chevron
CVX
+$1.44M
5
INTC icon
Intel
INTC
+$1.23M

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$1.56M
2
AAPL icon
Apple
AAPL
+$747K
3
SO icon
Southern Company
SO
+$697K
4
T icon
AT&T
T
+$597K
5
AMGN icon
Amgen
AMGN
+$409K

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 10.54%
2 Technology 9.76%
3 Consumer Staples 4.61%
4 Financials 3.53%
5 Healthcare 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KMB icon
26
Kimberly-Clark
KMB
$36.1B
$3.26M 0.82%
26,223
+1,071
+4% +$138K
SHY icon
27
iShares 1-3 Year Treasury Bond ETF
SHY
$25.1B
$3.25M 0.81%
39,189
-265
-0.7% -$21.9K
GOOG icon
28
Alphabet (Google) Class C
GOOG
$4.36T
$2.68M 0.67%
11,019
+3,302
+43% +$694K
SWK icon
29
Stanley Black & Decker
SWK
$15.3B
$2.31M 0.58%
+31,079
New +$2.28M
ABBV icon
30
AbbVie
ABBV
$431B
$2.21M 0.55%
9,550
– –
MDY icon
31
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.9B
$2.19M 0.55%
3,680
-18
-0.5% -$10.6K
T icon
32
AT&T
T
$162B
$2.15M 0.54%
76,289
-21,011
-22% -$597K
TOTL icon
33
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.02B
$2.15M 0.54%
52,963
-271
-0.5% -$10.9K
D icon
34
Dominion Energy
D
$58.8B
$2.11M 0.53%
34,421
+3,774
+12% +$224K
META icon
35
Meta Platforms (Facebook)
META
$1.5T
$2.08M 0.52%
2,833
– –
NVDA icon
36
PUT
NVIDIA
NVDA
$5.3T
$2.07M 0.52%
11,100
+10,000
+909% +$1.74M
UNH icon
37
UnitedHealth
UNH
$367B
$2.01M 0.5%
5,825
+1,405
+32% +$425K
MMM icon
38
3M
MMM
$93.2B
$2M 0.5%
12,857
-386
-3% -$59.5K
PRU icon
39
Prudential Financial
PRU
$41.9B
$1.98M 0.5%
19,085
+1,837
+11% +$193K
UNH icon
40
PUT
UnitedHealth
UNH
$367B
$1.93M 0.48%
5,600
+1,300
+30% +$393K
IBIT icon
41
iShares Bitcoin Trust
IBIT
$47.4B
$1.89M 0.47%
29,083
+6,610
+29% +$430K
TSLA icon
42
Tesla
TSLA
$1.26T
$1.83M 0.46%
4,113
+2,100
+104% +$728K
MSFT icon
43
PUT
Microsoft
MSFT
$3.71T
$1.81M 0.45%
3,500
+1,500
+75% +$765K
INTC icon
44
PUT
Intel
INTC
$503B
$1.81M 0.45%
54,000
+10,400
+24% +$252K
IBIT icon
45
PUT
iShares Bitcoin Trust
IBIT
$47.4B
$1.79M 0.45%
27,600
+6,800
+33% +$442K
GOOG icon
46
PUT
Alphabet (Google) Class C
GOOG
$4.36T
$1.7M 0.43%
7,000
+3,500
+100% +$736K
CLX icon
47
Clorox
CLX
$12.8B
$1.69M 0.42%
13,708
+1,966
+17% +$244K
TSLA icon
48
PUT
Tesla
TSLA
$1.26T
$1.65M 0.41%
3,700
+2,000
+118% +$694K
JNJ icon
49
Johnson & Johnson
JNJ
$619B
$1.64M 0.41%
8,844
-356
-4% -$61K
JPM icon
50
JPMorgan Chase
JPM
$947B
$1.59M 0.4%
5,030
-506
-9% -$150K
1
2
3 4 5

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BMC
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CPIM
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OGM
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DF
Dunhill Financial London, United Kingdom $424M AUM 16.79% 1-Year Est. Return
AFWM
AMJ Financial Wealth Management Leesburg, Virginia $424M AUM 37.24% 1-Year Est. Return
WPW
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GPGA
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SGA
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All Terrain Financial Advisors's Q3 2025 Portfolio in Review

As of Q3 2025, All Terrain Financial Advisors held 143 positions worth $400M, up 15% from $349M the previous quarter. Its ten largest holdings account for 60% of the portfolio.

All Terrain Financial Advisors deployed $19.5M of net new capital in Q3 2025, opening 26 new positions and adding to 35 existing holdings. Its largest new stake was Medtronic: 41,255 shares worth $3.93M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 11% of assets, down from 11% a quarter earlier, followed by Technology and Consumer Staples.

On the sell side, the largest reduction was Microsoft, an estimated $1.56M trimmed.

  • All Terrain Financial Advisors's largest Q3 2025 buy was Medtronic: 41,255 shares worth $3.93M.
  • All Terrain Financial Advisors added most to Conagra Brands in Q3 2025, an estimated $1.45M increase.
  • All Terrain Financial Advisors's biggest Q3 2025 reduction was Microsoft, cutting an estimated $1.56M.
  • All Terrain Financial Advisors fully exited State Street Health Care Select Sector SPDR ETF in Q3 2025, selling an estimated $225K.
  • All Terrain Financial Advisors's ten largest holdings make up 60% of its $400M portfolio in Q3 2025.
  • All Terrain Financial Advisors opened 26 new positions and closed 5 in Q3 2025.
  • All Terrain Financial Advisors's portfolio value rose 15% quarter-over-quarter to $400M.

Based on All Terrain Financial Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.