We are live on ! Find out more
ATFA

All Terrain Financial Advisors Portfolio holdings

AUM $425M
1-Year Est. Return 16.3%
This Fund
S&P 500
This Quarter Est. Return
-2.28%
1 Year Est. Return
+16.3%
3 Year Est. Return
+52.84%
5 Year Est. Return
+58.01%
10 Year Est. Return
–
AUM
$425M
AUM Growth
-$7.14M
Cap. Flow
+$8.76M
Cap. Flow %
2.06%
Top 10 Hldgs %
59.63%
Holding
158
New
31
Increased
45
Reduced
36
Closed
10

Top Buys

Rank Stock Value
1
UNP icon
Union Pacific
UNP
+$4.32M
2
NVDA icon
NVIDIA
NVDA
+$1.82M
3
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.02M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$725K
5
ETHA
iShares Ethereum Trust ETF
ETHA
+$572K

Top Sells

Rank Stock Value
1
JNJ icon
Johnson & Johnson
JNJ
+$1.84M
2
INTC icon
Intel
INTC
+$1.63M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$817K
4
PLTR icon
Palantir
PLTR
+$700K
5
USB icon
US Bancorp
USB
+$453K

Sector Composition

Rank Sector Weight
1 Technology 10.3%
2 Consumer Discretionary 8.87%
3 Industrials 4.01%
4 Consumer Staples 3.63%
5 Financials 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBIT icon
51
PUT
iShares Bitcoin Trust
IBIT
$48.4B
$1.5M 0.35%
39,000
+8,000
+26% +$346K
MU icon
52
Micron Technology
MU
$1.08T
$1.42M 0.33%
4,200
– –
MSFT icon
53
PUT
Microsoft
MSFT
$2.9T
$1.41M 0.33%
3,800
– –
CLX icon
54
Clorox
CLX
$11.6B
$1.33M 0.31%
12,809
-445
-3% -$50.5K
PG icon
55
Procter & Gamble
PG
$347B
$1.28M 0.3%
8,846
-293
-3% -$44.4K
NFLX icon
56
Netflix
NFLX
$285B
$1.18M 0.28%
12,235
+4,600
+60% +$405K
GOOG icon
57
PUT
Alphabet (Google) Class C
GOOG
$4.17T
$1.18M 0.28%
4,100
-3,200
-44% -$1.01M
RTX icon
58
RTX Corp
RTX
$262B
$1.17M 0.27%
6,051
– –
AMD icon
59
Advanced Micro Devices
AMD
$901B
$1.13M 0.26%
5,534
+1,000
+22% +$214K
INTC icon
60
PUT
Intel
INTC
$516B
$1.1M 0.26%
24,900
-38,100
-60% -$1.75M
GLD icon
61
SPDR Gold Trust
GLD
$133B
$938K 0.22%
2,179
+278
+15% +$125K
WMT icon
62
Walmart Inc
WMT
$870B
$921K 0.22%
7,413
-1,278
-15% -$157K
AMZN icon
63
PUT
Amazon
AMZN
$2.63T
$916K 0.22%
4,400
-400
-8% -$88.1K
ORCL icon
64
Oracle
ORCL
$362B
$883K 0.21%
6,000
+2,100
+54% +$341K
VTI icon
65
Vanguard Total Stock Market ETF
VTI
$661B
$866K 0.2%
2,701
-77
-3% -$25.8K
XOM icon
66
ExxonMobil
XOM
$640B
$862K 0.2%
5,081
– –
GOOGL icon
67
Alphabet (Google) Class A
GOOGL
$4.17T
$852K 0.2%
2,962
– –
SLV icon
68
iShares Silver Trust
SLV
$28.8B
$848K 0.2%
12,442
+5,900
+90% +$448K
IVW icon
69
iShares S&P 500 Growth ETF
IVW
$74.2B
$828K 0.19%
7,318
– –
AMD icon
70
PUT
Advanced Micro Devices
AMD
$901B
$753K 0.18%
3,700
– –
WFC icon
71
Wells Fargo
WFC
$262B
$751K 0.18%
9,429
-1,213
-11% -$104K
GS icon
72
Goldman Sachs
GS
$324B
$702K 0.17%
830
-30
-3% -$26.8K
AXP icon
73
American Express
AXP
$238B
$683K 0.16%
2,259
– –
RTX icon
74
PUT
RTX Corp
RTX
$262B
$675K 0.16%
3,500
– –
EQX icon
75
Equinox Gold
EQX
$7.38B
$648K 0.15%
44,788
-21,798
-33% -$333K
1 2
3
4 5

Similar funds

APWA
Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return
FMTC
Farmers & Merchants Trust Company Long Beach, California $426M AUM 18.88% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $426M AUM 23.62% 1-Year Est. Return
EA
Evergreen Advisors Chattanooga, Tennessee $426M AUM
BMC
Battery Management Corp Boston, Massachusetts $426M AUM 21.5% 1-Year Est. Return
MPPLM
Midwest Professional Planners Ltd (MPPL) Wausau, Wisconsin $425M AUM 28.89% 1-Year Est. Return
CPIM
Cypress Point Investment Management Mill Valley, California $424M AUM
OGM
OnyxPoint Global Management New York $424M AUM 84.95% 1-Year Est. Return

All Terrain Financial Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, All Terrain Financial Advisors held 158 positions worth $425M, down 1.7% from $432M the previous quarter. Its ten largest holdings account for 60% of the portfolio.

All Terrain Financial Advisors's Q1 2026 filing shows 31 new, 45 increased, 36 reduced and 10 closed positions. Its largest new stake was iShares Ethereum Trust ETF: 31,648 shares worth $501K. The largest sale was Johnson & Johnson, an estimated $1.84M.

By sector, the portfolio is most concentrated in Technology at 10% of assets, down from 11% a quarter earlier, followed by Consumer Discretionary and Industrials.

  • All Terrain Financial Advisors's largest Q1 2026 buy was iShares Ethereum Trust ETF: 31,648 shares worth $501K.
  • All Terrain Financial Advisors added most to Union Pacific in Q1 2026, an estimated $4.32M increase.
  • All Terrain Financial Advisors's biggest Q1 2026 reduction was Intel, cutting an estimated $1.63M.
  • All Terrain Financial Advisors fully exited Johnson & Johnson in Q1 2026, selling an estimated $1.84M.
  • All Terrain Financial Advisors's ten largest holdings make up 60% of its $425M portfolio in Q1 2026.
  • All Terrain Financial Advisors opened 31 new positions and closed 10 in Q1 2026.
  • All Terrain Financial Advisors's portfolio value fell 1.7% quarter-over-quarter to $425M.

Based on All Terrain Financial Advisors's 13F filing for Q1 2026, filed 12 May 2026.