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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
+6.69%
1 Year Est. Return
+16.3%
3 Year Est. Return
+52.84%
5 Year Est. Return
+58.01%
10 Year Est. Return
–
AUM
$349M
AUM Growth
+$31.2M
Cap. Flow
+$11.1M
Cap. Flow %
3.2%
Top 10 Hldgs %
63.75%
Holding
118
New
9
Increased
35
Reduced
26
Closed
1

Top Buys

Rank Stock Value
1
IWM icon
iShares Russell 2000 ETF
IWM
+$1.92M
2
UNH icon
UnitedHealth
UNH
+$1.69M
3
EQX icon
Equinox Gold
EQX
+$562K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$300K
5
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$225K

Top Sells

Rank Stock Value
1
GS icon
Goldman Sachs
GS
+$464K
2
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$249K
3
MMM icon
3M
MMM
+$52.3K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$42.3K
5
META icon
Meta Platforms (Facebook)
META
+$38.9K

Sector Composition

Rank Sector Weight
1 Consumer Discretionary 10.7%
2 Technology 9.6%
3 Consumer Staples 4.59%
4 Financials 3.92%
5 Industrials 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IJT icon
76
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.38B
$369K 0.11%
2,777
-10
-0.4% -$1.25K
RTX icon
77
RTX Corp
RTX
$299B
$365K 0.1%
2,501
-100
-4% -$13.3K
KO icon
78
Coca-Cola
KO
$373B
$361K 0.1%
5,100
-200
-4% -$14.2K
VZ icon
79
Verizon
VZ
$194B
$342K 0.1%
7,896
+15
+0.2% +$650
XLU icon
80
State Street Utilities Select Sector SPDR ETF
XLU
$22.4B
$340K 0.1%
8,326
-586
-7% -$23.3K
HOOD icon
81
Robinhood
HOOD
$81.7B
$337K 0.1%
3,600
– –
HOOD icon
82
PUT
Robinhood
HOOD
$81.7B
$337K 0.1%
3,600
– –
AMP icon
83
Ameriprise Financial
AMP
$49.3B
$333K 0.1%
623
– –
ANET icon
84
Arista Networks
ANET
$243B
$327K 0.09%
3,200
– –
BA icon
85
Boeing
BA
$183B
$314K 0.09%
1,500
– –
BX icon
86
Blackstone
BX
$106B
$314K 0.09%
2,099
+12
+0.6% +$1.65K
DIA icon
87
PUT
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$46.3B
$308K 0.09%
700
– –
MU icon
88
Micron Technology
MU
$1T
$308K 0.09%
2,500
– –
AMD icon
89
PUT
Advanced Micro Devices
AMD
$802B
$298K 0.09%
2,100
– –
FISV
90
Fiserv Inc
FISV
$28.4B
$276K 0.08%
1,600
– –
IWF icon
91
iShares Russell 1000 Growth ETF
IWF
$127B
$273K 0.08%
2,572
– –
T icon
92
PUT
AT&T
T
$162B
$269K 0.08%
9,300
– –
C icon
93
Citigroup
C
$225B
$266K 0.08%
3,128
– –
SHOP icon
94
Shopify
SHOP
$190B
$266K 0.08%
2,305
– –
D icon
95
PUT
Dominion Energy
D
$58.6B
$260K 0.07%
4,600
– –
ABT icon
96
Abbott
ABT
$185B
$245K 0.07%
1,804
– –
XLK icon
97
State Street Technology Select Sector SPDR ETF
XLK
$122B
$239K 0.07%
+1,886
New +$209K
LLY icon
98
Eli Lilly
LLY
$1.06T
$234K 0.07%
300
– –
XLV icon
99
State Street Health Care Select Sector SPDR ETF
XLV
$42.2B
$225K 0.06%
1,668
– –
HUBS icon
100
HubSpot
HUBS
$10.1B
$223K 0.06%
400
– –
1 2 3
4
5

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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
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WPW
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GPGA
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SGA
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All Terrain Financial Advisors's Q2 2025 Portfolio in Review

As of Q2 2025, All Terrain Financial Advisors held 118 positions worth $349M, up 9.8% from $317M the previous quarter. Its ten largest holdings account for 64% of the portfolio.

All Terrain Financial Advisors deployed $11.1M of net new capital in Q2 2025, opening 9 new positions and adding to 35 existing holdings. Its largest new stake was UnitedHealth: 4,420 shares worth $1.38M.

By sector, the portfolio is most concentrated in Consumer Discretionary at 11% of assets, down from 12% a quarter earlier, followed by Technology and Consumer Staples.

On the sell side, the largest reduction was Goldman Sachs, an estimated $464K trimmed.

  • All Terrain Financial Advisors's largest Q2 2025 buy was UnitedHealth: 4,420 shares worth $1.38M.
  • All Terrain Financial Advisors added most to iShares Russell 2000 ETF in Q2 2025, an estimated $1.92M increase.
  • All Terrain Financial Advisors's biggest Q2 2025 reduction was Goldman Sachs, cutting an estimated $464K.
  • All Terrain Financial Advisors fully exited State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q2 2025, selling an estimated $249K.
  • All Terrain Financial Advisors's ten largest holdings make up 64% of its $349M portfolio in Q2 2025.
  • All Terrain Financial Advisors opened 9 new positions and closed 1 in Q2 2025.
  • All Terrain Financial Advisors's portfolio value rose 9.8% quarter-over-quarter to $349M.

Based on All Terrain Financial Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.