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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
ORCL icon
76
Oracle
ORCL
$423B
$577K 0.14%
2,052
– –
XOM icon
77
ExxonMobil
XOM
$634B
$540K 0.14%
4,786
-100
-2% -$11.1K
HOOD icon
78
Robinhood
HOOD
$83.9B
$530K 0.13%
3,700
+100
+3% +$10.9K
CSCO icon
79
Cisco
CSCO
$479B
$518K 0.13%
7,576
– –
HOOD icon
80
PUT
Robinhood
HOOD
$83.9B
$515K 0.13%
3,600
– –
GS icon
81
Goldman Sachs
GS
$303B
$478K 0.12%
600
– –
AMD icon
82
Advanced Micro Devices
AMD
$789B
$475K 0.12%
2,934
+114
+4% +$18.4K
ANET icon
83
Arista Networks
ANET
$238B
$466K 0.12%
3,200
– –
XLF icon
84
State Street Financial Select Sector SPDR ETF
XLF
$58.2B
$464K 0.12%
8,610
-221
-3% -$11.7K
PYPL icon
85
PayPal
PYPL
$50.5B
$463K 0.12%
6,906
– –
MU icon
86
Micron Technology
MU
$991B
$418K 0.1%
2,500
– –
TRV icon
87
Travelers Companies
TRV
$80.2B
$417K 0.1%
1,495
– –
MP icon
88
MP Materials
MP
$9.1B
$396K 0.1%
+5,900
New +$371K
MP icon
89
PUT
MP Materials
MP
$9.1B
$396K 0.1%
+5,900
New +$371K
PYPL icon
90
PUT
PayPal
PYPL
$50.5B
$396K 0.1%
5,900
– –
IJK icon
91
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.2B
$392K 0.1%
4,086
– –
IJT icon
92
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.42B
$391K 0.1%
2,762
-15
-0.5% -$2.07K
ISRG icon
93
PUT
Intuitive Surgical
ISRG
$134B
$358K 0.09%
+800
New +$384K
SWK icon
94
PUT
Stanley Black & Decker
SWK
$15.7B
$357K 0.09%
+4,800
New +$352K
BX icon
95
Blackstone
BX
$110B
$350K 0.09%
2,050
-49
-2% -$8.39K
VZ icon
96
Verizon
VZ
$196B
$348K 0.09%
7,910
+14
+0.2% +$606
SHOP icon
97
Shopify
SHOP
$195B
$343K 0.09%
2,305
– –
XLU icon
98
State Street Utilities Select Sector SPDR ETF
XLU
$22.5B
$342K 0.09%
7,840
-486
-6% -$20.6K
AMD icon
99
PUT
Advanced Micro Devices
AMD
$789B
$340K 0.09%
2,100
– –
KO icon
100
Coca-Cola
KO
$375B
$328K 0.08%
4,950
-150
-3% -$10.3K
2 3
4
5 6

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CPIM
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OGM
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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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DS
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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.