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Atomic Invest LLC Portfolio holdings

AUM $178M
This Fund
S&P 500
This Quarter Est. Return
-2.36%
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$178M
AUM Growth
Cap. Flow
+$180M
Cap. Flow %
101.37%
Top 10 Hldgs %
76.55%
Holding
308
New
308
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Miscellaneous 98.61%
2 Technology 0.48%
3 Financials 0.25%
4 Healthcare 0.2%
5 Communication Services 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BIL icon
226
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$47B
$7.57K ﹤0.01%
+83
New +$7.6K
COST icon
227
Costco
COST
$396B
$7.49K ﹤0.01%
+9
New +$8.16K
ADI icon
228
Analog Devices
ADI
$179B
$7.47K ﹤0.01%
+27
New +$6.78K
CWI icon
229
State Street SPDR MSCI ACWI ex-US ETF
CWI
$2.83B
$7.45K ﹤0.01%
+207
New +$7.33K
DIS icon
230
Walt Disney
DIS
$179B
$7.27K ﹤0.01%
+63
New +$6.94K
BSX icon
231
Boston Scientific
BSX
$63B
$7.18K ﹤0.01%
+75
New +$7.35K
VDC icon
232
Vanguard Consumer Staples ETF
VDC
$7.67B
$7.07K ﹤0.01%
+33
New +$7.02K
CVX icon
233
Chevron
CVX
$414B
$7.06K ﹤0.01%
+46
New +$7.01K
VIGI icon
234
Vanguard International Dividend Appreciation ETF
VIGI
$8.95B
$6.97K ﹤0.01%
+76
New +$6.87K
IWM icon
235
iShares Russell 2000 ETF
IWM
$76.2B
$6.88K ﹤0.01%
+28
New +$6.88K
VNQ icon
236
Vanguard Real Estate ETF
VNQ
$36.8B
$6.85K ﹤0.01%
+77
New +$6.92K
CME icon
237
CME Group
CME
$98.3B
$6.81K ﹤0.01%
+25
New +$6.79K
VZ icon
238
Verizon
VZ
$199B
$6.77K ﹤0.01%
+166
New +$6.73K
VRTX icon
239
Vertex Pharmaceuticals
VRTX
$129B
$6.73K ﹤0.01%
+15
New +$6.46K
AMGN icon
240
Amgen
AMGN
$207B
$6.6K ﹤0.01%
+20
New +$6.34K
NFLX icon
241
Netflix
NFLX
$300B
$6.52K ﹤0.01%
+70
New +$7.55K
ICE icon
242
Intercontinental Exchange
ICE
$86.7B
$6.49K ﹤0.01%
+40
New +$6.26K
VONV icon
243
Vanguard Russell 1000 Value ETF
VONV
$21.8B
$6.46K ﹤0.01%
+69
New +$6.26K
SCHB icon
244
Schwab US Broad Market ETF
SCHB
$44.3B
$6.15K ﹤0.01%
+233
New +$6.07K
AMT icon
245
American Tower
AMT
$81.2B
$6.13K ﹤0.01%
+35
New +$6.37K
XME icon
246
State Street SPDR S&P Metals & Mining ETF
XME
$4.44B
$6.11K ﹤0.01%
+58
New +$5.73K
FISV
247
Fiserv Inc
FISV
$25.6B
$5.89K ﹤0.01%
+87
New +$7.28K
TIP icon
248
iShares TIPS Bond ETF
TIP
$14.6B
$5.77K ﹤0.01%
+52
New +$5.77K
COF icon
249
Capital One
COF
$124B
$5.75K ﹤0.01%
+24
New +$5.34K
SHW icon
250
Sherwin-Williams
SHW
$77.3B
$5.68K ﹤0.01%
+17
New +$5.69K

Similar funds

Atomic Invest LLC's Q4 2025 Portfolio in Review

Q4 2025 is the first quarter with a 13F filing on record for Atomic Invest LLC, which disclosed 308 positions worth $178M. Its ten largest holdings account for 77% of the portfolio.

Its largest position is Vanguard Morningstar Total Stock Market ETF: 159,552 shares worth $53.9M.

By sector, the portfolio is most concentrated in Miscellaneous at 99% of assets, followed by Technology and Financials.

  • Atomic Invest LLC's largest Q4 2025 buy was Vanguard Morningstar Total Stock Market ETF: 159,552 shares worth $53.9M.
  • Atomic Invest LLC's ten largest holdings make up 77% of its $178M portfolio in Q4 2025.
  • Atomic Invest LLC disclosed 308 positions in Q4 2025, its first 13F filing on record.

Based on Atomic Invest LLC's 13F filing for Q4 2025, filed 18 Sep 2026.