Arkolith/Funds/Atomic Invest LLC

Atomic Invest LLC

CIK 2137372
Holdings as of Dec 31, 2025·disclosed Sep 18, 2026·~261-day 13F lag·Historical data · 2 quarters behind·13F-HR
Active Filer

Atomic Invest LLC holds a focused book of 308 reported positions worth $177.8M as of Q4 2025 (disclosed Sep 18, 2026, a ~261-day 13F lag). Their largest long position is Vanguard Total Stock MKT ETF at 30% of the reported non-option book.

First tracked quarter for this filer. Quarter-over-quarter changes (opened / added / trimmed / sold) appear once the next 13F is filed and there is a prior book to compare.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
59%
Top 10 holdings
77%
Top 20 holdings
88%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

18% mapped to company sectors

ETFs / funds
81%
Financials
17%
No sector on file yet
1%

+10 sectors below the cut, 1% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Funds with the most overlap

Other tracked managers holding the same core names as Atomic Invest LLC

Manager / fundShared namesTheir $ in those
Stuart Investment Advisors, Inc.8 / 80$233.1M
Swiss Re Ltd8 / 80$1.0B
Prospera Capital Management, LLC23 / 80$293.4M
Tenon Financial LLC19 / 80$274.2M
Marest Capital, LLC8 / 80$173.4M
Constellation Investments, Inc.9 / 80$2.7B
Golden Reserve Retirement LLC14 / 80$538.7M
XP Advisory US, Inc.17 / 80$152.5M

Ranked by the share of each fund's own book sitting in the names it shares with Atomic Invest LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

308 positions
#SecurityValueShares% PortLast moveHistory
1VTI
COM
$53.9M159.6K
30.3%
New
New position
2Fidelity Wise Origin Bitcoin Fund
SHS
$14.0M182.6K
7.9%
New
New position
3Vanguard Star FDS
COM
$12.9M169.8K
7.2%
New
New position
4Vanguard Total Bond Market ETF
SHS
$12.2M164.2K
6.9%
New
New position
5iShares iBonds Dec 2026 Term Corporate ETF
SHS
$11.9M490.6K
6.7%
New
New position
6IShares Bitcoin Trust Registered
SHS
$10.3M206.5K
5.8%
New
New position
7Vanguard S&P 500 ETF
COM
$5.8M9.2K
3.3%
New
New position
8Ishares TR Core S&P 500 ETF
SHS
$5.2M7.5K
2.9%
New
New position
9Ishares TR
COM
$5.1M202.6K
2.9%
New
New position
10Vanguard 0-3 Month Treasury Bill
COM
$4.9M64.7K
2.7%
New
New position
11SPDR S&P 500 Esg ETF
SHS
$4.7M70.0K
2.6%
New
New position
12Vanguard Total International Bond Index Fund ETF
SHS
$3.2M65.5K
1.8%
New
New position
13Bit Digital, Inc. Ordinary Shares
COM
$2.4M50.5K
1.4%
New
New position
14Schwab US Tips ETF
SHS
$2.3M87.0K
1.3%
New
New position
15iShares MSCI ACWI ex U.S. ETF
SHS
$1.5M22.8K
0.9%
New
New position
16Schwab Short Term US Treasury ETF
SHS
$1.4M59.4K
0.8%
New
New position
17Invesco QQQ TR
COM
$1.4M2.3K
0.8%
New
New position
18Goldman Sachs Access Treasury 0-1 Year ETF
SHS
$1.3M12.5K
0.7%
New
New position
19VGT
SHS
$1.2M1.6K
0.7%
New
New position
20iShares Gold Trust
COM
$1.1M13.9K
0.6%
New
New position
21Vanguard Malvern FDS
SHS
$974K19.7K
0.5%
New
New position
22Vanguard Ultra-Short Bond ETF
SHS
$944K18.9K
0.5%
New
New position
23Ishares TR
COM
$892K5.9K
0.5%
New
New position
24iShares 0-5 Year High Yield Corporate Bond ETF
COM
$845K19.7K
0.5%
New
New position
25SP Funds S&P 500 Sharia Industry Exclusions ETF
COM
$733K14.2K
0.4%
New
New position
26Vanguard Total World Stock ETF
SHS
$700K4.9K
0.4%
New
New position
27Vanguard Intermediate-Term Corporate Bond ETF
SHS
$621K7.4K
0.3%
New
New position
28Ishares TR
COM
$590K6.2K
0.3%
New
New position
29Fidelity MSCI Information Technology Index ETF
SHS
$589K2.6K
0.3%
New
New position
30Vanguard Growth
COM
$529K1.1K
0.3%
New
New position
31iShares Broad USD High Yield Corporate Bond ETF
SHS
$488K13.0K
0.3%
New
New position
32SPY
SHS
$475K692
0.3%
New
New position
33Vanguard FTSE Developed Markets ETF
SHS
$456K7.3K
0.3%
New
New position
34iShares Ethereum Trust
COM
$452K20.2K
0.3%
New
New position
35iShares 0-3 Month Treasury Bond ETF
SHS
$418K4.2K
0.2%
New
New position
36Vanguard S&P 500 Growth ETF
SHS
$377K842
0.2%
New
New position
37SPDR Ser TR State STR SPDR Port S&P 500 ETF
SHS
$370K4.6K
0.2%
New
New position
38iShares U.S. Treasury Bond ETF
SHS
$325K14.1K
0.2%
New
New position
39Vanguard Scottsdale FDS
COM
$294K5.2K
0.2%
New
New position
40Invesco Exch Traded FD TR II
COM
$294K1.2K
0.2%
New
New position
41iShares ESG Aware US Aggregate Bond ETF
SHS
$284K5.9K
0.2%
New
New position
42Fidelity Comwlth TR
COM
$284K3.1K
0.2%
New
New position
43Listed FD TR
COM
$282K4.5K
0.2%
New
New position
44Vaneck ETF Trust
COM
$279K769
0.2%
New
New position
45VanEck Ethereum ETF
COM
$276K6.4K
0.2%
New
New position
46Vanguard ESG U.S. Stock ETF
SHS
$237K1.9K
0.1%
New
New position
47SPDR Bloomberg Investment Grade Floating Rate ETF
SHS
$236K7.7K
0.1%
New
New position
48iShares MBS ETF
SHS
$232K2.4K
0.1%
New
New position
49iShares High Yield Systematic Bond ETF
SHS
$223K4.7K
0.1%
New
New position
50VWO
SHS
$222K4.1K
0.1%
New
New position
Showing 50 of 308 positions
Build

Ask your agent what Atomic Invest LLC owns

This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/funds/2137372/holdings"
Ask your agent
Use Arkolith to show Atomic Invest LLC's latest
holdings, largest changes, and filing provenance.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledLagPositionsValueForm
Q4 2025Dec 31, 2025Sep 18, 2026261d308$177.8M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.