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Livermore
Livermore
ZHEN

Atomic Invest LLC

SEC CIK
0002137372
Latest filing
Sep 25, 2026

The latest 13F from Atomic Invest LLC covers Q2 2026 (filed Sep 25, 2026): 389 long positions worth $1.14B. The top 10 holdings make up 85.7% of the portfolio, and the largest is Vanguard Morningstar Total Stock Market ETF at 32.6%. Livermore has 3 filings on Form 13F from this institution, going back to Q4 2025.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
44
Est. +$4.09M
Added
134
Est. +$909.0M
Reduced
176
Est. −$6.22M
Sold out
11
Est. −$137.6K

Top 5 holdings

Share of this quarter's portfolio value

  1. Vanguard Morningstar Total Stock Market ETF922908769
    32.6%$370.8M
  2. Vanguard Instl Index FD922040845
    15.8%$180.2M
  3. Vanguard Star FDS921909768
    13.7%$156.0M
  4. Vanguard Total Bond Market ETF921937835
    9.2%$104.3M
  5. Vanguard Total International Bond ETF92203J407
    5.4%$61.4M

Share of portfolio

Top 5 holdings and the other 384 positions, by share of portfolio value

  1. Vanguard Morningstar Total Stock Market ETF32.6%
  2. Vanguard Instl Index FD15.8%
  3. Vanguard Star FDS13.7%
  4. Vanguard Total Bond Market ETF9.2%
  5. Vanguard Total International Bond ETF5.4%
  6. Other 384 positions23.3%

Biggest buys

New and added positions, by estimated amount bought

  1. Vanguard Morningstar Total Stock Market ETF922908769
    +$304.2MAdded
  2. Vanguard Instl Index FD922040845
    +$169.4MAdded
  3. Vanguard Star FDS921909768
    +$140.2MAdded
  4. Vanguard Total Bond Market ETF921937835
    +$91.9MAdded
  5. Vanguard Total International Bond ETF92203J407
    +$57.5MAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. Vanguard Instl Index FD922040845
    +10.75 pp5.1% → 15.8%
  2. Vanguard Star FDS921909768
    +7.17 pp6.5% → 13.7%
  3. Vanguard Morningstar Total Stock Market ETF922908769
    +5.94 pp26.6% → 32.6%
  4. Vanguard Total International Bond ETF92203J407
    +3.60 pp1.8% → 5.4%
  5. Vanguard Total Bond Market ETF921937835
    +3.37 pp5.8% → 9.2%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0
    −$2.05MReduced
  2. ETHAiShares Ethereum Trust ETF
    −$1.44MReducedHistory
  3. iShares Tr46435G243
    −$843.7KReduced
  4. iShares MSCI Acwi Ex U.S. ETF464288240
    −$347.0KReduced
  5. iShares Tr464288588
    −$116.2KReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. FBTCFidelity Wise Origin Bitcoin Fund
    −5.25 pp6.3% → 1.1%History
  2. iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0
    −4.70 pp5.6% → 0.9%
  3. IBITiShares Bitcoin Trust ETF
    −2.56 pp3.1% → 0.5%History
  4. iShares Tr46435G243
    −2.00 pp2.4% → 0.4%
  5. ETHAiShares Ethereum Trust ETF
    −1.89 pp2.1% → 0.2%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$1.14B
+$925.9M (+436.0%) vs. prior quarter
Positions
389
+33 vs. prior quarter
Top 10 concentration
85.7%
Top 10 as share of value
Turnover
0.9%
Q2 2026, one quarter
Average holding period
3.0 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2025), so positions held before then are understated.

13F filings by quarter

3 quarters, going back to Q4 2025. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $1.14B (Q2 2026)

Q4 2025: $177.8MQ1 2026: $212.3MQ2 2026: $1.14B
Q4 2025Q2 2026
13F filings of Atomic Invest LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Sep 25, 2026389$1.14BVanguard Morningstar Total Stock Market ETFVanguard Instl Index FDVanguard Star FDSvs. Q1 2026SEC
Q1 2026Sep 24, 2026356$212.3MVanguard Morningstar Total Stock Market ETFVanguard S&P 500 ETFVanguard Star FDSvs. Q4 2025SEC
Q4 2025Sep 17, 2026308$177.8MVanguard Morningstar Total Stock Market ETFFBTCVanguard Star FDS–SEC