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ATLas Financial Planning

Latest statistics and disclosures from ATLas Financial Planning's latest quarterly 13F-HR filing:

Top 5 stock holdings are AVLV, AVUV, AVIV, AGG, AVES, and represent 31.47% of ATLas Financial Planning's stock portfolio.
Added to shares of these 10 stocks: AVIG, AVUV, BOXX, AVLV, VCIT, VGT, AVIV, VV, VO, AVSF.
Started 3 new stock positions in DAL, FNDX, DFAE.
Reduced shares in these 10 stocks: AAPL, , , , IWB, MSFT, BSV, FNDC, ROSC, COST.
Sold out of its positions in XOM, GLD, VLO.
ATLas Financial Planning was a net buyer of stock by $4.9M.
ATLas Financial Planning has $123M in assets under management (AUM), dropping by 10.62%.
Central Index Key (CIK): 0002110886

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Positions held by ATLas Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for ATLas Financial Planning

ATLas Financial Planning holds 69 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
American Centy Etf Tr Us Large Cap Vlu (AVLV)	8.2	$10M	+6%	110k	91.21	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	6.3	$7.7M	+9%	62k	124.76	View chart
American Centy Etf Tr International Lr (AVIV)	5.8	$7.2M	+5%	93k	77.42	View chart
Ishares Tr Core Us Aggbd Et (AGG)	5.7	$7.0M		71k	98.98	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	5.5	$6.8M	+3%	104k	65.60	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	5.4	$6.6M	+3%	122k	54.02	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	5.1	$6.2M	+7%	75k	82.65	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	4.7	$5.8M	+12%	50k	117.09	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	4.7	$5.8M		78k	73.41	View chart
Apple (AAPL)	4.5	$5.6M	-5%	19k	289.36	View chart
Vanguard Index Fds Large Cap Etf (VV)	4.3	$5.3M	+4%	16k	343.92	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	2.8	$3.4M	+5%	129k	26.50	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.7	$3.3M		8.9k	370.03	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	2.6	$3.3M		67k	48.56	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	2.3	$2.8M	+2%	58k	48.43	View chart
Dimensional Etf Trust Ultr Fix Inc Etf (DUSB)	2.0	$2.5M		49k	50.78	View chart
Dimensional Etf Trust Us Small Cap Etf (DFSV)	1.6	$2.0M	+5%	51k	38.79	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.4	$1.7M		20k	85.49	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	1.3	$1.7M	-4%	21k	77.91	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	1.2	$1.5M	+161%	35k	41.41	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.1	$1.4M		4.5k	303.14	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.0	$1.2M		2.5k	500.39	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.0	$1.2M	-9%	2.9k	409.47	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.9	$1.2M	+4%	4.8k	242.42	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.9	$1.1M		19k	59.69	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.9	$1.1M		1.6k	686.81	View chart
Southern Company (SO)	0.9	$1.1M		11k	95.71	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.8	$994k		6.1k	164.27	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.8	$994k	+13%	25k	40.13	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.7	$827k	+5%	5.3k	156.95	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	0.7	$820k	+36%	18k	46.57	View chart
Cambria Etf Tr Shshld Yield Etf (SYLD)	0.6	$757k	+33%	9.6k	79.09	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.6	$718k		17k	42.67	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.6	$716k	-3%	24k	29.43	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.5	$647k		16k	41.25	View chart
Microsoft Corporation (MSFT)	0.5	$577k	-15%	1.5k	373.02	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$571k	-5%	1.6k	353.33	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.4	$553k	-4%	11k	51.69	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$515k		687.00	748.89	View chart
Costco Wholesale Corporation (COST)	0.4	$481k	-10%	514.00	935.69	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$464k		6.5k	71.25	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.4	$460k	+9%	10k	44.36	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.4	$459k		4.8k	95.62	View chart
Amazon (AMZN)	0.4	$459k	-5%	1.9k	238.34	View chart
American Intl Group Com New (AIG)	0.4	$459k		6.2k	74.53	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.4	$457k		4.9k	93.25	View chart
Vanguard World Inf Tech Etf (VGT)	0.4	$451k	+700%	3.8k	119.52	View chart
Ishares Tr Tips Bd Etf (TIP)	0.4	$445k	+2%	4.1k	109.43	View chart
Home Depot (HD)	0.4	$437k	-3%	1.2k	352.68	View chart
Lattice Strategies Tr Hartford Mlt Sml (ROSC)	0.3	$431k	-11%	7.7k	55.94	View chart
Ishares Tr Core Msci Total (IXUS)	0.3	$378k		4.0k	95.44	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.3	$354k	+36%	3.5k	102.16	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$303k		10k	28.96	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$301k		11k	27.70	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$299k		9.4k	31.71	View chart
Spdr Series Trust St Str Msci Usaq (QUS)	0.2	$299k	-8%	1.6k	186.86	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$292k	+300%	3.6k	80.57	View chart
Amphenol Corp Cl A (APH)	0.2	$282k		1.6k	176.32	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$268k		749.00	357.38	View chart
Bank of America Corporation (BAC)	0.2	$265k		4.6k	56.98	View chart
NVIDIA Corporation (NVDA)	0.2	$263k	-6%	1.3k	200.09	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$243k	-12%	6.7k	36.13	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$242k		2.9k	82.84	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	0.2	$232k		4.9k	47.75	View chart
Meta Platforms Cl A (META)	0.2	$231k	-12%	410.00	563.29	View chart
Targa Res Corp (TRGP)	0.2	$215k		800.00	268.14	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.2	$203k	NEW	6.5k	31.10	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.2	$203k	NEW	5.1k	40.21	View chart
Delta Air Lines Com New (DAL)	0.2	$202k	NEW	2.2k	93.65	View chart

Past Filings by ATLas Financial Planning

SEC 13F filings are viewable for ATLas Financial Planning going back to 2026

ATLas Financial Planning 2026 Q2 filed July 22, 2026
ATLas Financial Planning 2026 Q1 filed April 27, 2026

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