ATLas Financial Planning LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, ATLas Financial Planning LLC held in its portfolio 63 assets valued at $101,886,578 (i.e. $101.89M).
The most valuable assets in the portfolio included: AMERICAN CENTY ETF TR ($7.24M), ISHARES TR ($7.23M), and AMERICAN CENTY ETF TR ($5.93M).
The chart below shows the top 10 valuable assets, and the table below shows the top 63 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
ATLas Financial Planning LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| AMERICAN CENTY ETF TR | 95592 | 7243009 | US LARGE CAP VLU |
| ISHARES TR | 72376 | 7228954 | CORE US AGGBD ET |
| AMERICAN CENTY ETF TR | 83281 | 5932088 | INTERNATIONAL LR |
| AMERICAN CENTY ETF TR | 96151 | 5606567 | EMERGING MKT VAL |
| DIMENSIONAL ETF TRUST | 111566 | 5567143 | INTERNATNAL VAL |
| VANGUARD SCOTTSDALE FDS | 62073 | 5198609 | INT-TERM CORP |
| EA SERIES TRUST | 43761 | 5036891 | ALPHA ARCH 1-3 |
| AMERICAN CENTY ETF TR | 48899 | 4986730 | US SML CP VALU |
| APPLE INC | 16931 | 4602726 | COM |
| VANGUARD INDEX FDS | 14620 | 4602506 | LARGE CAP ETF |
| VANGUARD BD INDEX FDS | 61107 | 4526196 | TOTAL BND MRKT |
| VANGUARD INDEX FDS | 9254 | 3102463 | TOTAL STK MKT |
| SCHWAB STRATEGIC TR | 116239 | 3079183 | US TIPS ETF |
| VANGUARD CHARLOTTE FDS | 54461 | 2631533 | TOTAL INT BD ETF |
| SCHWAB STRATEGIC TR | 58996 | 2628272 | FUNDAMENTAL INTL |
| DIMENSIONAL ETF TRUST | 47548 | 2408306 | ULTRASHORT FIXED |
| VANGUARD STAR FDS | 20414 | 1540032 | VG TL INTL STK F |
| VANGUARD BD INDEX FDS | 17029 | 1342055 | SHORT TRM BOND |
| DIMENSIONAL ETF TRUST | 38927 | 1280309 | US SMALL CAP VAL |
| ISHARES TR | 3292 | 1229189 | RUS 1000 ETF |
| VANGUARD INDEX FDS | 4533 | 1169247 | SMALL CP ETF |
| VANGUARD INTL EQUITY INDEX F | 19429 | 1044503 | FTSE EMR MKT ETF |
| VANGUARD INDEX FDS | 1605 | 1006645 | S&P 500 ETF SHS |
| BERKSHIRE HATHAWAY INC DEL | 1967 | 988713 | CL B NEW |
| ISHARES TR | 4550 | 976840 | US AER DEF ETF |
| SOUTHERN CO | 10617 | 925777 | COM |
| ISHARES TR | 6181 | 919053 | CORE S&P TTL STK |
| MICROSOFT CORP | 1839 | 889335 | COM |
| DIMENSIONAL ETF TRUST | 18804 | 714552 | INTL SMALL CAP V |
| VANGUARD INTL EQUITY INDEX F | 4844 | 683295 | TT WRLD ST ETF |
| SCHWAB STRATEGIC TR | 25094 | 675283 | US LRG CAP ETF |
| AMERICAN CENTY ETF TR | 12927 | 608668 | AVANTIS SHFXDINC |
| DIMENSIONAL ETF TRUST | 15666 | 597033 | INTL CORE EQT MK |
| DIMENSIONAL ETF TRUST | 16829 | 567810 | EMERGING MKTS VA |
| AMERICAN CENTY ETF TR | 13532 | 567302 | AVANTIS CORE FI |
| ALPHABET INC | 1704 | 534715 | CAP STK CL C |
| AMERICAN INTL GROUP INC | 6155 | 526560 | COM NEW |
| DIMENSIONAL ETF TRUST | 11189 | 523645 | US CORE EQT MKT |
| VANGUARD WORLD FD | 691 | 520862 | INF TECH ETF |
| ISHARES TR | 687 | 470554 | CORE S&P500 ETF |
| WISDOMTREE TR | 4800 | 429264 | US QTLY DIV GRT |
| AMAZON COM INC | 1831 | 422631 | COM |
| SCHWAB STRATEGIC TR | 15306 | 419833 | US DIVIDEND EQ |
| WISDOMTREE TR | 4900 | 415912 | US TOTAL DIVIDND |
| LATTICE STRATEGIES TR | 8739 | 410717 | HARTFORD MLT SML |
| VANGUARD TAX-MANAGED FDS | 6449 | 402855 | VAN FTSE DEV MKT |
| DIMENSIONAL ETF TRUST | 9470 | 374926 | US CORE EQUITY 2 |
| ISHARES TR | 4150 | 351256 | CORE MSCI TOTAL |
| NVIDIA CORPORATION | 1851 | 345223 | COM |
| SPDR SERIES TRUST | 1789 | 311617 | STATE STREET SPD |
| META PLATFORMS INC | 471 | 310902 | CL A |
| BANK AMERICA CORP | 5412 | 297680 | COM |
| CAMBRIA ETF TR | 4143 | 288021 | SHSHLD YIELD ETF |
| VANGUARD INDEX FDS | 970 | 281513 | MID CAP ETF |
| ISHARES TR | 2711 | 277579 | 0-5 YR TIPS ETF |
| SCHWAB STRATEGIC TR | 10413 | 273140 | US BRD MKT ETF |
| SCHWAB STRATEGIC TR | 10805 | 259752 | INTL EQTY ETF |
| ALPHABET INC | 744 | 232872 | CAP STK CL A |
| DIMENSIONAL ETF TRUST | 4850 | 232558 | SHORT DURATION F |
| ISHARES TR | 2059 | 226305 | TIPS BD ETF |
| SCHWAB STRATEGIC TR | 7714 | 219695 | US SML CAP ETF |
| AMPHENOL CORP NEW | 1600 | 216224 | CL A |
| TARGA RES CORP | 1100 | 202950 | COM |
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