ATLas Financial Planning LLC
CIK: 0002110886Latest portfolio: $101.9M · Q4 2025
Holdings
63
Total Value
$101.9M
New Positions
63
Closed Positions
0
Top Holdings
View All 63 Holdings →| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AVLVAMERICAN CENTY ETF TR | 95,592 | $7.2M | 7.11% | |
| 2 | AGGISHARES TR | 72,376 | $7.2M | 7.09% | |
| 3 | AVIVAMERICAN CENTY ETF TR | 83,281 | $5.9M | 5.82% | |
| 4 | AVESAMERICAN CENTY ETF TR | 96,151 | $5.6M | 5.50% | |
| 5 | DFIVDIMENSIONAL ETF TRUST | 111,566 | $5.6M | 5.46% | |
| 6 | VCITVANGUARD SCOTTSDALE FDS | 62,073 | $5.2M | 5.10% | |
| 7 | BOXXEA SERIES TRUST | 43,761 | $5.0M | 4.94% | |
| 8 | AVUVAMERICAN CENTY ETF TR | 48,899 | $5.0M | 4.89% | |
| 9 | VVVANGUARD INDEX FDS | 14,620 | $4.6M | 4.52% | |
| 10 | AAPLAPPLE INC | 16,931 | $4.6M | 4.52% | |
| 11 | BNDVANGUARD BD INDEX FDS | 61,107 | $4.5M | 4.44% | |
| 12 | VTIVANGUARD INDEX FDS | 9,254 | $3.1M | 3.04% | |
| 13 | SCHPSCHWAB STRATEGIC TR | 116,239 | $3.1M | 3.02% | |
| 14 | BNDXVANGUARD CHARLOTTE FDS | 54,461 | $2.6M | 2.58% | |
| 15 | FNDCSCHWAB STRATEGIC TR | 58,996 | $2.6M | 2.58% | |
| 16 | DUSBDIMENSIONAL ETF TRUST | 47,548 | $2.4M | 2.36% | |
| 17 | VXUSVANGUARD STAR FDS | 20,414 | $1.5M | 1.51% | |
| 18 | BSVVANGUARD BD INDEX FDS | 17,029 | $1.3M | 1.32% | |
| 19 | DFSVDIMENSIONAL ETF TRUST | 38,927 | $1.3M | 1.26% | |
| 20 | IWBISHARES TR | 3,292 | $1.2M | 1.21% | |
| 21 | VBVANGUARD INDEX FDS | 4,533 | $1.2M | 1.15% | |
| 22 | VWOVANGUARD INTL EQUITY INDEX F | 19,429 | $1.0M | 1.02% | |
| 23 | VOOVANGUARD INDEX FDS | 1,605 | $1.0M | 0.99% | |
| 24 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,967 | $988K | 0.97% | |
| 25 | ITA*ISHARES TR | 4,550 | $976K | 0.96% |
Sector Breakdown
Financial Services0.0% ($7.243722859325606e+165T)
Technology0.0% ($4602.9T)
Communication Services0.0% ($534.3B)
Unknown0.0% ($989.0M)
Utilities0.0% ($925K)
Consumer Cyclical0.0% ($422K)
Energy0.0% ($202K)
Filing History
| Quarter | Filing Date | Portfolio Value | Holdings |
|---|---|---|---|
| Q4 2025 | Feb 17, 2026 | $101.9M | 63 |
Fund Information
ATLas Financial Planning LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $101.9M across 63 holdings. The largest position is AMERICAN CENTY ETF TR (AVLV), representing 7.1% of the portfolio. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.