ATLas Financial Planning LLC Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$101.9M
Holdings
63
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (63 positions)
| # | 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% | |
| 26 | SOSOUTHERN CO | 10,617 | $925K | 0.91% | |
| 27 | ITOTISHARES TR | 6,181 | $919K | 0.90% | |
| 28 | MSFTMICROSOFT CORP | 1,839 | $889K | 0.87% | |
| 29 | DISVDIMENSIONAL ETF TRUST | 18,804 | $714K | 0.70% | |
| 30 | VTVANGUARD INTL EQUITY INDEX F | 4,844 | $683K | 0.67% | |
| 31 | SCHXSCHWAB STRATEGIC TR | 25,094 | $675K | 0.66% | |
| 32 | AVSFAMERICAN CENTY ETF TR | 12,927 | $608K | 0.60% | |
| 33 | DFAIDIMENSIONAL ETF TRUST | 15,666 | $597K | 0.59% | |
| 34 | DFEVDIMENSIONAL ETF TRUST | 16,829 | $567K | 0.56% | |
| 35 | AVIGAMERICAN CENTY ETF TR | 13,532 | $567K | 0.56% | |
| 36 | GOOGALPHABET INC | 1,704 | $534K | 0.52% | |
| 37 | AIGAMERICAN INTL GROUP INC | 6,155 | $526K | 0.52% | |
| 38 | DFAUDIMENSIONAL ETF TRUST | 11,189 | $523K | 0.51% | |
| 39 | VGTVANGUARD WORLD FD | 691 | $520K | 0.51% | |
| 40 | IVVISHARES TR | 687 | $470K | 0.46% | |
| 41 | DGRWWISDOMTREE TR | 4,800 | $429K | 0.42% | |
| 42 | AMZNAMAZON COM INC | 1,831 | $422K | 0.41% | |
| 43 | SCHDSCHWAB STRATEGIC TR | 15,306 | $419K | 0.41% | |
| 44 | DTDWISDOMTREE TR | 4,900 | $415K | 0.41% | |
| 45 | ROSCLATTICE STRATEGIES TR | 8,739 | $410K | 0.40% | |
| 46 | VEAVANGUARD TAX-MANAGED FDS | 6,449 | $402K | 0.39% | |
| 47 | DFACDIMENSIONAL ETF TRUST | 9,470 | $374K | 0.37% | |
| 48 | IXUSISHARES TR | 4,150 | $351K | 0.34% | |
| 49 | NVDANVIDIA CORPORATION | 1,851 | $345K | 0.34% | |
| 50 | QUSSPDR SERIES TRUST | 1,789 | $311K | 0.31% | |
| 51 | METAMETA PLATFORMS INC | 471 | $310K | 0.30% | |
| 52 | BACBANK AMERICA CORP | 5,412 | $297K | 0.29% | |
| 53 | SYLDCAMBRIA ETF TR | 4,143 | $288K | 0.28% | |
| 54 | VOVANGUARD INDEX FDS | 970 | $281K | 0.28% | |
| 55 | STIPISHARES TR | 2,711 | $277K | 0.27% | |
| 56 | SCHBSCHWAB STRATEGIC TR | 10,413 | $273K | 0.27% | |
| 57 | SCHFSCHWAB STRATEGIC TR | 10,805 | $259K | 0.25% | |
| 58 | DFSDDIMENSIONAL ETF TRUST | 4,850 | $232K | 0.23% | |
| 59 | GOOGLALPHABET INC | 744 | $232K | 0.23% | |
| 60 | TIPISHARES TR | 2,059 | $226K | 0.22% | |
| 61 | SCHASCHWAB STRATEGIC TR | 7,714 | $219K | 0.21% | |
| 62 | APHAMPHENOL CORP NEW | 1,600 | $216K | 0.21% | |
| 63 | TRGPTARGA RES CORP | 1,100 | $202K | 0.20% |