DOSSIER · 13F-HR · Q2 2026

ATLas Financial Planning LLC

$123M in tracked AUM across 69 positions as of Q2 2026.

AF
CIK 0002110886 · last filed Jun 30, 2026
Total AUM
$123M
as of Q2 2026
Holdings
69
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

ATLas Financial Planning LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AVLV
AMERICAN CENTY ETF TR
$10M110K8.2%
02
AVUV
AMERICAN CENTY ETF TR
$8M62K6.3%
03
AVIV
AMERICAN CENTY ETF TR
$7M93K5.8%
04
AGG
ISHARES TR
$7M71K5.7%
05
AVES
AMERICAN CENTY ETF TR
$7M103K5.5%
06
DFIV
DIMENSIONAL ETF TRUST
$7M122K5.4%
07
VCIT
VANGUARD SCOTTSDALE FDS
$6M75K5.1%
08
BOXX
EA SERIES TRUST
$6M50K4.7%
09
BND
VANGUARD BD INDEX FDS
$6M78K4.7%
10
AAPL
APPLE INC
$6M19K4.5%

Filing history

2026Q2Jun 30
$123M 10.6%
69 positionsView →
2026Q1Mar 31
$112M 9.4%
69 positionsView →
2025Q4Dec 31
$102M
63 positionsView →