ATLas Financial Planning LLC
Clone Performance
Feb 2026–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 3 quarters. Past performance does not predict future results.
Portfolio Concentration
15 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 55.8% | $6,718,892 |
| Financial Services | 16.3% | $1,957,866 |
| Utilities | 8.9% | $1,067,740 |
| Consumer Cyclical | 7.4% | $895,774 |
| Communication Services | 4.1% | $498,618 |
| Consumer Defensive | 4.0% | $480,831 |
| Energy | 1.8% | $214,512 |
| Industrials | 1.7% | $201,556 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedTrimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GOOGL | Alphabet Inc. | −1,704 | 749 | $267,670 | |
| AAPL | Apple Inc. | −1,117 | 19,342 | $5,596,801 | |
| MSFT | Microsoft Corp | −284 | 1,547 | $577,061 | |
| AMZN | Amazon Com Inc | −117 | 1,925 | $458,804 | |
| NVDA | Nvidia Corp | −90 | 1,314 | $262,918 | |
| META | Meta Platforms, Inc. | −61 | 410 | $230,948 | |
| COST | Costco Wholesale Corp /New | −58 | 514 | $480,831 | |
| HD | Home Depot, Inc. | −50 | 1,239 | $436,970 | |
| SO | Southern Co | −27 | 11,156 | $1,067,740 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| DAL | Delta Air Lines, Inc. | 2,152 | $201,556 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BNDX | Vanguard Total International Bond ETF | 56,528 | $2,716,170 | |
| VXUS | Vanguard Total International Stock ETF | 20,414 | $1,574,123 | |
| VB | Vanguard Morningstar Small-Cap ETF | 4,547 | $1,190,950 | |
| VEA | Vanguard FTSE Developed Markets ETF | 6,638 | $425,363 | |
| XOM | ExxonMobil Holdings Corp | 1,442 | $244,649 | |
| VLO | Valero Energy Corp/Tx | 986 | $243,620 | |
| GLD | Spdr Gold Trust | 482 | $207,399 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 19,342 | $5,596,801 | 46.50% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 2,467 | $1,234,462 | 10.26% | |
| SO |
Southern Co
Utilities
|
Reduced | 11,156 | $1,067,740 | 8.87% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 1,547 | $577,061 | 4.79% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 514 | $480,831 | 4.00% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 1,925 | $458,804 | 3.81% | |
| AIG |
American International Group, Inc.
Financial Services
|
Held | 6,155 | $458,732 | 3.81% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 1,239 | $436,970 | 3.63% | |
| APH |
Amphenol Corp /De/
Technology
|
Held | 1,600 | $282,112 | 2.34% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 749 | $267,670 | 2.22% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Held | 4,645 | $264,672 | 2.20% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 1,314 | $262,918 | 2.18% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 410 | $230,948 | 1.92% | |
| TRGP |
Targa Resources Corp.
Energy
|
Held | 800 | $214,512 | 1.78% | |
| DAL |
Delta Air Lines, Inc.
Industrials
|
NEW | 2,152 | $201,556 | 1.67% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.