ATLas Financial Planning LLC

CIK

2110886

Location

ALPHARETTA, GA

Portfolio Value

Micro $11,823,903

Diversification

Moderately concentrated

Filing Date

Global Rank

#8,034 / 8,603 ▲ 167 · as of Mar 2026

Top Industry

Consumer Electronics 44.7%

3Y Alpha vs SPY

+10.4%

Period ended 3 months ago

Filed Apr 27, 2026 · 2mo

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+13.7%

SPY

+9.6%

Annualised alpha

+12.0%

Max drawdown

−8.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

16 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

43.9%

−2.3 pts

Top 5

73.6%

−6.0 pts

Top 10

89.0%

−6.7 pts

HHI

2,239

Moderately concentrated−252

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	53.4%	$6,317,087	4
Financial Services	15.8%	$1,871,792	3
Utilities	9.1%	$1,079,383	1
Consumer Cyclical	7.2%	$849,226	2
Consumer Defensive	4.8%	$569,957	1
Communication Services	4.1%	$484,855	2
Energy	3.8%	$444,204	2
Unclassified	1.8%	$207,399	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

5 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	+3,528	20,459	$5,192,289
SO	Southern Co	+566	11,183	$1,079,383
BRK-B	Berkshire Hathaway Inc	+500	2,467	$1,182,186
AMZN	Amazon Com Inc	+211	2,042	$425,287
GOOGL	Alphabet Inc.	+5	749	$215,382
No positions match the current search.

Trimmed

Positions the filer reduced

4 positions

Ticker	Company	Δ Shares	Shares	Value
BAC	Bank Of America Corp /De/	−767	4,645	$226,443
NVDA	Nvidia Corp	−447	1,404	$244,857
TRGP	Targa Resources Corp.	−300	800	$200,584
MSFT	Microsoft Corp	−8	1,831	$677,781
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
COST	Costco Wholesale Corp /New	572	$569,957
HD	Home Depot, Inc.	1,289	$423,939
VLO	Valero Energy Corp/Tx	986	$243,620
GLD	Spdr Gold Trust	482	$207,399
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

16 positions · $11,823,903 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	20,459	+3,528	$5,192,289	+12.8%	43.91%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	2,467	+500	$1,182,186	+19.6%	10.00%
SO	Southern Co Utilities	Added	11,183	+566	$1,079,383	+16.6%	9.13%
MSFT	Microsoft Corp Technology	Reduced	1,831	-8	$677,781	−23.8%	5.73%
COST	Costco Wholesale Corp /New Consumer Defensive	NEW	572	NEW	$569,957	NEW	4.82%
AIG	American International Group, Inc. Financial Services	Held	6,155	0	$463,163	−12.0%	3.92%
AMZN	Amazon Com Inc Consumer Cyclical	Added	2,042	+211	$425,287	+0.6%	3.60%
HD	Home Depot, Inc. Consumer Cyclical	NEW	1,289	NEW	$423,939	NEW	3.59%
META	Meta Platforms, Inc. Communication Services	Held	471	0	$269,473	−13.3%	2.28%
NVDA	Nvidia Corp Technology	Reduced	1,404	-447	$244,857	−29.1%	2.07%
VLO	Valero Energy Corp/Tx Energy	NEW	986	NEW	$243,620	NEW	2.06%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	4,645	-767	$226,443	−23.9%	1.92%
GOOGL	Alphabet Inc. Communication Services	Added	749	+5	$215,382	−7.5%	1.82%
GLD	Spdr Gold Trust	NEW	482	NEW	$207,399	NEW	1.75%
APH	Amphenol Corp /De/ Technology	Held	1,600	0	$202,160	−6.5%	1.71%
TRGP	Targa Resources Corp. Energy	Reduced	800	-300	$200,584	−1.2%	1.70%