ATLas Financial Planning LLC

CIK

2110886

Location

ALPHARETTA, GA

Portfolio Value

Small $123,343,870

Diversification

Diversified

Filing Date

Global Rank

#7,987 / 8,827 ▼ 92

Top Industry

Consumer Electronics 44.4%

Period ended 4 months ago

Filed Jul 22, 2026 · 4mo

3 quarters · since Dec 2025

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 88.0% of the book (60%+)

Turnover

Turnover unknown

It needs four straight quarters of measured turnover

Horizon

Short horizon

Value-weighted holding period 3.0 quarters (under 4)

Closest benchmark: every 13F filer's combined book, active share 84.2%; sector active share 76.9% against the combined 13F book's sector weights.

Over time 3 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

69 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

27.0%

+2.0 pts

Top 5

65.3%

+1.7 pts

Top 10

88.0%

+0.7 pts

HHI

1,227

Diversified+85

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	89.8%	$110,736,747	53
Technology	5.4%	$6,718,892	4
Financial Services	1.6%	$1,957,866	3
Communication Services	0.9%	$1,069,952	3
Utilities	0.9%	$1,067,740	1
Consumer Cyclical	0.7%	$895,774	2
Consumer Defensive	0.4%	$480,831	1
Energy	0.2%	$214,512	1
Industrials	0.2%	$201,556	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AVIG	Avantis Core Fixed Income ETF	+21,867	35,399	$1,465,872
SCHP	Schwab U.S. TIPS ETF	+7,164	129,270	$3,425,655
AVLV	Avantis U.S. Large Cap Value ETF	+6,334	110,327	$10,062,925
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	+5,502	75,402	$6,231,975
BOXX	Alpha Architect 1-3 Month Box ETF	+5,430	49,922	$5,845,366
AVUV	Avantis U.S. Small Cap Value ETF	+5,185	61,958	$7,729,880
AVIV	Avantis International Large Cap Value ETF	+4,964	92,983	$7,198,743
—		+4,684	17,611	$820,109
DFIV	Dimensional International Value ETF	+3,779	122,378	$6,610,859
AVES	Avantis Emerging Markets Value ETF	+3,323	103,464	$6,787,238
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	+3,304	3,776	$451,307
DFSV	Dimensional US Small Cap Value ETF	+2,857	50,953	$1,976,466
DISV	Dimensional International Small Cap Value ETF	+2,852	24,764	$993,779
VO	VANGUARD MID-CAP INDEX FUND	+2,715	3,620	$291,663
SYLD	Cambria Shareholder Yield ETF	+2,399	9,571	$756,941
BNDX	Vanguard Total International Bond ETF	+1,394	57,922	$2,805,162
STIP	iShares 0-5 Year TIPS Bond ETF	+930	3,469	$354,393
DFAC	Dimensional U.S. Core Equity 2 ETF	+886	10,376	$460,279
DUSB	Dimensional Ultrashort Fixed Income ETF	+847	48,788	$2,477,454
VV	VANGUARD LARGE-CAP INDEX FUND	+683	15,483	$5,324,758
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	+402	78,357	$5,752,187
VT	VANGUARD TOTAL WORLD STOCK INDEX FUND	+251	5,269	$826,969
ITA	iShares U.S. Aerospace & Defense ETF	+214	4,804	$1,164,585
TIP	iShares TIPS Bond ETF	+84	4,070	$445,380
SCHB	Schwab U.S. Broad Market ETF	+15	10,445	$302,487
No positions match the current search.

Trimmed

Positions the filer reduced

22 positions

Ticker	Company	Δ Shares	Shares	Value
FNDC	Schwab Fundamental International Small Equity ETF	−1,248	67,147	$3,260,658
AAPL	Apple Inc.	−1,117	19,342	$5,596,801
ROSC	Hartford Multifactor Small Cap ETF	−1,038	7,701	$430,801
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	−1,006	21,276	$1,657,613
SCHA	Schwab U.S. Small-Cap ETF	−996	6,720	$242,793
SCHX	Schwab U.S. Large-Cap ETF	−792	24,318	$715,678
DFAU	Dimensional US Core Equity Market ETF	−500	10,689	$552,514
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	−308	19,104	$1,140,317
IWB	iShares Russell 1000 ETF	−298	2,900	$1,187,550
MSFT	Microsoft Corp	−284	1,547	$577,061
AGG	iShares Core U.S. Aggregate Bond ETF	−202	71,104	$7,037,873
—		−152	1,599	$298,792
VEA	Vanguard FTSE Developed Markets ETF	−123	6,515	$464,193
AMZN	Amazon Com Inc	−117	1,925	$458,804
NVDA	Nvidia Corp	−90	1,314	$262,918
GOOG	Alphabet Inc.	−87	1,617	$571,334
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	−64	8,949	$3,311,487
META	Meta Platforms, Inc.	−61	410	$230,948
COST	Costco Wholesale Corp	−58	514	$480,831
HD	Home Depot, Inc.	−50	1,239	$436,970
VB	Vanguard Index Funds	−40	4,507	$1,366,161
SO	Southern Co	−27	11,156	$1,067,740
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
FNDX	Schwab Fundamental U.S. Large Company ETF	6,538	$203,331
DFAE	Dimensional Emerging Core Equity Market ETF	5,056	$203,301
DAL	Delta Air Lines, Inc.	2,152	$201,556
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
XOM	ExxonMobil Holdings Corp	1,442	$244,649
VLO	Valero Energy Corp	986	$243,620
GLD	Spdr Gold Trust	482	$207,399
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

69 tracked positions · $123,343,870 total · filing declares 69 positions · $123,343,861 · as of Jun 30, 2026

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

Showing 1–50 of 69 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
AVLV	Avantis U.S. Large Cap Value ETF	Added	110,327	+6,334	$10,062,925	+20.0%	3	before history	8.16%
AVUV	Avantis U.S. Small Cap Value ETF	Added	61,958	+5,185	$7,729,880	+23.2%	3	before history	6.27%
AVIV	Avantis International Large Cap Value ETF	Added	92,983	+4,964	$7,198,743	+9.3%	3	before history	5.84%
AGG	iShares Core U.S. Aggregate Bond ETF	Reduced	71,104	-202	$7,037,873	−0.6%	3	before history	5.71%
AVES	Avantis Emerging Markets Value ETF	Added	103,464	+3,323	$6,787,238	+13.0%	3	before history	5.50%
DFIV	Dimensional International Value ETF	Added	122,378	+3,779	$6,610,859	+5.6%	3	before history	5.36%
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	Added	75,402	+5,502	$6,231,975	+7.7%	3	before history	5.05%
BOXX	Alpha Architect 1-3 Month Box ETF	Added	49,922	+5,430	$5,845,366	+13.0%	3	before history	4.74%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	Added	78,357	+402	$5,752,187	+0.2%	3	before history	4.66%
AAPL	Apple Inc. Technology	Reduced	19,342	-1,117	$5,596,801	+7.8%	3	before history	4.54%
VV	VANGUARD LARGE-CAP INDEX FUND	Added	15,483	+683	$5,324,758	+20.4%	3	before history	4.32%
SCHP	Schwab U.S. TIPS ETF	Added	129,270	+7,164	$3,425,655	+5.4%	3	before history	2.78%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Reduced	8,949	-64	$3,311,487	+14.5%	3	before history	2.68%
FNDC	Schwab Fundamental International Small Equity ETF	Reduced	67,147	-1,248	$3,260,658	+2.8%	3	before history	2.64%
BNDX	Vanguard Total International Bond ETF	Added	57,922	+1,394	$2,805,162	+3.3%	3	before history	2.27%
DUSB	Dimensional Ultrashort Fixed Income ETF	Added	48,788	+847	$2,477,454	+1.9%	3	before history	2.01%
DFSV	Dimensional US Small Cap Value ETF	Added	50,953	+2,857	$1,976,466	+17.3%	3	before history	1.60%
VXUS	Vanguard Total International Stock ETF	Held	20,414	0	$1,745,192	+10.9%	3	before history	1.41%
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	Reduced	21,276	-1,006	$1,657,613	−5.1%	3	before history	1.34%
AVIG	Avantis Core Fixed Income ETF	Added	35,399	+21,867	$1,465,872	+160.8%	3	before history	1.19%
VB	Vanguard Index Funds	Reduced	4,507	-40	$1,366,161	+14.7%	3	before history	1.11%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	2,467	0	$1,234,462	+4.4%	3	before history	1.00%
IWB	iShares Russell 1000 ETF	Reduced	2,900	-298	$1,187,550	+4.1%	3	before history	0.96%
ITA	iShares U.S. Aerospace & Defense ETF	Added	4,804	+214	$1,164,585	+16.0%	3	before history	0.94%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Reduced	19,104	-308	$1,140,317	+8.7%	3	before history	0.92%
VOO	VANGUARD 500 INDEX FUND	Held	1,625	0	$1,116,066	+14.9%	3	before history	0.90%
SO	Southern Co Utilities	Reduced	11,156	-27	$1,067,740	−1.1%	3	before history	0.87%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	Held	6,050	0	$993,833	+15.3%	3	before history	0.81%
DISV	Dimensional International Small Cap Value ETF	Added	24,764	+2,852	$993,779	+15.0%	3	before history	0.81%
VT	VANGUARD TOTAL WORLD STOCK INDEX FUND	Added	5,269	+251	$826,969	+19.1%	3	before history	0.67%
		Added	17,611	+4,684	$820,109	+35.6%	3	before history	0.66%
SYLD	Cambria Shareholder Yield ETF	Added	9,571	+2,399	$756,941	+40.0%	3	before history	0.61%
DFEV	Dimensional Emerging Markets Value ETF	Held	16,829	0	$718,042	+19.2%	3	before history	0.58%
SCHX	Schwab U.S. Large-Cap ETF	Reduced	24,318	-792	$715,678	+11.2%	3	before history	0.58%
DFAI	Dimensional International Core Equity Market ETF	Added	15,672	+5	$646,470	+5.9%	3	before history	0.52%
MSFT	Microsoft Corp Technology	Reduced	1,547	-284	$577,061	−14.9%	3	before history	0.47%
GOOG	Alphabet Inc. Communication Services	Reduced	1,617	-87	$571,334	+16.9%	3	before history	0.46%
DFAU	Dimensional US Core Equity Market ETF	Reduced	10,689	-500	$552,514	+9.4%	3	before history	0.45%
IVV	iShares Core S&P 500 ETF	Held	687	0	$514,487	+14.6%	3	before history	0.42%
COST	Costco Wholesale Corp Consumer Defensive	Reduced	514	-58	$480,831	−15.6%	2	$974.50	0.39%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	6,515	-123	$464,193	+9.1%	3	before history	0.38%
DFAC	Dimensional U.S. Core Equity 2 ETF	Added	10,376	+886	$460,279	+24.8%	3	before history	0.37%
DGRW	WisdomTree U.S. Quality Dividend Growth Fund	Held	4,800	0	$458,976	+8.9%	3	before history	0.37%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	1,925	-117	$458,804	+7.9%	3	before history	0.37%
AIG	American International Group, Inc. Financial Services	Held	6,155	0	$458,732	−1.0%	3	before history	0.37%
DTD	WisdomTree U.S. Total Dividend Fund	Held	4,900	0	$456,925	+8.0%	3	before history	0.37%
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	Added	3,776	+3,304	$451,307	+37.0%	3	before history	0.37%
TIP	iShares TIPS Bond ETF	Added	4,070	+84	$445,380	+1.2%	3	before history	0.36%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,239	-50	$436,970	+3.1%	2	$364.41	0.35%
ROSC	Hartford Multifactor Small Cap ETF	Reduced	7,701	-1,038	$430,801	+2.1%	3	before history	0.35%

Showing the top 50 of 69 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.