Institutional
ATLas Financial Planning LLC
CIK 0002110886
$123.3M
Reported AUM
69
Positions
Q2 2026
Period
2026-07-22
Filed
Editorial summary
Summary for ATLas Financial Planning LLC · Q2 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q2 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | AVLV | AMERICAN CENTY ETF TR | $92.16 | 0.14% | 36.53% | 87.93% | $10.1M | 8.16% | — | HELD |
| 2 | AVUV | AMERICAN CENTY ETF TR | $125.28 | 0.03% | 40.65% | 80.39% | $7.7M | 6.27% | — | HELD |
| 3 | AVIV | AMERICAN CENTY ETF TR | $80.71 | -0.57% | 33.30% | 83.16% | $7.2M | 5.84% | — | HELD |
| 4 | AGG | ISHARES TR | $97.37 | -0.26% | 1.83% | -1.77% | $7.0M | 5.71% | — | HELD |
| 5 | AVES | AMERICAN CENTY ETF TR | $62.24 | -0.75% | 19.41% | 46.38% | $6.8M | 5.50% | — | HELD |
| 6 | DFIV | DIMENSIONAL ETF TRUST | $57.27 | -0.47% | 37.44% | 103.48% | $6.6M | 5.36% | — | HELD |
| 7 | VCIT | VANGUARD SCOTTSDALE FDS | $81.26 | -0.15% | 2.20% | 3.60% | $6.2M | 5.05% | — | HELD |
| 8 | BOXX | EA SERIES TRUST | $117.70 | 0.06% | 4.08% | 17.49% | $5.8M | 4.74% | — | HELD |
| 9 | BND | VANGUARD BD INDEX FDS | $72.23 | -0.26% | 1.75% | -1.92% | $5.8M | 4.66% | — | HELD |
| 10 | AAPL | APPLE INC | $308.91 | -7.35% | 53.24% | 108.42% | $5.6M | 4.54% | — | HELD |
| 11 | VV | VANGUARD INDEX FDS | $343.60 | 0.68% | 20.98% | 74.01% | $5.3M | 4.32% | — | HELD |
| 12 | SCHP | SCHWAB STRATEGIC TR | $26.09 | -0.11% | 1.89% | 1.61% | $3.4M | 2.78% | — | HELD |
| 13 | VTI | VANGUARD INDEX FDS | $368.21 | 0.53% | 21.84% | 69.38% | $3.3M | 2.68% | — | HELD |
| 14 | FNDC | SCHWAB STRATEGIC TR | $49.22 | -0.73% | 22.13% | 43.72% | $3.3M | 2.64% | — | HELD |
| 15 | BNDX | VANGUARD CHARLOTTE FDS | $47.77 | -0.23% | 0.82% | 0.09% | $2.8M | 2.27% | — | HELD |
| 16 | DUSB | DIMENSIONAL ETF TRUST | $50.74 | 0.00% | 4.04% | 14.30% | $2.5M | 2.01% | — | HELD |
| 17 | DFSV | DIMENSIONAL ETF TRUST | $39.66 | 0.00% | 37.95% | 63.40% | $2.0M | 1.60% | — | HELD |
| 18 | VXUS | VANGUARD STAR FDS | $84.59 | -0.21% | 27.56% | 50.15% | $1.7M | 1.41% | — | HELD |
| 19 | BSV | VANGUARD BD INDEX FDS | $77.58 | -0.08% | 2.36% | 8.39% | $1.7M | 1.34% | — | HELD |
| 20 | AVIG | AMERICAN CENTY ETF TR | $40.77 | -0.26% | 1.95% | -1.61% | $1.5M | 1.19% | — | HELD |
| 21 | VB | VANGUARD INDEX FDS | $295.14 | -0.22% | 25.91% | 40.50% | $1.4M | 1.11% | — | HELD |
| 22 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $1.2M | 1.00% | — | HELD |
| 23 | IWB | ISHARES TR | $408.38 | 0.64% | 20.77% | 71.07% | $1.2M | 0.96% | — | HELD |
| 24 | ITA | ISHARES TR | $239.66 | 0.64% | 23.04% | 135.39% | $1.2M | 0.94% | — | HELD |
| 25 | VWO | VANGUARD INTL EQUITY INDEX F | $58.75 | 0.96% | 21.69% | 31.45% | $1.1M | 0.92% | — | HELD |
| 26 | VOO | VANGUARD INDEX FDS | $686.65 | 0.71% | 21.58% | 77.59% | $1.1M | 0.90% | — | HELD |
| 27 | SO | SOUTHERN CO | $94.54 | 0.21% | 2.78% | 71.26% | $1.1M | 0.87% | — | HELD |
| 28 | ITOT | ISHARES TR | $163.61 | 0.59% | 21.81% | 69.46% | $994K | 0.81% | — | HELD |
| 29 | DISV | DIMENSIONAL ETF TRUST | $42.34 | -0.52% | 32.14% | 104.16% | $994K | 0.81% | — | HELD |
| 30 | VT | VANGUARD INTL EQUITY INDEX F | $155.86 | 0.26% | 23.51% | 61.67% | $827K | 0.67% | — | HELD |
| 31 | AVSF | AMERICAN CENTY ETF TR | $46.37 | -0.02% | — | — | $820K | 0.66% | — | HELD |
| 32 | SYLD | CAMBRIA ETF TR | $83.26 | -0.62% | — | — | $757K | 0.61% | — | HELD |
| 33 | DFEV | DIMENSIONAL ETF TRUST | $39.71 | 0.08% | — | — | $718K | 0.58% | — | HELD |
| 34 | SCHX | SCHWAB STRATEGIC TR | $29.44 | 0.65% | — | — | $716K | 0.58% | — | HELD |
| 35 | DFAI | DIMENSIONAL ETF TRUST | $42.10 | -0.64% | — | — | $646K | 0.52% | — | HELD |
| 36 | MSFT | MICROSOFT CORP | $464.72 | 3.02% | — | — | $577K | 0.47% | — | HELD |
| 37 | GOOG | ALPHABET INC | $356.65 | 6.88% | — | — | $571K | 0.46% | — | HELD |
| 38 | DFAU | DIMENSIONAL ETF TRUST | $51.78 | 0.54% | — | — | $553K | 0.45% | — | HELD |
| 39 | IVV | ISHARES TR | $750.32 | 0.69% | — | — | $514K | 0.42% | — | HELD |
| 40 | COST | COSTCO WHOLESALE CORPORATION | $951.89 | -0.24% | — | — | $481K | 0.39% | — | HELD |
| 41 | VEA | VANGUARD TAX-MANAGED FDS | $70.62 | -0.66% | — | — | $464K | 0.38% | — | HELD |
| 42 | DFAC | DIMENSIONAL ETF TRUST | $44.49 | 0.36% | — | — | $460K | 0.37% | — | HELD |
| 43 | DGRW | WISDOMTREE TR | $96.46 | 0.49% | — | — | $459K | 0.37% | — | HELD |
| 44 | AMZN | AMAZON COM INC | $271.58 | 15.32% | — | — | $459K | 0.37% | — | HELD |
| 45 | AIG | AMERICAN INTL GROUP INC | $78.58 | -0.39% | — | — | $459K | 0.37% | — | HELD |
| 46 | DTD | WISDOMTREE TR | $95.29 | 0.26% | — | — | $457K | 0.37% | — | HELD |
| 47 | VGT | VANGUARD WORLD FD | $113.15 | -0.38% | — | — | $451K | 0.37% | — | HELD |
| 48 | TIP | ISHARES TR | $107.63 | -0.10% | — | — | $445K | 0.36% | — | HELD |
| 49 | HD | HOME DEPOT INC | $331.96 | -0.42% | — | — | $437K | 0.35% | — | HELD |
| 50 | ROSC | LATTICE STRATEGIES TR | $55.87 | -0.46% | — | — | $431K | 0.35% | — | HELD |
| 51 | IXUS | ISHARES TR | $94.54 | -0.15% | — | — | $378K | 0.31% | — | HELD |
| 52 | STIP | ISHARES TR | $101.36 | -0.05% | — | — | $354K | 0.29% | — | HELD |
| 53 | SCHB | SCHWAB STRATEGIC TR | $28.85 | 0.59% | — | — | $302K | 0.25% | — | HELD |
| 54 | SCHF | SCHWAB STRATEGIC TR | $27.43 | -0.58% | — | — | $301K | 0.24% | — | HELD |
| 55 | SCHD | SCHWAB STRATEGIC TR | $33.47 | 0.18% | — | — | $299K | 0.24% | — | HELD |
| 56 | QUS | SPDR SERIES TRUST | $189.38 | 0.33% | — | — | $299K | 0.24% | — | HELD |
| 57 | VO | VANGUARD INDEX FDS | $80.95 | -0.05% | — | — | $292K | 0.24% | — | HELD |
| 58 | APH | AMPHENOL CORP | $160.70 | 0.55% | — | — | $282K | 0.23% | — | HELD |
| 59 | GOOGL | ALPHABET INC | $356.13 | 6.73% | — | — | $268K | 0.22% | — | HELD |
| 60 | BAC | BANK OF AMER CORP | $61.95 | 0.36% | — | — | $265K | 0.21% | — | HELD |
| 61 | NVDA | NVIDIA CORPORATION | $200.75 | 2.93% | — | — | $263K | 0.21% | — | HELD |
| 62 | SCHA | SCHWAB STRATEGIC TR | $33.56 | -0.39% | — | — | $243K | 0.20% | — | HELD |
| 63 | IEMG | ISHARES INC | $77.61 | 0.73% | — | — | $242K | 0.20% | — | HELD |
| 64 | DFSD | DIMENSIONAL ETF TRUST | $47.31 | -0.06% | — | — | $232K | 0.19% | — | HELD |
| 65 | META | META PLATFORMS INC | $556.71 | 3.28% | — | — | $231K | 0.19% | — | HELD |
| 66 | TRGP | TARGA RES CORP | $270.37 | 0.76% | — | — | $215K | 0.17% | — | HELD |
| 67 | FNDX | SCHWAB STRATEGIC TR | $31.74 | 0.13% | — | — | $203K | 0.16% | — | HELD |
| 68 | DFAE | DIMENSIONAL ETF TRUST | $37.52 | 0.46% | — | — | $203K | 0.16% | — | HELD |
| 69 | DAL | DELTA AIR LINES INC | $87.44 | -1.30% | — | — | $202K | 0.16% | — | HELD |
Source: SEC EDGAR · accession 0002110886-26-000008. 13F discloses long positions only — shorts, foreign equities, and options are excluded.