Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
ATLas Financial Planning LLC (CIK 2110886) reported $123.3M across 69 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AVLV ($10.1M, 8.16%), AVUV ($7.7M, 6.27%), AVIV ($7.2M, 5.84%), AGG ($7.0M, 5.71%), AVES ($6.8M, 5.50%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AVLV | AMERICAN CENTY ETF TR | $10.1M | 8.16% | 110,327 | Added |
| 2 | AVUV | AMERICAN CENTY ETF TR | $7.7M | 6.27% | 61,958 | Added |
| 3 | AVIV | AMERICAN CENTY ETF TR | $7.2M | 5.84% | 92,983 | Added |
| 4 | AGG | ISHARES TR | $7.0M | 5.71% | 71,104 | Trimmed |
| 5 | AVES | AMERICAN CENTY ETF TR | $6.8M | 5.50% | 103,464 | Added |
| 6 | DFIV | DIMENSIONAL ETF TRUST | $6.6M | 5.36% | 122,378 | Added |
| 7 | VCIT | VANGUARD SCOTTSDALE FDS | $6.2M | 5.05% | 75,402 | Added |
| 8 | BOXX | EA SERIES TRUST | $5.8M | 4.74% | 49,922 | Added |
| 9 | BND | VANGUARD BD INDEX FDS | $5.8M | 4.66% | 78,357 | Added |
| 10 | AAPL | APPLE INC | $5.6M | 4.54% | 19,342 | Trimmed |
| 11 | VV | VANGUARD INDEX FDS | $5.3M | 4.32% | 15,483 | Added |
| 12 | SCHP | SCHWAB STRATEGIC TR | $3.4M | 2.78% | 129,270 | Added |
| 13 | VTI | VANGUARD INDEX FDS | $3.3M | 2.68% | 8,949 | Trimmed |
| 14 | FNDC | SCHWAB STRATEGIC TR | $3.3M | 2.64% | 67,147 | Trimmed |
| 15 | BNDX | VANGUARD CHARLOTTE FDS | $2.8M | 2.27% | 57,922 | Added |
| 16 | DUSB | DIMENSIONAL ETF TRUST | $2.5M | 2.01% | 48,788 | Added |
| 17 | DFSV | DIMENSIONAL ETF TRUST | $2.0M | 1.60% | 50,953 | Added |
| 18 | VXUS | VANGUARD STAR FDS | $1.7M | 1.41% | 20,414 | Hold |
| 19 | BSV | VANGUARD BD INDEX FDS | $1.7M | 1.34% | 21,276 | Trimmed |
| 20 | AVIG | AMERICAN CENTY ETF TR | $1.5M | 1.19% | 35,399 | Added |
| 21 | VB | VANGUARD INDEX FDS | $1.4M | 1.11% | 4,507 | Trimmed |
| 22 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.2M | 1.00% | 2,467 | Hold |
| 23 | IWB | ISHARES TR | $1.2M | 0.96% | 2,900 | Trimmed |
| 24 | ITA | ISHARES TR | $1.2M | 0.94% | 4,804 | Added |
| 25 | VWO | VANGUARD INTL EQUITY INDEX F | $1.1M | 0.92% | 19,104 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30