Holders — by stockHoldings — by fund
ATLas Financial Planning LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002110886
$123.3M
disclosed book value
69
positions
8.2%
largest position share
Positions, as of 2026-06-30
top 69 of 69 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | AVLVAMERICAN CENTY ETF TR | 110,327 | $10.1M | 8.2% |
| 2 | AVUVAMERICAN CENTY ETF TR | 61,958 | $7.7M | 6.3% |
| 3 | AVIVAMERICAN CENTY ETF TR | 92,983 | $7.2M | 5.8% |
| 4 | AGGISHARES TR | 71,104 | $7.0M | 5.7% |
| 5 | AVESAMERICAN CENTY ETF TR | 103,464 | $6.8M | 5.5% |
| 6 | DFIVDIMENSIONAL ETF TRUST | 122,378 | $6.6M | 5.4% |
| 7 | VCITVANGUARD SCOTTSDALE FDS | 75,402 | $6.2M | 5.1% |
| 8 | BOXXEA SERIES TRUST | 49,922 | $5.8M | 4.7% |
| 9 | BNDVANGUARD BD INDEX FDS | 78,357 | $5.8M | 4.7% |
| 10 | AAPLAPPLE INC | 19,342 | $5.6M | 4.5% |
| 11 | VVVANGUARD INDEX FDS | 15,483 | $5.3M | 4.3% |
| 12 | SCHPSCHWAB STRATEGIC TR | 129,270 | $3.4M | 2.8% |
| 13 | VTIVANGUARD INDEX FDS | 8,949 | $3.3M | 2.7% |
| 14 | FNDCSCHWAB STRATEGIC TR | 67,147 | $3.3M | 2.6% |
| 15 | BNDXVANGUARD CHARLOTTE FDS | 57,922 | $2.8M | 2.3% |
| 16 | DUSBDIMENSIONAL ETF TRUST | 48,788 | $2.5M | 2% |
| 17 | DFSVDIMENSIONAL ETF TRUST | 50,953 | $2.0M | 1.6% |
| 18 | VXUSVANGUARD STAR FDS | 20,414 | $1.7M | 1.4% |
| 19 | BSVVANGUARD BD INDEX FDS | 21,276 | $1.7M | 1.3% |
| 20 | AVIGAMERICAN CENTY ETF TR | 35,399 | $1.5M | 1.2% |
| 21 | VBVANGUARD INDEX FDS | 4,507 | $1.4M | 1.1% |
| 22 | BRK/BBERKSHIRE HATHAWAY INC DEL | 2,467 | $1.2M | 1% |
| 23 | IWBISHARES TR | 2,900 | $1.2M | 1% |
| 24 | ITAISHARES TR | 4,804 | $1.2M | 0.9% |
| 25 | VWOVANGUARD INTL EQUITY INDEX F | 19,104 | $1.1M | 0.9% |
| 26 | VOOVANGUARD INDEX FDS | 1,625 | $1.1M | 0.9% |
| 27 | SOSOUTHERN CO | 11,156 | $1.1M | 0.9% |
| 28 | ITOTISHARES TR | 6,050 | $993,834 | 0.8% |
| 29 | DISVDIMENSIONAL ETF TRUST | 24,764 | $993,779 | 0.8% |
| 30 | VTVANGUARD INTL EQUITY INDEX F | 5,269 | $826,970 | 0.7% |
| 31 | AVSFAMERICAN CENTY ETF TR | 17,611 | $820,111 | 0.7% |
| 32 | SYLDCAMBRIA ETF TR | 9,571 | $756,941 | 0.6% |
| 33 | DFEVDIMENSIONAL ETF TRUST | 16,829 | $718,045 | 0.6% |
| 34 | SCHXSCHWAB STRATEGIC TR | 24,318 | $715,673 | 0.6% |
| 35 | DFAIDIMENSIONAL ETF TRUST | 15,672 | $646,451 | 0.5% |
| 36 | MSFTMICROSOFT CORP | 1,547 | $577,062 | 0.5% |
| 37 | GOOGALPHABET INC | 1,617 | $571,335 | 0.5% |
| 38 | DFAUDIMENSIONAL ETF TRUST | 10,689 | $552,514 | 0.4% |
| 39 | IVVISHARES TR | 687 | $514,487 | 0.4% |
| 40 | COSTCOSTCO WHOLESALE CORPORATION | 514 | $480,943 | 0.4% |
| 41 | VEAVANGUARD TAX-MANAGED FDS | 6,515 | $464,162 | 0.4% |
| 42 | DFACDIMENSIONAL ETF TRUST | 10,376 | $460,269 | 0.4% |
| 43 | DGRWWISDOMTREE TR | 4,800 | $458,976 | 0.4% |
| 44 | AMZNAMAZON COM INC | 1,925 | $458,805 | 0.4% |
| 45 | AIGAMERICAN INTL GROUP INC | 6,155 | $458,732 | 0.4% |
| 46 | DTDWISDOMTREE TR | 4,900 | $456,909 | 0.4% |
| 47 | VGTVANGUARD WORLD FD | 3,776 | $451,308 | 0.4% |
| 48 | TIPISHARES TR | 4,070 | $445,380 | 0.4% |
| 49 | HDHOME DEPOT INC | 1,239 | $436,971 | 0.4% |
| 50 | ROSCLATTICE STRATEGIES TR | 7,701 | $430,802 | 0.3% |
| 51 | IXUSISHARES TR | 3,956 | $377,561 | 0.3% |
| 52 | STIPISHARES TR | 3,469 | $354,393 | 0.3% |
| 53 | SCHBSCHWAB STRATEGIC TR | 10,445 | $302,484 | 0.2% |
| 54 | SCHFSCHWAB STRATEGIC TR | 10,855 | $300,684 | 0.2% |
| 55 | SCHDSCHWAB STRATEGIC TR | 9,441 | $299,363 | 0.2% |
| 56 | QUSSPDR SERIES TRUST | 1,599 | $298,792 | 0.2% |
| 57 | VOVANGUARD INDEX FDS | 3,620 | $291,663 | 0.2% |
| 58 | APHAMPHENOL CORP | 1,600 | $282,112 | 0.2% |
| 59 | GOOGLALPHABET INC | 749 | $267,681 | 0.2% |
| 60 | BACBANK OF AMER CORP | 4,645 | $264,666 | 0.2% |
| 61 | NVDANVIDIA CORPORATION | 1,314 | $262,922 | 0.2% |
| 62 | SCHASCHWAB STRATEGIC TR | 6,720 | $242,806 | 0.2% |
| 63 | IEMGISHARES INC | 2,922 | $242,058 | 0.2% |
| 64 | DFSDDIMENSIONAL ETF TRUST | 4,850 | $231,588 | 0.2% |
| 65 | METAMETA PLATFORMS INC | 410 | $230,949 | 0.2% |
| 66 | TRGPTARGA RES CORP | 800 | $214,512 | 0.2% |
| 67 | FNDXSCHWAB STRATEGIC TR | 6,538 | $203,332 | 0.2% |
| 68 | DFAEDIMENSIONAL ETF TRUST | 5,056 | $203,310 | 0.2% |
| 69 | DALDELTA AIR LINES INC | 2,152 | $201,529 | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.