§ 13F · FUND PROFILE
ATLas Financial Planning LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 63Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$101.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AVLV | AMERICAN CENTY ETF TR | 96K | $7.2T | 7.1% | NEW |
| 2 | AGG | ISHARES TR | 72K | $7.2T | 7.1% | NEW |
| 3 | AVIV | AMERICAN CENTY ETF TR | 83K | $5.9T | 5.8% | NEW |
| 4 | AVES | AMERICAN CENTY ETF TR | 96K | $5.6T | 5.5% | NEW |
| 5 | DFIV | DIMENSIONAL ETF TRUST | 112K | $5.6T | 5.5% | NEW |
| 6 | VCIT | VANGUARD SCOTTSDALE FDS | 62K | $5.2T | 5.1% | NEW |
| 7 | BOXX | EA SERIES TRUST | 44K | $5.0T | 4.9% | NEW |
| 8 | AVUV | AMERICAN CENTY ETF TR | 49K | $5.0T | 4.9% | NEW |
| 9 | AAPL | APPLE INC | 17K | $4.6T | 4.5% | NEW |
| 10 | VV | VANGUARD INDEX FDS | 15K | $4.6T | 4.5% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ATLAS SIGNAL
AC read
ATLas Financial Planning LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed