§ 13F · FUND PROFILE
ATLas Financial Planning LLC.
AUM · $123M (13F)Positions · 69Turnover · n/a · Q2Filed · Jul 22, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$608K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AVLV | AMERICAN CENTY ETF TR | 110K | $10M | 8.2% | +6% |
| 2 | AVUV | AMERICAN CENTY ETF TR | 62K | $8M | 6.3% | +9% |
| 3 | AVIV | AMERICAN CENTY ETF TR | 93K | $7M | 5.8% | +6% |
| 4 | AGG | ISHARES TR | 71K | $7M | 5.7% | ±0% |
| 5 | AVES | AMERICAN CENTY ETF TR | 103K | $7M | 5.5% | +3% |
| 6 | DFIV | DIMENSIONAL ETF TRUST | 122K | $7M | 5.4% | +3% |
| 7 | VCIT | VANGUARD SCOTTSDALE FDS | 75K | $6M | 5.1% | +8% |
| 8 | BOXX | EA SERIES TRUST | 50K | $6M | 4.7% | +12% |
| 9 | BND | VANGUARD BD INDEX FDS | 78K | $6M | 4.7% | +1% |
| 10 | AAPL | APPLE INC | 19K | $6M | 4.5% | −5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ATLAS SIGNAL
AC read
ATLas Financial Planning LLC is a Other fund managing $123 million in assets. The fund runs a portfolio of 69 positions.
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