Q2 2026 13F · SEC CIK 2110886

ATLas Financial Planning LLC

Wealth managerFiled 2026-07-22 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $123.3M
Reported positions: 69
Holdings vs S&P 500, 3 yrs: —
Assets under management: $184.1M

ATLas Financial Planning LLC is a wealth manager that reported 69 positions worth $123.3M in its Q2 2026 13F, filed 2026-07-22. Its largest holdings were American Centy ETF Tr (AVLV, 8.2%), American Centy ETF Tr (AVUV, 6.3%), American Centy ETF Tr (AVIV, 5.8%).

ATLas Financial Planning LLC holdings largest 50 of 69 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

ATLas Financial Planning LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AVLVAmerican Centy ETF Tr	8.2%	7.5%	110,327	+6.1%	$10.1M
AVUVAmerican Centy ETF Tr	6.3%	5.6%	61,958	+9.1%	$7.7M
AVIVAmerican Centy ETF Tr	5.8%	5.9%	92,983	+5.6%	$7.2M
AGGIshares Tr	5.7%	6.3%	71,104	-0.3%	$7.0M
AVESAmerican Centy ETF Tr	5.5%	5.4%	103,464	+3.3%	$6.8M
DFIVDimensional ETF Trust	5.4%	5.6%	122,378	+3.2%	$6.6M
VCITVanguard Scottsdale Fds	5.1%	5.2%	75,402	+7.9%	$6.2M
BOXXEa Series Trust	4.7%	4.6%	49,922	+12.2%	$5.8M
BNDVanguard Bd Index Fds	4.7%	5.1%	78,357	+0.5%	$5.8M
AAPLApple Inc	4.5%	4.7%	19,342	-5.5%	$5.6M
VVVanguard Index Fds	4.3%	4.0%	15,483	+4.6%	$5.3M
SCHPSchwab Strategic Tr	2.8%	2.9%	129,270	+5.9%	$3.4M
VTIVanguard Index Fds	2.7%	2.6%	8,949	-0.7%	$3.3M
FNDCSchwab Strategic Tr	2.6%	2.8%	67,147	-1.8%	$3.3M
BNDXVanguard Charlotte Fds	2.3%	2.4%	57,922	+2.5%	$2.8M
DUSBDimensional Ultrashort Fixed Income ETF	2.0%	2.2%	48,788	+1.8%	$2.5M
DFSVDimensional US Small Cap	1.6%	1.5%	50,953	+5.9%	$2.0M
VXUSVanguard Star Fds	1.4%	1.4%	20,414	+0.0%	$1.7M
BSVVanguard Bd Index Fds	1.3%	1.6%	21,276	-4.5%	$1.7M
AVIGAmerican Centy ETF Tr	1.2%	0.5%	35,399	+161.6%	$1.5M
VBVanguard Index Fds	1.1%	1.1%	4,507	-0.9%	$1.4M
BRK-BBerkshire Hathaway Inc Del	1.0%	1.1%	2,467	+0.0%	$1.2M
IWBIshares Tr	1.0%	1.0%	2,900	-9.3%	$1.2M
ITAIshares Tr	0.9%	0.9%	4,804	+4.7%	$1.2M
VWOVanguard Intl Equity Index F	0.9%	0.9%	19,104	-1.6%	$1.1M
VOOVanguard Index Fds	0.9%	0.9%	1,625	+0.0%	$1.1M
SOSouthern Co	0.9%	1.0%	11,156	-0.2%	$1.1M
ITOTIshares Tr	0.8%	0.8%	6,050	+0.0%	$994K
DISVDimensional ETF Trust	0.8%	0.8%	24,764	+13.0%	$994K
VTVanguard Intl Equity Index F	0.7%	0.6%	5,269	+5.0%	$827K
AVSFAmerican Centy ETF Tr	0.7%	0.5%	17,611	+36.2%	$820K
SYLDCambria ETF Tr	0.6%	0.5%	9,571	+33.4%	$757K
DFEVDimensional ETF Trust	0.6%	0.5%	16,829	+0.0%	$718K
SCHXSchwab Strategic Tr	0.6%	0.6%	24,318	-3.2%	$716K
DFAIDimensional ETF Trust	0.5%	0.5%	15,672	+0.0%	$646K
MSFTMicrosoft Corp	0.5%	0.6%	1,547	-15.5%	$577K
GOOGAlphabet Inc	0.5%	0.4%	1,617	-5.1%	$571K
DFAUDimensional ETF Trust	0.4%	0.5%	10,689	-4.5%	$553K
IVVIshares Tr	0.4%	0.4%	687	+0.0%	$514K
COSTCostco Wholesale Corporation	0.4%	0.5%	514	-10.1%	$481K
VEAVanguard Ftse Developed Markets Index Fu	0.4%	0.4%	6,515	-1.9%	$464K
DFACDimensional ETF Trust	0.4%	0.3%	10,376	+9.3%	$460K
DGRWWisdomtree Tr	0.4%	0.4%	4,800	+0.0%	$459K
AMZNAmazon Com Inc	0.4%	0.4%	1,925	-5.7%	$459K
AIGAmerican Intl Group Inc	0.4%	0.4%	6,155	+0.0%	$459K
DTDWisdomtree Tr	0.4%	0.4%	4,900	+0.0%	$457K
VGTVanguard World Fd	0.4%	—	3,776	—	$451K
TIPIshares Tr	0.4%	0.4%	4,070	+2.1%	$445K
HDHome Depot Inc	0.4%	0.4%	1,239	-3.9%	$437K
ROSCLattice Strategies Tr	0.3%	0.4%	7,701	-11.9%	$431K

What ATLas Financial Planning LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$123.3M	69
Q1 2026	$111.5M	69
Q4 2025	$101.9M	63

Questions about ATLas Financial Planning LLC's portfolio

What stocks does ATLas Financial Planning LLC own?

ATLas Financial Planning LLC's latest 13F, for Q2 2026 and filed Jul 22, 2026, lists 69 positions worth $123.3M. The largest are American Centy ETF Tr (AVLV) at 8.2%, American Centy ETF Tr (AVUV) at 6.3%, American Centy ETF Tr (AVIV) at 5.8%, Ishares Tr (AGG) at 5.7% and American Centy ETF Tr (AVES) at 5.5%.

What did ATLas Financial Planning LLC buy last quarter?

In Q2 2026, ATLas Financial Planning LLC added American Centy ETF Tr (AVIG) (+161.6% shares), American Centy ETF Tr (AVSF) (+36.2% shares) and Cambria ETF Tr (SYLD) (+33.4% shares), compared with its Q1 2026 filing.

What did ATLas Financial Planning LLC sell last quarter?

In Q2 2026, ATLas Financial Planning LLC cut from its top 50 Ishares Tr (IXUS), Microsoft Corp (MSFT) (-15.5% shares), Lattice Strategies Tr (ROSC) (-11.9% shares) and Costco Wholesale Corporation (COST) (-10.1% shares), compared with its Q1 2026 filing.

When is ATLas Financial Planning LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. ATLas Financial Planning LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does ATLas Financial Planning LLC manage?

ATLas Financial Planning LLC reported $184.1M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $123.3M.