ATLas Financial Planning LLC holds a focused book of 69 reported positions worth $123.3M as of Q2 2026 (disclosed Jul 22, 2026, a ~22-day 13F lag). This quarter they opened Schwab FNDMNTL US LRG Co ETF and trimmed Ishares Core U.S. Aggregate. Their largest long position is Avantis US Large Cap Value at 8% of the reported non-option book. Cloning the disclosed picks since 2026 would be +6% (+9.8%/yr). That is a simulation of the disclosed long book, not audited returns.
ATLas Financial Planning LLC is a wealth platform: this book aggregates client accounts across many advisers.
The reported book (valued from quarter-end) returned +7.6%, a 2.1-point gap that is the cost of the ~22-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning ATLas Financial Planning LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~22 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
10% mapped to company sectors
+2 sectors below the cut, under 0.5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as ATLas Financial Planning LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 7 / 69 | $2.9B |
| Donor Advised Charitable Giving, Inc. | 11 / 69 | $4.5B |
| GuidedMoney, LLC | 19 / 69 | $206.8M |
| Hoffman, Alan N Investment Management | 7 / 69 | $160.4M |
| Swiss Re Ltd | 14 / 69 | $1.0B |
| Ashford Advisors, LLC | 9 / 69 | $449.2M |
| Greenbrier Partners Capital Management, LLC | 8 / 69 | $1.2B |
| Constellation Investments, Inc. | 9 / 69 | $2.8B |
Ranked by the share of each fund's own book sitting in the names it shares with ATLas Financial Planning LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | American Centy ETF TR US LARGE CAP VLU | $10.1M | 110.3K | 8.2% | ▲+6.1% Added · +6K sh | |
| 2 | American Centy ETF TR US SML CP VALU | $7.7M | 62.0K | 6.3% | ▲+9.1% Added · +5K sh | |
| 3 | American Centy ETF TR INTERNATIONAL LR | $7.2M | 93.0K | 5.8% | ▲+5.6% Added · +5K sh | |
| 4 | Ishares TR CORE US AGGBD ET | $7.0M | 71.1K | 5.7% | ▼−0.3% Reduced · −202 sh | |
| 5 | American Centy ETF TR EMERGING MKT VAL | $6.8M | 103.5K | 5.5% | ▲+3.3% Added · +3K sh | |
| 6 | Dimensional ETF Trust INTERNATNAL VAL | $6.6M | 122.4K | 5.4% | ▲+3.2% Added · +4K sh | |
| 7 | Vanguard Scottsdale FDS INT-TERM CORP | $6.2M | 75.4K | 5.1% | ▲+7.9% Added · +6K sh | |
| 8 | Ea Series Trust ALPHA ARCH 1-3 | $5.8M | 49.9K | 4.7% | ▲+12% Added · +5K sh | |
| 9 | Vanguard BD Index FDS TOTAL BND MRKT | $5.8M | 78.4K | 4.7% | ▲+0.5% Added · +402 sh | |
| 10 | Apple Inc COM | $5.6M | 19.3K | 4.5% | ▼−5.5% Reduced · −1K sh | |
| 11 | Vanguard Index FDS LARGE CAP ETF | $5.3M | 15.5K | 4.3% | ▲+4.6% Added · +683 sh | |
| 12 | Schwab Strategic TR US TIPS ETF | $3.4M | 129.3K | 2.8% | ▲+5.9% Added · +7K sh | |
| 13 | Vanguard Index FDS TOTAL STK MKT | $3.3M | 8.9K | 2.7% | ▼−0.7% Reduced · −64 sh | |
| 14 | Schwab Strategic TR FUNDAMENTAL INTL | $3.3M | 67.1K | 2.6% | ▼−1.8% Reduced · −1K sh | |
| 15 | Vanguard Charlotte FDS TOTAL INT BD ETF | $2.8M | 57.9K | 2.3% | ▲+2.5% Added · +1K sh | |
| 16 | Dimensional ETF Trust ULTR FIX INC ETF | $2.5M | 48.8K | 2.0% | ▲+1.8% Added · +847 sh | |
| 17 | Dimensional ETF Trust US SMALL CAP ETF | $2.0M | 51.0K | 1.6% | ▲+5.9% Added · +3K sh | |
| 18 | Vanguard Star FDS VG TL INTL STK F | $1.7M | 20.4K | 1.4% | —Held | |
| 19 | Vanguard BD Index FDS SHORT TRM BOND | $1.7M | 21.3K | 1.3% | ▼−4.5% Reduced · −1K sh | |
| 20 | American Centy ETF TR AVANTIS CORE FI | $1.5M | 35.4K | 1.2% | ▲+162% Added · +22K sh | |
| 21 | Vanguard Index FDS SMALL CP ETF | $1.4M | 4.5K | 1.1% | ▼−0.9% Reduced · −40 sh | |
| 22 | Berkshire Hathaway Inc Del CL B NEW | $1.2M | 2.5K | 1.0% | —Held | |
| 23 | Ishares TR RUS 1000 ETF | $1.2M | 2.9K | 1.0% | ▼−9.3% Reduced · −298 sh | |
| 24 | Ishares TR US AER DEF ETF | $1.2M | 4.8K | 0.9% | ▲+4.7% Added · +214 sh | |
| 25 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $1.1M | 19.1K | 0.9% | ▼−1.6% Reduced · −308 sh | |
| 26 | Vanguard Index FDS S&P 500 ETF SHS | $1.1M | 1.6K | 0.9% | —Held | |
| 27 | Southern Co COM | $1.1M | 11.2K | 0.9% | ▼−0.2% Reduced · −27 sh | |
| 28 | Ishares TR CORE S&P TTL STK | $994K | 6.0K | 0.8% | —Held | |
| 29 | Dimensional ETF Trust INTL SMALL CAP V | $994K | 24.8K | 0.8% | ▲+13% Added · +3K sh | |
| 30 | Vanguard Intl Equity Index F TT WRLD ST ETF | $827K | 5.3K | 0.7% | ▲+5.0% Added · +251 sh | |
| 31 | American Centy ETF TR AVANTIS SHFXDINC | $820K | 17.6K | 0.7% | ▲+36% Added · +5K sh | |
| 32 | Cambria ETF TR SHSHLD YIELD ETF | $757K | 9.6K | 0.6% | ▲+33% Added · +2K sh | |
| 33 | Dimensional ETF Trust EMERGING MKTS VA | $718K | 16.8K | 0.6% | —Held | |
| 34 | Schwab Strategic TR US LRG CAP ETF | $716K | 24.3K | 0.6% | ▼−3.1% Reduced · −792 sh | |
| 35 | Dimensional ETF Trust INTL CORE EQT MK | $646K | 15.7K | 0.5% | ▲~0% Added · +5 sh | |
| 36 | Microsoft Corp COM | $577K | 1.5K | 0.5% | ▼−16% Reduced · −284 sh | |
| 37 | Alphabet Inc CAP STK CL C | $571K | 1.6K | 0.5% | ▼−5.1% Reduced · −87 sh | |
| 38 | Dimensional ETF Trust US CORE EQT MKT | $553K | 10.7K | 0.4% | ▼−4.5% Reduced · −500 sh | |
| 39 | Ishares TR CORE S&P500 ETF | $514K | 687 | 0.4% | —Held | |
| 40 | Costco Wholesale Corporation COM | $481K | 514 | 0.4% | ▼−10% Reduced · −58 sh | |
| 41 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $464K | 6.5K | 0.4% | ▼−1.9% Reduced · −123 sh | |
| 42 | Dimensional ETF Trust US COR EQU 2 ETF | $460K | 10.4K | 0.4% | ▲+9.3% Added · +886 sh | |
| 43 | Wisdomtree TR US QTLY DIV GRT | $459K | 4.8K | 0.4% | —Held | |
| 44 | Amazon Com Inc COM | $459K | 1.9K | 0.4% | ▼−5.7% Reduced · −117 sh | |
| 45 | American Intl Group Inc COM NEW | $459K | 6.2K | 0.4% | —Held | |
| 46 | Wisdomtree TR US TOTAL DIVIDND | $457K | 4.9K | 0.4% | —Held | |
| 47 | Vanguard World FD INF TECH ETF | $451K | 3.8K | 0.4% | ▲+700% Added · +3K sh | |
| 48 | Ishares TR TIPS BD ETF | $445K | 4.1K | 0.4% | ▲+2.1% Added · +84 sh | |
| 49 | Home Depot Inc COM | $437K | 1.2K | 0.4% | ▼−3.9% Reduced · −50 sh | |
| 50 | Lattice Strategies TR HARTFORD MLT SML | $431K | 7.7K | 0.3% | ▼−12% Reduced · −1K sh |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.