ATLas Financial Planning LLC holds a focused book of 69 stocks worth $123.3M as of Q2 2026 (disclosed Jul 22, 2026, a ~45-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 equity book. Cloning the disclosed picks since 2026 would be +4% (+9.6%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2110886/holdings"
Use Arkolith to show ATLas Financial Planning LLC's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +6.2%, a 2.1-point gap that is the cost of the ~45-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 the ~45-day reporting lag, 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
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, no cost basis
Other tracked managers holding the same core names as ATLas Financial Planning LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| RAYMOND JAMES FINANCIAL INC | 72 / 69 | $84.7B |
| LPL Financial LLC | 72 / 69 | $70.7B |
| COMMONWEALTH EQUITY SERVICES, LLC | 72 / 69 | $17.5B |
| MORGAN STANLEY | 71 / 69 | $426.8B |
| JPMORGAN CHASE & CO | 71 / 69 | $415.5B |
| ENVESTNET ASSET MANAGEMENT INC | 71 / 69 | $94.7B |
| OSAIC HOLDINGS, INC. | 71 / 69 | $15.3B |
| Allworth Financial LP | 71 / 69 | $9.6B |
Ranked by how many of ATLas Financial Planning LLC's top 69 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.