ATLas Financial Planning LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), ATLas Financial Planning LLC reported 63 stock positions worth $101.9 million. Its top holding was Avantis US Large Cap Value (AVLV) at 7.1% of the portfolio, followed by iShares Core U.S. Aggregate (AGG, 7.1%) and Avantis Intl LRG Cap Val ETF (AVIV, 5.8%).
- Most Recent 13F
- Q2 2026
- Location
- ALPHARETTA, GA
- CIK
- 0002110886
- Portfolio Value
- $101.9M (Q4 2025)
- SEC Filing
- 0002110886-26-000001 ↗ filed Feb 17, 2026
Holdings Value
Holdings 63 stocks · $101.9M
| AVLV Avantis US Large Cap Value | 7.11% | 95,592 | $7.2M | — |
| AGG iShares Core U.S. Aggregate | 7.10% | 72,376 | $7.2M | — |
| AVIV Avantis Intl LRG Cap Val ETF | 5.82% | 83,281 | $5.9M | — |
| AVES Avantis Emerging Markets Val | 5.50% | 96,151 | $5.6M | — |
| DFIV Dimensional International Va | 5.46% | 111,566 | $5.6M | — |
| VCIT Vanguard Int-Term Corporate | 5.10% | 62,073 | $5.2M | — |
| BOXX Alpha Architect 1-3 MNTH Box | 4.94% | 43,761 | $5.0M | — |
| AVUV Avantis US Small Cap Value | 4.89% | 48,899 | $5.0M | — |
| AAPL Apple Inc. | 4.52% | 16,931 | $4.6M | — |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 4.52% | 14,620 | $4.6M | — |
| BND Vanguard Total Bond Market | 4.44% | 61,107 | $4.5M | — |
| VTI VG Morningstar TS MKT ETF-US | 3.04% | 9,254 | $3.1M | — |
| SCHP Schwab U.S. Tips ETF | 3.02% | 116,239 | $3.1M | — |
| BNDX Vanguard Total Intl Bond ETF | 2.58% | 54,461 | $2.6M | — |
| FNDC Schwab Fndmnt Intl SM Eq ETF | 2.58% | 58,996 | $2.6M | — |
| DUSB Dimension Ultrashort Fi ETF | 2.36% | 47,548 | $2.4M | — |
| VXUS Vanguard Total Intl Stock | 1.51% | 20,414 | $1.5M | — |
| BSV Vanguard Short-Term Bond ETF | 1.32% | 17,029 | $1.3M | — |
| DFSV Dimensional US Small Cap Val | 1.26% | 38,927 | $1.3M | — |
| IWB iShares Russell 1000 ETF | 1.21% | 3,292 | $1.2M | — |
| VB Vanguard Most SM-Cap ETF-Usd | 1.15% | 4,533 | $1.2M | — |
| VWO Vanguard Ftse Emerging Marke | 1.03% | 19,429 | $1.0M | — |
| VOO Vanguard S&P 500 ETF | 0.99% | 1,605 | $1.0M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.97% | 1,967 | $989K | — |
| ITA iShares U.S. Aerospace & Def | 0.96% | 4,550 | $977K | — |
| SO The Southern Co. | 0.91% | 10,617 | $926K | — |
| ITOT iShares Core S&P Total U.S. | 0.90% | 6,181 | $919K | — |
| MSFT Microsoft Corp. | 0.87% | 1,839 | $889K | — |
| DISV Dimensional International SM | 0.70% | 18,804 | $715K | — |
| VT Vanguard Tot World STK ETF | 0.67% | 4,844 | $683K | — |
| SCHX Schwab US Large-Cap ETF | 0.66% | 25,094 | $675K | — |
| AVSF Avantis Short-Term Fixed Inc. | 0.60% | 12,927 | $609K | — |
| DFAI Dimensional International Co. | 0.59% | 15,666 | $597K | — |
| DFEV Dimensional Emrg MRKT Val | 0.56% | 16,829 | $568K | — |
| AVIG Avantis Core Fixed Income | 0.56% | 13,532 | $567K | — |
| GOOG Alphabet Inc. Class C | 0.52% | 1,704 | $535K | — |
| AIG American International Group | 0.52% | 6,155 | $527K | — |
| DFAU Dimensional US Core Equity M | 0.51% | 11,189 | $524K | — |
| VGT Vanguard Info Tech ETF | 0.51% | 691 | $521K | — |
| IVV iShares Core S&P 500 ETF | 0.46% | 687 | $471K | — |
| DGRW Wisdomtree U.S. Quality Divi | 0.42% | 4,800 | $429K | — |
| AMZN Amazon.com Inc. | 0.41% | 1,831 | $423K | — |
| SCHD Schwab US DVD Equity ETF | 0.41% | 15,306 | $420K | — |
| DTD Wisdomtree US Total Dividend | 0.41% | 4,900 | $416K | — |
| ROSC Hartford Multifact Small Cap | 0.40% | 8,739 | $411K | — |
| VEA Vanguard Ftse Developed ETF | 0.40% | 6,449 | $403K | — |
| DFAC Dimensional US Core Equity 2 | 0.37% | 9,470 | $375K | — |
| IXUS iShares Core Intl Stock ETF | 0.34% | 4,150 | $351K | — |
| NVDA Nvidia Corp. | 0.34% | 1,851 | $345K | — |
| QUS SS SPDR MSCI U Stratfact ETF | 0.31% | 1,789 | $312K | — |
| META Meta Platforms Inc. Class A | 0.31% | 471 | $311K | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.29% | 5,412 | $298K | — |
| SYLD Cambria Shareholder Yield Et | 0.28% | 4,143 | $288K | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.28% | 970 | $282K | — |
| STIP iShares 0-5 Year Tips Bond E | 0.27% | 2,711 | $278K | — |
| SCHB Schwab US Broad Market ETF | 0.27% | 10,413 | $273K | — |
| SCHF Schwab Intl Equity ETF | 0.25% | 10,805 | $260K | — |
| GOOGL Alphabet Inc. Class A | 0.23% | 744 | $233K | — |
| DFSD Dimensional Short Duration | 0.23% | 4,850 | $233K | — |
| TIP iShares Tips Bond ETF | 0.22% | 2,059 | $226K | — |
| SCHA Schwab US Small-Cap ETF | 0.22% | 7,714 | $220K | — |
| APH Amphenol Corp. Class A | 0.21% | 1,600 | $216K | — |
| TRGP Targa Resources Corp. | 0.20% | 1,100 | $203K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.