ATLas Financial Planning
ATLas Financial Planning reported 69 stocks worth $123M in its 13F filing for Q2 2026, filed Jul 22, 2026. Its largest holdings are AVLV (8.2%), AVUV (6.3%) and AVIV (5.8%). Compared with Q1 2026, the fund opened new positions in FNDX, DFAE and DAL, added to AVLV, AVUV and AVIV, trimmed AGG, AAPL and VTI and sold out of XOM, VLO and GLD.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 3 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AVLV American Centy ETF TR | $10.1M | 8.2% | 110K | +6,334 (+6%) | 3 of 3 | |
| 2 |  AVUV American Centy ETF TR | $7.7M | 6.3% | 62K | +5,185 (+9%) | 3 of 3 | |
| 3 |  AVIV American Centy ETF TR | $7.2M | 5.8% | 93K | +4,964 (+6%) | 3 of 3 | |
| 4 |  AGG Ishares TR | $7M | 5.7% | 71K | −202 (−0%) | 3 of 3 | |
| 5 |  AVES American Centy ETF TR | $6.8M | 5.5% | 103K | +3,323 (+3%) | 3 of 3 | |
| 6 |  DFIV Dimensional ETF Trust | $6.6M | 5.4% | 122K | +3,779 (+3%) | 3 of 3 | |
| 7 |  VCIT Vanguard Scottsdale Fds | $6.2M | 5.0% | 75K | +5,502 (+8%) | 3 of 3 | |
| 8 |  BOXX EA Series Trust | $5.8M | 4.7% | 50K | +5,430 (+12%) | 3 of 3 | |
| 9 |  BND Vanguard BD Index Fds | $5.8M | 4.7% | 78K | +402 (+1%) | 3 of 3 | |
| 10 |  AAPL Apple Inc | $5.6M | 4.5% | 19K | −1,117 (−5%) | 3 of 3 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 3 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 22, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →ATLas Financial Planning 13F FAQ
What does ATLas Financial Planning own?
ATLas Financial Planning reported 69 stocks worth $123M in its 13F filing for Q2 2026, filed Jul 22, 2026. Its largest holdings are AVLV (8.2%), AVUV (6.3%) and AVIV (5.8%). The table above lists every position in the filing (the top 10 without an account).
What did ATLas Financial Planning buy and sell in Q2 2026?
Compared with Q1 2026: 3 new positions, 25 added to, 22 trimmed and 3 sold out. New positions include FNDX, DFAE and DAL. It sold all of XOM, VLO and GLD.
When will ATLas Financial Planning file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is ATLas Financial Planning's portfolio worth?
The Q2 2026 filing reports $123M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.