ATLas Financial Planning LLC — 13F holdings

ATLas Financial Planning LLC reported 69 holdings worth $123M in its 13F filing for Q2 2026, filed July 22, 2026.

Largest positions

  1. AVLV AMERICAN CENTY ETF TR — $10.1M (8.2%)
  2. AVUV AMERICAN CENTY ETF TR — $7.73M (6.3%)
  3. AVIV AMERICAN CENTY ETF TR — $7.20M (5.8%)
  4. AGG ISHARES TR — $7.04M (5.7%)
  5. AVES AMERICAN CENTY ETF TR — $6.79M (5.5%)
  6. DFIV DIMENSIONAL ETF TRUST — $6.61M (5.4%)
  7. VCIT VANGUARD SCOTTSDALE FDS — $6.23M (5.1%)
  8. BOXX EA SERIES TRUST — $5.85M (4.7%)
  9. BND VANGUARD BD INDEX FDS — $5.75M (4.7%)
  10. AAPL APPLE INC — $5.60M (4.5%)