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CIK: 0002110886
Total reported value
$123.3M
$123.3M
63 檔
25.6%
The Q4 2025 SEC filing reveals that ATLas Financial Planning LLC held a total portfolio value of $123.3M, covering 63 public equity positions.
During Q4 2025, ATLas Financial Planning LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 7.11% | +0.64% | — | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 7.10% | -0.64% | — | |
| 3 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 5.82% | -0.07% | — | |
| 4 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 5.50% | +0.11% | — | |
| 5 | DFIV | Dimensional International Va | ETF-Other | 5.46% | -0.25% | — | |
| 6 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 5.10% | -0.14% | — | |
| 7 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 4.94% | +0.10% | — | |
| 8 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 4.89% | +0.65% | — | |
| 9 | AAPL | Apple Inc | Stock-Tech | 4.52% | -0.12% | — | |
| 10 | VV | Vanguard Large-cap ETF | ETF-Other | 4.52% | +0.35% | — | |
| 11 | BND | Vanguard Total Bond Market | ETF-Other | 4.44% | -0.49% | — | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.05% | +0.09% | — | |
| 13 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 3.02% | -0.13% | — | |
| 14 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.58% | -0.17% | — | |
| 15 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-Other | 2.58% | -0.20% | — | |
| 16 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 2.36% | -0.17% | — | |
| 17 | VXUS | Vanguard Total Intl Stock | ETF-Other | 1.51% | — | — | |
| 18 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.32% | -0.23% | — | |
| 19 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 1.26% | +0.09% | — | |
| 20 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.21% | -0.06% | — | |
| 21 | VB | Vanguard Small-cap ETF | ETF-Other | 1.15% | +0.04% | — | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.03% | -0.02% | — | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.99% | +0.03% | — | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.97% | -0.06% | — | |
| 25 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.96% | +0.04% | — | |
| 26 | SO | Southern Co/the | Stock-Utilities | 0.91% | -0.10% | — | |
| 27 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.90% | +0.04% | — | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.87% | -0.14% | — | |
| 29 | DISV | Dimensional International Sm | ETF-Other | 0.70% | +0.03% | — | |
| 30 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.67% | +0.05% | — | |
| 31 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.66% | — | — | |
| 32 | AVSF | Avantis Short-term Fixed Inc | ETF-Other | 0.60% | +0.12% | — | |
| 33 | DFAI | Dimensional International Co | ETF-Other | 0.59% | -0.03% | — | |
| 34 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 0.56% | +0.04% | — | |
| 35 | AVIG | Avantis Core Fixed Income | ETF-Other | 0.56% | +0.69% | — | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.52% | +0.02% | — | |
| 37 | AIG | American International Group | Stock-Financials | 0.52% | -0.05% | — | |
| 38 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.51% | — | — | |
| 39 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.51% | +0.07% | — | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.46% | +0.02% | — | |
| 41 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.42% | -0.01% | — | |
| 42 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.41% | -0.01% | — | |
| 43 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.41% | -0.02% | — | |
| 44 | DTD | Wisdomtree US Total Dividend | ETF-Other | 0.41% | -0.01% | — | |
| 45 | ROSC | Hartford Multifact Small Cap | ETF-Small Cap | 0.40% | -0.03% | — | |
| 46 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.40% | — | — | |
| 47 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.37% | +0.04% | — | |
| 48 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.34% | — | — | |
| 49 | NVDA | Nvidia CORP | Stock-Tech | 0.34% | -0.01% | — | |
| 50 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-Other | 0.31% | -0.03% | — |
According to official SEC Form 13F filings, ATLas Financial Planning LLC reported a total U.S. public equity portfolio value of $123.3M across 63 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AVLV, AGG, AVIV) accounted for 25.6% of total reported equity market value during Q4 2025.
During Q4 2025, ATLas Financial Planning LLC's top holdings by market value included AVLV (7.1%)、AGG (7.1%)、AVIV (5.8%). The largest single position, AVLV, represented 7.1% of total portfolio value.
In Q4 2025, ATLas Financial Planning LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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