Atlas Financial Planning Llc Portfolio Stock Holdings
Atlas Financial Planning Llc disclosed 69 stock positions valued at approximately $111.5 million in its latest SEC 13F filing. The largest holdings include AMERICAN CENTY ETF TR, ISHARES TR, and AMERICAN CENTY ETF TR. The filing reflects positions held as of March 31, 2026 and was filed on April 27, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 69
- Portfolio Value
- $111.5M
Holdings by Sector
Atlas Financial Planning Llc Portfolio Holdings in Q1 2026
68 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | AVLV | Other | 7.52% | 103,993 | +8,401 | +8.79% | $8,382,876 |
| ISHARES TR | AGG | Other | 6.35% | 71,306 | -1,070 | -1.48% | $7,078,589 |
| AMERICAN CENTY ETF TR | AVIV | Other | 5.91% | 88,019 | +4,738 | +5.69% | $6,586,460 |
| AMERICAN CENTY ETF TR | AVUV | Other | 5.62% | 56,773 | +7,874 | +16.10% | $6,271,713 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 5.61% | 118,599 | +7,033 | +6.30% | $6,259,655 |
| AMERICAN CENTY ETF TR | AVES | Other | 5.39% | 100,141 | +3,990 | +4.15% | $6,006,435 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 5.19% | 69,900 | +7,827 | +12.61% | $5,784,214 |
| VANGUARD BD INDEX FDS | BND | Other | 5.15% | 77,955 | +16,848 | +27.57% | $5,740,606 |
| APPLE INC | AAPL | Technology | 4.66% | 20,459 | +3,528 | +20.84% | $5,192,290 |
| EA SERIES TRUST | BOXX | Other | 4.64% | 44,492 | +731 | +1.67% | $5,173,975 |
| VANGUARD INDEX FDS | VV | Other | 3.97% | 14,800 | +180 | +1.23% | $4,423,060 |
| SCHWAB STRATEGIC TR | SCHP | Other | 2.91% | 122,106 | +5,867 | +5.05% | $3,249,252 |
| SCHWAB STRATEGIC TR | FNDC | Other | 2.84% | 68,395 | +9,399 | +15.93% | $3,170,792 |
| VANGUARD INDEX FDS | VTI | Other | 2.59% | 9,013 | -241 | -2.60% | $2,891,350 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 2.44% | 56,528 | +2,067 | +3.80% | $2,716,177 |
| DIMENSIONAL ETF TRUST | DUSB | Other | 2.18% | 47,941 | +393 | +0.83% | $2,431,088 |
| VANGUARD BD INDEX FDS | BSV | Other | 1.57% | 22,282 | +5,253 | +30.85% | $1,747,132 |
| DIMENSIONAL ETF TRUST | DFSV | Other | 1.51% | 48,096 | +9,169 | +23.55% | $1,685,284 |
| VANGUARD STAR FDS | VXUS | Other | 1.41% | 20,414 | - | - | $1,574,124 |
| VANGUARD INDEX FDS | VB | Other | 1.07% | 4,547 | +14 | +0.31% | $1,191,008 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.06% | 2,467 | +500 | +25.42% | $1,182,186 |
| ISHARES TR | IWB | Other | 1.02% | 3,198 | -94 | -2.86% | $1,140,157 |
| SOUTHERN CO | SO | Utilities | 0.97% | 11,183 | +566 | +5.33% | $1,079,421 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.94% | 19,412 | -17 | -0.09% | $1,049,219 |
| ISHARES TR | ITA | Other | 0.90% | 4,590 | +40 | +0.88% | $1,004,063 |
| VANGUARD INDEX FDS | VOO | Other | 0.87% | 1,625 | +20 | +1.25% | $971,019 |
| DIMENSIONAL ETF TRUST | DISV | Other | 0.78% | 21,912 | +3,108 | +16.53% | $864,209 |
| ISHARES TR | ITOT | Other | 0.77% | 6,050 | -131 | -2.12% | $861,702 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.62% | 5,018 | +174 | +3.59% | $694,092 |
| MICROSOFT CORP | MSFT | Technology | 0.61% | 1,831 | -8 | -0.44% | $677,781 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.58% | 25,110 | +16 | +0.06% | $643,814 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 0.55% | 15,667 | +1 | +0.01% | $610,390 |
| AMERICAN CENTY ETF TR | AVSF | Other | 0.54% | 12,927 | - | - | $604,984 |
| DIMENSIONAL ETF TRUST | DFEV | Other | 0.54% | 16,829 | - | - | $602,142 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.51% | 572 | +572 | +100.00% | $570,067 |
| AMERICAN CENTY ETF TR | AVIG | Other | 0.50% | 13,532 | - | - | $562,119 |
| CAMBRIA ETF TR | SYLD | Other | 0.49% | 7,172 | +3,029 | +73.11% | $540,841 |
| DIMENSIONAL ETF TRUST | DFAU | Other | 0.45% | 11,189 | - | - | $504,848 |
| ALPHABET INC | GOOG | Communication Services | 0.44% | 1,704 | - | - | $488,809 |
| AMERICAN INTL GROUP INC | AIG | Financial Services | 0.42% | 6,155 | - | - | $463,164 |
| ISHARES TR | IVV | Other | 0.40% | 687 | - | - | $448,755 |
| ISHARES TR | TIP | Other | 0.39% | 3,986 | +1,927 | +93.59% | $439,895 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.38% | 6,638 | +189 | +2.93% | $425,356 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.38% | 2,042 | +211 | +11.52% | $425,287 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.38% | 1,289 | +1,289 | +100.00% | $423,939 |
| WISDOMTREE TR | DTD | Other | 0.38% | 4,900 | - | - | $423,164 |
| WISDOMTREE TR | DGRW | Other | 0.38% | 4,800 | - | - | $421,632 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 0.33% | 9,490 | +20 | +0.21% | $368,784 |
| ISHARES TR | IXUS | Other | 0.31% | 3,956 | -194 | -4.67% | $342,748 |
| VANGUARD WORLD FD | VGT | Other | 0.30% | 472 | -219 | -31.69% | $329,324 |
| SPDR SERIES TRUST | QUS | Other | 0.27% | 1,751 | -38 | -2.12% | $300,542 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.26% | 9,439 | -5,867 | -38.33% | $289,589 |
| META PLATFORMS INC | META | Communication Services | 0.24% | 471 | - | - | $269,473 |
| SCHWAB STRATEGIC TR | SCHF | Other | 0.24% | 10,855 | +50 | +0.46% | $268,661 |
| ISHARES TR | STIP | Other | 0.24% | 2,539 | -172 | -6.34% | $262,609 |
| SCHWAB STRATEGIC TR | SCHB | Other | 0.23% | 10,430 | +17 | +0.16% | $261,783 |
| VANGUARD INDEX FDS | VO | Other | 0.23% | 905 | -65 | -6.70% | $259,898 |
| NVIDIA CORPORATION | NVDA | Technology | 0.22% | 1,404 | -447 | -24.15% | $244,868 |
| EXXON MOBIL CORP | XOM | Energy | 0.22% | 1,442 | +1,442 | +100.00% | $244,701 |
| VALERO ENERGY CORP | VLO | Energy | 0.22% | 986 | +986 | +100.00% | $243,546 |
| DIMENSIONAL ETF TRUST | DFSD | Other | 0.21% | 4,850 | - | - | $232,218 |
| BANK AMERICA CORP | BAC | Financial Services | 0.20% | 4,645 | -767 | -14.17% | $226,427 |
| SCHWAB STRATEGIC TR | SCHA | Other | 0.20% | 7,716 | +2 | +0.03% | $224,383 |
| ALPHABET INC | GOOGL | Communication Services | 0.19% | 749 | +5 | +0.67% | $215,387 |
| SPDR GOLD TR | GLD | Other | 0.19% | 482 | +482 | +100.00% | $207,400 |
| ISHARES INC | IEMG | Other | 0.18% | 2,922 | +2,922 | +100.00% | $203,810 |
| AMPHENOL CORP | APH | Technology | 0.18% | 1,600 | - | - | $202,160 |
| TARGA RES CORP | TRGP | Energy | 0.18% | 800 | -300 | -27.27% | $200,584 |