Atlas Financial Planning Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 22, 2026, Atlas Financial Planning Llc disclosed 68 stock positions valued at approximately $123.34M as of quarter-end June 30, 2026. The largest holdings include AMERICAN CENTY ETF TR, AMERICAN CENTY ETF TR, and AMERICAN CENTY ETF TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 68
- Portfolio Value
- $123.34M
Holdings by Sector
Atlas Financial Planning Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | AVLV | Other | 8.16% | 110,327 | +6,334 | +6.09% | $10,062,937 |
| AMERICAN CENTY ETF TR | AVUV | Other | 6.27% | 61,958 | +5,185 | +9.13% | $7,729,880 |
| AMERICAN CENTY ETF TR | AVIV | Other | 5.84% | 92,983 | +4,964 | +5.64% | $7,198,715 |
| ISHARES TR | AGG | Other | 5.71% | 71,104 | -202 | -0.28% | $7,037,893 |
| AMERICAN CENTY ETF TR | AVES | Other | 5.50% | 103,464 | +3,323 | +3.32% | $6,787,206 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 5.36% | 122,378 | +3,779 | +3.19% | $6,610,860 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 5.05% | 75,402 | +5,502 | +7.87% | $6,231,976 |
| EA SERIES TRUST | BOXX | Other | 4.74% | 49,922 | +5,430 | +12.20% | $5,845,367 |
| VANGUARD BD INDEX FDS | BND | Other | 4.66% | 78,357 | +402 | +0.52% | $5,752,187 |
| APPLE INC | AAPL | Technology | 4.54% | 19,342 | -1,117 | -5.46% | $5,596,801 |
| VANGUARD INDEX FDS | VV | Other | 4.32% | 15,483 | +683 | +4.61% | $5,324,879 |
| SCHWAB STRATEGIC TR | SCHP | Other | 2.78% | 129,270 | +7,164 | +5.87% | $3,425,650 |
| VANGUARD INDEX FDS | VTI | Other | 2.68% | 8,949 | -64 | -0.71% | $3,311,392 |
| SCHWAB STRATEGIC TR | FNDC | Other | 2.64% | 67,147 | -1,248 | -1.82% | $3,260,658 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 2.27% | 57,922 | +1,394 | +2.47% | $2,805,151 |
| DIMENSIONAL ETF TRUST | DUSB | Other | 2.01% | 48,788 | +847 | +1.77% | $2,477,455 |
| DIMENSIONAL ETF TRUST | DFSV | Other | 1.60% | 50,953 | +2,857 | +5.94% | $1,976,467 |
| VANGUARD STAR FDS | VXUS | Other | 1.41% | 20,414 | - | - | $1,745,193 |
| VANGUARD BD INDEX FDS | BSV | Other | 1.34% | 21,276 | -1,006 | -4.51% | $1,657,613 |
| AMERICAN CENTY ETF TR | AVIG | Other | 1.19% | 35,399 | +21,867 | +161.59% | $1,465,873 |
| VANGUARD INDEX FDS | VB | Other | 1.11% | 4,507 | -40 | -0.88% | $1,366,249 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.00% | 2,467 | - | - | $1,234,462 |
| ISHARES TR | IWB | Other | 0.96% | 2,900 | -298 | -9.32% | $1,187,454 |
| ISHARES TR | ITA | Other | 0.94% | 4,804 | +214 | +4.66% | $1,164,586 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.92% | 19,104 | -308 | -1.59% | $1,140,318 |
| VANGUARD INDEX FDS | VOO | Other | 0.90% | 1,625 | - | - | $1,116,066 |
| SOUTHERN CO | SO | Utilities | 0.87% | 11,156 | -27 | -0.24% | $1,067,709 |
| ISHARES TR | ITOT | Other | 0.81% | 6,050 | - | - | $993,834 |
| DIMENSIONAL ETF TRUST | DISV | Other | 0.81% | 24,764 | +2,852 | +13.02% | $993,779 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.67% | 5,269 | +251 | +5.00% | $826,970 |
Showing 30 of 68 holdings in the latest reporting period.