Atlas Financial Planning Llc Portfolio Stock Holdings
Atlas Financial Planning Llc disclosed 69 stock positions valued at approximately $123.3 million in its latest SEC 13F filing. The largest holdings include AMERICAN CENTY ETF TR, AMERICAN CENTY ETF TR, and AMERICAN CENTY ETF TR. The filing reflects positions held as of June 30, 2026 and was filed on July 22, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 69
- Portfolio Value
- $123.3M
Holdings by Sector
Atlas Financial Planning Llc Portfolio Holdings in Q2 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 | 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 |
| AMERICAN CENTY ETF TR | AVSF | Other | 0.66% | 17,611 | +4,684 | +36.23% | $820,111 |
| CAMBRIA ETF TR | SYLD | Other | 0.61% | 9,571 | +2,399 | +33.45% | $756,941 |
| DIMENSIONAL ETF TRUST | DFEV | Other | 0.58% | 16,829 | - | - | $718,045 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.58% | 24,318 | -792 | -3.15% | $715,673 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 0.52% | 15,672 | +5 | +0.03% | $646,451 |
| MICROSOFT CORP | MSFT | Technology | 0.47% | 1,547 | -284 | -15.51% | $577,062 |
| ALPHABET INC | GOOG | Communication Services | 0.46% | 1,617 | -87 | -5.11% | $571,335 |
| DIMENSIONAL ETF TRUST | DFAU | Other | 0.45% | 10,689 | -500 | -4.47% | $552,514 |
| ISHARES TR | IVV | Other | 0.42% | 687 | - | - | $514,487 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.39% | 514 | -58 | -10.14% | $480,943 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.38% | 6,515 | -123 | -1.85% | $464,162 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 0.37% | 10,376 | +886 | +9.34% | $460,269 |
| WISDOMTREE TR | DGRW | Other | 0.37% | 4,800 | - | - | $458,976 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.37% | 1,925 | -117 | -5.73% | $458,805 |
| AMERICAN INTL GROUP INC | AIG | Financial Services | 0.37% | 6,155 | - | - | $458,732 |
| WISDOMTREE TR | DTD | Other | 0.37% | 4,900 | - | - | $456,909 |
| VANGUARD WORLD FD | VGT | Other | 0.37% | 3,776 | +3,304 | +700.00% | $451,308 |
| ISHARES TR | TIP | Other | 0.36% | 4,070 | +84 | +2.11% | $445,380 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.35% | 1,239 | -50 | -3.88% | $436,971 |
| ISHARES TR | IXUS | Other | 0.31% | 3,956 | - | - | $377,561 |
| ISHARES TR | STIP | Other | 0.29% | 3,469 | +930 | +36.63% | $354,393 |
| SCHWAB STRATEGIC TR | SCHB | Other | 0.25% | 10,445 | +15 | +0.14% | $302,484 |
| SCHWAB STRATEGIC TR | SCHF | Other | 0.24% | 10,855 | - | - | $300,684 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.24% | 9,441 | +2 | +0.02% | $299,363 |
| SPDR SERIES TRUST | QUS | Other | 0.24% | 1,599 | -152 | -8.68% | $298,792 |
| VANGUARD INDEX FDS | VO | Other | 0.24% | 3,620 | +2,715 | +300.00% | $291,663 |
| AMPHENOL CORP | APH | Technology | 0.23% | 1,600 | - | - | $282,112 |
| ALPHABET INC | GOOGL | Communication Services | 0.22% | 749 | - | - | $267,681 |
| BANK OF AMER CORP | BAC | Financial Services | 0.21% | 4,645 | - | - | $264,666 |
| NVIDIA CORPORATION | NVDA | Technology | 0.21% | 1,314 | -90 | -6.41% | $262,922 |
| SCHWAB STRATEGIC TR | SCHA | Other | 0.20% | 6,720 | -996 | -12.91% | $242,806 |
| ISHARES INC | IEMG | Other | 0.20% | 2,922 | - | - | $242,058 |
| DIMENSIONAL ETF TRUST | DFSD | Other | 0.19% | 4,850 | - | - | $231,588 |
| META PLATFORMS INC | META | Communication Services | 0.19% | 410 | -61 | -12.95% | $230,949 |
| TARGA RES CORP | TRGP | Energy | 0.17% | 800 | - | - | $214,512 |
| SCHWAB STRATEGIC TR | FNDX | Other | 0.16% | 6,538 | +6,538 | +100.00% | $203,332 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 0.16% | 5,056 | +5,056 | +100.00% | $203,310 |
| DELTA AIR LINES INC | DAL | Industrials | 0.16% | 2,152 | +2,152 | +100.00% | $201,529 |