Institutional Fund
Atlas Financial Planning LLC
Alpharetta, GACIK 21108862 filings on record
Portfolio Value
$111.50M
Q1 2026
Holdings
69
Reported positions
New Buys
6
Opened this quarter
QoQ Change
+9.4%
from $101.89M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- American Centy ETF Tr7.5%
- Ishares Tr6.3%
- American Centy ETF Tr5.9%
- American Centy ETF Tr5.6%
- Dimensional ETF Trust5.6%
- American Centy ETF Tr5.4%
- Other63.6%
Portfolio Holdings
69 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | American Centy ETF Tr | 104.0K | $8.38M | 7.5% | +8.4K | Added |
| 2 | Ishares Tr | 71.3K | $7.08M | 6.3% | −1.1K | Reduced |
| 3 | American Centy ETF Tr | 88.0K | $6.59M | 5.9% | +4.7K | Added |
| 4 | American Centy ETF Tr | 56.8K | $6.27M | 5.6% | +7.9K | Added |
| 5 | Dimensional ETF Trust | 118.6K | $6.26M | 5.6% | +7.0K | Added |
| 6 | American Centy ETF Tr | 100.1K | $6.01M | 5.4% | +4.0K | Added |
| 7 | Vanguard Scottsdale Fds | 69.9K | $5.78M | 5.2% | +7.8K | Added |
| 8 | Vanguard Bd Index Fds | 78.0K | $5.74M | 5.1% | +16.8K | Added |
| 9 | Apple Inc | 20.5K | $5.19M | 4.7% | +3.5K | Added |
| 10 | Ea Series Trust | 44.5K | $5.17M | 4.6% | +731 | Added |
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