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Disclosery

13F-HR filed by ATLas Financial Planning LLC

ATLas Financial Planning LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-07-22, with 69 holding rows worth $123,343,861.

Accession
0002110886-26-000008
Filer
CIK 2110886
Filed
2026-07-22
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2026

A holdings report, 69 entries on the cover page, a total value of $123,343,861 stated on the cover page (in dollars after the unit check, H1), rows summing to $123,343,861 with VALUE read as dollars as filed, 13F file number 028-26479. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Avantis US Large Cap Value ETF025072349SHS110,327$10,062,937dollars as filed
Avantis US Small Cap Value ETF025072877SHS61,958$7,729,880dollars as filed
Avantis International Large Cap Val ETF025072364SHS92,983$7,198,715dollars as filed
iShares Core US Aggregate Bond ETF464287226SHS71,104$7,037,893dollars as filed
Avantis Emerging Markets Value ETF025072372SHS103,464$6,787,206dollars as filed
Dimensional International Value ETF25434V807SHS122,378$6,610,860dollars as filed
Vanguard Intermediate-Term Corporate Bond ETF92206C870SHS75,402$6,231,976dollars as filed
EA SERIES TRUST02072L565ALPHA ARCH 1-349,922$5,845,367dollars as filed
Vanguard Total Bond Market ETF921937835SHS78,357$5,752,187dollars as filed
Apple Inc037833100COM19,342$5,596,801dollars as filed
VANGUARD INDEX FDS922908637LARGE CAP ETF15,483$5,324,879dollars as filed
Schwab US TIPS ETF808524870SHS129,270$3,425,650dollars as filed
VTI922908769COM8,949$3,311,392dollars as filed
SCHWAB STRATEGIC TR808524748FUNDAMENTAL INTL67,147$3,260,658dollars as filed
Vanguard Total International Bond Index Fund ETF92203J407SHS57,922$2,805,151dollars as filed
DIMENSIONAL ETF TRUST25434V591ULTRASHORT FIXED48,788$2,477,455dollars as filed
DIMENSIONAL ETF TRUST25434V815US SMALL CAP ETF50,953$1,976,467dollars as filed
VANGUARD STAR FDS921909768COM20,414$1,745,193dollars as filed
Vanguard Short-Term Bond ETF921937827SHS21,276$1,657,613dollars as filed
AMERICAN CENTY ETF TR025072562AVANTIS CORE FI35,399$1,465,873dollars as filed
Vanguard Small-Cap ETF922908751SHS4,507$1,366,249dollars as filed
Berkshire Hathaway Inc084670702COM2,467$1,234,462dollars as filed
ISHARES RUSSELL 1000 ETF464287622ETF2,900$1,187,454dollars as filed
iShares U.S. Aerospace & Defense ETF464288760SHS4,804$1,164,586dollars as filed
VWO922042858SHS19,104$1,140,318dollars as filed
Vanguard S&P 500 ETF922908363COM1,625$1,116,066dollars as filed
Southern Company842587107COM11,156$1,067,709dollars as filed
iShares Core S&P Total U.S. Stock Market ETF464287150SHS6,050$993,834dollars as filed
Dimensional International Sm Cp Val ETF25434V781SHS24,764$993,779dollars as filed
Vanguard Total World Stock ETF922042742SHS5,269$826,970dollars as filed
AMERICAN CENTY ETF TR025072687AVANTIS SHFXDINC17,611$820,111dollars as filed
CAMBRIA ETF TR132061201SHSHLD YIELD ETF9,571$756,941dollars as filed
DIMENSIONAL ETF TRUST25434v740EMERGING MKTS VA16,829$718,045dollars as filed
Schwab U.S. Large-Cap ETF808524201SHS24,318$715,673dollars as filed
DIMENSIONAL ETF TRUST25434V203INTL CORE EQT MK15,672$646,451dollars as filed
Microsoft Corp594918104COM1,547$577,062dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM1,617$571,335dollars as filed
DIMENSIONAL ETF TRUST25434V104US CORE EQT MKT10,689$552,514dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS687$514,487dollars as filed
Costco Wholesale Corporation22160K105COM514$480,943dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS6,515$464,162dollars as filed
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 210,376$460,269dollars as filed
WISDOMTREE TR97717X669US QTLY DIV GRT4,800$458,976dollars as filed
Amazon.com, Inc023135106COM1,925$458,805dollars as filed
AMERICAN INTL GROUP INC COM NEW026874784Stock6,155$458,732dollars as filed
WISDOMTREE TR97717W109US TOTAL DIVIDND4,900$456,909dollars as filed
VGT92204A702SHS3,776$451,308dollars as filed
iShares TIPS Bond ETF464287176SHS4,070$445,380dollars as filed
Home Depot, Inc437076102COM1,239$436,971dollars as filed
LATTICE STRATEGIES TR518416508HARTFORD MLT SML7,701$430,802dollars as filed
ISHARES TR46432F834COM3,956$377,561dollars as filed
iShares 0-5 Year TIPS Bond ETF46429B747SHS3,469$354,393dollars as filed
Schwab U.S. Broad Market ETF808524102SHS10,445$302,484dollars as filed
SCHWAB STRATEGIC TR808524805INTL EQTY ETF10,855$300,684dollars as filed
SCHD808524797COM9,441$299,363dollars as filed
SPDR SER TR78468R812MSCI USA STRTGIC1,599$298,792dollars as filed
Vanguard Mid-Cap ETF922908629SHS3,620$291,663dollars as filed
AMPHENOL CORP NEW032095101COM1,600$282,112dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM749$267,681dollars as filed
Bank of America Corp060505104COM4,645$264,666dollars as filed
NVIDIA Corp67066G104COM1,314$262,922dollars as filed
Schwab U.S. Small-Cap ETF808524607SHS6,720$242,806dollars as filed
iShares Core MSCI Emerging Markets ETF46434G103SHS2,922$242,058dollars as filed
DIMENSIONAL ETF TRUST25434V864SHOR DUR FIX ETF4,850$231,588dollars as filed
META PLATFORMS INC CL A30303M102COM410$230,949dollars as filed
TARGA RES CORP COM87612G101Stock800$214,512dollars as filed
SCHWAB STRATEGIC TR808524771FUNDAMENTAL US L6,538$203,332dollars as filed
DIMENSIONAL ETF TRUST25434V302EMGR CRE EQT MNG5,056$203,310dollars as filed
DELTA AIR LINES INC COM NEW247361702Stock2,152$201,529dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002110886-26-000008this filing2026-07-22acceptance time not in the bulk data set