ATLas Financial Planning LLC
All 13F Filings
- Location
- Alpharetta, GA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 123,344
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/22/2026 | 69 | 123,344 | 13F-HR | ATLas Financial Planning LLC |
| Q1 2026 | 4/27/2026 | 69 | 111,500 | 13F-HR | ATLas Financial Planning LLC |
| Q4 2025 | 2/17/2026 | 63 | 101,887 | 13F-HR | ATLas Financial Planning LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 19.8 K | 16.1% | 1.011 K | 0 | 1.011 K |
| ETFs | 101.9 K | 82.6% | 10.92 K | 0 | 10.92 K |
| Debt | 1.658 K | 1.3% | 0 | 89 | -89 |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/22/2026
Total value ($000)
123,344
Holdings
69
QoQ value change ($000)
11,844
(10.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.