ATLas Financial Planning LLC
All 13F Filings
- Location
- Alpharetta, GA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 111,500
- 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 |
|---|---|---|---|---|---|
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 18.79 K | 16.9% | 0 | 61.84 K | -61.84 K |
| ETFs | 90.96 K | 81.6% | 71.04 K | 0 | 71.04 K |
| Debt | 1.747 K | 1.6% | 405 | 0 | 405 |
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Fund Snapshot
Q1 2026
Latest filed
4/27/2026
Total value ($000)
111,500
Holdings
69
QoQ value change ($000)
9,613
(9.4%)
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.