ATLas Financial Planning LLC
All 13F Filings
- Location
- Alpharetta, GA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 101,887
- 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 |
|---|---|---|---|---|---|
| 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 | 80.63 K | 79.1% | 80.63 K | 0 | 80.63 K |
| ETFs | 19.92 K | 19.5% | 19.92 K | 0 | 19.92 K |
| Debt | 1.342 K | 1.3% | 1.342 K | 0 | 1.342 K |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
2/17/2026
Total value ($000)
101,887
Holdings
63
QoQ value change ($000)
—
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.