Filed: 2/17/2026ACC: 0002110886-26-000001
📋 What this filing means
ATLAS FINANCIAL PLANNING LLC filed this quarterly 13F‑HR report disclosing 63 equity positions with a total reported market value of $101.89M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
63
Positions
$101.89M
Total AUM (reported)
1.36M
Total Shares
Allocation by class
COM$7.69M7.5%
US LARGE CAP VLU$7.24M7.1%
CORE US AGGBD ET$7.23M7.1%
INTERNATIONAL LR$5.93M5.8%
EMERGING MKT VAL$5.61M5.5%
INTERNATNAL VAL$5.57M5.5%
INT-TERM CORP$5.20M5.1%
Portfolio Concentration
Top 3$20.40M20.0%
4–10$35.60M34.9%
11–25$28.95M28.4%
Rest$16.93M16.6%
Top 3 weight
20.0%
Top 10 weight
55.0%
Voting Authority Distribution
Total shares with voting rights: 1.36M
Sole
Full voting authority
1.36M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole63
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings63
Rows:
AMERICAN CENTY ETF TR
SOLEShares95.59K
TypeSH
Market value$7.24M
7.11%
Sole
95.59K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares72.38K
TypeSH
Market value$7.23M
7.10%
Sole
72.38K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares83.28K
TypeSH
Market value$5.93M
5.82%
Sole
83.28K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares96.15K
TypeSH
Market value$5.61M
5.50%
Sole
96.15K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares111.57K
TypeSH
Market value$5.57M
5.46%
Sole
111.57K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares62.07K
TypeSH
Market value$5.20M
5.10%
Sole
62.07K
Shared
0.00
None
0.00
EA SERIES TRUST
SOLEShares43.76K
TypeSH
Market value$5.04M
4.94%
Sole
43.76K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares48.90K
TypeSH
Market value$4.99M
4.89%
Sole
48.90K
Shared
0.00
None
0.00
APPLE INC
SOLEShares16.93K
TypeSH
Market value$4.60M
4.52%
Sole
16.93K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares14.62K
TypeSH
Market value$4.60M
4.52%
Sole
14.62K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares61.11K
TypeSH
Market value$4.53M
4.44%
Sole
61.11K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares9.25K
TypeSH
Market value$3.10M
3.05%
Sole
9.25K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares116.24K
TypeSH
Market value$3.08M
3.02%
Sole
116.24K
Shared
0.00
None
0.00
VANGUARD CHARLOTTE FDS
SOLEShares54.46K
TypeSH
Market value$2.63M
2.58%
Sole
54.46K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares59K
TypeSH
Market value$2.63M
2.58%
Sole
59K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares47.55K
TypeSH
Market value$2.41M
2.36%
Sole
47.55K
Shared
0.00
None
0.00
VANGUARD STAR FDS
SOLEShares20.41K
TypeSH
Market value$1.54M
1.51%
Sole
20.41K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares17.03K
TypeSH
Market value$1.34M
1.32%
Sole
17.03K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares38.93K
TypeSH
Market value$1.28M
1.26%
Sole
38.93K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares3.29K
TypeSH
Market value$1.23M
1.21%
Sole
3.29K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares4.53K
TypeSH
Market value$1.17M
1.15%
Sole
4.53K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares19.43K
TypeSH
Market value$1.04M
1.03%
Sole
19.43K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares1.60K
TypeSH
Market value$1.01M
0.99%
Sole
1.60K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.97K
TypeSH
Market value$988.7K
0.97%
Sole
1.97K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares4.55K
TypeSH
Market value$976.8K
0.96%
Sole
4.55K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMERICAN CENTY ETF TRSOLE | US LARGE CAP VLU | 95.59K | SH | $7.24M 7.11% | 95.59K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 72.38K | SH | $7.23M 7.10% | 72.38K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | INTERNATIONAL LR | 83.28K | SH | $5.93M 5.82% | 83.28K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | EMERGING MKT VAL | 96.15K | SH | $5.61M 5.50% | 96.15K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 111.57K | SH | $5.57M 5.46% | 111.57K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 62.07K | SH | $5.20M 5.10% | 62.07K | 0.00 | 0.00 |
EA SERIES TRUSTSOLE | ALPHA ARCH 1-3 | 43.76K | SH | $5.04M 4.94% | 43.76K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 48.90K | SH | $4.99M 4.89% | 48.90K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 16.93K | SH | $4.60M 4.52% | 16.93K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 14.62K | SH | $4.60M 4.52% | 14.62K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 61.11K | SH | $4.53M 4.44% | 61.11K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 9.25K | SH | $3.10M 3.05% | 9.25K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US TIPS ETF | 116.24K | SH | $3.08M 3.02% | 116.24K | 0.00 | 0.00 |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 54.46K | SH | $2.63M 2.58% | 54.46K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL INTL | 59K | SH | $2.63M 2.58% | 59K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | ULTRASHORT FIXED | 47.55K | SH | $2.41M 2.36% | 47.55K | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 20.41K | SH | $1.54M 1.51% | 20.41K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 17.03K | SH | $1.34M 1.32% | 17.03K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 38.93K | SH | $1.28M 1.26% | 38.93K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 ETF | 3.29K | SH | $1.23M 1.21% | 3.29K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 4.53K | SH | $1.17M 1.15% | 4.53K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 19.43K | SH | $1.04M 1.03% | 19.43K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 1.60K | SH | $1.01M 0.99% | 1.60K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.97K | SH | $988.7K 0.97% | 1.97K | 0.00 | 0.00 |
ISHARES TRSOLE | US AER DEF ETF | 4.55K | SH | $976.8K 0.96% | 4.55K | 0.00 | 0.00 |
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