Filed: 4/27/2026ACC: 0002110886-26-000007
📋 What this filing means
ATLAS FINANCIAL PLANNING LLC filed this quarterly 13F‑HR report disclosing 69 equity positions with a total reported market value of $111.50M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
69
Positions
$111.50M
Total AUM (reported)
1.46M
Total Shares
Allocation by class
COM$9.53M8.5%
US LARGE CAP VLU$8.38M7.5%
CORE US AGGBD ET$7.08M6.3%
INTERNATIONAL LR$6.59M5.9%
US SML CP VALU$6.27M5.6%
INTERNATNAL VAL$6.26M5.6%
EMERGING MKT VAL$6.01M5.4%
Portfolio Concentration
Top 3$22.05M19.8%
4–10$40.43M36.3%
11–25$30.53M27.4%
Rest$18.49M16.6%
Top 3 weight
19.8%
Top 10 weight
56.0%
Voting Authority Distribution
Total shares with voting rights: 1.46M
Sole
Full voting authority
1.46M
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)
Sole69
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings69
Rows:
AMERICAN CENTY ETF TR
SOLEShares103.99K
TypeSH
Market value$8.38M
7.52%
Sole
103.99K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares71.31K
TypeSH
Market value$7.08M
6.35%
Sole
71.31K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares88.02K
TypeSH
Market value$6.59M
5.91%
Sole
88.02K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares56.77K
TypeSH
Market value$6.27M
5.62%
Sole
56.77K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares118.60K
TypeSH
Market value$6.26M
5.61%
Sole
118.60K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares100.14K
TypeSH
Market value$6.01M
5.39%
Sole
100.14K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares69.90K
TypeSH
Market value$5.78M
5.19%
Sole
69.90K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares77.95K
TypeSH
Market value$5.74M
5.15%
Sole
77.95K
Shared
0.00
None
0.00
APPLE INC
SOLEShares20.46K
TypeSH
Market value$5.19M
4.66%
Sole
20.46K
Shared
0.00
None
0.00
EA SERIES TRUST
SOLEShares44.49K
TypeSH
Market value$5.17M
4.64%
Sole
44.49K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares14.80K
TypeSH
Market value$4.42M
3.97%
Sole
14.80K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares122.11K
TypeSH
Market value$3.25M
2.91%
Sole
122.11K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares68.39K
TypeSH
Market value$3.17M
2.84%
Sole
68.39K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares9.01K
TypeSH
Market value$2.89M
2.59%
Sole
9.01K
Shared
0.00
None
0.00
VANGUARD CHARLOTTE FDS
SOLEShares56.53K
TypeSH
Market value$2.72M
2.44%
Sole
56.53K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares47.94K
TypeSH
Market value$2.43M
2.18%
Sole
47.94K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares22.28K
TypeSH
Market value$1.75M
1.57%
Sole
22.28K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares48.10K
TypeSH
Market value$1.69M
1.51%
Sole
48.10K
Shared
0.00
None
0.00
VANGUARD STAR FDS
SOLEShares20.41K
TypeSH
Market value$1.57M
1.41%
Sole
20.41K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares4.55K
TypeSH
Market value$1.19M
1.07%
Sole
4.55K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares2.47K
TypeSH
Market value$1.18M
1.06%
Sole
2.47K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares3.20K
TypeSH
Market value$1.14M
1.02%
Sole
3.20K
Shared
0.00
None
0.00
SOUTHERN CO
SOLEShares11.18K
TypeSH
Market value$1.08M
0.97%
Sole
11.18K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares19.41K
TypeSH
Market value$1.05M
0.94%
Sole
19.41K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares4.59K
TypeSH
Market value$1.00M
0.90%
Sole
4.59K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMERICAN CENTY ETF TRSOLE | US LARGE CAP VLU | 103.99K | SH | $8.38M 7.52% | 103.99K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 71.31K | SH | $7.08M 6.35% | 71.31K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | INTERNATIONAL LR | 88.02K | SH | $6.59M 5.91% | 88.02K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 56.77K | SH | $6.27M 5.62% | 56.77K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | INTERNATNAL VAL | 118.60K | SH | $6.26M 5.61% | 118.60K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | EMERGING MKT VAL | 100.14K | SH | $6.01M 5.39% | 100.14K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 69.90K | SH | $5.78M 5.19% | 69.90K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 77.95K | SH | $5.74M 5.15% | 77.95K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 20.46K | SH | $5.19M 4.66% | 20.46K | 0.00 | 0.00 |
EA SERIES TRUSTSOLE | ALPHA ARCH 1-3 | 44.49K | SH | $5.17M 4.64% | 44.49K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 14.80K | SH | $4.42M 3.97% | 14.80K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US TIPS ETF | 122.11K | SH | $3.25M 2.91% | 122.11K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL INTL | 68.39K | SH | $3.17M 2.84% | 68.39K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 9.01K | SH | $2.89M 2.59% | 9.01K | 0.00 | 0.00 |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 56.53K | SH | $2.72M 2.44% | 56.53K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | ULTRASHORT FIXED | 47.94K | SH | $2.43M 2.18% | 47.94K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 22.28K | SH | $1.75M 1.57% | 22.28K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP VAL | 48.10K | SH | $1.69M 1.51% | 48.10K | 0.00 | 0.00 |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 20.41K | SH | $1.57M 1.41% | 20.41K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 4.55K | SH | $1.19M 1.07% | 4.55K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 2.47K | SH | $1.18M 1.06% | 2.47K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 ETF | 3.20K | SH | $1.14M 1.02% | 3.20K | 0.00 | 0.00 |
SOUTHERN COSOLE | COM | 11.18K | SH | $1.08M 0.97% | 11.18K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 19.41K | SH | $1.05M 0.94% | 19.41K | 0.00 | 0.00 |
ISHARES TRSOLE | US AER DEF ETF | 4.59K | SH | $1.00M 0.90% | 4.59K | 0.00 | 0.00 |
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