Atala Financial Inc ETF holdings
Calabasas, CA
Reported $31.9M in 27 ETFs in its Form 13F for June 30, 2026.
ETF value
$31.9M
ETFs held
27
Change from prior quarter
+20.7%
With price moves
ETFs as a share of its 13F
19.4%
of $164.5M
Top 10 of 27 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VTI | Vanguard Morningstar Total Stock Market ETF | $10.7M | 28,925 | +2,094 shares |
| AVUV | Avantis US Small Cap Value ETF | $3.2M | 25,726 | +1,445 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $2.3M | 32,190 | +15,766 shares |
| IWR | iShares Russell Mid-Cap ETF | $1.9M | 17,510 | −616 shares |
| AVUS | Avantis US Equity ETF | $1.7M | 13,650 | No change |
| IWF | iShares Russell 1000 Growth ETF | $1.5M | 11,900 | +8,925 shares |
| IWV | iShares Russell 3000 ETF | $1.4M | 3,383 | No change |
| IAU | iShares Gold Trust | $1.2M | 16,262 | No change |
| VHT | Vanguard Health Care ETF | $861K | 2,880 | +15 shares |
| VGT | Vanguard Information Technology ETF | $725K | 6,069 | +5,342 shares |
17 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002053756. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Atala Financial Inc own?
Atala Financial Inc reported 27 ETF positions worth $31.9M in its Form 13F for June 30, 2026. The largest was VTI, at $10.7M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.