ATLas Financial Planning LLC ETF holdings
Alpharetta, GA
Reported $110.7M in 53 ETFs in its Form 13F for June 30, 2026.
ETF value
$110.7M
ETFs held
53
Change from prior quarter
+11.7%
With price moves
ETFs as a share of its 13F
89.8%
of $123.3M
Top 10 of 53 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| AVLV | Avantis US Large Cap Value ETF | $10.1M | 110,327 | +6,334 shares |
| AVUV | Avantis US Small Cap Value ETF | $7.7M | 61,958 | +5,185 shares |
| AVIV | Avantis International Large Cap Value ETF | $7.2M | 92,983 | +4,964 shares |
| AGG | iShares Core U.S. Aggregate Bond ETF | $7.0M | 71,104 | −202 shares |
| AVES | Avantis Emerging Markets Value ETF | $6.8M | 103,464 | +3,323 shares |
| DFIV | Dimensional International Value ETF | $6.6M | 122,378 | +3,779 shares |
| VCIT | Vanguard Intermediate-Term Corporate Bond ETF | $6.2M | 75,402 | +5,502 shares |
| BOXX | Alpha Architect 1-3 Month Box ETF | $5.8M | 49,922 | +5,430 shares |
| BND | Vanguard Total Bond Market ETF | $5.8M | 78,357 | +402 shares |
| VV | Vanguard Morningstar Large-Cap ETF | $5.3M | 15,483 | +683 shares |
43 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) 0002110886. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does ATLas Financial Planning LLC own?
ATLas Financial Planning LLC reported 53 ETF positions worth $110.7M in its Form 13F for June 30, 2026. The largest was AVLV, at $10.1M.
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.