ATLas Financial Planning LLC - Portfolio overview

ATLas Financial Planning LLC has 69 reported holdings in this dataset, with the latest filing dated 2026-04-27.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AVLV - AMERICAN CENTY ETF TR, 7.52%
2. AGG - ISHARES TR, 6.35%
3. AVIV - AMERICAN CENTY ETF TR, 5.91%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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