ATLas Financial Planning LLC
$123M
18
15.6%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AVIV | $7.2M | 5.84% | 0.19% | Not reported | Q4 2025 |
 AAPL | $5.6M | 4.54% | 0.00% | Not reported | Q4 2025 |
 BSVN | $1.66M | 1.34% | 0.22% | Not reported | Q4 2025 |
 BRK.B | $1.23M | 1.00% | Not reported | Not reported | Q4 2025 |
 SO | $1.07M | 0.87% | 0.00% | Not reported | Q4 2025 |
 MSFT | $577K | 0.47% | 0.00% | Not reported | Q4 2025 |
 GOOG | $571K | 0.46% | Not reported | Not reported | Q4 2025 |
 COST | $481K | 0.39% | 0.00% | New | Q2 2026 |
 AMZN | $459K | 0.37% | 0.00% | Not reported | Q4 2025 |
 AIG | $459K | 0.37% | 0.00% | Not reported | Q4 2025 |
 HD | $437K | 0.35% | 0.00% | New | Q2 2026 |
 APH | $282K | 0.23% | 0.00% | Not reported | Q4 2025 |
| GOOGL | $268K | 0.22% | 0.00% | Not reported | Q4 2025 |
 BAC | $265K | 0.21% | 0.00% | Not reported | Q4 2025 |
 NVDA | $263K | 0.21% | 0.00% | Not reported | Q4 2025 |
 META | $231K | 0.19% | Not reported | Not reported | Q4 2025 |
 TRGP | $215K | 0.17% | 0.00% | Not reported | Q4 2025 |
 DAL | $202K | 0.16% | 0.00% | New | Q2 2026 |
| Q4 2025 | |||||
| AVIV | $5.93M | 5.82% | 0.17% | New | Q4 2025 |
| AAPL | $4.6M | 4.52% | 0.00% | New | Q4 2025 |
| BSVN | $1.34M | 1.32% | 0.18% | New | Q4 2025 |
| BRK.B | $989K | 0.97% | Not reported | New | Q4 2025 |
| SO | $926K | 0.91% | 0.00% | New | Q4 2025 |
| MSFT | $889K | 0.87% | 0.00% | New | Q4 2025 |
| GOOG | $535K | 0.52% | Not reported | New | Q4 2025 |
| AIG | $527K | 0.52% | 0.00% | New | Q4 2025 |
| AMZN | $423K | 0.41% | 0.00% | New | Q4 2025 |
| NVDA | $345K | 0.34% | 0.00% | New | Q4 2025 |
| META | $311K | 0.31% | Not reported | New | Q4 2025 |
| BAC | $298K | 0.29% | 0.00% | New | Q4 2025 |
| GOOGL | $233K | 0.23% | 0.00% | New | Q4 2025 |
| APH | $216K | 0.21% | 0.00% | New | Q4 2025 |
| TRGP | $203K | 0.20% | 0.00% | New | Q4 2025 |