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ATLas Financial Planning LLC — 13F Holdings & Portfolio

CIK 2110886 · latest 13F-HR filed 2026-07-22

Backtest portfolio

ATLas Financial Planning LLC manages $123.3M in 13F-reported U.S. long-equity assets across 69 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AVLV (8.16%), AVUV (6.27%), AVIV (5.84%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 3 new positions and exited 3; 47 existing positions rose in reported value and 4 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$123.3M

Long-equity book

Holdings
69

Distinct positions

Period
2026-06-30

Filed 2026-07-22

Q/Q Activity
+3 / −3 / ↑47 / ↓4

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
AVLV8.2% · +6%AVUV6.3% · +9%AVIV5.8% · +6%AGG5.7% · -0%AVES5.5% · +3%DFIV5.4% · +3%VCIT5.1% · +8%BOXX4.7% · +12%BND4.7% · +0%AAPL4.5% · -6%VV4.3% · +5%SCHP2.8% · +6%VTI2.7% · -1%FNDC2.6% · -2%BNDX2.3% · +2%DUSB2.0% · +2%DFSV1.6% · +6%VXUS1.4% · 0%BSV1.3% · -4%AVIG1.2% · +162%VB1.1% · -1%BRK.B1.0% · 0%IWB1.0% · -9%ITA0.9% · +5%VWO0.9% · -2%VOO0.9% · 0%SO0.9% · -0%ITOT0.8% · 0%DISV0.8% · +13%VT0.7% · +5%AVSF0.7% · +36%SYLD0.6% · +33%DFEV0.6% · 0%SCHX0.6% · -3%DFAI0.5% · 0%MSFT0.5% · -16%GOOG0.5% · -5%DFAU0.4% · -4%IVV0.4% · 0%COST0.4% · -10%VEA0.4% · -2%DFAC0.4% · +9%DGRW0.4% · 0%AMZN0.4% · -6%AIG0.4% · 0%DTD0.4% · 0%VGT0.4% · +700%TIP0.4% · +2%HD0.4% · -4%ROSC0.3% · -12%IXUS0.3% · 0%STIP0.3% · +37%SCHB0.2% · +0%SCHF0.2% · 0%SCHD0.2% · 0%QUS0.2% · -9%VO0.2% · +300%APH0.2% · 0%GOOGL0.2% · 0%BAC0.2% · 0%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 55.8%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Feb 11, 2026.

Assets Under Management
$184.1M
Discretionary
$159.4M
Employees
2
Accounts
506
Address
11720 AMBER PARK DR #160
ALPHARETTA, GA 30009
Phone
(770) 336-6805
Website
Name Title / Status Ownership Type
MAUSER, GEORGE, CHRISTIAN ControlCO-FOUNDER AND CHIEF COMPLIANCE OFFICER
since Nov 2020
50–75%Individual
Richardson, Rebecca, Outten ControlCO-FOUNDER
since Nov 2020
50–75%Individual

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 47 →

Top Trims

Show all 4 →

New Positions

Show all 3 →

Exited Positions

Show all 3 →

ATLas Financial Planning LLC Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 AMERICAN CENTY ETF TR AVLV 025072349 $10.1M 8.16% 110,327 SH
2 AMERICAN CENTY ETF TR AVUV 025072877 $7.7M 6.27% 61,958 SH
3 AMERICAN CENTY ETF TR AVIV 025072364 $7.2M 5.84% 92,983 SH
4 ISHARES TR AGG 464287226 $7.0M 5.71% 71,104 SH
5 AMERICAN CENTY ETF TR AVES 025072372 $6.8M 5.50% 103,464 SH
6 DIMENSIONAL ETF TRUST DFIV 25434V807 $6.6M 5.36% 122,378 SH
7 VANGUARD SCOTTSDALE FDS VCIT 92206C870 $6.2M 5.05% 75,402 SH
8 EA SERIES TRUST BOXX 02072L565 $5.8M 4.74% 49,922 SH
9 VANGUARD BD INDEX FDS BND 921937835 $5.8M 4.66% 78,357 SH
10 APPLE INC AAPL 037833100 $5.6M 4.54% 19,342 SH
11 VANGUARD INDEX FDS VV 922908637 $5.3M 4.32% 15,483 SH
12 SCHWAB STRATEGIC TR SCHP 808524870 $3.4M 2.78% 129,270 SH
13 VANGUARD INDEX FDS VTI 922908769 $3.3M 2.68% 8,949 SH
14 SCHWAB STRATEGIC TR FNDC 808524748 $3.3M 2.64% 67,147 SH
15 VANGUARD CHARLOTTE FDS BNDX 92203J407 $2.8M 2.27% 57,922 SH
16 DIMENSIONAL ETF TRUST DUSB 25434V591 $2.5M 2.01% 48,788 SH
17 DIMENSIONAL ETF TRUST DFSV 25434V815 $2.0M 1.60% 50,953 SH
18 VANGUARD STAR FDS VXUS 921909768 $1.7M 1.41% 20,414 SH
19 VANGUARD BD INDEX FDS BSV 921937827 $1.7M 1.34% 21,276 SH
20 AMERICAN CENTY ETF TR AVIG 025072562 $1.5M 1.19% 35,399 SH
21 VANGUARD INDEX FDS VB 922908751 $1.4M 1.11% 4,507 SH
22 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $1.2M 1.00% 2,467 SH
23 ISHARES TR IWB 464287622 $1.2M 0.96% 2,900 SH
24 ISHARES TR ITA 464288760 $1.2M 0.94% 4,804 SH
25 VANGUARD INTL EQUITY INDEX F VWO 922042858 $1.1M 0.92% 19,104 SH
26 VANGUARD INDEX FDS VOO 922908363 $1.1M 0.90% 1,625 SH
27 SOUTHERN CO SO 842587107 $1.1M 0.87% 11,156 SH
28 ISHARES TR ITOT 464287150 $993.8K 0.81% 6,050 SH
29 DIMENSIONAL ETF TRUST DISV 25434V781 $993.8K 0.81% 24,764 SH
30 VANGUARD INTL EQUITY INDEX F VT 922042742 $827.0K 0.67% 5,269 SH
31 AMERICAN CENTY ETF TR AVSF 025072687 $820.1K 0.66% 17,611 SH
32 CAMBRIA ETF TR SYLD 132061201 $756.9K 0.61% 9,571 SH
33 DIMENSIONAL ETF TRUST DFEV 25434V740 $718.0K 0.58% 16,829 SH
34 SCHWAB STRATEGIC TR SCHX 808524201 $715.7K 0.58% 24,318 SH
35 DIMENSIONAL ETF TRUST DFAI 25434V203 $646.5K 0.52% 15,672 SH
36 MICROSOFT CORP MSFT 594918104 $577.1K 0.47% 1,547 SH
37 ALPHABET INC GOOG 02079K107 $571.3K 0.46% 1,617 SH
38 DIMENSIONAL ETF TRUST DFAU 25434V104 $552.5K 0.45% 10,689 SH
39 ISHARES TR IVV 464287200 $514.5K 0.42% 687 SH
40 COSTCO WHOLESALE CORPORATION COST 22160K105 $480.9K 0.39% 514 SH
41 VANGUARD TAX-MANAGED FDS VEA 921943858 $464.2K 0.38% 6,515 SH
42 DIMENSIONAL ETF TRUST DFAC 25434V708 $460.3K 0.37% 10,376 SH
43 WISDOMTREE TR DGRW 97717X669 $459.0K 0.37% 4,800 SH
44 AMAZON COM INC AMZN 023135106 $458.8K 0.37% 1,925 SH
45 AMERICAN INTL GROUP INC AIG 026874784 $458.7K 0.37% 6,155 SH
46 WISDOMTREE TR DTD 97717W109 $456.9K 0.37% 4,900 SH
47 VANGUARD WORLD FD VGT 92204A702 $451.3K 0.37% 3,776 SH
48 ISHARES TR TIP 464287176 $445.4K 0.36% 4,070 SH
49 HOME DEPOT INC HD 437076102 $437.0K 0.35% 1,239 SH
50 LATTICE STRATEGIES TR ROSC 518416508 $430.8K 0.35% 7,701 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-22 $123.3M 69 0002110886-26-000008
2026-03-31 2026-04-27 $111.5M 69 0002110886-26-000007
2025-12-31 2026-02-17 $101.9M 63 0002110886-26-000001
Filer Information
Address
11720 AMBER PARK DR
SUITE 160
ALPHARETTA, GA 30009
Phone
(770) 336-6805
Filing Manager
ATLas Financial Planning LLC
ALPHARETTA, GA
Signatory
Christian Mauser
CCo