ATLas Financial Planning LLC
•CIK: 2110886•Filing: Q4 2025
**ATLas Financial Planning LLC** manages $102M across a diversified portfolio of 63 positions. The fund exhibits significant allocations to fixed income and technology, notably holding AVLV and AGG at $7.2M each. Further concentration is visible in AVIV ($5.9M), AVES ($5.6M), and DFIV ($5.6M). Top holdings also include substantial positions in VCIT ($5.2M) and AAPL ($4.6M), suggesting a tactical blend of income-generating and growth-oriented assets.
Total AUM
$101.9M
QoQ Performance
N/A
Positions
29
Top 10 Concentration
55.0%
Latest Filing
Q4 2025
Top Holdings Allocation
AVLV
AGG
AVIV
AVES
DFIV
VCIT
AVLV7.1%
AGG7.1%
AVIV5.8%
AVES5.5%
DFIV5.5%
VCIT5.1%
BOXX4.9%
AVUV4.9%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other89.2%
Technology6.8%
ETF1.4%
Financial1.3%
Utilities0.9%
Consumer0.4%