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Manager record

ATLas Financial Planning LLC

Alpharetta, GA · CIK 2110886 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$123.34MReported 13F valueQ2 2026 · as filed
69Holdings listed
+10.6%vs prior quartervalue change includes market moves
3Quarters on record
Jul 22Latest filed
Reported 13F value by quarter, Q4 2025 to Q2 2026Q4 2025: $101.9M$101.9MQ4 202563 holdingsQ1 2026: $111.5M$111.5MQ1 202670 holdingsQ2 2026: $123.3M$123.3MQ2 202669 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 22 2026 13F-HR · period Q2 2026

$123.34M · 69 holdings listed · View original SEC filing ↗
Apr 27 2026 13F-HR · period Q1 2026

$111.50M · 70 holdings listed · View original SEC filing ↗
Feb 17 2026 13F-HR · period Q4 2025

$101.89M · 63 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 22, 2026 · Change methodology