13F HOLDINGS REPORT
ATLas Financial Planning LLC
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0002110886-26-000001
Total Value
$101.9M
Positions
63
Other Managers
0
Confidential Omitted
No
Holdings (63)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMERICAN CENTY ETF TR | 025072349 | 95,592 | $7.2M | 7.11% |
| 2 | ISHARES TR | 464287226 | 72,376 | $7.2M | 7.10% |
| 3 | AMERICAN CENTY ETF TR | 025072364 | 83,281 | $5.9M | 5.82% |
| 4 | AMERICAN CENTY ETF TR | 025072372 | 96,151 | $5.6M | 5.50% |
| 5 | DIMENSIONAL ETF TRUST | 25434V807 | 111,566 | $5.6M | 5.46% |
| 6 | VANGUARD SCOTTSDALE FDS | 92206C870 | 62,073 | $5.2M | 5.10% |
| 7 | EA SERIES TRUST | 02072L565 | 43,761 | $5.0M | 4.94% |
| 8 | AMERICAN CENTY ETF TR | 025072877 | 48,899 | $5.0M | 4.89% |
| 9 | APPLE INC | AAPL | 16,931 | $4.6M | 4.52% |
| 10 | VANGUARD INDEX FDS | 922908637 | 14,620 | $4.6M | 4.52% |
| 11 | VANGUARD BD INDEX FDS | 921937835 | 61,107 | $4.5M | 4.44% |
| 12 | VANGUARD INDEX FDS | 922908769 | 9,254 | $3.1M | 3.05% |
| 13 | SCHWAB STRATEGIC TR | 808524870 | 116,239 | $3.1M | 3.02% |
| 14 | VANGUARD CHARLOTTE FDS | 92203J407 | 54,461 | $2.6M | 2.58% |
| 15 | SCHWAB STRATEGIC TR | 808524748 | 58,996 | $2.6M | 2.58% |
| 16 | DIMENSIONAL ETF TRUST | 25434V591 | 47,548 | $2.4M | 2.36% |
| 17 | VANGUARD STAR FDS | 921909768 | 20,414 | $1.5M | 1.51% |
| 18 | VANGUARD BD INDEX FDS | 921937827 | 17,029 | $1.3M | 1.32% |
| 19 | DIMENSIONAL ETF TRUST | 25434V815 | 38,927 | $1.3M | 1.26% |
| 20 | ISHARES TR | 464287622 | 3,292 | $1.2M | 1.21% |
| 21 | VANGUARD INDEX FDS | 922908751 | 4,533 | $1.2M | 1.15% |
| 22 | VANGUARD INTL EQUITY INDEX F | 922042858 | 19,429 | $1.0M | 1.03% |
| 23 | VANGUARD INDEX FDS | 922908363 | 1,605 | $1.0M | 0.99% |
| 24 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,967 | $988,713 | 0.97% |
| 25 | ISHARES TR | 464288760 | 4,550 | $976,840 | 0.96% |
| 26 | SOUTHERN CO | SOMN | 10,617 | $925,777 | 0.91% |
| 27 | ISHARES TR | 464287150 | 6,181 | $919,053 | 0.90% |
| 28 | MICROSOFT CORP | MSFT | 1,839 | $889,335 | 0.87% |
| 29 | DIMENSIONAL ETF TRUST | 25434V781 | 18,804 | $714,552 | 0.70% |
| 30 | VANGUARD INTL EQUITY INDEX F | 922042742 | 4,844 | $683,295 | 0.67% |
| 31 | SCHWAB STRATEGIC TR | 808524201 | 25,094 | $675,283 | 0.66% |
| 32 | AMERICAN CENTY ETF TR | 025072687 | 12,927 | $608,668 | 0.60% |
| 33 | DIMENSIONAL ETF TRUST | 25434V203 | 15,666 | $597,033 | 0.59% |
| 34 | DIMENSIONAL ETF TRUST | 25434V740 | 16,829 | $567,810 | 0.56% |
| 35 | AMERICAN CENTY ETF TR | 025072562 | 13,532 | $567,302 | 0.56% |
| 36 | ALPHABET INC | GOOG | 1,704 | $534,715 | 0.52% |
| 37 | AMERICAN INTL GROUP INC | 026874784 | 6,155 | $526,560 | 0.52% |
| 38 | DIMENSIONAL ETF TRUST | 25434V104 | 11,189 | $523,645 | 0.51% |
| 39 | VANGUARD WORLD FD | 92204A702 | 691 | $520,862 | 0.51% |
| 40 | ISHARES TR | 464287200 | 687 | $470,554 | 0.46% |
| 41 | WISDOMTREE TR | WT | 4,800 | $429,264 | 0.42% |
| 42 | AMAZON COM INC | AMZN | 1,831 | $422,631 | 0.41% |
| 43 | SCHWAB STRATEGIC TR | 808524797 | 15,306 | $419,833 | 0.41% |
| 44 | WISDOMTREE TR | WT | 4,900 | $415,912 | 0.41% |
| 45 | LATTICE STRATEGIES TR | 518416508 | 8,739 | $410,717 | 0.40% |
| 46 | VANGUARD TAX-MANAGED FDS | 921943858 | 6,449 | $402,855 | 0.40% |
| 47 | DIMENSIONAL ETF TRUST | 25434V708 | 9,470 | $374,926 | 0.37% |
| 48 | ISHARES TR | 46432F834 | 4,150 | $351,256 | 0.34% |
| 49 | NVIDIA CORPORATION | NVDA | 1,851 | $345,223 | 0.34% |
| 50 | SPDR SERIES TRUST | 78468R812 | 1,789 | $311,617 | 0.31% |
| 51 | META PLATFORMS INC | META | 471 | $310,902 | 0.31% |
| 52 | BANK AMERICA CORP | 060505104 | 5,412 | $297,680 | 0.29% |
| 53 | CAMBRIA ETF TR | 132061201 | 4,143 | $288,021 | 0.28% |
| 54 | VANGUARD INDEX FDS | 922908629 | 970 | $281,513 | 0.28% |
| 55 | ISHARES TR | 46429B747 | 2,711 | $277,579 | 0.27% |
| 56 | SCHWAB STRATEGIC TR | 808524102 | 10,413 | $273,140 | 0.27% |
| 57 | SCHWAB STRATEGIC TR | 808524805 | 10,805 | $259,752 | 0.25% |
| 58 | ALPHABET INC | GOOG | 744 | $232,872 | 0.23% |
| 59 | DIMENSIONAL ETF TRUST | 25434V864 | 4,850 | $232,558 | 0.23% |
| 60 | ISHARES TR | 464287176 | 2,059 | $226,305 | 0.22% |
| 61 | SCHWAB STRATEGIC TR | 808524607 | 7,714 | $219,695 | 0.22% |
| 62 | AMPHENOL CORP NEW | 032095101 | 1,600 | $216,224 | 0.21% |
| 63 | TARGA RES CORP | TRGP | 1,100 | $202,950 | 0.20% |