ATLas Financial Planning LLC reported 69 holdings worth US$123M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 22, 2026
ATLas Financial Planning LLC reported 69 holdings worth US$123M as of Jun 30, 2026. Largest: Apple Inc, Berkshire Hathaway Inc. and Southern Company (the). Filed Jul 22, 2026 (Form 13F).
- Holdings
- 69
- Value as reported
- US$123M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 19,342 | US$5.6M | 4.5% |
| Berkshire Hathaway Inc. | 2,467 | US$1.23M | 1.0% |
| Southern Company (the) | 11,156 | US$1.07M | 0.87% |
| Alphabet Inc (google) Class C | 2,348 | US$839K | 0.68% |
| Microsoft Corp. | 1,547 | US$577K | 0.47% |
| Costco Wholesale Corporation | 514 | US$481K | 0.39% |
| Amazon.com, Inc. | 1,925 | US$459K | 0.37% |
| American International Group, Inc. New | 6,155 | US$459K | 0.37% |
| Home Depot, Inc. (the) | 1,239 | US$437K | 0.35% |
| Amphenol Corporation | 1,600 | US$282K | 0.23% |
| Bank Of America Corporation | 4,645 | US$265K | 0.21% |
| Nvidia Corporation | 1,314 | US$263K | 0.21% |
| Meta Platforms, Inc. | 410 | US$231K | 0.19% |
| Targa Resources, Inc. | 800 | US$215K | 0.17% |
| Delta Air Lines, Inc. | 2,152 | US$202K | 0.16% |
| Valero Energy Corporation | 0 | US$0 | 0.00% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |