Holdings
ATLas Financial Planning LLC
As of Jun 30, 2026, ATLas Financial Planning LLC reported 15 positions worth US$12.6M. Largest: Apple Inc, Berkshire Hathaway Inc. and Southern Company (the). What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 19,342 | US$5.6M | −1,117 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 2,467 | US$1.23M | no change | Jun 30, 2026 |
| Southern Company (the) | 11,156 | US$1.07M | −27 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 2,348 | US$839K | −101 | Jun 30, 2026 |
| Microsoft Corp. | 1,547 | US$577K | −284 | Jun 30, 2026 |
| Costco Wholesale Corporation | 514 | US$481K | −58 | Jun 30, 2026 |
| Amazon.com, Inc. | 1,925 | US$459K | −117 | Jun 30, 2026 |
| American International Group, Inc. New | 6,155 | US$459K | no change | Jun 30, 2026 |
| Home Depot, Inc. (the) | 1,239 | US$437K | −50 | Jun 30, 2026 |
| Amphenol Corporation | 1,600 | US$282K | no change | Jun 30, 2026 |