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Christian Mauser

Atlas Financial Planning Llc

Assets Managed
$123.344M
Holdings
69
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
10.63%(2Q avg: 10.03%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Atlas Financial Planning Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 69 positions.

Assets under management

The assets under management (AUM) of Atlas Financial Planning Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 123.344M in assets, with a quarterly growth rate of 10.63% and a 2-quarter average growth rate of 10.03%. The portfolio is managed by Christian Mauser, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AVLV
Avantis Us Large Cap Value
Recent Activity
Increased 6.1%
8.16%
$10.063M
110,327 shares@ $91.22 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Increased 9.14%
6.27%
$7.73M
61,958 shares@ $124.76 avg price
AVIV
Avantis Int Lrg Cap Val Etf
Recent Activity
Increased 5.64%
5.84%
$7.199M
92,983 shares@ $77.42 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Decreased -0.28%
5.71%
$7.038M
71,104 shares@ $98.99 avg price
AVES
Avantis Emerging Markets Val
Recent Activity
Increased 3.32%
5.51%
$6.787M
103,464 shares@ $65.6 avg price
DFIV
Dimensional International Va
Recent Activity
Increased 3.19%
5.36%
$6.611M
122,378 shares@ $54.03 avg price
VCIT
Vanguard Int-term Corporate
Recent Activity
Increased 7.88%
5.06%
$6.232M
75,402 shares@ $82.66 avg price
BOXX
Alpha Architect 1-3 Mnth Box
Recent Activity
Increased 12.21%
4.74%
$5.845M
49,922 shares@ $117.1 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 0.52%
4.67%
$5.752M
78,357 shares@ $73.41 avg price
AAPL
Apple Inc
Recent Activity
Decreased -5.45%
4.54%
$5.597M
19,342 shares@ $289.36 avg price

1-10 of 69