Atala Financial Inc 13F Holdings
CIK 0002053756 · CALABASAS, CA
As of Sep 30, 2025, Atala Financial Inc reported 128 positions worth
CIK 0002053756 · CALABASAS, CA
As of Sep 30, 2025, Atala Financial Inc reported 128 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 24,567 | $8.1M | 5.05% |
| ALPHABET INC | GOOGL | Equity | 33,158 | $8.1M | 5.05% |
| ROBLOX CORP | RBLX | Communication Services | 51,325 | $7.1M | 4.45% |
| INTERNATIONAL BUSINESS MACHINES CORP | IBM | Technology | 20,647 | $5.8M | 3.65% |
| ORACLE CORP | ORCL | Technology | 19,840 | $5.6M | 3.49% |
| MICROSOFT CORP | MSFT | Technology | 10,076 | $5.2M | 3.27% |
| NVIDIA CORP | NVDA | Technology | 27,771 | $5.2M | 3.24% |
| DEERE & CO | DE | Industrials | 11,159 | $5.1M | 3.19% |
| MARRIOTT INTERNATIONAL INC | MAR | Consumer Cyclical | 13,690 | $3.6M | 2.23% |
| AMAZON.COM INC | AMZN | Equity | 15,126 | $3.3M | 2.08% |
| APPLE INC | AAPL | Technology | 13,027 | $3.3M | 2.08% |
| SHOPIFY INC | SHOP | Technology | 19,903 | $3.0M | 1.85% |
| BLACKROCK MUNIHLDNGS CALI QL | MUC | — | 271,119 | $2.9M | 1.84% |
| ACCENTURE PLC | ACN | Technology | 11,571 | $2.9M | 1.79% |
| WALMART INC | WMT | Consumer Defensive | 26,740 | $2.8M | 1.73% |
| TJX COMPANIES INC | TJX | Consumer Cyclical | 18,337 | $2.7M | 1.66% |
| QUALCOMM INC | QCOM | Technology | 15,178 | $2.5M | 1.58% |
| SALESFORCE INC | CRM | Technology | 10,137 | $2.4M | 1.50% |
| META PLATFORMS INC | META | Communication Services | 3,059 | $2.2M | 1.41% |
| AVANTIS US SMALL CAP VALUE ETF | AVUV | — | 22,540 | $2.2M | 1.40% |
| ALPHABET INC | GOOG | Equity | 9,173 | $2.2M | 1.40% |
| NEXTPOWER INC | NXT | Technology | 28,929 | $2.1M | 1.34% |
| WALT DISNEY CO | DIS | Communication Services | 18,054 | $2.1M | 1.29% |
| ADOBE INC | ADBE | Technology | 5,858 | $2.1M | 1.29% |
| COCA COLA CO | KO | Consumer Defensive | 30,677 | $2.0M | 1.27% |