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Atala Financial Inc

Atala Financial Inc is an Investment Adviser institutional filer with the SEC under CIK 2053756, reporting 121 portfolio positions, with 7 historical 13F filings on file. Most recent reporting period: 2026-09-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: CA
  • Filing type: 13F-HR
  • Latest reporting period: 2026-09-30
  • Last filed: 2026-10-22

Top 10 portfolio positions

The largest reported holdings in Atala Financial Inc's most recent 13F filing, ranked by reported market value.

  1. VANGUARD INDEX FDS (VTI)
  2. ALPHABET INC (GOOGL)
  3. DEERE & CO (DE)
  4. MICROSOFT CORP (MSFT)
  5. NVIDIA CORP (NVDA)
  6. MARRIOTT INTL INC NEW CL A (MAR)
  7. AMAZON COM INC (AMZN)
  8. APPLE INC (AAPL)
  9. BLACKROCK MUNIHLDNGS CALI QL (MUC)
  10. INTERNATIONAL BUSINESS MACHS (IBM)
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