Atala Financial Inc

CALABASAS, CA · CIK 2053756 · 13F filing filed 2026-07-23

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyCalabasas, CA

$164.5m reported value +10.5% vs Q1 2026

121positions

36.5%in top 10

9 new 26 added 24 reduced 5 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ALPHABET INC CAP STK CL A GOOGL	GOOGL	32,917	$11.8m7.15%	7.15%	Added +103	+103 0.3%
2	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	28,925	$10.7m6.51%	6.51%	Added +2.1k	+2,094 7.8%
3	DEERE & CO COM DE	DE	11,189	$7.1m4.31%	4.31%	Unchanged
4	MARRIOTT INTL INC NEW CL A MAR	MAR	13,690	$5.1m3.08%	3.08%	Unchanged
5	NVIDIA CORPORATION COM NVDA	NVDA	24,688	$4.9m3.00%	3.00%	Added +219	+219 0.9%
6	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	16,740	$4.7m2.86%	2.86%	Unchanged
7	BLACKROCK MUNIHLDNGS CALI QL COM MUC	MUC	391,683	$4.3m2.62%	2.62%	Reduced -13.9k	-13,924 -3.4%
8	BLACKROCK MUNIHOLDINGS FD IN COM MHD	MHD	356,455	$4.2m2.58%	2.58%	Reduced -2.4k	-2,378 -0.7%
9	MICROSOFT CORP COM MSFT	MSFT	10,016	$3.7m2.27%	2.27%	Added +240	+240 2.5%
10	AMAZON COM INC COM AMZN	AMZN	14,540	$3.5m2.11%	2.11%	Added +177	+177 1.2%
11	ALPHABET INC CAP STK CL C GOOG	GOOG	9,542	$3.4m2.05%	2.05%	Reduced -60	-60 -0.6%
12	APPLE INC COM AAPL	AAPL	11,272	$3.3m1.98%	1.98%	Added +150	+150 1.4%
13	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	25,726	$3.2m1.95%	1.95%	Added +1.4k	+1,445 6.0%
14	ROBLOX CORP CL A RBLX	RBLX	58,655	$3.2m1.94%	1.94%	Added +2.2k	+2,158 3.8%
15	AXON ENTERPRISE INC COM AXON	AXON	5,328	$3.0m1.82%	1.82%	Added +457	+457 9.4%
16	WALMART INC COM WMT	WMT	25,738	$2.9m1.77%	1.77%	Reduced -645	-645 -2.4%
17	NEXTRACKER INC CLASS A COM NXT	NXT	24,037	$2.9m1.74%	1.74%	Reduced -700	-700 -2.8%
18	ORACLE CORP COM ORCL	ORCL	19,313	$2.8m1.72%	1.72%	Unchanged
19	TJX COS INC NEW COM TJX	TJX	18,337	$2.8m1.69%	1.69%	Unchanged
20	QUALCOMM INC COM QCOM	QCOM	14,265	$2.6m1.60%	1.60%	Unchanged
21	COCA COLA CO COM KO	KO	29,912	$2.4m1.48%	1.48%	Unchanged
22	SHOPIFY INC CL A SUB VTG SHS SHOP	SHOP	20,580	$2.3m1.43%	1.43%	Added +364	+364 1.8%
23	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	32,190	$2.3m1.39%	1.39%	Added +15.8k	+15,766 96.0%
24	BROADCOM INC COM AVGO	AVGO	5,235	$2.0m1.20%	1.20%	Reduced -4	-4 -0.1%
25	ISHARES TR RUS MID CAP ETF IWR	IWR	17,510	$1.9m1.17%	1.17%	Reduced -616	-616 -3.4%
26	META PLATFORMS INC CL A META	META	3,404	$1.9m1.17%	1.17%	Added +48	+48 1.4%
27	SALESFORCE INC COM CRM	CRM	11,652	$1.8m1.11%	1.11%	Added +220	+220 1.9%
28	AMERICAN CENTY ETF TR US EQT ETF AVUS	AVUS	13,650	$1.7m1.06%	1.06%	Unchanged
29	DISNEY WALT CO COM DIS	DIS	18,020	$1.7m1.05%	1.05%	Unchanged
30	WESTERN AST INFL LKD OPP & I COM WIW	WIW	192,584	$1.6m0.98%	0.98%	Unchanged
31	GE HEALTHCARE TECHNOLOGIES I COMMON STOCK GEHC	GEHC	24,031	$1.5m0.93%	0.93%	Reduced -783	-783 -3.2%
32	HOME DEPOT INC COM HD	HD	4,344	$1.5m0.93%	0.93%	Reduced -30	-30 -0.7%
33	ADOBE INC COM ADBE	ADBE	7,228	$1.5m0.90%	0.90%	Reduced -173	-173 -2.3%
34	ISHARES TR RUS 1000 GRW ETF IWF	IWF	11,900	$1.5m0.90%	0.90%	Unchanged
35	ISHARES TR RUSSELL 3000 ETF IWV	IWV	3,383	$1.4m0.88%	0.88%	Unchanged
36	LAM RESEARCH CORP COM NEW LRCX	LRCX	3,234	$1.4m0.85%	0.85%	Unchanged
37	MICRON TECHNOLOGY INC COM MU	MU	1,190	$1.4m0.83%	0.83%	Unchanged
38	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	10,322	$1.3m0.78%	0.78%	Unchanged
39	BLACKROCK MUNIYIELD QUALITY COM XMQTX	XMQTX	112,745	$1.3m0.76%	0.76%	Added +60	+60 0.1%
40	CHEVRON CORP NEW COM CVX	CVX	7,535	$1.2m0.76%	0.76%	Reduced -91	-91 -1.2%
41	ISHARES GOLD TR ISHARES NEW IAU	IAU	16,262	$1.2m0.75%	0.75%	Unchanged
42	TESLA INC COM TSLA	TSLA	2,893	$1.2m0.74%	0.74%	Reduced -26	-26 -0.9%
43	NEUBERGER BERMAN MUN FD INC COM NBH	NBH	107,255	$1.1m0.69%	0.69%	Added +2.0k	+1,969 1.9%
44	ON HLDG AG NAMEN AKT A ONON	ONON	31,374	$1.1m0.68%	0.68%	Reduced -530	-530 -1.7%
45	COHERENT CORP COM COHR	COHR	2,719	$1.1m0.65%	0.65%	Unchanged
46	JPMORGAN CHASE & CO COM JPM	JPM	3,146	$1.0m0.63%	0.63%	Reduced -2	-2 -0.1%
47	COSTCO WHSL CORP NEW COM COST	COST	993	$928.9k0.56%	0.56%	Unchanged
48	VISA INC COM CL A V	V	2,635	$904.0k0.55%	0.55%	Unchanged
49	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	1,166	$889.8k0.54%	0.54%	Added +118	+118 11.3%
50	RTX CORPORATION COM RTX	RTX	4,671	$886.2k0.54%	0.54%	Unchanged
51	VANGUARD WORLD FD HEALTH CAR ETF VHT	VHT	2,880	$861.1k0.52%	0.52%	Added +15	+15 0.5%
52	MERCADOLIBRE INC COM MELI	MELI	491	$833.4k0.51%	0.51%	Added +40	+40 8.9%
53	CATERPILLAR INC COM CAT	CAT	778	$828.5k0.50%	0.50%	Unchanged
54	TEXAS PACIFIC LAND CORPORATI COM TPL	TPL	1,839	$804.8k0.49%	0.49%	Added +133	+133 7.8%
55	FOX CORP CL A COM FOXA	FOXA	14,500	$756.3k0.46%	0.46%	Unchanged
56	VANGUARD WORLD FD INF TECH ETF VGT	VGT	6,069	$725.3k0.44%	0.44%	Added +253	+253 4.3%
57	T-MOBILE US INC COM TMUS	TMUS	4,166	$698.8k0.42%	0.42%	Reduced -257	-257 -5.8%
58	NUVEEN CA QUALTY MUN INCOME COM NAC	NAC	57,385	$695.5k0.42%	0.42%	Reduced -6.0k	-6,000 -9.5%
59	PALO ALTO NETWORKS INC COM PANW	PANW	1,970	$671.8k0.41%	0.41%	Reduced -27	-27 -1.4%
60	MASTERCARD INCORPORATED CL A MA	MA	1,307	$671.3k0.41%	0.41%	Unchanged
61	VANGUARD INDEX FDS MID CAP ETF VO	VO	8,136	$655.5k0.40%	0.40%	Unchanged
62	PAYPAL HLDGS INC COM PYPL	PYPL	15,141	$653.8k0.40%	0.40%	Reduced -2.6k	-2,586 -14.6%
63	ELI LILLY & CO COM LLY	LLY	537	$644.1k0.39%	0.39%	Added +4	+4 0.8%
64	BLACKROCK MUNIYIELD QUALITY COM MYI	MYI	54,739	$635.0k0.39%	0.39%	Unchanged
65	WELLS FARGO CO NEW COM WFC	WFC	7,394	$611.0k0.37%	0.37%	Unchanged
66	AMERICAN EXPRESS CO COM AXP	AXP	1,773	$599.7k0.36%	0.36%	Added +30	+30 1.7%
67	ISHARES TR RUS 1000 VAL ETF IWD	IWD	2,424	$587.6k0.36%	0.36%	Unchanged
68	SELECT SECTOR SPDR TR SBI CONS DISCR XLY	XLY	4,135	$565.3k0.34%	0.34%	Unchanged
69	AEYE INC CL A NEW LIDR	LIDR	969	$555.2k0.34%	0.34%	New
70	EATON VANCE CALIF MUN INCOM SH BEN INT CEV	CEV	52,582	$553.2k0.34%	0.34%	Unchanged
71	JOHNSON & JOHNSON COM JNJ	JNJ	2,122	$538.9k0.33%	0.33%	Unchanged
72	ARCHER DANIELS MIDLAND CO COM ADM	ADM	6,384	$487.7k0.30%	0.30%	Unchanged
73	AVNET INC COM AVT	AVT	5,488	$487.4k0.30%	0.30%	Unchanged
74	VANGUARD INDEX FDS SMALL CP ETF VB	VB	1,598	$484.4k0.29%	0.29%	Reduced -500	-500 -23.8%
75	PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN PAA	PAA	21,349	$475.2k0.29%	0.29%	Unchanged
76	UNITED RENTALS INC COM URI	URI	403	$456.6k0.28%	0.28%	Unchanged
77	HALLIBURTON CO COM HAL	HAL	12,960	$440.0k0.27%	0.27%	Unchanged
78	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	7,592	$437.5k0.27%	0.27%	Unchanged
79	KAYNE ANDERSON ENERGY INFRST COM KYN	KYN	31,375	$433.9k0.26%	0.26%	Reduced -211	-211 -0.7%
80	ISHARES TR GLOBAL 100 ETF IOO	IOO	3,118	$425.9k0.26%	0.26%	Unchanged
81	GOLDMAN SACHS GROUP INC COM GS	GS	419	$423.8k0.26%	0.26%	Added +4	+4 1.0%
82	VANGUARD SCOTTSDALE FDS INTER TERM TREAS VGIT	VGIT	7,148	$421.6k0.26%	0.26%	Unchanged
83	AMERICAN CENTY ETF TR INTL EQT ETF AVDE	AVDE	4,603	$410.6k0.25%	0.25%	Reduced -646	-646 -12.3%
84	UNION PAC CORP COM UNP	UNP	1,493	$406.1k0.25%	0.25%	Unchanged
85	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	799	$400.6k0.24%	0.24%	Unchanged
86	CISCO SYS INC COM CSCO	CSCO	3,400	$399.4k0.24%	0.24%	Unchanged
87	BANK AMERICA CORP COM BAC	BAC	6,903	$393.3k0.24%	0.24%	Unchanged
88	INNOVATOR ETFS TRUST US EQTY PWR BUF POCT	POCT	8,409	$390.3k0.24%	0.24%	Unchanged
89	IDACORP INC COM IDA	IDA	2,509	$379.6k0.23%	0.23%	Unchanged
90	CITIGROUP INC COM NEW C	C	2,682	$375.4k0.23%	0.23%	Added +20	+20 0.8%
91	LENNOX INTL INC COM LII	LII	712	$370.4k0.23%	0.23%	Reduced -274	-274 -27.8%
92	NETFLIX INC COM NFLX	NFLX	5,029	$359.1k0.22%	0.22%	Reduced -966	-966 -16.1%
93	VANGUARD INDEX FDS VALUE ETF VTV	VTV	1,573	$342.8k0.21%	0.21%	Reduced -19	-19 -1.2%
94	BOEING CO COM BA	BA	1,582	$342.5k0.21%	0.21%	Unchanged
95	MARSH & MCLENNAN COS INC COM MRSH	MRSH	1,981	$330.2k0.20%	0.20%	Unchanged
96	MARVELL TECHNOLOGY INC COM MRVL	MRVL	1,107	$329.8k0.20%	0.20%	New
97	SPOTIFY TECHNOLOGY S A SHS SPOT	SPOT	709	$325.5k0.20%	0.20%	Added +257	+257 56.9%
98	ISHARES TR CORE S&P US VLU IUSV	IUSV	2,894	$318.8k0.19%	0.19%	Unchanged
99	SELECT SECTOR SPDR TR ENERGY XLE	XLE	5,850	$310.7k0.19%	0.19%	Unchanged
100	DOORDASH INC CL A DASH	DASH	1,597	$294.7k0.18%	0.18%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
LINDE PLC LIN	LIN	708	$348.7k708 shares
HONEYWELL INTL INC		577	$264.0k577 shares
MOODYS CORP MCO	MCO	576	$250.5k576 shares
AT&T INC T	T	7,828	$222.7k7.8k shares
NUVEEN MUNICIPAL CREDIT INC NZF	NZF	12,080	$149.2k12.1k shares