Atala Financial Inc Portfolio Holdings

Atala Financial Inc

  • $160 Billion
  • Q3 2025

Atala Financial Inc has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $160 Billion distributed in 128 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $8.06B, Alphabet Inc. with a value of $8.06B, Roblox Corp with a value of $7.11B, International Business Machines Corp with a value of $5.83B, and Oracle Corp with a value of $5.58B.

Examining the 13F form we can see an increase of $14.8B in the current position value, from $145B to 160B.

Atala Financial Inc is based out at Calabasas, CA

Below you can find more details about Atala Financial Inc portfolio as well as his latest detailed transactions.

Portfolio value $160 Billion
Technology: $41.4 Billion
Communication Services: $26.5 Billion
ETFs: $24.4 Billion
Financial Services: $24 Billion
Consumer Cyclical: $14.6 Billion
Industrials: $10.7 Billion
Consumer Defensive: $6.55 Billion
Healthcare: $4.05 Billion
Other: $1.87 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$8.06 Billion 5.05% of portfolio
24,567
Q3 2025 Added 8.73%
$0
$2.24 Billion 1.4% of portfolio
22,540
Q3 2025 Added 12.32%
$0
$1.69 Billion 1.06% of portfolio
17,542
Q3 2025 Added 20.04%
$0
$1.48 Billion 0.93% of portfolio
13,650
Q1 2025 Reduced 4.21%
$0
$1.39 Billion 0.87% of portfolio
2,975
Q3 2025 Reduced 0.4%
$0
$1.26 Billion 0.79% of portfolio
3,319
Q1 2025 Reduced 4.32%
$0
$1.06 Billion 0.66% of portfolio
17,656
Q3 2025 Added 1.0%
$0
$935 Million 0.59% of portfolio
3,184
Q2 2025 Reduced 0.44%
$65.3B
$744 Million 0.47% of portfolio
10,225
Q4 2024 New
$0
$729 Million 0.46% of portfolio
2,810
Q4 2024 New
$0
$533 Million 0.33% of portfolio
2,098
Q2 2025 Reduced 9.18%
$0
$473 Million 0.3% of portfolio
2,324
Q1 2025 Reduced 13.19%
$0
$466 Million 0.29% of portfolio
4,135
Q3 2025 New
$0
$425 Million 0.27% of portfolio
570
Q3 2025 Added 6.34%
$0
$420 Million 0.26% of portfolio
7,000
Q3 2025 New
$0
$414 Million 0.26% of portfolio
5,249
Q4 2024 New
$0
$362 Million 0.23% of portfolio
8,409
Q4 2024 New
$0
$289 Million 0.18% of portfolio
2,894
Q4 2024 New
$0
$293 Million 0.18% of portfolio
1,573
Q3 2025 Reduced 18.67%
$0
$276 Million 0.17% of portfolio
1,560
Q1 2025 Reduced 4.76%
$0
$261 Million 0.16% of portfolio
2,925
Q3 2025 New
$0
$225 Million 0.14% of portfolio
3,340
Q4 2024 New
$0
$204 Million 0.13% of portfolio
2,854
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 128
  • Current Value $160 Billion
  • Prior Value $145 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 04, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 11 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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