Atala Financial Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities portfolio as of the close of business on September 30, 2026. The report lists the filer's address as 23912 Aspen Way in Calabasas, California, and identifies Cody Branson as the compliance consultant responsible for the filing.
The filing provides a detailed list of the firm's holdings, which includes a mix of individual stocks and exchange-traded funds. The portfolio features significant positions in technology companies such as NVIDIA Corporation, Microsoft Corporation, and Apple Inc. The firm also holds substantial stakes in exchange-traded funds, including the Vanguard Total Stock Market ETF and the iShares Core S&P 500 ETF.
Specific individual stock positions listed in the filing include Alphabet Inc. Class A, Marriott International Inc., Amazon.com Inc., and Deere & Co. The portfolio also contains positions in various other sectors, including consumer staples, healthcare, and energy, alongside several municipal bond funds.
