Atala Financial Inc has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $157 Billion distributed in 122 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $10B, Vanguard Total Stock Market Et with a value of $8.4B, International Business Machines Corp with a value of $6.18B, Deere & CO with a value of $5.2B, and Microsoft Corp with a value of $4.62B.
Examining the 13F form we can see an decrease of $2.91B in the current position value, from $160B to 157B.
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
$157 Billion
Technology: $39.9 Billion
ETFs: $25.8 Billion
Communication Services: $24.6 Billion
Financial Services: $23 Billion
Consumer Cyclical: $14.5 Billion
Industrials: $10.6 Billion
Consumer Defensive: $6.49 Billion
Healthcare: $3.9 Billion
Other: $1.91 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
