Atala Financial Inc
All 13F Filings
- Location
- Calabasas, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 148,943
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/10/2026 | 117 | 148,943 | 13F-HR | Atala Financial Inc |
| Q4 2025 | 1/23/2026 | 122 | 156,810 | 13F-HR | Atala Financial Inc |
| Q3 2025 | 11/4/2025 | 128 | 159,724 | 13F-HR | Atala Financial Inc |
| Q2 2025 | 8/7/2025 | 128 | 144,954 | 13F-HR | Atala Financial Inc |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 122.9 K | 82.5% | 0 | 21.64 K | -21.64 K |
| ETFs | 25.61 K | 17.2% | 13.78 K | 0 | 13.78 K |
| Debt | 426 | 0.3% | 0 | 2 | -2 |
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Fund Snapshot
Q1 2026
Latest filed
4/10/2026
Total value ($000)
148,943
Holdings
117
QoQ value change ($000)
-7,867
(-5.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.