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Atala Financial Inc.
Atala Financial Inc is a registered investment advisory firm headquartered in Whitestone, New York. Established to offer wealth management and advisory services, the firm provides portfolio management, financial planning, and investment analysis to individuals and high net worth clients. It serves both discretionary and non-discretionary accounts, helping clients achieve their investment and retirement objectives. As per regulatory filings, Atala Financial employs a small team dedicated to personalized financial advice.
Investment Strategy
Atala Financial Inc focuses on providing customized portfolio management and financial planning services tailored to the specific needs and risk profiles of its clients. The firm offers a broad range of investment strategies on a discretionary and non-discretionary basis, emphasizing diversified asset allocation and prudent risk management. Its investment approach centers on achieving long-term growth and preservation of capital, particularly for individuals and high net worth clients preparing for retirement or managing their wealth.
Latest 13F Filing Activity
Atala Financial Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 128 equity positions with a total 13F market value of $145M. The fund increased holdings in Apple Inc., Roblox Corp. CL A, Danaher Corp. among other positions. Atala Financial Inc. reduced exposure to American Airls Group Inc., Walt Disney Company, Nuveen Amt Free Mun CR Inc. F among others.
Top Holdings
Equity Positions (128)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 4.74% | $6.9M | 22,595 | $289.82 | $303.93 | +$1.1M |
I IBM | INTERNATIONAL BUSINESS MACHS | 4.18% | $6.1M | 20,562 | $219.85 | $294.78 | +$948.3K |
| ALPHABET INC | 3.95% | $5.7M | 32,522 | $187.87 | $176.23 | +$1.0M | |
D DE | DEERE & CO | 3.77% | $5.5M | 10,735 | $423.73 | $508.49 | +$401.4K |
R RBLX | ROBLOX CORP CL A | 3.65% | $5.3M | 50,257 | $57.86 | $105.20 | +$2.3M |
Industry Allocation
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