# EDGAR Filing Document

**Accession Number:** 0002053756
**File Stem:** 0002053756-25-000008
**Filing Date:** 2025-11
**Character Count:** 16010
**Document Hash:** 90187ac0c90d6c18edfccefac74a3653
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002053756-25-000008.hdr.sgml**: 20251104

**ACCESSION NUMBER**: 0002053756-25-000008

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251104

**DATE AS OF CHANGE**: 20251104

**EFFECTIVENESS DATE**: 20251104

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Atala Financial Inc
- **CENTRAL INDEX KEY:** 0002053756

**ORGANIZATION NAME:**
- **EIN:** 862568791

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-24847
- **FILM NUMBER:** 251448748

**BUSINESS ADDRESS:**
- **STREET 1:** 23912 ASPEN WAY
- **CITY:** CALABASAS
- **STATE:** CA
- **ZIP:** 91302
- **BUSINESS PHONE:** 8189149746

**MAIL ADDRESS:**
- **STREET 1:** 23912 ASPEN WAY
- **CITY:** CALABASAS
- **STATE:** CA
- **ZIP:** 91302

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 09-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Atala Financial Inc<br>**Address:** 23912 ASPEN WAY<br>CALABASAS, CA 91302

**Form 13F File Number:** 028-24847

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Cody Branson<br>**Title:** Compliance Consultant<br>**Phone:** 7202633776

**Signature, Place, and Date of Signing:**

Cody Branson  Denver, CO  11-04-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 128

**Form 13F Information Table Value Total:** $159723622

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ENERGY VAULT HOLDINGS INC | COM | 29280W109 |  | 39759 | 13387 | SH |  | SOLE |  | 0 | 0 | 13387 |
| HALEON PLC | SPON ADS | 405552100 |  | 97513 | 10871 | SH |  | SOLE |  | 0 | 0 | 10871 |
| 3M CO | COM | 88579Y101 |  | 156497 | 15009 | SH |  | SOLE |  | 0 | 0 | 15009 |
| MARSH  MCLENNAN COS INC | COM | 571748102 |  | 200337 | 1291 | SH |  | SOLE |  | 0 | 0 | 1291 |
| STARBUCKS CORP | COM | 855244109 |  | 200925 | 2375 | SH |  | SOLE |  | 0 | 0 | 2375 |
| VANGUARD INTL EQUITY INDEX F A | ALLWRLD EX US | 922042775 |  | 203690 | 2854 | SH |  | SOLE |  | 0 | 0 | 2854 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 |  | 213590 | 3286 | SH |  | SOLE |  | 0 | 0 | 3286 |
| GILEAD SCIENCES INC | COM | 375558103 |  | 214785 | 1935 | SH |  | SOLE |  | 0 | 0 | 1935 |
| PRUDENTIAL FINL INC | COM | 744320102 |  | 215779 | 2080 | SH |  | SOLE |  | 0 | 0 | 2080 |
| AT INC | COM | 00206R102 |  | 217081 | 7687 | SH |  | SOLE |  | 0 | 0 | 7687 |
| NOVO NORDISK A S ADR | ADR | 670100205 |  | 217576 | 3921 | SH |  | SOLE |  | 0 | 0 | 3921 |
| MERCADOLIBRE INC | COM | 58733R102 |  | 223836 | 980 | SH |  | SOLE |  | 0 | 0 | 980 |
| AMERICAN CENTY ETF TR | INTERNATIONAL LR | 025072364 |  | 225250 | 3340 | SH |  | SOLE |  | 0 | 0 | 3340 |
| EATON VANCE CALIF MUN INCOM | SH BEN INT | 27826F101 |  | 226800 | 22500 | SH |  | SOLE |  | 0 | 0 | 22500 |
| WESTERN ASSET MANAGED MUNS F | COM | 95766M105 |  | 227246 | 3440 | SH |  | SOLE |  | 0 | 0 | 3440 |
| CISCO SYS INC | COM | 17275R102 |  | 228181 | 3335 | SH |  | SOLE |  | 0 | 0 | 3335 |
| NUVEEN AMT FREE MUN CR INC F | COM | 67071L106 |  | 248258 | 20200 | SH |  | SOLE |  | 0 | 0 | 20200 |
| HONEYWELL INTERNATIONAL INC | COM | 438516106 |  | 253232 | 1203 | SH |  | SOLE |  | 0 | 0 | 1203 |
| SELECT SECTOR SPDR TR | COMMUNICATION | 81369Y852 |  | 261320 | 2925 | SH |  | SOLE |  | 0 | 0 | 2925 |
| ABBOTT LABORATORIES | COM | 002824100 |  | 262121 | 1957 | SH |  | SOLE |  | 0 | 0 | 1957 |
| CITIGROUP INC | COM NEW | 172967424 |  | 265423 | 2615 | SH |  | SOLE |  | 0 | 0 | 2615 |
| BLACKSTONE GROUP INC COM | COM | 09260D107 |  | 270114 | 1581 | SH |  | SOLE |  | 0 | 0 | 1581 |
| ISHARES TR | RUS 2000 VAL ETF | 464287630 |  | 275824 | 1560 | SH |  | SOLE |  | 0 | 0 | 1560 |
| AVNET INC | COM | 053807103 |  | 281476 | 5384 | SH |  | SOLE |  | 0 | 0 | 5384 |
| VEEVA SYSTEMS INC CL A | CL A COM | 922475108 |  | 283908 | 953 | SH |  | SOLE |  | 0 | 0 | 953 |
| PROCTER  GAMBLE CO | COM | 742718109 |  | 286711 | 1866 | SH |  | SOLE |  | 0 | 0 | 1866 |
| COHERENT CORP | COM | 19247G107 |  | 287505 | 2669 | SH |  | SOLE |  | 0 | 0 | 2669 |
| ISHARES TR | CORE S US VLU | 464287663 |  | 289255 | 2894 | SH |  | SOLE |  | 0 | 0 | 2894 |
| KKR INCOME OPPORTUNITIES FD | COM | 48249T106 |  | 293202 | 23270 | SH |  | SOLE |  | 0 | 0 | 23270 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 293349 | 1573 | SH |  | SOLE |  | 0 | 0 | 1573 |
| BLUE OWL CAPITAL CORP | COM | 69121K104 |  | 313555 | 24554 | SH |  | SOLE |  | 0 | 0 | 24554 |
| PARKER-HANNIFIN CORP | COM | 701094104 |  | 318423 | 420 | SH |  | SOLE |  | 0 | 0 | 420 |
| HALLIBURTON CO | COM | 406216101 |  | 318816 | 12960 | SH |  | SOLE |  | 0 | 0 | 12960 |
| MOODY'S CORP | COM | 615369105 |  | 322577 | 677 | SH |  | SOLE |  | 0 | 0 | 677 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 324911 | 408 | SH |  | SOLE |  | 0 | 0 | 408 |
| IDACORP INC | COM | 451107106 |  | 325221 | 2461 | SH |  | SOLE |  | 0 | 0 | 2461 |
| NUVEEN MUNICIPAL CREDIT INC | COM SH BEN INT | 67070X101 |  | 326259 | 25976 | SH |  | SOLE |  | 0 | 0 | 25976 |
| LINDE PLC NEW | SHS | G54950103 |  | 330125 | 695 | SH |  | SOLE |  | 0 | 0 | 695 |
| FEDEX CORPORATION | COM | 31428X106 |  | 330134 | 1400 | SH |  | SOLE |  | 0 | 0 | 1400 |
| BOEING CO | COM | 097023105 |  | 334968 | 1552 | SH |  | SOLE |  | 0 | 0 | 1552 |
| BRISTOL MYERS SQUIBB CO | COM | 110122108 |  | 342399 | 7592 | SH |  | SOLE |  | 0 | 0 | 7592 |
| UNION PACIFIC CORP | COM | 907818108 |  | 346755 | 1467 | SH |  | SOLE |  | 0 | 0 | 1467 |
| BANK OF AMERICA CORP | COM | 060505104 |  | 349677 | 6778 | SH |  | SOLE |  | 0 | 0 | 6778 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 45782C797 |  | 362428 | 8409 | SH |  | SOLE |  | 0 | 0 | 8409 |
| PLAINS ALL AMERN PIPELINE L | UNIT LTD PARTN | 726503105 |  | 364214 | 21349 | SH |  | SOLE |  | 0 | 0 | 21349 |
| CATERPILLAR INC | COM | 149123101 |  | 365020 | 765 | SH |  | SOLE |  | 0 | 0 | 765 |
| ISHARES TR | GLOBAL 100 ETF | 464287572 |  | 374191 | 3118 | SH |  | SOLE |  | 0 | 0 | 3118 |
| UNITED RENTALS INC | COM | 911363109 |  | 378045 | 396 | SH |  | SOLE |  | 0 | 0 | 396 |
| ARCHER DANIELS MIDLAND CO | COM | 039483102 |  | 381380 | 6384 | SH |  | SOLE |  | 0 | 0 | 6384 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 387528 | 2090 | SH |  | SOLE |  | 0 | 0 | 2090 |
| KAYNE ANDERSON ENERGY INFRST | COM | 486606106 |  | 390719 | 31586 | SH |  | SOLE |  | 0 | 0 | 31586 |
| MARTIN MARIETTA MATLS INC | COM | 573284106 |  | 391774 | 1944 | SH |  | SOLE |  | 0 | 0 | 1944 |
| ELI LILLY  CO | COM | 532457108 |  | 399812 | 524 | SH |  | SOLE |  | 0 | 0 | 524 |
| AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 |  | 414146 | 5249 | SH |  | SOLE |  | 0 | 0 | 5249 |
| VANGUARD INTER-TERM TREAS INDEX FD | INTM TERM BOND | 92206C706 |  | 420210 | 7000 | SH |  | SOLE |  | 0 | 0 | 7000 |
| PALO ALTO NETWORKS | COM | 697435105 |  | 421901 | 2072 | SH |  | SOLE |  | 0 | 0 | 2072 |
| VANGUARD INDEX FDS | INF TECH ETF | 92204A702 |  | 425268 | 570 | SH |  | SOLE |  | 0 | 0 | 570 |
| LAM RESEARCH CORP | COM NEW | 512807306 |  | 425400 | 3177 | SH |  | SOLE |  | 0 | 0 | 3177 |
| BLACKROCK MUNIHOLDINGS FD IN | COM | 09253N104 |  | 433669 | 36908 | SH |  | SOLE |  | 0 | 0 | 36908 |
| CHEVRON CORP NEW | COM | 166764100 |  | 434191 | 2796 | SH |  | SOLE |  | 0 | 0 | 2796 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 438720 | 2405 | SH |  | SOLE |  | 0 | 0 | 2405 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 |  | 444775 | 907 | SH |  | SOLE |  | 0 | 0 | 907 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 465619 | 960 | SH |  | SOLE |  | 0 | 0 | 960 |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 81369Y407 |  | 466221 | 4135 | SH |  | SOLE |  | 0 | 0 | 4135 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 473143 | 2324 | SH |  | SOLE |  | 0 | 0 | 2324 |
| NETFLIX INC | COM | 64110L106 |  | 492756 | 411 | SH |  | SOLE |  | 0 | 0 | 411 |
| LENNOX INTL INC | COM | 526107107 |  | 512950 | 969 | SH |  | SOLE |  | 0 | 0 | 969 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 533479 | 2098 | SH |  | SOLE |  | 0 | 0 | 2098 |
| BLACKROCK MUNIYIELD FD INC | COM | 09253W104 |  | 628109 | 59480 | SH |  | SOLE |  | 0 | 0 | 59480 |
| WELLS FARGO  CO NEW | COM | 949746101 |  | 658238 | 7853 | SH |  | SOLE |  | 0 | 0 | 7853 |
| AMERICAN EXPRESS COMPANY | COM | 025816109 |  | 674949 | 2032 | SH |  | SOLE |  | 0 | 0 | 2032 |
| VANGUARD INDEX FDS | HEALTH CARE ETF | 92204A504 |  | 729476 | 2810 | SH |  | SOLE |  | 0 | 0 | 2810 |
| MASTERCARD INC CL A | CL A | 57636Q104 |  | 732058 | 1287 | SH |  | SOLE |  | 0 | 0 | 1287 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 744073 | 10225 | SH |  | SOLE |  | 0 | 0 | 10225 |
| BLACKROCK MUN INCOME QUALITY | COM | 092479104 |  | 757164 | 69147 | SH |  | SOLE |  | 0 | 0 | 69147 |
| RTX CORP | COM | 75513E101 |  | 764531 | 4569 | SH |  | SOLE |  | 0 | 0 | 4569 |
| FOX CORP | CL A COM | 35137L105 |  | 914370 | 14500 | SH |  | SOLE |  | 0 | 0 | 14500 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 935268 | 3184 | SH |  | SOLE |  | 0 | 0 | 3184 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 974048 | 3088 | SH |  | SOLE |  | 0 | 0 | 3088 |
| VISA INC CLASS A | COM CL A | 92826C839 |  | 991368 | 2904 | SH |  | SOLE |  | 0 | 0 | 2904 |
| NEUBERGER BERMAN MUN FD INC | COM | 64124P101 |  | 1054274 | 102158 | SH |  | SOLE |  | 0 | 0 | 102158 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 1057973 | 17656 | SH |  | SOLE |  | 0 | 0 | 17656 |
| BLACKROCK MUN INCOME TR | SH BEN INT | 09248F109 |  | 1082546 | 107716 | SH |  | SOLE |  | 0 | 0 | 107716 |
| COSTCO WHSL CORP NEW COM | COM | 22160K105 |  | 1093169 | 1181 | SH |  | SOLE |  | 0 | 0 | 1181 |
| NUVEEN CA QUALTY MUN INCOME | COM | 67066Y105 |  | 1196633 | 104055 | SH |  | SOLE |  | 0 | 0 | 104055 |
| BLACKROCK MUNIVEST FD II INC | COM | 09253T101 |  | 1246635 | 117275 | SH |  | SOLE |  | 0 | 0 | 117275 |
| ISHARES TR | RUSSELL 3000 ETF | 464287689 |  | 1257702 | 3319 | SH |  | SOLE |  | 0 | 0 | 3319 |
| TESLA INC | COM | 88160R101 |  | 1274568 | 2866 | SH |  | SOLE |  | 0 | 0 | 2866 |
| BLACKROCK MUNIHOLDINGS QUALI | COM | 09254C107 |  | 1293394 | 128568 | SH |  | SOLE |  | 0 | 0 | 128568 |
| MEDTRONIC PLC | SHS | G5960L103 |  | 1376458 | 589 | SH |  | SOLE |  | 0 | 0 | 589 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 1393520 | 2975 | SH |  | SOLE |  | 0 | 0 | 2975 |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 |  | 1446954 | 2073 | SH |  | SOLE |  | 0 | 0 | 2073 |
| BLACKROCK CALIF MUN INCOME T | SH BEN INT | 09248E102 |  | 1447371 | 132180 | SH |  | SOLE |  | 0 | 0 | 132180 |
| AMERICAN CENTY ETF TR | US EQT ETF | 025072885 |  | 1483755 | 13650 | SH |  | SOLE |  | 0 | 0 | 13650 |
| ON HOLDING AG | NAMEN AKT A | H5919C104 |  | 1614297 | 38118 | SH |  | SOLE |  | 0 | 0 | 38118 |
| BROADCOM INC | COM | 11135F101 |  | 1690129 | 5123 | SH |  | SOLE |  | 0 | 0 | 5123 |
| ISHARES TR | RUS MID CAP ETF | 464287499 |  | 1693719 | 17542 | SH |  | SOLE |  | 0 | 0 | 17542 |
| T-MOBILE US INC | COM | 872590104 |  | 1751543 | 7317 | SH |  | SOLE |  | 0 | 0 | 7317 |
| HOME DEPOT INC | COM | 437076102 |  | 1780810 | 4395 | SH |  | SOLE |  | 0 | 0 | 4395 |
| AXON ENTERPRISE INC | COM | 05464C101 |  | 1808453 | 2520 | SH |  | SOLE |  | 0 | 0 | 2520 |
| WESTERN AST INFL LKD OPP  I | COM | 95766R104 |  | 1908621 | 214693 | SH |  | SOLE |  | 0 | 0 | 214693 |
| GE HEALTHCARE TECHS INC | COMMON STOCK | 36266G107 |  | 1936768 | 25789 | SH |  | SOLE |  | 0 | 0 | 25789 |
| PAYPAL HOLDINGS INC | COM | 70450Y103 |  | 2025078 | 30198 | SH |  | SOLE |  | 0 | 0 | 30198 |
| COCA-COLA COMPANY | COM | 191216100 |  | 2034499 | 30677 | SH |  | SOLE |  | 0 | 0 | 30677 |
| ADOBE INC | COM | 00724F101 |  | 2066410 | 5858 | SH |  | SOLE |  | 0 | 0 | 5858 |
| WALT DISNEY COMPANY | COM | 254687106 |  | 2067183 | 18054 | SH |  | SOLE |  | 0 | 0 | 18054 |
| NEXTRACKER INC | CLASS A COM | 65290E101 |  | 2140457 | 28929 | SH |  | SOLE |  | 0 | 0 | 28929 |
| GEHC2518C85 | CAP STK CL C | 02079K107 |  | 2234084 | 9173 | SH |  | SOLE |  | 0 | 0 | 9173 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 |  | 2243395 | 22540 | SH |  | SOLE |  | 0 | 0 | 22540 |
| META PLATFORMS INC CLASS A | CL A | 30303M102 |  | 2246700 | 3059 | SH |  | SOLE |  | 0 | 0 | 3059 |
| SALESFORCE INC | COM | 79466L302 |  | 2402539 | 10137 | SH |  | SOLE |  | 0 | 0 | 10137 |
| QUALCOMM INC | COM | 747525103 |  | 2525012 | 15178 | SH |  | SOLE |  | 0 | 0 | 15178 |
| TJX COS INC NEW | COM | 872540109 |  | 2650430 | 18337 | SH |  | SOLE |  | 0 | 0 | 18337 |
| WALMART INC | COM | 931142103 |  | 2755824 | 26740 | SH |  | SOLE |  | 0 | 0 | 26740 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 |  | 2853409 | 11571 | SH |  | SOLE |  | 0 | 0 | 11571 |
| BLACKROCK MUNIHLDNGS CALI QL | COM | 09254L107 |  | 2941640 | 271119 | SH |  | SOLE |  | 0 | 0 | 271119 |
| SHOPIFY INC CL A | CL A | 82509L107 |  | 2957785 | 19903 | SH |  | SOLE |  | 0 | 0 | 19903 |
| APPLE INC | COM | 037833100 |  | 3317065 | 13027 | SH |  | SOLE |  | 0 | 0 | 13027 |
| AMAZON COM INC | COM | 023135106 |  | 3321216 | 15126 | SH |  | SOLE |  | 0 | 0 | 15126 |
| MARRIOTT INTL INC NEW CL A | CL A | 571903202 |  | 3565424 | 13690 | SH |  | SOLE |  | 0 | 0 | 13690 |
| DEERE  CO | COM | 244199105 |  | 5102564 | 11159 | SH |  | SOLE |  | 0 | 0 | 11159 |
| NVIDIA CORP | COM | 67066G104 |  | 5181517 | 27771 | SH |  | SOLE |  | 0 | 0 | 27771 |
| MICROSOFT CORP | COM | 594918104 |  | 5218683 | 10076 | SH |  | SOLE |  | 0 | 0 | 10076 |
| ORACLE CORPORATION | COM | 68389X105 |  | 5579802 | 19840 | SH |  | SOLE |  | 0 | 0 | 19840 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 5825758 | 20647 | SH |  | SOLE |  | 0 | 0 | 20647 |
| ROBLOX CORP CL A | CL A | 771049103 |  | 7109539 | 51325 | SH |  | SOLE |  | 0 | 0 | 51325 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 8060770 | 33158 | SH |  | SOLE |  | 0 | 0 | 33158 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 8061973 | 24567 | SH |  | SOLE |  | 0 | 0 | 24567 |

---