# EDGAR Filing Document

**Accession Number:** 0002053756
**File Stem:** 0002053756-26-000001
**Filing Date:** 2026-1
**Character Count:** 15438
**Document Hash:** f4d02384d16e5196763d8b2a5d66d1b5
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002053756-26-000001.hdr.sgml**: 20260123

**ACCESSION NUMBER**: 0002053756-26-000001

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260123

**DATE AS OF CHANGE**: 20260123

**EFFECTIVENESS DATE**: 20260123

**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:** 26554797

**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:** 12-31-2025

**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  01-23-2026<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:** 122

**Form 13F Information Table Value Total:** $156810483

      (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 |  | 61714 | 13387 | SH |  | SOLE |  | 0 | 0 | 13387 |
| HALEON PLC | SPON ADS | 405552100 |  | 109906 | 10871 | SH |  | SOLE |  | 0 | 0 | 10871 |
| 3M CO | COM | 88579Y101 |  | 158041 | 15009 | SH |  | SOLE |  | 0 | 0 | 15009 |
| ISHARES TR | S 100 ETF | 464287101 |  | 202695 | 591 | SH |  | SOLE |  | 0 | 0 | 591 |
| MARSH  MCLENNAN COS INC | COM | 571748102 |  | 205088 | 1281 | SH |  | SOLE |  | 0 | 0 | 1281 |
| VANGUARD INTL EQUITY INDEX F A | ALLWRLD EX US | 922042775 |  | 209940 | 2854 | SH |  | SOLE |  | 0 | 0 | 2854 |
| VEEVA SYSTEMS INC CL A | CL A COM | 922475108 |  | 212738 | 953 | SH |  | SOLE |  | 0 | 0 | 953 |
| HONEYWELL INTERNATIONAL INC | COM | 438516106 |  | 220842 | 1132 | SH |  | SOLE |  | 0 | 0 | 1132 |
| MERCADOLIBRE INC | COM | 58733R102 |  | 226264 | 995 | SH |  | SOLE |  | 0 | 0 | 995 |
| GILEAD SCIENCES INC | COM | 375558103 |  | 227192 | 1851 | SH |  | SOLE |  | 0 | 0 | 1851 |
| PRUDENTIAL FINL INC | COM | 744320102 |  | 234790 | 2080 | SH |  | SOLE |  | 0 | 0 | 2080 |
| State Street SPDR Portfolio S 1500 Composite Stock Market ETF | S 1500 ETF | 78464A805 |  | 235237 | 1710 | SH |  | SOLE |  | 0 | 0 | 1710 |
| AMERICAN CENTY ETF TR | INTERNATIONAL LR | 025072364 |  | 237908 | 3340 | SH |  | SOLE |  | 0 | 0 | 3340 |
| ABBOTT LABORATORIES | COM | 002824100 |  | 245193 | 1957 | SH |  | SOLE |  | 0 | 0 | 1957 |
| NUVEEN MUNICIPAL CREDIT INC | COM SH BEN INT | 67070X101 |  | 252606 | 20080 | SH |  | SOLE |  | 0 | 0 | 20080 |
| CISCO SYS INC | COM | 17275R102 |  | 256895 | 3335 | SH |  | SOLE |  | 0 | 0 | 3335 |
| AVNET INC | COM | 053807103 |  | 258863 | 5384 | SH |  | SOLE |  | 0 | 0 | 5384 |
| FEDEX CORPORATION | COM | 31428X106 |  | 259974 | 900 | SH |  | SOLE |  | 0 | 0 | 900 |
| PROCTER  GAMBLE CO | COM | 742718109 |  | 261111 | 1822 | SH |  | SOLE |  | 0 | 0 | 1822 |
| SELECT SECTOR SPDR TR | COMMUNICATION | 81369Y852 |  | 261554 | 5850 | SH |  | SOLE |  | 0 | 0 | 5850 |
| MOODY'S CORP | COM | 615369105 |  | 294250 | 576 | SH |  | SOLE |  | 0 | 0 | 576 |
| LINDE PLC NEW | SHS | G54950103 |  | 296341 | 695 | SH |  | SOLE |  | 0 | 0 | 695 |
| BLUE OWL CAPITAL CORP | COM | 69121K104 |  | 296505 | 23854 | SH |  | SOLE |  | 0 | 0 | 23854 |
| ISHARES TR | CORE S US VLU | 464287663 |  | 296751 | 2894 | SH |  | SOLE |  | 0 | 0 | 2894 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 300427 | 1573 | SH |  | SOLE |  | 0 | 0 | 1573 |
| CITIGROUP INC | COM NEW | 172967424 |  | 305144 | 2615 | SH |  | SOLE |  | 0 | 0 | 2615 |
| IDACORP INC | COM | 451107106 |  | 311464 | 2461 | SH |  | SOLE |  | 0 | 0 | 2461 |
| UNITED RENTALS INC | COM | 911363109 |  | 320491 | 396 | SH |  | SOLE |  | 0 | 0 | 396 |
| MICRON TECHNOLOGY INC | COM | 595112103 |  | 333073 | 1167 | SH |  | SOLE |  | 0 | 0 | 1167 |
| BOEING CO | COM | 097023105 |  | 336970 | 1552 | SH |  | SOLE |  | 0 | 0 | 1552 |
| UNION PACIFIC CORP | COM | 907818108 |  | 339346 | 1467 | SH |  | SOLE |  | 0 | 0 | 1467 |
| DOORDASH INC | CL A | 25809K105 |  | 355574 | 1570 | SH |  | SOLE |  | 0 | 0 | 1570 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 358632 | 408 | SH |  | SOLE |  | 0 | 0 | 408 |
| MARTIN MARIETTA MATLS INC | COM | 573284106 |  | 360651 | 1944 | SH |  | SOLE |  | 0 | 0 | 1944 |
| PALO ALTO NETWORKS | COM | 697435105 |  | 363979 | 1976 | SH |  | SOLE |  | 0 | 0 | 1976 |
| HALLIBURTON CO | COM | 406216101 |  | 366250 | 12960 | SH |  | SOLE |  | 0 | 0 | 12960 |
| ARCHER DANIELS MIDLAND CO | COM | 039483102 |  | 367016 | 6384 | SH |  | SOLE |  | 0 | 0 | 6384 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 45782C797 |  | 369323 | 8409 | SH |  | SOLE |  | 0 | 0 | 8409 |
| BANK OF AMERICA CORP | COM | 060505104 |  | 372790 | 6778 | SH |  | SOLE |  | 0 | 0 | 6778 |
| PLAINS ALL AMERN PIPELINE L | UNIT LTD PARTN | 726503105 |  | 383428 | 21349 | SH |  | SOLE |  | 0 | 0 | 21349 |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 |  | 384430 | 662 | SH |  | SOLE |  | 0 | 0 | 662 |
| KAYNE ANDERSON ENERGY INFRST | COM | 486606106 |  | 391035 | 31586 | SH |  | SOLE |  | 0 | 0 | 31586 |
| ISHARES TR | GLOBAL 100 ETF | 464287572 |  | 394957 | 3118 | SH |  | SOLE |  | 0 | 0 | 3118 |
| BRISTOL MYERS SQUIBB CO | COM | 110122108 |  | 409512 | 7592 | SH |  | SOLE |  | 0 | 0 | 7592 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 417713 | 2350 | SH |  | SOLE |  | 0 | 0 | 2350 |
| CHEVRON CORP NEW | COM | 166764100 |  | 426138 | 2796 | SH |  | SOLE |  | 0 | 0 | 2796 |
| VANGUARD INTER-TERM TREAS INDEX FD | INTM TERM BOND | 92206C706 |  | 428380 | 7148 | SH |  | SOLE |  | 0 | 0 | 7148 |
| AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 |  | 432098 | 5249 | SH |  | SOLE |  | 0 | 0 | 5249 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 432526 | 2090 | SH |  | SOLE |  | 0 | 0 | 2090 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 |  | 433603 | 925 | SH |  | SOLE |  | 0 | 0 | 925 |
| CATERPILLAR INC | COM | 149123101 |  | 438246 | 765 | SH |  | SOLE |  | 0 | 0 | 765 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 454868 | 785 | SH |  | SOLE |  | 0 | 0 | 785 |
| LENNOX INTL INC | COM | 526107107 |  | 470527 | 969 | SH |  | SOLE |  | 0 | 0 | 969 |
| COHERENT CORP | COM | 19247G107 |  | 492617 | 2669 | SH |  | SOLE |  | 0 | 0 | 2669 |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 81369Y407 |  | 497606 | 4135 | SH |  | SOLE |  | 0 | 0 | 4135 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 509864 | 2424 | SH |  | SOLE |  | 0 | 0 | 2424 |
| EATON VANCE CALIF MUN INCOM | SH BEN INT | 27826F101 |  | 527923 | 52582 | SH |  | SOLE |  | 0 | 0 | 52582 |
| VANGUARD INDEX FDS | INF TECH ETF | 92204A702 |  | 536525 | 712 | SH |  | SOLE |  | 0 | 0 | 712 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 541179 | 2098 | SH |  | SOLE |  | 0 | 0 | 2098 |
| LAM RESEARCH CORP | COM NEW | 512807306 |  | 543839 | 3177 | SH |  | SOLE |  | 0 | 0 | 3177 |
| NETFLIX INC | COM | 64110L106 |  | 554122 | 5910 | SH |  | SOLE |  | 0 | 0 | 5910 |
| ELI LILLY  CO | COM | 532457108 |  | 563132 | 524 | SH |  | SOLE |  | 0 | 0 | 524 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 590307 | 2034 | SH |  | SOLE |  | 0 | 0 | 2034 |
| BLACKROCK MUNIYIELD FD INC | COM | 09253W104 |  | 623945 | 59480 | SH |  | SOLE |  | 0 | 0 | 59480 |
| BLACKROCK MUNIHOLDINGS FD IN | COM | 09253N104 |  | 705668 | 60108 | SH |  | SOLE |  | 0 | 0 | 60108 |
| WELLS FARGO  CO NEW | COM | 949746101 |  | 731900 | 7853 | SH |  | SOLE |  | 0 | 0 | 7853 |
| MASTERCARD INC CL A | CL A | 57636Q104 |  | 734723 | 1287 | SH |  | SOLE |  | 0 | 0 | 1287 |
| AMERICAN EXPRESS COMPANY | COM | 025816109 |  | 751738 | 2032 | SH |  | SOLE |  | 0 | 0 | 2032 |
| NUVEEN CA QUALTY MUN INCOME | COM | 67066Y105 |  | 769835 | 65185 | SH |  | SOLE |  | 0 | 0 | 65185 |
| VANGUARD INDEX FDS | HEALTH CARE ETF | 92204A504 |  | 808859 | 2810 | SH |  | SOLE |  | 0 | 0 | 2810 |
| RTX CORP | COM | 75513E101 |  | 837955 | 4569 | SH |  | SOLE |  | 0 | 0 | 4569 |
| COSTCO WHSL CORP NEW COM | COM | 22160K105 |  | 845956 | 981 | SH |  | SOLE |  | 0 | 0 | 981 |
| VISA INC CLASS A | COM CL A | 92826C839 |  | 913249 | 2604 | SH |  | SOLE |  | 0 | 0 | 2604 |
| BLACKROCK MUN INCOME QUALITY | COM | 092479104 |  | 965176 | 88225 | SH |  | SOLE |  | 0 | 0 | 88225 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 995015 | 3088 | SH |  | SOLE |  | 0 | 0 | 3088 |
| FOX CORP | CL A COM | 35137L105 |  | 1059515 | 14500 | SH |  | SOLE |  | 0 | 0 | 14500 |
| NEUBERGER BERMAN MUN FD INC | COM | 64124P101 |  | 1064846 | 105222 | SH |  | SOLE |  | 0 | 0 | 105222 |
| T-MOBILE US INC | COM | 872590104 |  | 1072254 | 5281 | SH |  | SOLE |  | 0 | 0 | 5281 |
| BLACKROCK MUN INCOME TR | SH BEN INT | 09248F109 |  | 1080391 | 107716 | SH |  | SOLE |  | 0 | 0 | 107716 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 1116052 | 17865 | SH |  | SOLE |  | 0 | 0 | 17865 |
| ON HOLDING AG | NAMEN AKT A | H5919C104 |  | 1149404 | 24729 | SH |  | SOLE |  | 0 | 0 | 24729 |
| BLACKROCK MUNIVEST FD II INC | COM | 09253T101 |  | 1240274 | 114734 | SH |  | SOLE |  | 0 | 0 | 114734 |
| MEDTRONIC PLC | SHS | G5960L103 |  | 1240784 | 616 | SH |  | SOLE |  | 0 | 0 | 616 |
| TESLA INC | COM | 88160R101 |  | 1279004 | 2844 | SH |  | SOLE |  | 0 | 0 | 2844 |
| ISHARES TR | RUSSELL 3000 ETF | 464287689 |  | 1283955 | 3319 | SH |  | SOLE |  | 0 | 0 | 3319 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 1319987 | 16262 | SH |  | SOLE |  | 0 | 0 | 16262 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 1408068 | 2975 | SH |  | SOLE |  | 0 | 0 | 2975 |
| BLACKROCK CALIF MUN INCOME T | SH BEN INT | 09248E102 |  | 1419613 | 132180 | SH |  | SOLE |  | 0 | 0 | 132180 |
| BLACKROCK MUNIHOLDINGS QUALI | COM | 09254C107 |  | 1465999 | 146161 | SH |  | SOLE |  | 0 | 0 | 146161 |
| HOME DEPOT INC | COM | 437076102 |  | 1508879 | 4385 | SH |  | SOLE |  | 0 | 0 | 4385 |
| AMERICAN CENTY ETF TR | US EQT ETF | 025072885 |  | 1525797 | 13650 | SH |  | SOLE |  | 0 | 0 | 13650 |
| WESTERN AST INFL LKD OPP  I | COM | 95766R104 |  | 1611347 | 187584 | SH |  | SOLE |  | 0 | 0 | 187584 |
| ISHARES TR | RUS MID CAP ETF | 464287499 |  | 1736747 | 18040 | SH |  | SOLE |  | 0 | 0 | 18040 |
| BROADCOM INC | COM | 11135F101 |  | 1777570 | 5136 | SH |  | SOLE |  | 0 | 0 | 5136 |
| PAYPAL HOLDINGS INC | COM | 70450Y103 |  | 1839204 | 31504 | SH |  | SOLE |  | 0 | 0 | 31504 |
| AXON ENTERPRISE INC | COM | 05464C101 |  | 2003657 | 3528 | SH |  | SOLE |  | 0 | 0 | 3528 |
| GE HEALTHCARE TECHS INC | COMMON STOCK | 36266G107 |  | 2028134 | 24727 | SH |  | SOLE |  | 0 | 0 | 24727 |
| WALT DISNEY COMPANY | COM | 254687106 |  | 2043992 | 17966 | SH |  | SOLE |  | 0 | 0 | 17966 |
| COCA-COLA COMPANY | COM | 191216100 |  | 2085206 | 29827 | SH |  | SOLE |  | 0 | 0 | 29827 |
| META PLATFORMS INC CLASS A | CL A | 30303M102 |  | 2148837 | 3255 | SH |  | SOLE |  | 0 | 0 | 3255 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 |  | 2396218 | 23497 | SH |  | SOLE |  | 0 | 0 | 23497 |
| NEXTRACKER INC | CLASS A COM | 65290E101 |  | 2435247 | 27956 | SH |  | SOLE |  | 0 | 0 | 27956 |
| QUALCOMM INC | COM | 747525103 |  | 2596197 | 15178 | SH |  | SOLE |  | 0 | 0 | 15178 |
| ADOBE INC | COM | 00724F101 |  | 2631925 | 7520 | SH |  | SOLE |  | 0 | 0 | 7520 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 |  | 2769393 | 10322 | SH |  | SOLE |  | 0 | 0 | 10322 |
| GEHC2518C85 | CAP STK CL C | 02079K107 |  | 2815727 | 8973 | SH |  | SOLE |  | 0 | 0 | 8973 |
| TJX COS INC NEW | COM | 872540109 |  | 2816747 | 18337 | SH |  | SOLE |  | 0 | 0 | 18337 |
| SALESFORCE INC | COM | 79466L302 |  | 2867773 | 10825 | SH |  | SOLE |  | 0 | 0 | 10825 |
| BLACKROCK MUNIHLDNGS CALI QL | COM | 09254L107 |  | 2891000 | 272736 | SH |  | SOLE |  | 0 | 0 | 272736 |
| WALMART INC | COM | 931142103 |  | 2932311 | 26320 | SH |  | SOLE |  | 0 | 0 | 26320 |
| APPLE INC | COM | 037833100 |  | 2989373 | 10996 | SH |  | SOLE |  | 0 | 0 | 10996 |
| SHOPIFY INC CL A | CL A | 82509L107 |  | 3203142 | 19899 | SH |  | SOLE |  | 0 | 0 | 19899 |
| AMAZON COM INC | COM | 023135106 |  | 3262410 | 14134 | SH |  | SOLE |  | 0 | 0 | 14134 |
| ORACLE CORPORATION | COM | 68389X105 |  | 3746950 | 19224 | SH |  | SOLE |  | 0 | 0 | 19224 |
| ROBLOX CORP | CL A | 771049103 |  | 4183903 | 51634 | SH |  | SOLE |  | 0 | 0 | 51634 |
| MARRIOTT INTL INC NEW CL A | CL A | 571903202 |  | 4247186 | 13690 | SH |  | SOLE |  | 0 | 0 | 13690 |
| NVIDIA CORP | COM | 67066G104 |  | 4487942 | 24064 | SH |  | SOLE |  | 0 | 0 | 24064 |
| MICROSOFT CORP | COM | 594918104 |  | 4616077 | 9545 | SH |  | SOLE |  | 0 | 0 | 9545 |
| DEERE  CO | COM | 244199105 |  | 5195296 | 11159 | SH |  | SOLE |  | 0 | 0 | 11159 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 6181903 | 20870 | SH |  | SOLE |  | 0 | 0 | 20870 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 8399732 | 25054 | SH |  | SOLE |  | 0 | 0 | 25054 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 10012393 | 31988 | SH |  | SOLE |  | 0 | 0 | 31988 |

---