# EDGAR Filing Document

**Accession Number:** 0002053756
**File Stem:** 0002053756-26-000002
**Filing Date:** 2026-4
**Character Count:** 14836
**Document Hash:** 02994f82ab9e601e555fccc15c417a95
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002053756-26-000002.hdr.sgml**: 20260410

**ACCESSION NUMBER**: 0002053756-26-000002

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260410

**DATE AS OF CHANGE**: 20260410

**EFFECTIVENESS DATE**: 20260410

**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:** 26854487

**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:** 03-31-2026

**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  04-10-2026<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:** 117

**Form 13F Information Table Value Total:** $148943244

      (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 |  | 46051 | 13387 | SH |  | SOLE |  | 0 | 0 | 13387 |
| HALEON PLC | SPON ADS | 405552100 |  | 108710 | 10871 | SH |  | SOLE |  | 0 | 0 | 10871 |
| NUVEEN MUNICIPAL CREDIT INC | COM SH BEN INT | 67070X101 |  | 149188 | 12080 | SH |  | SOLE |  | 0 | 0 | 12080 |
| WESTERN ASSET MANAGED MUNS F | COM | 95766M105 |  | 154200 | 15000 | SH |  | SOLE |  | 0 | 0 | 15000 |
| PRUDENTIAL FINL INC | COM | 744320102 |  | 204922 | 2080 | SH |  | SOLE |  | 0 | 0 | 2080 |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 |  | 216051 | 452 | SH |  | SOLE |  | 0 | 0 | 452 |
| VANGUARD INTL EQUITY INDEX F A | ALLWRLD EX US | 922042775 |  | 217275 | 2854 | SH |  | SOLE |  | 0 | 0 | 2854 |
| STARBUCKS CORP | COM | 855244109 |  | 218192 | 2421 | SH |  | SOLE |  | 0 | 0 | 2421 |
| AT INC | COM | 00206R102 |  | 222744 | 7828 | SH |  | SOLE |  | 0 | 0 | 7828 |
| JOHNSON CTLS INTL PLC | SHS | G51502105 |  | 223730 | 1660 | SH |  | SOLE |  | 0 | 0 | 1660 |
| ALTRIA GROUP INC | COM | 02209S103 |  | 228591 | 3500 | SH |  | SOLE |  | 0 | 0 | 3500 |
| DOORDASH INC | CL A | 25809K105 |  | 240904 | 1597 | SH |  | SOLE |  | 0 | 0 | 1597 |
| MOODY'S CORP | COM | 615369105 |  | 250479 | 576 | SH |  | SOLE |  | 0 | 0 | 576 |
| BLUE OWL CAPITAL CORP | COM | 69121K104 |  | 250946 | 23333 | SH |  | SOLE |  | 0 | 0 | 23333 |
| AMERICAN CENTY ETF TR | INTERNATIONAL LR | 025072364 |  | 253072 | 3340 | SH |  | SOLE |  | 0 | 0 | 3340 |
| PROCTER  GAMBLE CO | COM | 742718109 |  | 255972 | 1770 | SH |  | SOLE |  | 0 | 0 | 1770 |
| GILEAD SCIENCES INC | COM | 375558103 |  | 258622 | 1851 | SH |  | SOLE |  | 0 | 0 | 1851 |
| HONEYWELL INTERNATIONAL INC | COM | 438516106 |  | 264005 | 1154 | SH |  | SOLE |  | 0 | 0 | 1154 |
| CISCO SYS INC | COM | 17275R102 |  | 267525 | 3400 | SH |  | SOLE |  | 0 | 0 | 3400 |
| UNITED RENTALS INC | COM | 911363109 |  | 295404 | 403 | SH |  | SOLE |  | 0 | 0 | 403 |
| ISHARES TR | CORE S US VLU | 464287663 |  | 296664 | 2894 | SH |  | SOLE |  | 0 | 0 | 2894 |
| CITIGROUP INC | COM NEW | 172967424 |  | 306448 | 2662 | SH |  | SOLE |  | 0 | 0 | 2662 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 312350 | 1592 | SH |  | SOLE |  | 0 | 0 | 1592 |
| PALO ALTO NETWORKS | COM | 697435105 |  | 320988 | 1997 | SH |  | SOLE |  | 0 | 0 | 1997 |
| BOEING CO | COM | 097023105 |  | 329935 | 1582 | SH |  | SOLE |  | 0 | 0 | 1582 |
| FEDEX CORPORATION | COM | 31428X106 |  | 333485 | 918 | SH |  | SOLE |  | 0 | 0 | 918 |
| BANK OF AMERICA CORP | COM | 060505104 |  | 338992 | 6903 | SH |  | SOLE |  | 0 | 0 | 6903 |
| Marsh | COM | 571748102 |  | 343915 | 1981 | SH |  | SOLE |  | 0 | 0 | 1981 |
| AVNET INC | COM | 053807103 |  | 344093 | 5488 | SH |  | SOLE |  | 0 | 0 | 5488 |
| SELECT SECTOR SPDR TR | ENERGY | 81369Y506 |  | 346671 | 5850 | SH |  | SOLE |  | 0 | 0 | 5850 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 348249 | 2386 | SH |  | SOLE |  | 0 | 0 | 2386 |
| LINDE PLC NEW | SHS | G54950103 |  | 348739 | 708 | SH |  | SOLE |  | 0 | 0 | 708 |
| IDACORP INC | COM | 451107106 |  | 357247 | 2509 | SH |  | SOLE |  | 0 | 0 | 2509 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 357777 | 415 | SH |  | SOLE |  | 0 | 0 | 415 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 45782C797 |  | 363521 | 8409 | SH |  | SOLE |  | 0 | 0 | 8409 |
| UNION PACIFIC CORP | COM | 907818108 |  | 365987 | 1493 | SH |  | SOLE |  | 0 | 0 | 1493 |
| ISHARES TR | GLOBAL 100 ETF | 464287572 |  | 378729 | 3118 | SH |  | SOLE |  | 0 | 0 | 3118 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 398812 | 799 | SH |  | SOLE |  | 0 | 0 | 799 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 |  | 412773 | 1048 | SH |  | SOLE |  | 0 | 0 | 1048 |
| VANGUARD INTER-TERM TREAS INDEX FD | INTM TERM BOND | 92206C706 |  | 425663 | 7148 | SH |  | SOLE |  | 0 | 0 | 7148 |
| MICRON TECHNOLOGY INC | COM | 595112103 |  | 433874 | 1190 | SH |  | SOLE |  | 0 | 0 | 1190 |
| KAYNE ANDERSON ENERGY INFRST | COM | 486606106 |  | 437940 | 31586 | SH |  | SOLE |  | 0 | 0 | 31586 |
| AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 |  | 452621 | 5249 | SH |  | SOLE |  | 0 | 0 | 5249 |
| LENNOX INTL INC | COM | 526107107 |  | 461523 | 986 | SH |  | SOLE |  | 0 | 0 | 986 |
| ARCHER DANIELS MIDLAND CO | COM | 039483102 |  | 463798 | 6384 | SH |  | SOLE |  | 0 | 0 | 6384 |
| PLAINS ALL AMERN PIPELINE L | UNIT LTD PARTN | 726503105 |  | 466049 | 21349 | SH |  | SOLE |  | 0 | 0 | 21349 |
| BRISTOL MYERS SQUIBB CO | COM | 110122108 |  | 466832 | 7592 | SH |  | SOLE |  | 0 | 0 | 7592 |
| HALLIBURTON CO | COM | 406216101 |  | 495979 | 12960 | SH |  | SOLE |  | 0 | 0 | 12960 |
| ELI LILLY  CO | COM | 532457108 |  | 498053 | 533 | SH |  | SOLE |  | 0 | 0 | 533 |
| VANGUARD INDEX FDS | INF TECH ETF | 92204A702 |  | 510482 | 727 | SH |  | SOLE |  | 0 | 0 | 727 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 520959 | 2122 | SH |  | SOLE |  | 0 | 0 | 2122 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 521814 | 2424 | SH |  | SOLE |  | 0 | 0 | 2424 |
| AMERICAN EXPRESS COMPANY | COM | 025816109 |  | 527419 | 1743 | SH |  | SOLE |  | 0 | 0 | 1743 |
| EATON VANCE CALIF MUN INCOM | SH BEN INT | 27826F101 |  | 531078 | 52582 | SH |  | SOLE |  | 0 | 0 | 52582 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 555351 | 2098 | SH |  | SOLE |  | 0 | 0 | 2098 |
| CATERPILLAR INC | COM | 149123101 |  | 568823 | 778 | SH |  | SOLE |  | 0 | 0 | 778 |
| NETFLIX INC | COM | 64110L106 |  | 570568 | 5995 | SH |  | SOLE |  | 0 | 0 | 5995 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 588945 | 2034 | SH |  | SOLE |  | 0 | 0 | 2034 |
| WELLS FARGO  CO NEW | COM | 949746101 |  | 595120 | 7394 | SH |  | SOLE |  | 0 | 0 | 7394 |
| BLACKROCK MUNIYIELD QUALITY | COM | 09254E103 |  | 609792 | 54739 | SH |  | SOLE |  | 0 | 0 | 54739 |
| MASTERCARD INC CL A | CL A | 57636Q104 |  | 647161 | 1307 | SH |  | SOLE |  | 0 | 0 | 1307 |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 81369Y407 |  | 670573 | 4135 | SH |  | SOLE |  | 0 | 0 | 4135 |
| COHERENT CORP | COM | 19247G107 |  | 684792 | 2719 | SH |  | SOLE |  | 0 | 0 | 2719 |
| LAM RESEARCH CORP | COM NEW | 512807306 |  | 719506 | 3234 | SH |  | SOLE |  | 0 | 0 | 3234 |
| NUVEEN CA QUALTY MUN INCOME | COM | 67066Y105 |  | 738745 | 63385 | SH |  | SOLE |  | 0 | 0 | 63385 |
| MERCADOLIBRE INC | COM | 58733R102 |  | 775777 | 451 | SH |  | SOLE |  | 0 | 0 | 451 |
| TEXAS PAC LD CORP | COM | 88262P102 |  | 781347 | 1706 | SH |  | SOLE |  | 0 | 0 | 1706 |
| VANGUARD INDEX FDS | HEALTH CARE ETF | 92204A504 |  | 785761 | 2865 | SH |  | SOLE |  | 0 | 0 | 2865 |
| VISA INC CLASS A | COM CL A | 92826C839 |  | 787835 | 2635 | SH |  | SOLE |  | 0 | 0 | 2635 |
| PAYPAL HOLDINGS INC | COM | 70450Y103 |  | 791403 | 17727 | SH |  | SOLE |  | 0 | 0 | 17727 |
| FOX CORP | CL A COM | 35137L105 |  | 842740 | 14500 | SH |  | SOLE |  | 0 | 0 | 14500 |
| T-MOBILE US INC | COM | 872590104 |  | 899087 | 4423 | SH |  | SOLE |  | 0 | 0 | 4423 |
| RTX CORP | COM | 75513E101 |  | 914103 | 4671 | SH |  | SOLE |  | 0 | 0 | 4671 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 928963 | 3148 | SH |  | SOLE |  | 0 | 0 | 3148 |
| COSTCO WHSL CORP NEW COM | COM | 22160K105 |  | 992624 | 993 | SH |  | SOLE |  | 0 | 0 | 993 |
| NEUBERGER BERMAN MUN FD INC | COM | 64124P101 |  | 1061808 | 105286 | SH |  | SOLE |  | 0 | 0 | 105286 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 1064777 | 16424 | SH |  | SOLE |  | 0 | 0 | 16424 |
| ON HOLDING AG | NAMEN AKT A | H5919C104 |  | 1093904 | 31904 | SH |  | SOLE |  | 0 | 0 | 31904 |
| TESLA INC | COM | 88160R101 |  | 1100423 | 2919 | SH |  | SOLE |  | 0 | 0 | 2919 |
| BLACKROCK MUNIYIELD QUALITY | COM | 09254G108 |  | 1198967 | 112685 | SH |  | SOLE |  | 0 | 0 | 112685 |
| ISHARES TR | RUSSELL 3000 ETF | 464287689 |  | 1263669 | 3383 | SH |  | SOLE |  | 0 | 0 | 3383 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 1279577 | 2975 | SH |  | SOLE |  | 0 | 0 | 2975 |
| HOME DEPOT INC | COM | 437076102 |  | 1450399 | 4374 | SH |  | SOLE |  | 0 | 0 | 4374 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 1453591 | 16262 | SH |  | SOLE |  | 0 | 0 | 16262 |
| CHEVRON CORP NEW | COM | 166764100 |  | 1519747 | 7626 | SH |  | SOLE |  | 0 | 0 | 7626 |
| AMERICAN CENTY ETF TR | US EQT ETF | 025072885 |  | 1528800 | 13650 | SH |  | SOLE |  | 0 | 0 | 13650 |
| WESTERN AST INFL LKD OPP  I | COM | 95766R104 |  | 1630975 | 192584 | SH |  | SOLE |  | 0 | 0 | 192584 |
| BROADCOM INC | COM | 11135F101 |  | 1632415 | 5239 | SH |  | SOLE |  | 0 | 0 | 5239 |
| WALT DISNEY COMPANY | COM | 254687106 |  | 1750062 | 18020 | SH |  | SOLE |  | 0 | 0 | 18020 |
| ISHARES TR | RUS MID CAP ETF | 464287499 |  | 1771109 | 18126 | SH |  | SOLE |  | 0 | 0 | 18126 |
| GE HEALTHCARE TECHS INC | COMMON STOCK | 36266G107 |  | 1774979 | 24814 | SH |  | SOLE |  | 0 | 0 | 24814 |
| ADOBE INC | COM | 00724F101 |  | 1783878 | 7401 | SH |  | SOLE |  | 0 | 0 | 7401 |
| QUALCOMM INC | COM | 747525103 |  | 1843395 | 14265 | SH |  | SOLE |  | 0 | 0 | 14265 |
| META PLATFORMS INC CLASS A | CL A | 30303M102 |  | 1937544 | 3356 | SH |  | SOLE |  | 0 | 0 | 3356 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 |  | 2028376 | 10322 | SH |  | SOLE |  | 0 | 0 | 10322 |
| AXON ENTERPRISE INC | COM | 05464C101 |  | 2099655 | 4871 | SH |  | SOLE |  | 0 | 0 | 4871 |
| SALESFORCE INC | COM | 79466L302 |  | 2126082 | 11432 | SH |  | SOLE |  | 0 | 0 | 11432 |
| COCA-COLA COMPANY | COM | 191216100 |  | 2273167 | 29912 | SH |  | SOLE |  | 0 | 0 | 29912 |
| SHOPIFY INC CL A | CL A | 82509L107 |  | 2405060 | 20216 | SH |  | SOLE |  | 0 | 0 | 20216 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 |  | 2696346 | 24281 | SH |  | SOLE |  | 0 | 0 | 24281 |
| GEHC2518C85 | CAP STK CL C | 02079K107 |  | 2810983 | 9602 | SH |  | SOLE |  | 0 | 0 | 9602 |
| APPLE INC | COM | 037833100 |  | 2825847 | 11122 | SH |  | SOLE |  | 0 | 0 | 11122 |
| ORACLE CORPORATION | COM | 68389X105 |  | 2826055 | 19313 | SH |  | SOLE |  | 0 | 0 | 19313 |
| TJX COS INC NEW | COM | 872540109 |  | 2962892 | 18337 | SH |  | SOLE |  | 0 | 0 | 18337 |
| AMAZON COM INC | COM | 023135106 |  | 3024846 | 14363 | SH |  | SOLE |  | 0 | 0 | 14363 |
| NEXTRACKER INC | CLASS A COM | 65290E101 |  | 3047013 | 24737 | SH |  | SOLE |  | 0 | 0 | 24737 |
| ROBLOX CORP | CL A | 771049103 |  | 3271145 | 56497 | SH |  | SOLE |  | 0 | 0 | 56497 |
| WALMART INC | COM | 931142103 |  | 3277563 | 26383 | SH |  | SOLE |  | 0 | 0 | 26383 |
| MICROSOFT CORP | COM | 594918104 |  | 3627597 | 9776 | SH |  | SOLE |  | 0 | 0 | 9776 |
| BLACKROCK MUNIHOLDINGS FD IN | COM | 09253N104 |  | 4087106 | 358833 | SH |  | SOLE |  | 0 | 0 | 358833 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 4089015 | 16740 | SH |  | SOLE |  | 0 | 0 | 16740 |
| BLACKROCK MUNIHLDNGS CALI QL | COM | 09254L107 |  | 4254553 | 405607 | SH |  | SOLE |  | 0 | 0 | 405607 |
| NVIDIA CORP | COM | 67066G104 |  | 4304813 | 24469 | SH |  | SOLE |  | 0 | 0 | 24469 |
| MARRIOTT INTL INC NEW CL A | CL A | 571903202 |  | 4496617 | 13690 | SH |  | SOLE |  | 0 | 0 | 13690 |
| DEERE  CO | COM | 244199105 |  | 6340425 | 11189 | SH |  | SOLE |  | 0 | 0 | 11189 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 8658511 | 26831 | SH |  | SOLE |  | 0 | 0 | 26831 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 9674500 | 32814 | SH |  | SOLE |  | 0 | 0 | 32814 |

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