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Portfolio (Quarterly) Guide ↗

Atlas Wealth LLC

· CIK 0001964106
13F Portfolio $701M AUM 178 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 66 New 37 Added 41 Reduced 3 Exited
Page 1 of 2  ·  37 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 U.S. BANCORP PFD B NON-CUMULATIVE 3.5 1,478,262.0 $27.2M 3.87% +41K +2.8% $18.37
2 VFLO VICTORY PORTFOLIOS II VICTORYSHARES FREE CASH FLOW 463,243.0 $21.2M 3.02% +10K +2.3% $45.75 +16.6%
3 SYLD CAMBRIA SHAREHOLDER YIELD ETF 151,606.0 $12.0M 1.71% +18K +13.7% $79.09 +8.5%
4 AVUS AVANTIS U.S. EQUITY ETF 86,195.0 $11.0M 1.57% +4K +4.7% $128.08 +3.1%
5 SLM CORPORATION PFD SER B NON-CUMULATIVE 107,367.0 $7.9M 1.13% +600.0 +0.6% $73.90
6 TMSL T ROWE PRICE ETF SMALL MID CAP ETF 167,294.0 $7.3M 1.05% +37K +27.9% $43.85 +1.7%
7 GOLDMAN SACHS GROUP INC SHS D 1/1000 NON-CUMULATIVE CALLABLE 07/30/2026 338,505.0 $6.4M 0.91% +24K +7.5% $18.87
8 RFMZ RIVERNORTH FLEXIBLE MUNI INCME Financial Services 467,361.0 $6.4M 0.91% +130K +38.7% $13.63 -2.1%
9 GOLDMAN SACHS GROUP, INCORPORATED. PFD A 1/1000 NON-CUMULATIVE 3.75 305,106.0 $5.8M 0.83% +4K +1.3% $19.14
10 GVAL CAMBRIA GLOBAL VALUE ETF 151,060.0 $5.4M 0.78% +13K +9.3% $36.02 +7.0%
11 IDVO AMPLIFY CWP INTERNATIONAL ENHANCED DIVIDEND INCOME ETF 127,500.0 $5.4M 0.76% +17K +15.2% $42.00 +3.1%
12 RDVI FT VEST RISING DIVIDEND ACHIEVERS TARGET 148,102.0 $4.4M 0.62% +1K +0.8% $29.40 +1.6%
13 FEGE FIRST EAGLE GLOBAL EQUITY ETF 79,783.0 $3.9M 0.56% +16K +24.5% $48.92 +6.3%
14 BANK OF AMERICA CORPORATION PFD1/1200 SR1 NON-CUMULATIVE 3 193,569.0 $3.6M 0.52% +7K +3.8% $18.75
15 FEOE FIRST EAGLE OVERSEAS EQUITY ETF 67,216.0 $3.6M 0.51% +8K +12.6% $53.40 +4.5%
16 AVSC AVANTIS US SMALL CAP EQUITY ETF 43,186.0 $3.2M 0.45% +6K +17.1% $73.34 +2.1%
17 DINT DAVIS SELECT INTERNATIONAL ETF 110,529.0 $3.2M 0.45% +2K +1.8% $28.50 +5.9%
18 CSCO CISCO SYSTEMS INCORPORATED Technology 19,648.0 $2.3M 0.33% +243.0 +1.2% $117.46 -3.9%
19 SFLO VICTORYSHARES SMALL CAP FREE CASH FLOW ETF 52,947.0 $1.8M 0.26% +4K +8.9% $34.20 +13.1%
20 RJF RAYMOND JAMES FINL INCORPORATED Financial Services 9,725.0 $1.5M 0.21% +250.0 +2.6% $152.03 +18.1%
Page 1 of 2  ·  37 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 77.7%
Technology 10.9%
Communication Services 4.5%
Consumer Defensive 3.3%
Consumer Cyclical 1.5%
Healthcare 1.1%
Industrials 0.8%
Utilities 0.2%
Real Estate 0.1%