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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 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 STEW SRH TOTAL RETURN FUND INCORPORATED Financial Services 3,511,313.0 $62.9M 8.96% NEW $17.90 +2.8%
2 CET CENTRAL SECS CORPORATION Financial Services 615,562.0 $32.3M 4.60% NEW $52.45 +4.7%
3 SDHY PGIM SHORT DUR HIG YLD OPP FD Financial Services 1,127,260.0 $18.5M 2.63% NEW $16.39 -1.0%
4 NBXG NEUBERGER NEXT GENERATION COMMON STOCK Financial Services 1,102,724.0 $18.2M 2.60% NEW $16.54 -4.3%
5 MEGI NYLI CBRE GBL INFR MEGTRNDS TR Financial Services 1,143,284.0 $17.4M 2.48% NEW $15.20 -0.1%
6 TBLD THORNBURG INCM BUILDER OPP TR Financial Services 710,893.0 $15.7M 2.24% NEW $22.07 +1.0%
7 NPCT NUVEEN CORE PLUS IMPACT FUND COM BEN INT Financial Services 1,535,428.0 $15.6M 2.22% NEW $10.13 -3.8%
8 FINS ANGEL OAK FINL STRATEGIES INCM COM BEN INT Financial Services 1,100,004.0 $14.1M 2.01% NEW $12.80 -1.6%
9 GUG GUGGENHEIM ACTIVE ALLOC FD COMMON STOCK Financial Services 848,495.0 $13.6M 1.93% NEW $15.98 -5.7%
10 BEXIL INVESTMENT TRUST COM NEW 751,470.0 $12.9M 1.83% NEW $17.13
11 GAM GENERAL AMERN INVS COMPANY INCORPORATED Financial Services 170,497.0 $10.9M 1.55% NEW $63.75 +6.2%
12 BGB BLACKSTONE STRATEGIC CRED 2027 COM SHS BEN IN Financial Services 939,961.0 $10.6M 1.51% NEW $11.30 -0.2%
13 GGZ GABELLI GLOBAL SMALL & MID CAP Financial Services 523,754.0 $8.5M 1.22% NEW $16.28 +4.1%
14 FIRST TR HIGH YIELD OPPRT 2027 602,530.0 $8.3M 1.18% NEW $13.70
15 DMA DESTRA MULTI-ALTERNATIVE FD COMMON SHARES Financial Services 1,089,162.0 $8.1M 1.16% NEW $7.48 +1.2%
16 BMEZ BLACKROCK HEALTH SCIENCES TERM TRUST Financial Services 499,696.0 $7.7M 1.09% NEW $15.35 +4.4%
17 HIGHLAND OPPS & INCOME FD HIGHLAND INCOME 1,030,976.0 $7.4M 1.05% NEW $7.13
18 RGT ROYCE GLOBAL TRUST INCORPORATED Financial Services 433,444.0 $6.2M 0.88% NEW $14.23 +7.3%
19 BLACKROCK TECH AND PRIVATE EQU SHS BEN INT 646,261.0 $5.8M 0.83% NEW $9.03
20 NPFD NUVEEN VRIABL RAT PREFERRED & INM FD Financial Services 263,387.0 $5.0M 0.71% NEW $18.82 -0.9%
Page 1 of 4  ·  66 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%