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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 2 of 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 METLIFE INC FLOATING RATE NON-CUM PERP PFD FLOATS QUARTERLY NON-CUMULATIVE CALLABLE 07/30/2026 179,490.0 $3.8M 0.54% NEW $21.21
22 WIA WESTERN ASSET INFLT LNK INC FD COM SH BEN INT Financial Services 460,160.0 $3.7M 0.53% NEW $8.13 -2.0%
23 WIW WESTERN AST INFL LKD OPP & INM Financial Services 415,617.0 $3.5M 0.50% NEW $8.40 -0.4%
24 TWN TAIWAN FD INCORPORATED Financial Services 33,993.0 $3.3M 0.47% NEW $96.17 +2.1%
25 EEA EUROPEAN EQUITY FD INCORPORATED Financial Services 266,633.0 $2.9M 0.42% NEW $10.99 +2.2%
26 BGX BLACKSTONE LONG SHORT CR INCOM COM SHS BN INT Financial Services 196,187.0 $2.1M 0.30% NEW $10.88 -0.4%
27 ADX ADAMS DIVERSIFIED EQUITY FD Financial Services 82,341.0 $2.1M 0.30% NEW $25.55 +2.7%
28 JFR NUVEEN FLOATING RATE INCOME FD Financial Services 271,569.0 $2.1M 0.30% NEW $7.67 -0.4%
29 CPZ CALAMOS LNG SHR EQT DYNAMIC TR Financial Services 147,233.0 $1.9M 0.28% NEW $13.08 +2.4%
30 NUVEEN CR STRATEGIES INCOME FD COM SHS 380,988.0 $1.9M 0.26% NEW $4.86
31 RMT ROYCE MICRO-CAP TR INCORPORATED Financial Services 122,864.0 $1.8M 0.26% NEW $14.64 -0.2%
32 EFR EATON VANCE SR FLTNG RTE TR Financial Services 146,905.0 $1.6M 0.22% NEW $10.60 +0.5%
33 ASCE ALLSPRING EXCHANGE TRADED FUND SMID CORE ETF 43,884.0 $1.5M 0.22% NEW $35.09 +1.1%
34 BSTZ BLACKROCK SCIENCE & TECHNOLOGY SHS BEN INT Financial Services 50,993.0 $1.5M 0.22% NEW $30.03 +5.6%
35 VIRTUS DIVIDEND INTEREST & PR 68,822.0 $1.0M 0.15% NEW $15.19
36 MXE MEXICO EQUITY & INCOME FD Financial Services 74,565.0 $970K 0.14% NEW $13.01 +3.0%
37 TY TRI CONTL CORPORATION Financial Services 22,782.0 $784K 0.11% NEW $34.42 +4.6%
38 INTC INTEL CORPORATION Technology 5,180.0 $723K 0.10% NEW $139.63 -25.9%
39 PATN PACER NASDAQ INTERNATIONAL PATENT LEADERS ETF 18,084.0 $672K 0.10% NEW $37.17 -1.8%
40 PDX PIMCO DYNAMIC INCOME STRATEGY COM SHS BEN INT Financial Services 31,579.0 $657K 0.09% NEW $20.82 +4.6%
Page 2 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%