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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 3 of 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EVF EATON VANCE SR INCOME TR SH BEN INT Financial Services 121,904.0 $607K 0.09% NEW $4.98 +0.5%
42 GRX GABELLI HEALTHCARE & WELLNESS SHS Financial Services 61,294.0 $579K 0.08% NEW $9.45 +5.4%
43 PFO FLAHERTY & CRUMRINE PREFERRED INCOME Financial Services 57,449.0 $531K 0.08% NEW $9.24 -1.5%
44 GDL GDL FD COM SH BEN IT Financial Services 55,366.0 $469K 0.07% NEW $8.47 -0.5%
45 DLY DOUBLELINE YIELD OPPORTUNITIES Financial Services 31,526.0 $444K 0.06% NEW $14.07 +0.6%
46 GDV GABELLI DIVID & INCOME TR Financial Services 13,905.0 $409K 0.06% NEW $29.40 +4.2%
47 VOO VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW 514.0 $353K 0.05% NEW $686.81 +2.8%
48 SCHD SCHWAB US DIVIDEND EQUITY ETF 10,956.0 $347K 0.05% NEW $31.71 +9.1%
49 HQL ABRDN LIFE SCIENCES INVESTORS SH BEN INT Financial Services 15,170.0 $304K 0.04% NEW $20.01 +7.0%
50 DHR DANAHER CORPORATION DEL Healthcare 1,502.0 $286K 0.04% NEW $190.48 +5.8%
51 CAT CATERPILLAR INCORPORATED Industrials 258.0 $275K 0.04% NEW $1064.90 -20.4%
52 MFS BLENDED RESEARCH INTERNATIONAL EQUITY ETF 8,721.0 $264K 0.04% NEW $30.32
53 LLY ELI LILLY & COMPANY Healthcare 196.0 $235K 0.03% NEW $1199.43 +1.0%
54 MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 2,320.0 $234K 0.03% NEW $100.81 -0.1%
55 IVV ISHARES TR CORE S&P500 ETF 301.0 $225K 0.03% NEW $748.89 +3.1%
56 JHEM JOHN HANCOCK MULTIFACTOR EMERGING MARKETS ETF 5,584.0 $225K 0.03% NEW $40.24 -1.9%
57 GS GOLDMAN SACHS GROUP INCORPORATED Financial Services 206.0 $208K 0.03% NEW $1011.37 +2.3%
58 ALL ALLSTATE CORPORATION Financial Services 870.0 $207K 0.03% NEW $237.94 +11.0%
59 CSX CSX CORPORATION Industrials 4,314.0 $205K 0.03% NEW $47.53 +6.2%
60 V VISA INCORPORATED COM CLASS A Financial Services 597.0 $205K 0.03% NEW $343.24 +6.1%
Page 3 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%