BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

Atlas Wealth LLC

· CIK 0001964106
13F Portfolio $329M AUM Filed Feb 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 108 New
Page 5 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DFAS DIMENSIONAL U.S. SMALL CAP ETF 5,036.0 $351K 0.11% NEW $69.67 +17.3%
82 SFLO VICTORYSHARES SMALL CAP FREE CASH FLOW ETF 11,831.0 $349K 0.11% NEW $29.49 +24.7%
83 AXP AMERICAN EXPRESS COMPANY Financial Services 934.0 $346K 0.10% NEW $369.95 -2.3%
84 VUG VANGUARD GROWTH ETF 701.0 $342K 0.10% NEW $487.86 -82.3%
85 MOTI VANECK MORNINGSTAR INTERNATIONAL MOAT ETF 9,146.0 $335K 0.10% NEW $36.68 -5.4%
86 DIVO AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF 7,503.0 $334K 0.10% NEW $44.50 +4.9%
87 AVDV AVANTIS INTERNATIONAL SMALL CAP VALUE ETF 3,515.0 $330K 0.10% NEW $93.97 +10.5%
88 COST COSTCO WHOLESALE CORPORATION NEW Consumer Defensive 368.0 $317K 0.10% NEW $862.34 +9.7%
89 NOC NORTHROP GRUMMAN CORPORATION Industrials 532.0 $303K 0.09% NEW $570.21 -9.0%
90 VTV VANGUARD VALUE ETF 1,566.0 $299K 0.09% NEW $190.99 +14.6%
91 KR KROGER COMPANY Consumer Defensive 4,719.0 $295K 0.09% NEW $62.48 -6.2%
92 COF CAPITAL ONE FINL CORPORATION Financial Services 1,192.0 $289K 0.09% NEW $242.36 -12.6%
93 TSEC TOUCHSTONE SECURITIZED INCOME ETF 10,947.0 $286K 0.09% NEW $26.17 -1.6%
94 ELV ELEVANCE HEALTH INCORPORATED FORMERLY A Healthcare 810.0 $284K 0.09% NEW $350.55 +6.4%
95 THE GOLDMAN SACHS GROUP, INCORPORATED. PFD 1/1000 C 13,777.0 $276K 0.08% NEW $20.04
96 AEP AMERICAN ELEC PWR COMPANY INCORPORATED Utilities 2,253.0 $260K 0.08% NEW $115.31 +15.5%
97 DFAX DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF 7,619.0 $249K 0.08% NEW $32.73 +11.1%
98 SMH VANECK SEMICONDUCTOR ETF 679.0 $245K 0.07% NEW $360.13 +58.0%
99 GLD SPDR GOLD SHARES Financial Services 615.0 $244K 0.07% NEW $396.31 -7.9%
100 ADBE ADOBE INCORPORATED Technology 684.0 $239K 0.07% NEW $349.99 -32.8%
Page 5 of 6  ·  108 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
Technology 43.0%
Financial Services 16.5%
Communication Services 16.2%
Consumer Defensive 12.5%
Consumer Cyclical 5.7%
Healthcare 3.6%
Industrials 2.0%
Utilities 0.6%