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Portfolio (Quarterly) Guide ↗

Atlas Wealth LLC

· CIK 0001964106
13F Portfolio $334M AUM 115 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 9 New 35 Added 35 Reduced 2 Exited
Page 2 of 2  ·  35 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TOTL STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF 31,618.0 $1.3M 0.38% -15K -32.4% $39.73 -0.5%
22 FTGS FIRST TR EXCHANGE-TRADED FD GROWTH STRENGTH ETF 36,760.0 $1.3M 0.38% -1K -2.8% $34.05 +8.8%
23 GOOGL ALPHABET INCORPORATED CAP STK CLASS A Communication Services 4,087.0 $1.2M 0.35% -73.0 -1.8% $287.56 +35.7%
24 TBUX T ROWE PRICE ETF INC ULTRA SHORT TERM BD ETF 23,358.0 $1.2M 0.35% -5K -18.0% $49.75 +0.1%
25 MORGAN STANLEY ETF TR EATON VANCE MTG OPPTYS ETF 22,332.0 $1.1M 0.34% -2K -7.4% $50.32
26 AVEM AVANTIS EMERGING MARKETS EQUITY ETF 10,085.0 $813K 0.24% -107.0 -1.1% $80.58 +20.3%
27 QCOM QUALCOMM INCORPORATED Technology 6,272.0 $808K 0.24% -33.0 -0.5% $128.78 +88.9%
28 GE GE AEROSPACE COM NEW Industrials 2,153.0 $611K 0.18% -133.0 -5.8% $283.77 +13.1%
29 TSLA TESLA INCORPORATED Consumer Cyclical 1,441.0 $536K 0.16% -30.0 -2.0% $371.75 +18.9%
30 MORGAN STANLEY 4.250 DP PFD O 25,187.0 $432K 0.13% -7K -22.9% $17.17
31 ORCL ORACLE CORPORATION Technology 2,557.0 $376K 0.11% -46.0 -1.8% $147.11 +38.4%
32 AXP AMERICAN EXPRESS COMPANY Financial Services 869.0 $263K 0.08% -65.0 -7.0% $302.48 +4.2%
33 VTV VANGUARD VALUE ETF 1,312.0 $257K 0.08% -254.0 -16.2% $196.20 +7.8%
34 VUG VANGUARD GROWTH ETF 545.0 $238K 0.07% -156.0 -22.2% $436.79 -79.6%
35 DGRW WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND 2,375.0 $209K 0.06% -117.0 -4.7% $87.84 +10.3%
Page 2 of 2  ·  35 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 40.1%
Financial Services 17.1%
Communication Services 16.1%
Consumer Defensive 14.1%
Consumer Cyclical 5.5%
Healthcare 3.6%
Industrials 2.5%
Utilities 0.8%
Real Estate 0.2%