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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 3  ·  41 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TUSI TOUCHSTONE ULTRA SHORT INCOME ETF 80,174.0 $2.0M 0.29% -32K -28.4% $25.26 +0.3%
22 FLXR TCW FLEXIBLE INCOME ETF 39,793.0 $1.6M 0.22% -21K -34.8% $39.21 -0.6%
23 GOOGL ALPHABET INCORPORATED CAP STK CLASS A Communication Services 4,059.0 $1.5M 0.21% -28.0 -0.7% $357.37 -3.7%
24 PNC PNC FINL SVCS GROUP INCORPORATED Financial Services 5,563.0 $1.4M 0.20% -124.0 -2.2% $246.22 +3.4%
25 META META PLATFORMS INCORPORATED CLASS A Communication Services 2,400.0 $1.4M 0.19% -217.0 -8.3% $563.29 +1.0%
26 GLW CORNING INCORPORATED Technology 5,025.0 $1.3M 0.18% -52.0 -1.0% $255.43 -32.2%
27 DIVO AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF 27,698.0 $1.3M 0.18% -719.0 -2.5% $45.70 +5.9%
28 QCOM QUALCOMM INCORPORATED Technology 6,172.0 $1.1M 0.16% -100.0 -1.6% $184.79 -12.2%
29 WSBC WESBANCO INCORPORATED Financial Services 23,295.0 $909K 0.13% -4K -13.5% $39.03 +8.8%
30 MORGAN STANLEY ETF TR EATON VANCE MTG OPPTYS ETF 15,484.0 $774K 0.11% -7K -30.7% $49.99
31 JIRE J P MORGAN EXCHANGE-TRADED INTERNATIONAL RESH ENHANCED 8,522.0 $703K 0.10% -168.0 -1.9% $82.49 +4.0%
32 GEV GE VERNOVA INCORPORATED Utilities 535.0 $629K 0.09% -57.0 -9.6% $1174.86 -8.2%
33 TSLA TESLA INCORPORATED Consumer Cyclical 1,357.0 $571K 0.08% -84.0 -5.8% $420.60 -19.3%
34 TOTL STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF 14,297.0 $564K 0.08% -17K -54.8% $39.47 -1.7%
35 EMR EMERSON ELEC COMPANY Industrials 3,165.0 $453K 0.07% -400.0 -11.2% $143.15 +13.2%
36 SMH VANECK SEMICONDUCTOR ETF 652.0 $428K 0.06% -27.0 -4.0% $655.89 -9.4%
37 MORGAN STANLEY 4.250 DP PFD O NON-CUMULATIVE SERIES 0 CALLABLE 01/15/2027 21,715.0 $369K 0.05% -3K -13.8% $16.97
38 AXP AMERICAN EXPRESS COMPANY Financial Services 804.0 $272K 0.04% -65.0 -7.5% $338.25 -0.6%
39 MOTI VANECK MORNINGSTAR INTERNATIONAL MOAT ETF 7,999.0 $266K 0.04% -1K -12.5% $33.25 +9.9%
40 DGRW WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND 2,319.0 $222K 0.03% -56.0 -2.4% $95.62 +4.0%
Page 2 of 3  ·  41 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%