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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 4 of 9  ·  178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 RDVY FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS 39,020.0 $3.2M 0.45% $81.06 +2.9%
62 DINT DAVIS SELECT INTERNATIONAL ETF 110,529.0 $3.2M 0.45% +2K +1.8% $28.50 +5.9%
63 SDVY FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF 72,461.0 $3.1M 0.45% $43.14 +3.2%
64 EEA EUROPEAN EQUITY FD INCORPORATED Financial Services 266,633.0 $2.9M 0.42% NEW $10.99 +2.2%
65 AGQI FIRST TRUST ACTIVE GLOBAL QUALITY INCOME ETF 137,228.0 $2.5M 0.35% -7K -5.0% $18.11 +3.7%
66 CSCO CISCO SYSTEMS INCORPORATED Technology 19,648.0 $2.3M 0.33% +243.0 +1.2% $117.46 -3.9%
67 PAAA PGIM AAA CLO ETF 44,863.0 $2.3M 0.33% -16K -26.4% $51.27 +0.3%
68 BANK OF AMERICA CORP PFD NON-CUMULATIVE 4 119,105.0 $2.3M 0.32% -12K -9.3% $19.06
69 MORGAN STANLEY PFD A 1/1000 NON-CUMULATIVE CALLABLE 07/15/2026 120,500.0 $2.3M 0.32% -29K -19.5% $18.80
70 BGX BLACKSTONE LONG SHORT CR INCOM COM SHS BN INT Financial Services 196,187.0 $2.1M 0.30% NEW $10.88 -0.4%
71 ADX ADAMS DIVERSIFIED EQUITY FD Financial Services 82,341.0 $2.1M 0.30% NEW $25.55 +2.7%
72 JFR NUVEEN FLOATING RATE INCOME FD Financial Services 271,569.0 $2.1M 0.30% NEW $7.67 -0.4%
73 NVDA NVIDIA CORPORATION Technology 10,210.0 $2.0M 0.29% -634.0 -5.8% $200.08 +12.5%
74 TMO THERMO FISHER SCIENTIFIC INCORPORATED Healthcare 4,048.0 $2.0M 0.29% $501.36 +16.8%
75 TUSI TOUCHSTONE ULTRA SHORT INCOME ETF 80,174.0 $2.0M 0.29% -32K -28.4% $25.26 +0.3%
76 CPZ CALAMOS LNG SHR EQT DYNAMIC TR Financial Services 147,233.0 $1.9M 0.28% NEW $13.08 +2.4%
77 NUVEEN CR STRATEGIES INCOME FD COM SHS 380,988.0 $1.9M 0.26% NEW $4.86
78 SFLO VICTORYSHARES SMALL CAP FREE CASH FLOW ETF 52,947.0 $1.8M 0.26% +4K +8.9% $34.20 +13.1%
79 RMT ROYCE MICRO-CAP TR INCORPORATED Financial Services 122,864.0 $1.8M 0.26% NEW $14.64 -0.2%
80 FLXR TCW FLEXIBLE INCOME ETF 39,793.0 $1.6M 0.22% -21K -34.8% $39.21 -0.6%
Page 4 of 9  ·  178 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%