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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 5 of 9  ·  178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 EFR EATON VANCE SR FLTNG RTE TR Financial Services 146,905.0 $1.6M 0.22% NEW $10.60 +0.5%
82 ASCE ALLSPRING EXCHANGE TRADED FUND SMID CORE ETF 43,884.0 $1.5M 0.22% NEW $35.09 +0.1%
83 BSTZ BLACKROCK SCIENCE & TECHNOLOGY SHS BEN INT Financial Services 50,993.0 $1.5M 0.22% NEW $30.03 +3.5%
84 RJF RAYMOND JAMES FINL INCORPORATED Financial Services 9,725.0 $1.5M 0.21% +250.0 +2.6% $152.03 +17.9%
85 GOOGL ALPHABET INCORPORATED CAP STK CLASS A Communication Services 4,059.0 $1.5M 0.21% -28.0 -0.7% $357.37 -3.7%
86 TBUX T ROWE PRICE ETF INC ULTRA SHORT TERM BD ETF 27,616.0 $1.4M 0.20% +4K +18.2% $49.77 +0.3%
87 PNC PNC FINL SVCS GROUP INCORPORATED Financial Services 5,563.0 $1.4M 0.20% -124.0 -2.2% $246.22 +3.3%
88 FTGS FIRST TR EXCHANGE-TRADED FD GROWTH STRENGTH ETF 36,760.0 $1.4M 0.19% $37.00 +6.4%
89 META META PLATFORMS INCORPORATED CLASS A Communication Services 2,400.0 $1.4M 0.19% -217.0 -8.3% $563.29 -3.5%
90 GLW CORNING INCORPORATED Technology 5,025.0 $1.3M 0.18% -52.0 -1.0% $255.43 -37.4%
91 DIVO AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF 27,698.0 $1.3M 0.18% -719.0 -2.5% $45.70 +5.9%
92 FT VEST SMID RISING DIVID ACHIEVERS TARGET 51,686.0 $1.2M 0.17% +7K +15.4% $23.09
93 QCOM QUALCOMM INCORPORATED Technology 6,172.0 $1.1M 0.16% -100.0 -1.6% $184.79 -13.3%
94 VIRTUS DIVIDEND INTEREST & PR 68,822.0 $1.0M 0.15% NEW $15.19
95 AVEM AVANTIS EMERGING MARKETS EQUITY ETF 10,535.0 $1.0M 0.14% +450.0 +4.5% $96.49 -4.6%
96 NEXPOINT DIVERSIFIED REAL ESTAE TRUST R5.5 CUM PRF A NON-CUMULATIVE CALLABLE 07/30/2026 76,796.0 $1.0M 0.14% $13.20
97 MXE MEXICO EQUITY & INCOME FD Financial Services 74,565.0 $970K 0.14% NEW $13.01 +1.6%
98 SYF SYNCHRONY FINANCIAL Financial Services 12,076.0 $918K 0.13% $76.05 +6.0%
99 WSBC WESBANCO INCORPORATED Financial Services 23,295.0 $909K 0.13% -4K -13.5% $39.03 +8.1%
100 FLR FLUOR CORPORATION Industrials 16,429.0 $861K 0.12% $52.39 +2.0%
Page 5 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%