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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 6 of 6  ·  115 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 LMT LOCKHEED MARTIN CORPORATION Industrials 407.0 $246K 0.07% NEW $604.39 -11.5%
102 VUG VANGUARD GROWTH ETF 545.0 $238K 0.07% -156.0 -22.2% $436.79 -79.6%
103 BMY BRISTOL-MYERS SQUIBB COMPANY Healthcare 3,915.0 $237K 0.07% $60.65 -6.3%
104 ELV ELEVANCE HEALTH INCORPORATED FORMERLY A Healthcare 810.0 $237K 0.07% $292.75 +32.4%
105 CBRE CBRE GROUP INCORPORATED CLASS A Real Estate 1,747.0 $237K 0.07% NEW $135.46 -7.2%
106 AMGN AMGEN INCORPORATED Healthcare 644.0 $227K 0.07% $351.85 -4.5%
107 EDOW FIRST TRUST DOW 30 EQUAL WEIGHT ETF 5,419.0 $220K 0.07% $40.57 +7.7%
108 COF CAPITAL ONE FINL CORPORATION Financial Services 1,192.0 $217K 0.07% $182.43 +1.7%
109 FTRB FEDERATED HERMES TOTAL RETURN BOND ETF 8,528.0 $214K 0.06% +575.0 +7.2% $25.15 +0.1%
110 DGRW WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND 2,375.0 $209K 0.06% -117.0 -4.7% $87.84 +10.2%
111 TOUS T ROWE PRICE ETF INTL EQUITY ETF 6,012.0 $208K 0.06% NEW $34.54 +9.8%
112 HD HOME DEPOT INCORPORATED Consumer Cyclical 630.0 $207K 0.06% +12.0 +1.9% $328.89 -2.8%
113 COWG PACER FDS TR US LARGE CAP CASH COWS 6,044.0 $204K 0.06% $33.74 +14.3%
114 BLUE BIOFUELS INCORPORATED 24,300.0 $3K 0.00% NEW $0.14
115 PROVECTUS BIOPHARMACEUTICALS INC 19,620.0 $999.0 NEW $0.05
Page 6 of 6  ·  115 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%