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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 6 of 9  ·  178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 DFNL DAVIS SELECT FINANCIAL ETF 16,847.0 $832K 0.12% $49.37 +6.5%
102 GE GE AEROSPACE COM NEW Industrials 2,173.0 $812K 0.12% +20.0 +0.9% $373.73 -1.2%
103 TY TRI CONTL CORPORATION Financial Services 22,782.0 $784K 0.11% NEW $34.42 +4.6%
104 MORGAN STANLEY ETF TR EATON VANCE MTG OPPTYS ETF 15,484.0 $774K 0.11% -7K -30.7% $49.99
105 INTC INTEL CORPORATION Technology 5,180.0 $723K 0.10% NEW $139.63 -25.9%
106 BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW 1,412.0 $707K 0.10% +80.0 +6.0% $500.39
107 JIRE J P MORGAN EXCHANGE-TRADED INTERNATIONAL RESH ENHANCED 8,522.0 $703K 0.10% -168.0 -1.9% $82.49 +4.0%
108 PATN PACER NASDAQ INTERNATIONAL PATENT LEADERS ETF 18,084.0 $672K 0.10% NEW $37.17 -1.8%
109 PDX PIMCO DYNAMIC INCOME STRATEGY COM SHS BEN INT Financial Services 31,579.0 $657K 0.09% NEW $20.82 +4.6%
110 GEV GE VERNOVA INCORPORATED Utilities 535.0 $629K 0.09% -57.0 -9.6% $1174.86 -8.2%
111 AVUV AVANTIS U.S. SMALL CAP VALUE ETF 4,934.0 $616K 0.09% $124.76 +2.8%
112 EVF EATON VANCE SR INCOME TR SH BEN INT Financial Services 121,904.0 $607K 0.09% NEW $4.98 +0.2%
113 PSCF INVESCO S&P SMALLCAP FINANCIALS ETF 9,057.0 $589K 0.08% $65.07 +3.3%
114 TSEC TOUCHSTONE SECURITIZED INCOME ETF 22,554.0 $582K 0.08% $25.82 -0.9%
115 GRX GABELLI HEALTHCARE & WELLNESS SHS Financial Services 61,294.0 $579K 0.08% NEW $9.45 +4.6%
116 PEP PEPSICO INC Consumer Defensive 4,239.0 $574K 0.08% $135.40 +2.1%
117 TSLA TESLA INCORPORATED Consumer Cyclical 1,357.0 $571K 0.08% -84.0 -5.8% $420.60 -19.3%
118 TOTL STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF 14,297.0 $564K 0.08% -17K -54.8% $39.47 -1.7%
119 TDI TOUCHSTONE DYNAMIC INTERNATIONAL ETF 12,316.0 $553K 0.08% +1K +11.0% $44.92 +5.9%
120 SMOT VANECK ETF TRUST MORNINGSTAR SMID MOAT ETF 14,129.0 $549K 0.08% $38.86 +4.9%
Page 6 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%