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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 8 of 9  ·  178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 HQL ABRDN LIFE SCIENCES INVESTORS SH BEN INT Financial Services 15,170.0 $304K 0.04% NEW $20.01 +6.8%
142 TOUS T ROWE PRICE ETF INTL EQUITY ETF 7,902.0 $303K 0.04% +2K +31.4% $38.37 +4.7%
143 NOC NORTHROP GRUMMAN CORPORATION Industrials 592.0 $302K 0.04% +60.0 +11.3% $509.31 +12.0%
144 DHR DANAHER CORPORATION DEL Healthcare 1,502.0 $286K 0.04% NEW $190.48 +6.4%
145 VTV VANGUARD VALUE ETF 1,312.0 $286K 0.04% $217.93 +4.0%
146 DFAX DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF 7,619.0 $281K 0.04% $36.84 +3.7%
147 VUG VANGUARD GROWTH ETF 3,241.0 $279K 0.04% +3K +494.7% $86.14 +3.2%
148 CAT CATERPILLAR INCORPORATED Industrials 258.0 $275K 0.04% NEW $1064.90 -17.2%
149 AXP AMERICAN EXPRESS COMPANY Financial Services 804.0 $272K 0.04% -65.0 -7.5% $338.25 -0.6%
150 KR KROGER COMPANY Consumer Defensive 4,827.0 $268K 0.04% +108.0 +2.3% $55.53 +1.0%
151 MOTI VANECK MORNINGSTAR INTERNATIONAL MOAT ETF 7,999.0 $266K 0.04% -1K -12.5% $33.25 +9.9%
152 MFS BLENDED RESEARCH INTERNATIONAL EQUITY ETF 8,721.0 $264K 0.04% NEW $30.32
153 AMGN AMGEN INCORPORATED Healthcare 702.0 $254K 0.04% +58.0 +9.0% $362.12 +15.8%
154 COWG PACER FDS TR US LARGE CAP CASH COWS 6,044.0 $243K 0.04% $40.15 -0.3%
155 COF CAPITAL ONE FINL CORPORATION Financial Services 1,192.0 $239K 0.03% $200.62 +10.4%
156 EDOW FIRST TRUST DOW 30 EQUAL WEIGHT ETF 5,419.0 $239K 0.03% $44.09 +4.1%
157 CBRE CBRE GROUP INCORPORATED CLASS A Real Estate 1,747.0 $235K 0.03% $134.69 +9.9%
158 LLY ELI LILLY & COMPANY Healthcare 196.0 $235K 0.03% NEW $1199.43 -1.2%
159 MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 2,320.0 $234K 0.03% NEW $100.81 -0.1%
160 LMT LOCKHEED MARTIN CORPORATION Industrials 455.0 $232K 0.03% +48.0 +11.8% $509.46 +16.5%
Page 8 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%