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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 9 of 9  ·  178 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 GLD SPDR GOLD SHARES Financial Services 615.0 $227K 0.03% $368.38 +10.1%
162 BMY BRISTOL-MYERS SQUIBB COMPANY Healthcare 3,915.0 $226K 0.03% $57.62 +12.2%
163 IVV ISHARES TR CORE S&P500 ETF 301.0 $225K 0.03% NEW $748.89 +3.7%
164 JHEM JOHN HANCOCK MULTIFACTOR EMERGING MARKETS ETF 5,584.0 $225K 0.03% NEW $40.24 -0.5%
165 DGRW WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND 2,319.0 $222K 0.03% -56.0 -2.4% $95.62 +4.0%
166 HD HOME DEPOT INCORPORATED Consumer Cyclical 618.0 $218K 0.03% -12.0 -1.9% $352.68 -4.2%
167 GS GOLDMAN SACHS GROUP INCORPORATED Financial Services 206.0 $208K 0.03% NEW $1011.37 +3.9%
168 ALL ALLSTATE CORPORATION Financial Services 870.0 $207K 0.03% NEW $237.94 +8.5%
169 CSX CSX CORPORATION Industrials 4,314.0 $205K 0.03% NEW $47.53 +6.4%
170 V VISA INCORPORATED COM CLASS A Financial Services 597.0 $205K 0.03% NEW $343.24 +4.5%
171 ABBV ABBVIE INCORPORATED Healthcare 812.0 $204K 0.03% NEW $251.51 -0.5%
172 REGL PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF 2,225.0 $204K 0.03% NEW $91.57 +3.8%
173 DEUS XTRACKERS RUSSELL US MULTIFACTOR ETF 3,088.0 $202K 0.03% NEW $65.30 +4.0%
174 NML NEUBERGER ENGY INFRSTR & INCORPORATED Financial Services 12,038.0 $122K 0.02% NEW $10.14 +5.0%
175 GLV CLOUGH GLOBAL DIVID & INCOME F Financial Services 11,850.0 $79K 0.01% NEW $6.64 -4.8%
176 BLUE BIOFUELS INCORPORATED 24,300.0 $3K $0.12
177 PROVECTUS PHARMACEUTICAL INCORPORATED 19,620.0 $1K $0.07
178 NEW IRELAND FD INCORPORATED 44,812.0 NEW
Page 9 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%