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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 2 of 6  ·  115 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMZN AMAZON COM INCORPORATED Consumer Cyclical 22,391.0 $4.7M 1.40% -252.0 -1.1% $208.27 +29.7%
22 GVAL CAMBRIA GLOBAL VALUE ETF 138,212.0 $4.6M 1.37% +79K +131.9% $33.17 +7.6%
23 IDVO AMPLIFY CWP INTERNATIONAL ENHANCED DIVIDEND INCOME ETF 110,659.0 $4.5M 1.34% NEW $40.47 +5.4%
24 JHSC JOHN HANCOCK MULTIFACTOR SMALL CAP ETF 103,926.0 $4.5M 1.34% +1K +1.0% $42.89 +10.4%
25 RFMZ RIVERNORTH FLEXIBLE MUNI INCME Financial Services 336,953.0 $4.3M 1.28% +22K +7.0% $12.65 +3.8%
26 TCAF T ROWE PRICE ETF INC CAPITAL APPRECIATION EQUITY 117,358.0 $4.2M 1.25% -18K -13.0% $35.59 +15.1%
27 IBM INTERNATIONAL BUSINESS MACHINES Technology 16,613.0 $4.0M 1.21% -155.0 -0.9% $242.39 +8.3%
28 JHMM JOHN HANCOCK MULTIFACTOR MID CAP ETF 59,944.0 $4.0M 1.21% +482.0 +0.8% $67.12 +9.5%
29 MOAT VANECK MORNINGSTAR WIDE MOAT ETF 41,404.0 $4.0M 1.20% +3K +7.3% $96.70 +6.6%
30 RDVI FT VEST RISING DIVIDEND ACHIEVERS TARGET 146,954.0 $3.8M 1.12% +820.0 +0.6% $25.55 +7.6%
31 BANK OF AMERICA CORPORATION PFD1/1200 SR1 186,483.0 $3.5M 1.06% +21K +12.5% $18.98
32 RSP INVESCO S&P 500 EQUAL WEIGHT ETF 16,860.0 $3.2M 0.97% -2K -9.4% $191.92 +8.8%
33 CALF PACER US SMALL CAP CASH COWS ETF 70,562.0 $3.2M 0.95% -710.0 -1.0% $44.87 +10.5%
34 PAAA PGIM AAA CLO ETF 60,996.0 $3.1M 0.94% -44K -41.7% $51.18 +0.6%
35 FEOE FIRST EAGLE OVERSEAS EQUITY ETF 59,713.0 $3.0M 0.90% +10K +20.9% $50.46 +7.5%
36 FEGE FIRST EAGLE GLOBAL EQUITY ETF 64,085.0 $3.0M 0.90% +3K +5.0% $47.00 +6.6%
37 DINT DAVIS SELECT INTERNATIONAL ETF 108,543.0 $2.9M 0.88% +13K +13.5% $26.92 +8.9%
38 SDVY FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF 72,463.0 $2.9M 0.86% +1K +1.7% $39.43 +5.3%
39 TUSI TOUCHSTONE ULTRA SHORT INCOME ETF 112,018.0 $2.8M 0.85% -37K -25.1% $25.32 -0.1%
40 MORGAN STANLEY PFD A 1/1000 149,640.0 $2.8M 0.85% -21K -12.5% $18.93
Page 2 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%