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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 3 of 6  ·  115 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 RDVY FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS 39,021.0 $2.7M 0.80% -565.0 -1.4% $68.28 +10.3%
42 BANK OF AMERICA CORP PFD 131,395.0 $2.6M 0.77% -47K -26.4% $19.51
43 AGQI FIRST TRUST ACTIVE GLOBAL QUALITY INCOME ETF 144,461.0 $2.5M 0.74% $17.03 +5.9%
44 FLXR TCW FLEXIBLE INCOME ETF 61,005.0 $2.4M 0.72% -22K -26.7% $39.27 +0.0%
45 AVSC AVANTIS US SMALL CAP EQUITY ETF 36,880.0 $2.3M 0.69% +13K +55.9% $62.30 +11.1%
46 TMO THERMO FISHER SCIENTIFIC INCORPORATED Healthcare 4,053.0 $2.0M 0.60% -26.0 -0.6% $491.53 -0.9%
47 NVDA NVIDIA CORPORATION Technology 10,844.0 $1.9M 0.57% $174.40 +22.4%
48 CSCO CISCO SYSTEMS INCORPORATED Technology 19,405.0 $1.5M 0.45% $77.59 +53.6%
49 META META PLATFORMS INCORPORATED CLASS A Communication Services 2,617.0 $1.5M 0.45% -39.0 -1.5% $572.13 +10.4%
50 SFLO VICTORYSHARES SMALL CAP FREE CASH FLOW ETF 48,632.0 $1.5M 0.44% +37K +311.1% $30.03 +10.7%
51 RJF RAYMOND JAMES FINL INCORPORATED Financial Services 9,475.0 $1.4M 0.41% $144.79 -1.5%
52 DIVO AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF 28,417.0 $1.3M 0.38% +21K +278.7% $44.85 +2.3%
53 TOTL STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF 31,618.0 $1.3M 0.38% -15K -32.4% $39.73 -0.5%
54 FTGS FIRST TR EXCHANGE-TRADED FD GROWTH STRENGTH ETF 36,760.0 $1.3M 0.38% -1K -2.8% $34.05 +8.5%
55 PNC PNC FINL SVCS GROUP INCORPORATED Financial Services 5,687.0 $1.2M 0.35% +509.0 +9.8% $208.09 +5.8%
56 GOOGL ALPHABET INCORPORATED CAP STK CLASS A Communication Services 4,087.0 $1.2M 0.35% -73.0 -1.8% $287.56 +35.9%
57 TBUX T ROWE PRICE ETF INC ULTRA SHORT TERM BD ETF 23,358.0 $1.2M 0.35% -5K -18.0% $49.75 +0.1%
58 MORGAN STANLEY ETF TR EATON VANCE MTG OPPTYS ETF 22,332.0 $1.1M 0.34% -2K -7.4% $50.32
59 NEXPOINT DIVERSIFIED REAL ESTAE TRUST R5.5 CUM PRF A 76,796.0 $1.0M 0.31% $13.32
60 FT VEST SMID RISING DIVID ACHIEVERS TARGET 44,800.0 $972K 0.29% +20K +78.8% $21.70
Page 3 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%