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Portfolio (Quarterly) Guide ↗

Atlas Wealth Partners, LLC

· CIK 0001965798
13F Portfolio $92M AUM 64 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 64 New
Page 4 of 4  ·  64 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 JEPI J P MORGAN EXCHANGE TRADED F 3,585.0 $202K 0.22% NEW $56.48 +3.0%
62 DIS DISNEY WALT CO Communication Services 2,075.0 $201K 0.22% NEW $96.95 +15.1%
63 TMO THERMO FISHER SCIENTIFIC INC Healthcare 400.0 $201K 0.22% NEW $501.83 +24.9%
64 SJT SAN JUAN BASIN RTY TR Energy 40,106.0 $129K 0.14% NEW $3.21 -9.2%
Page 4 of 4  ·  64 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
Energy 32.9%
Financial Services 31.2%
Basic Materials 13.9%
Technology 7.4%
Utilities 4.7%
Healthcare 3.6%
Consumer Cyclical 2.2%
Consumer Defensive 1.8%
Industrials 1.5%
Communication Services 0.8%