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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 2 of 4  ·  64 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMZN AMAZON COM INC Consumer Cyclical 3,658.0 $872K 0.95% NEW $238.34 +9.9%
22 ISRG INTUITIVE SURGICAL INC Healthcare 1,900.0 $756K 0.82% NEW $397.68 -5.8%
23 SO SOUTHERN CO Utilities 7,802.0 $747K 0.82% NEW $95.71 -5.9%
24 JNJ JOHNSON & JOHNSON Healthcare 2,579.0 $655K 0.71% NEW $253.97 +6.9%
25 PFFA ETFIS SER TR I 30,400.0 $625K 0.68% NEW $20.57 +1.9%
26 SPY STATE STR SPDR S&P 500 ETF T Financial Services 813.0 $607K 0.66% NEW $746.77 +2.5%
27 AMAT APPLIED MATLS INC Technology 800.0 $578K 0.63% NEW $723.00 -32.6%
28 BERKSHIRE HATHAWAY INC DEL 1,130.0 $565K 0.62% NEW $500.39
29 NVDA NVIDIA CORPORATION Technology 2,817.0 $564K 0.62% NEW $200.09 +6.6%
30 TSLA TESLA INC Consumer Cyclical 1,319.0 $555K 0.61% NEW $420.60 -16.5%
31 WBI WATERBRIDGE INFRASTRUCTURE L Energy 15,715.0 $539K 0.59% NEW $34.27 -8.1%
32 IAU ISHARES GOLD TR Financial Services 6,847.0 $517K 0.56% NEW $75.51 +14.9%
33 XOM EXXON MOBIL CORP Energy 3,690.0 $504K 0.55% NEW $136.72 +18.3%
34 DUK DUKE ENERGY CORP NEW Utilities 3,957.0 $501K 0.55% NEW $126.58 -3.9%
35 GOOG ALPHABET INC 1,405.0 $496K 0.54% NEW $353.33
36 SYK STRYKER CORPORATION Healthcare 1,450.0 $458K 0.50% NEW $315.72 +3.4%
37 GOLY STRATEGY SHS 16,450.0 $414K 0.45% NEW $25.15 +12.4%
38 PM PHILIP MORRIS INTL INC Consumer Defensive 2,108.0 $384K 0.42% NEW $182.37 +4.3%
39 DYFI ETF OPPORTUNITIES TRUST 16,050.0 $365K 0.40% NEW $22.76 -0.3%
40 SLV ISHARES SILVER TR Financial Services 6,039.0 $323K 0.35% NEW $53.47 +14.2%
Page 2 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%