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Atlas Wealth

Latest statistics and disclosures from Atlas Wealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are STEW, CET, USB.PH, AAPL, VFLO, and represent 23.61% of Atlas Wealth's stock portfolio.
Added to shares of these 10 stocks: STEW (+$63M), CET (+$32M), SDHY (+$19M), NBXG (+$18M), MEGI (+$17M), TBLD (+$16M), NPCT (+$16M), FINS (+$14M), GUG (+$14M), BXSY (+$13M).
Started 66 new stock positions in GLV, PFO, BGB, TWN, BSTZ, BMEZ, JFR, CSX, GDV, MEGI.
Reduced shares in these 10 stocks: JAAA, COF.PL, TCAF, AIRR, FLXR, PAAA, TUSI, TOTL, RF.PE, MS.PA.
Sold out of its positions in FCSH, FTRB, GS.PC.
Atlas Wealth was a net buyer of stock by $342M.
Atlas Wealth has $701M in assets under management (AUM), dropping by 110.26%.
Central Index Key (CIK): 0001964106

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Portfolio Holdings for Atlas Wealth

Atlas Wealth holds 178 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Srh Total Return Fund Incorporated Closed End Funds - Taxable (STEW)	9.0	$63M	NEW	3.5M	17.90	View chart
Central Secs Corporation Closed End Funds - Taxable (CET)	4.6	$32M	NEW	616k	52.45	View chart
U.s. Bancorp Pfd B Non-cumulative 3.5 Preferred Stock (USB.PH)	3.9	$27M	+2%	1.5M	18.37	View chart
Apple Incorporated Common Stock (AAPL)	3.2	$22M		77k	289.36	View chart
Victory Portfolios Ii Victoryshares Free Cash Flow Exchange Traded Funds (Country Baskets/iShares) -.. (VFLO)	3.0	$21M	+2%	463k	45.75	View chart
Pgim Short Dur Hig Yld Opp Closed End Funds - Taxable (SDHY)	2.6	$19M	NEW	1.1M	16.39	View chart
Neuberger Next Generation Closed End Funds - Taxable (NBXG)	2.6	$18M	NEW	1.1M	16.54	View chart
Nyli Cbre Gbl Infr Megtrnds Tr Closed End Funds - Taxable (MEGI)	2.5	$17M	NEW	1.1M	15.20	View chart
Thornburg Incm Builder Opp Tr Closed End Funds - Taxable (TBLD)	2.2	$16M	NEW	711k	22.07	View chart
Nuveen Core Plus Impact Fund Com Ben Int Closed End Funds - Taxable (NPCT)	2.2	$16M	NEW	1.5M	10.13	View chart
Alphabet Incorporated Cap Stk Class C Common Stock (GOOG)	2.1	$15M	-2%	43k	353.33	View chart
Angel Oak Finl Strategies Incm Com Ben Int Closed End Funds - Taxable (FINS)	2.0	$14M	NEW	1.1M	12.80	View chart
Guggenheim Active Alloc Closed End Funds - Taxable (GUG)	1.9	$14M	NEW	849k	15.98	View chart
Bexil Investment Trust Closed End Funds - Taxable (BXSY)	1.8	$13M	NEW	752k	17.13	View chart
Cambria Shareholder Yield Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (SYLD)	1.7	$12M	+13%	152k	79.09	View chart
First Trust Rba American Industrial Renaissance Etf Exchange Traded Funds (Country Baskets/iShares) .. (AIRR)	1.7	$12M	-8%	90k	133.25	View chart
Procter & Gamble Company Common Stock (PG)	1.7	$12M		81k	146.64	View chart
Bank Of America Corporation Pfd 1/1200ser2 Non-cumulative 3 Preferred Stock (BML.PH)	1.6	$11M	-3%	613k	18.50	View chart
Avantis U.s. Equity Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (AVUS)	1.6	$11M	+4%	86k	128.08	View chart
General Amern Invs Company Incorporated Closed End Funds - Taxable (GAM)	1.5	$11M	NEW	171k	63.75	View chart
Blackstone Strategic Cred 2027 Com Shs Ben In Closed End Funds - Taxable (BGB)	1.5	$11M	NEW	940k	11.30	View chart
Microsoft Corporation Common Stock (MSFT)	1.4	$10M	-3%	27k	373.02	View chart
Gabelli Global Small & Mid Cap Closed End Funds - Taxable (GGZ)	1.2	$8.5M	NEW	524k	16.28	View chart
First Tr High Yield Opprt 2027 Closed End Funds - Taxable (FTHY)	1.2	$8.3M	NEW	603k	13.70	View chart
Jpmorgan Chase & Company Common Stock (JPM)	1.2	$8.2M		25k	327.33	View chart
Destra Multi-alternative Fd Common Shares Closed End Funds - Taxable (DMA)	1.2	$8.1M	NEW	1.1M	7.48	View chart
Slm Corporation Pfd Ser B Non-cumulative Preferred Stock (SLMBP)	1.1	$7.9M		107k	73.90	View chart
Blackrock Health Sciences Term Trust Closed End Funds - Taxable (BMEZ)	1.1	$7.7M	NEW	500k	15.35	View chart
Highland Opps & Income Fd Highland Income Closed End Funds - Taxable (HFRO)	1.0	$7.4M	NEW	1.0M	7.13	View chart
T Rowe Price Etf Small Mid Cap Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (TMSL)	1.0	$7.3M	+27%	167k	43.85	View chart
Pacer Us Cash Cows 100 Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (COWZ)	1.0	$7.2M		116k	62.20	View chart
Capital One Financial Corporation. 4.375 Dep Pfd L Non-cumulative Callable 09/01/2026 Preferred Stoc.. (COF.PL)	1.0	$7.0M	-17%	438k	15.91	View chart
Goldman Sachs Group Inc Shs D 1/1000 Non-cumulative Callable 07/30/2026 Preferred Stock (GS.PD)	0.9	$6.4M	+7%	339k	18.87	View chart
Rivernorth Flexible Muni Incme Common Stock (RFMZ)	0.9	$6.4M	+38%	467k	13.63	View chart
Royce Global Trust Incorporated Closed End Funds - Taxable (RGT)	0.9	$6.2M	NEW	433k	14.23	View chart
First Trust Capital Strength Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (FTCS)	0.9	$6.1M		65k	93.92	View chart
Goldman Sachs Group, Incorporated. Pfd A 1/1000 Non-cumulative 3.75 Preferred Stock (GS.PA)	0.8	$5.8M		305k	19.14	View chart
Blackrock Tech And Private Equ Shs Ben Int Closed End Funds - Taxable (BTX)	0.8	$5.8M	NEW	646k	9.03	View chart
Cambria Global Value Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (GVAL)	0.8	$5.4M	+9%	151k	36.02	View chart
Amplify Cwp International Enhanced Dividend Income Etf Exchange Traded Funds (Country Baskets/iShare.. (IDVO)	0.8	$5.4M	+15%	128k	42.00	View chart
Amazon Com Incorporated Common Stock (AMZN)	0.8	$5.3M		22k	238.34	View chart
John Hancock Multifactor Small Cap Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (JHSC)	0.7	$5.0M		104k	48.56	View chart
Nuveen Vriabl Rat Preferred & Inm Closed End Funds - Taxable (NPFD)	0.7	$5.0M	NEW	263k	18.82	View chart
International Business Machines Common Stock (IBM)	0.7	$4.7M		17k	281.21	View chart
John Hancock Multifactor Mid Cap Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (JHMM)	0.6	$4.5M		60k	74.96	View chart
Ft Vest Rising Dividend Achievers Target Exchange Traded Funds (Country Baskets/iShares) - Domestic (RDVI)	0.6	$4.4M		148k	29.40	View chart
Regions Financial Corporation Dep Sh Pfd Ser E Non-cumulative 4.45 Callable 09/15/2026 Preferred Sto.. (RF.PE)	0.6	$4.2M	-12%	262k	16.11	View chart
Vaneck Morningstar Wide Moat Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (MOAT)	0.6	$4.2M	-2%	41k	103.96	View chart
Janus Henderson Aaa Clo Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (JAAA)	0.6	$4.1M	-33%	81k	50.49	View chart
First Eagle Global Equity Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (FEGE)	0.6	$3.9M	+24%	80k	48.92	View chart
Metlife Inc Floating Rate Non-cum Perp Pfd Floats Quarterly Non-cumulative Callable 07/30/2026 Prefe.. (MET.PA)	0.5	$3.8M	NEW	180k	21.21	View chart
Western Asset Inflt Lnk Inc Fd Com Sh Ben Int Closed End Funds - Taxable (WIA)	0.5	$3.7M	NEW	460k	8.13	View chart
Bank Of America Corporation Pfd1/1200 Sr1 Non-cumulative 3 Preferred Stock (BML.PG)	0.5	$3.6M	+3%	194k	18.75	View chart
First Eagle Overseas Equity Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (FEOE)	0.5	$3.6M	+12%	67k	53.40	View chart
Invesco S&p 500 Equal Weight Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (RSP)	0.5	$3.5M		17k	212.77	View chart
Pacer Us Small Cap Cash Cows Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (CALF)	0.5	$3.5M	-2%	69k	50.61	View chart
Western Ast Infl Lkd Opp & Inm Closed End Funds - Taxable (WIW)	0.5	$3.5M	NEW	416k	8.40	View chart
T Rowe Price Etf Inc Capital Appreciation Equity Exchange Traded Funds (Country Baskets/iShares) - D.. (TCAF)	0.5	$3.5M	-27%	85k	41.10	View chart
Taiwan Fd Incorporated Closed End Funds - Taxable (TWN)	0.5	$3.3M	NEW	34k	96.17	View chart
Avantis Us Small Cap Equity Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (AVSC)	0.5	$3.2M	+17%	43k	73.34	View chart
First Trust Nasdaq Rising Dividend Achievers Exchange Traded Funds (Country Baskets/iShares) - Domes.. (RDVY)	0.5	$3.2M		39k	81.06	View chart
Davis Select International Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (DINT)	0.4	$3.2M		111k	28.50	View chart
First Trust Smid Cap Rising Dividend Achievers Etf Exchange Traded Funds (Country Baskets/iShares) -.. (SDVY)	0.4	$3.1M		73k	43.14	View chart
European Equity Fd Incorporated Closed End Funds - Taxable (EEA)	0.4	$2.9M	NEW	267k	10.99	View chart
First Trust Active Global Quality Income Etf Exchange Traded Funds (Country Baskets/iShares) - Domes.. (AGQI)	0.4	$2.5M	-5%	137k	18.11	View chart
Cisco Systems Incorporated Common Stock (CSCO)	0.3	$2.3M		20k	117.46	View chart
Pgim Aaa Clo Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (PAAA)	0.3	$2.3M	-26%	45k	51.27	View chart
Bank Of America Corp Pfd Non-cumulative 4 Preferred Stock (BML.PL)	0.3	$2.3M	-9%	119k	19.06	View chart
Morgan Stanley Pfd A 1/1000 Non-cumulative Callable 07/15/2026 Preferred Stock (MS.PA)	0.3	$2.3M	-19%	121k	18.80	View chart
Blackstone Long Short Cr Incom Com Shs Bn Int Closed End Funds - Taxable (BGX)	0.3	$2.1M	NEW	196k	10.88	View chart
Adams Diversified Equity Closed End Funds - Taxable (ADX)	0.3	$2.1M	NEW	82k	25.55	View chart
Nuveen Floating Rate Income Closed End Funds - Taxable (JFR)	0.3	$2.1M	NEW	272k	7.67	View chart
Nvidia Corporation Common Stock (NVDA)	0.3	$2.0M	-5%	10k	200.08	View chart
Thermo Fisher Scientific Incorporated Common Stock (TMO)	0.3	$2.0M		4.0k	501.36	View chart
Touchstone Ultra Short Income Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (TUSI)	0.3	$2.0M	-28%	80k	25.26	View chart
Calamos Lng Shr Eqt Dynamic Tr Closed End Funds - Taxable (CPZ)	0.3	$1.9M	NEW	147k	13.08	View chart
Nuveen Cr Strategies Income Closed End Funds - Taxable (JQC)	0.3	$1.9M	NEW	381k	4.86	View chart
Victoryshares Small Cap Free Cash Flow Etf Exchange Traded Funds (Country Baskets/iShares) - Domesti.. (SFLO)	0.3	$1.8M	+8%	53k	34.20	View chart
Royce Micro-cap Tr Incorporated Closed End Funds - Taxable (RMT)	0.3	$1.8M	NEW	123k	14.64	View chart
Tcw Flexible Income Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (FLXR)	0.2	$1.6M	-34%	40k	39.21	View chart
Eaton Vance Sr Fltng Rte Tr Closed End Funds - Taxable (EFR)	0.2	$1.6M	NEW	147k	10.60	View chart
Allspring Exchange Traded Fund Smid Core Etf Exchange Traded Funds (Country Baskets/iShares) - Domes.. (ASCE)	0.2	$1.5M	NEW	44k	35.09	View chart
Blackrock Science & Technology Shs Ben Int Closed End Funds - Taxable (BSTZ)	0.2	$1.5M	NEW	51k	30.03	View chart
Raymond James Finl Incorporated Common Stock (RJF)	0.2	$1.5M	+2%	9.7k	152.03	View chart
Alphabet Incorporated Cap Stk Class A Common Stock (GOOGL)	0.2	$1.5M		4.1k	357.37	View chart
T Rowe Price Etf Inc Ultra Short Term Bd Etf Exchange Traded Funds (Country Baskets/iShares) - Domes.. (TBUX)	0.2	$1.4M	+18%	28k	49.77	View chart
Pnc Finl Svcs Group Incorporated Common Stock (PNC)	0.2	$1.4M	-2%	5.6k	246.22	View chart
First Tr Exchange-traded Fd Growth Strength Etf Exchange Traded Funds (Country Baskets/iShares) - Do.. (FTGS)	0.2	$1.4M		37k	37.00	View chart
Meta Platforms Incorporated Class A Common Stock (META)	0.2	$1.4M	-8%	2.4k	563.29	View chart
Corning Incorporated Common Stock (GLW)	0.2	$1.3M		5.0k	255.43	View chart
Amplify Cwp Enhanced Dividend Income Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (DIVO)	0.2	$1.3M	-2%	28k	45.70	View chart
Ft Vest Smid Rising Divid Achievers Target Exchange Traded Funds (Country Baskets/iShares) - Domesti.. (SDVD)	0.2	$1.2M	+15%	52k	23.09	View chart
Qualcomm Incorporated Common Stock (QCOM)	0.2	$1.1M		6.2k	184.79	View chart
Virtus Dividend Interest & Pr Closed End Funds - Taxable (NFJ)	0.1	$1.0M	NEW	69k	15.19	View chart
Avantis Emerging Markets Equity Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (AVEM)	0.1	$1.0M	+4%	11k	96.49	View chart
Nexpoint Diversified Real Estae Trust R5.5 Cum Prf A Non-cumulative Callable 07/30/2026 Preferred St.. (NXDT.PA)	0.1	$1.0M		77k	13.20	View chart
Mexico Equity & Income Closed End Funds - Taxable (MXE)	0.1	$970k	NEW	75k	13.01	View chart
Synchrony Financial Common Stock (SYF)	0.1	$918k		12k	76.05	View chart
Wesbanco Incorporated Common Stock (WSBC)	0.1	$909k	-13%	23k	39.03	View chart
Fluor Corporation Common Stock (FLR)	0.1	$861k		16k	52.39	View chart
Davis Select Financial Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (DFNL)	0.1	$832k		17k	49.37	View chart
Ge Aerospace Common Stock (GE)	0.1	$812k		2.2k	373.73	View chart
Tri Contl Corporation Closed End Funds - Taxable (TY)	0.1	$784k	NEW	23k	34.42	View chart
Morgan Stanley Etf Tr Eaton Vance Mtg Opptys Etf Exchange Traded Funds (Country Baskets/iShares) - D.. (EVMO)	0.1	$774k	-30%	16k	49.99	View chart
Intel Corporation Common Stock (INTC)	0.1	$723k	NEW	5.2k	139.63	View chart
Berkshire Hathaway Incorporated Del Class B Common Stock (BRK.B)	0.1	$707k	+6%	1.4k	500.39	View chart
J P Morgan Exchange-traded International Resh Enhanced Exchange Traded Funds (Country Baskets/iShare.. (JIRE)	0.1	$703k		8.5k	82.49	View chart
Pacer Nasdaq International Patent Leaders Etf Exchange Traded Funds (Country Baskets/iShares) - Dome.. (PATN)	0.1	$672k	NEW	18k	37.17	View chart
Pimco Dynamic Income Strategy Com Shs Ben Int Closed End Funds - Taxable (PDX)	0.1	$658k	NEW	32k	20.82	View chart
Ge Vernova Incorporated Common Stock (GEV)	0.1	$629k	-9%	535.00	1174.86	View chart
Avantis U.s. Small Cap Value Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (AVUV)	0.1	$616k		4.9k	124.76	View chart
Eaton Vance Sr Income Tr Sh Ben Int Closed End Funds - Taxable (EVF)	0.1	$607k	NEW	122k	4.98	View chart
Invesco S&p Smallcap Financials Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (PSCF)	0.1	$589k		9.1k	65.07	View chart
Touchstone Securitized Income Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (TSEC)	0.1	$582k		23k	25.82	View chart
Gabelli Healthcare & Wellness Closed End Funds - Taxable (GRX)	0.1	$579k	NEW	61k	9.45	View chart
Pepsico Common Stock (PEP)	0.1	$574k		4.2k	135.40	View chart
Tesla Incorporated Common Stock (TSLA)	0.1	$571k	-5%	1.4k	420.60	View chart
State Street Doubleline Total Return Tactical Etf Exchange Traded Funds (Country Baskets/iShares) - .. (TOTL)	0.1	$564k	-54%	14k	39.47	View chart
Touchstone Dynamic International Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (TDI)	0.1	$553k	+11%	12k	44.92	View chart
Vaneck Etf Trust Morningstar Smid Moat Etf Exchange Traded Funds (Country Baskets/iShares) - Domesti.. (SMOT)	0.1	$549k		14k	38.86	View chart
Walmart Common Stock (WMT)	0.1	$531k		4.7k	113.26	View chart
Flaherty & Crumrine Preferred Income Closed End Funds - Taxable (PFO)	0.1	$531k	NEW	57k	9.24	View chart
Johnson & Johnson Common Stock (JNJ)	0.1	$510k		2.0k	253.97	View chart
Gdl Fd Com Sh Ben It Closed End Funds - Taxable (GDL)	0.1	$469k	NEW	55k	8.47	View chart
Unitedhealth Group Incorporated Common Stock (UNH)	0.1	$461k		1.1k	415.63	View chart
Emerson Elec Company Common Stock (EMR)	0.1	$453k	-11%	3.2k	143.15	View chart
Doubleline Yield Opportunities Closed End Funds - Taxable (DLY)	0.1	$444k	NEW	32k	14.07	View chart
First Trust Nasdaq Cea Cybersecurity Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (CIBR)	0.1	$442k	+8%	4.9k	89.85	View chart
At&t Incorporated Common Stock (T)	0.1	$438k		21k	20.70	View chart
Vaneck Semiconductor Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (SMH)	0.1	$428k	-3%	652.00	655.89	View chart
Dimensional U.s. Small Cap Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (DFAS)	0.1	$415k		5.0k	82.34	View chart
Avantis International Small Cap Value Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (AVDV)	0.1	$413k		4.0k	103.05	View chart
Costco Wholesale Corporation Common Stock (COST)	0.1	$410k		438.00	935.47	View chart
Gabelli Divid & Income Tr Closed End Funds - Taxable (GDV)	0.1	$409k	NEW	14k	29.40	View chart
Oracle Corporation Common Stock (ORCL)	0.1	$394k	+5%	2.7k	146.55	View chart
Morgan Stanley 4.250 Dp Pfd O Non-cumulative Series 0 Callable 01/15/2027 Preferred Stock (MS.PO)	0.1	$369k	-13%	22k	16.97	View chart
Vanguard Index Funds S&p 500 Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (VOO)	0.1	$353k	NEW	514.00	686.81	View chart
Schwab Us Dividend Equity Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (SCHD)	0.0	$347k	NEW	11k	31.71	View chart
Elevance Health Incorporated Formerly A Common Stock (ELV)	0.0	$338k	+7%	874.00	386.73	View chart
American Elec Pwr Company Incorporated Common Stock (AEP)	0.0	$313k		2.3k	136.81	View chart
Abrdn Life Sciences Investors Sh Ben Int Closed End Funds - Taxable (HQL)	0.0	$304k	NEW	15k	20.01	View chart
T Rowe Price Etf Intl Equity Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (TOUS)	0.0	$303k	+31%	7.9k	38.37	View chart
Northrop Grumman Corporation Common Stock (NOC)	0.0	$302k	+11%	592.00	509.31	View chart
Danaher Corporation Del Common Stock (DHR)	0.0	$286k	NEW	1.5k	190.48	View chart
Vanguard Value Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (VTV)	0.0	$286k		1.3k	217.93	View chart
Dimensional World Ex U.s. Core Equity 2 Etf Exchange Traded Funds (Country Baskets/iShares) - Domest.. (DFAX)	0.0	$281k		7.6k	36.84	View chart
Vanguard Growth Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (VUG)	0.0	$279k	+494%	3.2k	86.14	View chart
Caterpillar Incorporated Common Stock (CAT)	0.0	$275k	NEW	258.00	1064.90	View chart
American Express Company Common Stock (AXP)	0.0	$272k	-7%	804.00	338.25	View chart
Kroger Company Common Stock (KR)	0.0	$268k	+2%	4.8k	55.53	View chart
Vaneck Morningstar International Moat Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (MOTI)	0.0	$266k	-12%	8.0k	33.25	View chart
Mfs Blended Research International Equity Etf Exchange Traded Funds (Country Baskets/iShares) - Dome.. (BRIE)	0.0	$264k	NEW	8.7k	30.32	View chart
Amgen Incorporated Common Stock (AMGN)	0.0	$254k	+9%	702.00	362.12	View chart
Pacer Fds Tr Us Large Cap Cash Cows Exchange Traded Funds (Country Baskets/iShares) - Domestic (COWG)	0.0	$243k		6.0k	40.15	View chart
Capital One Finl Corporation Common Stock (COF)	0.0	$239k		1.2k	200.62	View chart
First Trust Dow 30 Equal Weight Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (EDOW)	0.0	$239k		5.4k	44.09	View chart
Cbre Group Incorporated Class A Common Stock (CBRE)	0.0	$235k		1.7k	134.69	View chart
Eli Lilly & Company Common Stock (LLY)	0.0	$235k	NEW	196.00	1199.43	View chart
Pimco Enhanced Short Maturity Active Exchange-traded Fund Exchange Traded Funds (Country Baskets/iSh.. (MINT)	0.0	$234k	NEW	2.3k	100.81	View chart
Lockheed Martin Corporation Common Stock (LMT)	0.0	$232k	+11%	455.00	509.46	View chart
Spdr Gold Shares Exchange Traded Funds (Country Baskets/iShares) - Domestic (GLD)	0.0	$227k		615.00	368.38	View chart
Bristol-myers Squibb Company Common Stock (BMY)	0.0	$226k		3.9k	57.62	View chart
Ishares Tr Core S&p500 Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (IVV)	0.0	$225k	NEW	301.00	748.89	View chart
John Hancock Multifactor Emerging Markets Etf Exchange Traded Funds (Country Baskets/iShares) - Dome.. (JHEM)	0.0	$225k	NEW	5.6k	40.24	View chart
Wisdomtree U.s. Quality Dividend Growth Fund Exchange Traded Funds (Country Baskets/iShares) - Domes.. (DGRW)	0.0	$222k	-2%	2.3k	95.62	View chart
Home Depot Incorporated Common Stock (HD)	0.0	$218k		618.00	352.68	View chart
Goldman Sachs Group Incorporated Common Stock (GS)	0.0	$208k	NEW	206.00	1011.37	View chart
Allstate Corporation Common Stock (ALL)	0.0	$207k	NEW	870.00	237.94	View chart
Csx Corporation Common Stock (CSX)	0.0	$205k	NEW	4.3k	47.53	View chart
Visa Incorporated Com Class A Common Stock (V)	0.0	$205k	NEW	597.00	343.24	View chart
Abbvie Incorporated Common Stock (ABBV)	0.0	$204k	NEW	812.00	251.51	View chart
Proshares S&p Midcap 400 Dividend Aristocrats Etf Exchange Traded Funds (Country Baskets/iShares) - .. (REGL)	0.0	$204k	NEW	2.2k	91.57	View chart
Xtrackers Russell Us Multifactor Etf Exchange Traded Funds (Country Baskets/iShares) - Domestic (DEUS)	0.0	$202k	NEW	3.1k	65.30	View chart
Neuberger Engy Infrstr & Incorporated Closed End Funds - Taxable (NML)	0.0	$122k	NEW	12k	10.14	View chart
Clough Global Divid & Income F Closed End Funds - Taxable (GLV)	0.0	$79k	NEW	12k	6.64	View chart
Blue Biofuels Incorporated Common Stock (BIOF)	0.0	$2.9k		24k	0.12	View chart
Provectus Pharmaceutical Incorporated Common Stock (PVCT)	0.0	$1.4k		20k	0.07	View chart
New Ireland Fd Incorporated Closed End Funds - Taxable	0.0	$0	NEW	45k	0.00	View chart

Past Filings by Atlas Wealth

SEC 13F filings are viewable for Atlas Wealth going back to 2022

Atlas Wealth 2026 Q2 filed July 28, 2026
Atlas Wealth 2026 Q1 restated filed May 13, 2026
Atlas Wealth 2026 Q1 filed May 6, 2026
Atlas Wealth 2025 Q4 filed Feb. 5, 2026
Atlas Wealth 2025 Q3 filed Nov. 12, 2025
Atlas Wealth 2025 Q2 filed Aug. 5, 2025
Atlas Wealth 2025 Q1 filed May 8, 2025
Atlas Wealth 2024 Q4 filed Feb. 11, 2025
Atlas Wealth 2024 Q3 filed Nov. 14, 2024
Atlas Wealth 2024 Q2 filed July 31, 2024
Atlas Wealth 2024 Q2 amended filed July 31, 2024
Atlas Wealth 2024 Q1 filed May 10, 2024
Atlas Wealth 2023 Q4 filed Feb. 8, 2024
Atlas Wealth 2023 Q3 filed Nov. 7, 2023
Atlas Wealth 2023 Q2 filed Aug. 8, 2023
Atlas Wealth 2023 Q1 filed May 9, 2023

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