Atlas Wealth LLC
Atlas Wealth LLC is an Investment Adviser institutional filer with the SEC under CIK 1964106, reporting 178 portfolio positions, with 15 historical 13F filings on file. Most recent reporting period: 2026-06-30.
A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).
- State of incorporation: OH
- Filing type: 13F-HR
- Latest reporting period: 2026-06-30
- Last filed: 2026-07-28
Top 10 portfolio positions
The largest reported holdings in Atlas Wealth LLC's most recent 13F filing, ranked by reported market value.
- SRH TOTAL RETURN FUND INCORPORATED (STEW)
- CENTRAL SECS CORPORATION (CET)
- U.S. BANCORP PFD B NON-CUMULATIVE 3.5 (USB-PH)
- APPLE INCORPORATED (AAPL)
- VICTORY PORTFOLIOS II VICTORYSHARES FREE CASH FLOW (VFLO)
- PGIM SHORT DUR HIG YLD OPP FD (SDHY)
- NEUBERGER NEXT GENERATION COMMON STOCK (NBXG)
- NYLI CBRE GBL INFR MEGTRNDS TR (MEGI)
- THORNBURG INCM BUILDER OPP TR (TBLD)
- NUVEEN CORE PLUS IMPACT FUND COM BEN INT (NPCT)
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