Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Atlas Wealth LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Atlas Wealth LLC (CIK 1964106) reported $333.6M across 115 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: USB/PRH ($26.3M, 7.88%), AAPL ($19.8M, 5.92%), VFLO ($17.9M, 5.36%), GOOG ($12.5M, 3.73%), BML/PRH ($12.3M, 3.68%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1USB/PRHU.S. BANCORP PFD B$26.3M7.88%1.4MAdded
2AAPLAPPLE INCORPORATED$19.8M5.92%77,880Trimmed
3VFLOVICTORY PORTFOLIOS II VICTORYSHARES FREE CASH FLOW$17.9M5.36%453,010Added
4GOOGALPHABET INCORPORATED CAP STK CLASS C$12.5M3.73%43,406Trimmed
5BML/PRHBANK OF AMERICA CORPORATION PFD 1/1200SER2$12.3M3.68%636,991Added
6PGPROCTER & GAMBLE COMPANY$11.8M3.53%81,456Trimmed
7AIRRFIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF$10.8M3.24%97,710Trimmed
8MSFTMICROSOFT CORPORATION$10.2M3.06%27,574Trimmed
9SYLDCAMBRIA SHAREHOLDER YIELD ETF$10.1M3.01%133,331Added
10AVUSAVANTIS U.S. EQUITY ETF$9.2M2.74%82,354Added
11COF-PLCAPITAL ONE FINANCIAL CORPORATION. 4.375 DEP PFD L$8.5M2.55%529,025Added
12SLMBPSLM CORPORATION PFD SER B$7.8M2.35%106,767Added
13JPMJPMORGAN CHASE & COMPANY$7.4M2.22%25,207Trimmed
14COWZPACER US CASH COWS 100 ETF$7.3M2.20%117,412Trimmed
15JAAAJANUS HENDERSON AAA CLO ETF$6.2M1.86%123,011Trimmed
16GS/PRDGOLDMAN SACHS GROUP INC SHS D 1/1000$6.0M1.80%314,776Added
17FTCSFIRST TRUST CAPITAL STRENGTH ETF$6.0M1.79%64,534Trimmed
18GS/PRAGOLDMAN SACHS GROUP, INCORPORATED. PFD A 1/1000$5.8M1.73%301,227Trimmed
19RF-PEREGIONS FINANCIAL CORPORATION DEP SH PFD SER E$4.9M1.46%298,735Trimmed
20TMSLT ROWE PRICE ETF SMALL MID CAP ETF$4.8M1.44%130,764Added
21AMZNAMAZON COM INCORPORATED$4.7M1.40%22,391Trimmed
22GVALCAMBRIA GLOBAL VALUE ETF$4.6M1.37%138,212Added
23JHSCJOHN HANCOCK MULTIFACTOR SMALL CAP ETF$4.5M1.34%103,926Added
24IDVOAMPLIFY CWP INTERNATIONAL ENHANCED DIVIDEND INCOME ETF$4.5M1.34%110,659New
25RFMZRIVERNORTH FLEXIBLE MUNI INCME$4.3M1.28%336,953Added

Source: SEC Form 13F filings · as of 2026-03-31