Atlas Wealth LLC: 13F holdings
CIK 19641062026Q2
| Positions | 178 |
|---|
| Reported value | $683.0m |
|---|
| Filed | 2026-07-28 |
|---|
Change since last quarter
| Positions | 178 (+63 vs prior quarter) |
|---|
| Reported value | $683.0m (+104.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| STEW SRH TOTAL RETURN FUND INCORPORATED | 3,511,313 | $62.9m | 9.2% |
| CET CENTRAL SECS CORPORATION | 615,562 | $32.3m | 4.7% |
| U.S. BANCORP PFD B NON-CUMULATIVE 3.5 | 1,478,262 | $27.2m | 4.0% |
| AAPL APPLE INCORPORATED | 76,479 | $22.1m | 3.2% |
| ACT VICTORY PORTFOLIOS II VICTORYSHARES FREE CASH FLOW | 463,243 | $21.2m | 3.1% |
| NBXG NEUBERGER NEXT GENERATION COMMON STOCK | 1,102,724 | $18.2m | 2.7% |
| MEGI NYLI CBRE GBL INFR MEGTRNDS TR | 1,143,284 | $17.4m | 2.5% |
| TBLD THORNBURG INCM BUILDER OPP TR | 710,893 | $15.7m | 2.3% |
| NPCT NUVEEN CORE PLUS IMPACT FUND COM BEN INT | 1,535,428 | $15.6m | 2.3% |
| GOOG ALPHABET INCORPORATED CAP STK CLASS C | 42,475 | $15.0m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1964106")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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