Atlas Wealth LLC - Portfolio overview

Atlas Wealth LLC has 121 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. USBPRH - U.S. BANCORP PFD B, 7.82%
2. AAPL - APPLE INCORPORATED, 5.88%
3. VFLO - VICTORY PORTFOLIOS II VICTORYSHARES FREE CASH FLOW, 5.32%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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