Atlas Wealth LLC — 13F holdings

Atlas Wealth LLC reported 178 holdings worth $701M in its 13F filing for Q2 2026, filed July 28, 2026.

Largest positions

1. STEW SRH TOTAL RETURN FUND INC — $62.9M (9.0%)
2. CET CENTRAL SECS CORP — $32.3M (4.6%)
3. US BANCORP — $27.2M (3.9%)
4. AAPL APPLE INC — $22.1M (3.2%)
5. VFLO VICTORY PORTFOLIOS II — $21.2M (3.0%)
6. SDHY PGIM SHORT DUR HIG YLD OPP F — $18.5M (2.6%)
7. NBXG NEUBERGER BERMAN NEXT GENERA — $18.2M (2.6%)
8. MEGI NYLI CBRE GBL INFR MEGTRNDS — $17.4M (2.5%)
9. TBLD THORNBURG INCM BUILDER OPP T — $15.7M (2.2%)
10. NPCT NUVEEN CORE PLUS IMPACT FUND — $15.6M (2.2%)