Atlas Wealth LLC
All 13F Filings
- Location
- Cincinnati, OH
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 333,611
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/13/2026 | 115 | 333,611 | 13F-HR/A - RESTATEMENT | Atlas Wealth LLC |
| Q1 2026 | 5/6/2026 | 115 | 333,611 | 13F-HR | Atlas Wealth LLC |
| Q4 2025 | 2/5/2026 | 108 | 329,295 | 13F-HR | Atlas Wealth LLC |
| Q3 2025 | 11/12/2025 | 107 | 309,806 | 13F-HR | Atlas Wealth LLC |
| Q2 2025 | 8/5/2025 | 108 | 273,854 | 13F-HR | Atlas Wealth LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 180.6 K | 54.1% | 0 | 5.735 K | -5.735 K |
| ETFs | 153 K | 45.9% | 10.04 K | 0 | 10.04 K |
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Fund Snapshot
Q1 2026
Latest filed
5/13/2026
Total value ($000)
333,611
Holdings
115
QoQ value change ($000)
4,316
(1.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.