Atlas Wealth LLC
All 13F Filings
- Location
- Cincinnati, OH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 701,436
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/28/2026 | 178 | 701,436 | 13F-HR | Atlas Wealth LLC |
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 530.6 K | 75.6% | 350 K | 0 | 350 K |
| ETFs | 170.9 K | 24.4% | 17.85 K | 0 | 17.85 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/28/2026
Total value ($000)
701,436
Holdings
178
QoQ value change ($000)
367,825
(110.3%)
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.