Atlas Wealth LLC
Annual return '25
+16.7%
SPY '25
+17.7%
Alpha
-1.0ptsvs SPY
Invested
$333.6M
Holdings
115
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$USB F PERP B*
U.S. BANCORP PFD B
Held since at least Q1 2024
7.9%
02
$AAPL
APPLE INCORPORATED
Q1 2026: Sold 11.6% (25.7k → 22.7k shares)
5.9%
03
$VFLO
VICTORY PORTFOLIOS II VICTORYSHARES FREE CASH FLOW
Held since at least Q1 2024
5.4%
04
$GOOG
ALPHABET INCORPORATED CAP STK CLASS C
Q1 2026: Exited (was 1.2k shares)
3.7%
05
$BAC F PERP 02
BANK OF AMERICA CORPORATION PFD 1/1200SER2
Held since at least Q1 2024
3.7%
06
$PG
PROCTER & GAMBLE COMPANY
Held since at least Q1 2024
3.5%
07
$AIRR
FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF
Held since at least Q1 2024
3.2%
08
$MSFT
MICROSOFT CORPORATION
Q1 2026: Sold 52.4% (1.2k → 564 shares)
3.1%
09
$SYLD
CAMBRIA SHAREHOLDER YIELD ETF
Held since at least Q1 2024
3.0%
10
$AVUS
AVANTIS U.S. EQUITY ETF
Q4 2025: New position (7.3k shares)
2.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:13 UTC.