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Manager record

Atlas Wealth LLC

Cincinnati, OH · CIK 1964106 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$701.44MReported 13F valueQ2 2026 · as filed
178Holdings listed
+110.3%vs prior quartervalue change includes market moves
5Quarters on record
Jul 28Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $273.9M$273.9MQ2 2025108 holdingsQ3 2025: $309.8M$309.8MQ3 2025107 holdingsQ4 2025: $329.3M$329.3MQ4 2025108 holdingsQ1 2026: $333.6M$333.6MQ1 2026115 holdingsQ2 2026: $701.4M$701.4MQ2 2026178 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 28 2026 13F-HR · period Q2 2026

$701.44M · 178 holdings listed · View original SEC filing ↗
May 13 2026 13F-HR/A · period Q1 2026

$333.61M · 115 holdings listed · amendment (restatement) · View original SEC filing ↗
May 06 2026 13F-HR · period Q1 2026

$333.61M · 115 holdings listed · View original SEC filing ↗
Feb 05 2026 13F-HR · period Q4 2025

$329.29M · 108 holdings listed · View original SEC filing ↗
Nov 12 2025 13F-HR · period Q3 2025

$309.81M · 107 holdings listed · View original SEC filing ↗
Aug 05 2025 13F-HR · period Q2 2025

$273.85M · 108 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 28, 2026 · Change methodology