Atlas Wealth LLC: 13F holdings

CIK 19641062026Q2

Positions178
Reported value$683.0m
Filed2026-07-28

Top 10 holdings

SecuritySharesValueWeight
STEW SRH TOTAL RETURN FUND INCORPORATED3,511,313$62.9m9.2%
CENTRAL SECS CORPORATION615,562$32.3m4.7%
U.S. BANCORP PFD B NON-CUMULATIVE 3.51,478,262$27.2m4.0%
AAPL APPLE INCORPORATED76,479$22.1m3.2%
ACT VICTORY PORTFOLIOS II VICTORYSHARES FREE CASH FLOW463,243$21.2m3.1%
NEUBERGER NEXT GENERATION COMMON STOCK1,102,724$18.2m2.7%
NYLI CBRE GBL INFR MEGTRNDS TR1,143,284$17.4m2.5%
THORNBURG INCM BUILDER OPP TR710,893$15.7m2.3%
NUVEEN CORE PLUS IMPACT FUND COM BEN INT1,535,428$15.6m2.3%
GOOG ALPHABET INCORPORATED CAP STK CLASS C42,475$15.0m2.2%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1964106")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

Get a free API keySee history bundlesDownload free samples