Atlas Wealth LLC Portfolio Holdings
Atlas Wealth LLC
- $189 Million
- Q3 2025
Atlas Wealth LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $189 Million distributed in 107 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $20.8M, Microsoft Corp with a value of $15M, Procter & Gamble CO with a value of $12.5M, Janus Detroit Str Tr Janus Hen with a value of $11.1M, and Alphabet Inc. with a value of $11.1M.
Examining the 13F form we can see an increase of $9.26M in the current position value, from $180M to 189M.
Atlas Wealth LLC is based out at Cincinnati, OH
Below you can find more details about Atlas Wealth LLC portfolio as well as his latest detailed transactions.
Portfolio value
$189 Million
ETFs: $82.5 Million
Technology: $46.5 Million
Communication Services: $14.9 Million
Financial Services: $14.3 Million
Consumer Defensive: $14.2 Million
Consumer Cyclical: $6.2 Million
Healthcare: $3.02 Million
Industrials: $2.51 Million
Other: $244,000