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Andy Armstrong

Atlas Wealth Llc

Assets Managed
$333.611M
Holdings
115
Last Quarter
2026 - Q1
Filed Date
14d ago
Growth Rate
1.32%(2Q avg: 3.81%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Atlas Wealth Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 115 positions.

Assets under management

The assets under management (AUM) of Atlas Wealth Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 333.611M in assets, with a quarterly growth rate of 1.32% and a 2-quarter average growth rate of 3.81%. The portfolio is managed by Andy Armstrong, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
ur-5⤦
Us Bancorp Del Depositary Shs Repstg 1 1000th Pfd Ser B Perp Call @ 25 On Or Aft 4 15 11 Perp Mty
Recent Activity
Increased 15.96%
7.88%
$26.28M
1.438M shares@ $18.28 avg price
AAPL
Apple Inc
Recent Activity
Decreased -2.75%
5.93%
$19.765M
77,880 shares@ $253.79 avg price
VFLO
Victoryshares Free Cash Flow
Recent Activity
Increased 17.63%
5.37%
$17.885M
453,010 shares@ $39.49 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -3.18%
3.74%
$12.451M
43,406 shares@ $286.86 avg price
ur-3⤦
Bank Of America Corporation Pfd 1 1200ser2
Recent Activity
Increased 7.4%
3.68%
$12.275M
636,991 shares@ $19.28 avg price
PG
Procter & Gamble Co The
Recent Activity
Decreased -0.14%
3.53%
$11.766M
81,456 shares@ $144.45 avg price
AIRR
First Trust Rba American Ind
Recent Activity
Decreased -2.74%
3.25%
$10.824M
97,710 shares@ $110.79 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -3.54%
3.06%
$10.207M
27,574 shares@ $370.17 avg price
SYLD
Cambria Shareholder Yield Et
Recent Activity
Increased 9.54%
3.02%
$10.054M
133,331 shares@ $75.42 avg price
AVUS
Avantis U.s. Equity Etf
Recent Activity
Increased 0.89%
2.75%
$9.156M
82,354 shares@ $111.19 avg price

1-10 of 115