Atlas Wealth Partners
Latest statistics and disclosures from Atlas Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TPL, FBTC, GBTC, INFL, FNV, and represent 53.27% of Atlas Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: MIAX, BCDF, TFC, OKE, FBTC, DIVO, INFL, HE, SLV, JAPN.
- Started 3 new stock positions in OKE, TFC, DIVO.
- Reduced shares in these 10 stocks: DIS, TMO, UTES, FNV, GBTC, WPM, GOLY, PBT, SCHV, RGLD.
- Sold out of its positions in DIS, TMO.
- Atlas Wealth Partners was a net buyer of stock by $1.4M.
- Atlas Wealth Partners has $97M in assets under management (AUM), dropping by 6.90%.
- Central Index Key (CIK): 0001965798
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Portfolio Holdings for Atlas Wealth Partners
Atlas Wealth Partners holds 65 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Texas Pacific Land Corp (TPL) | 19.4 | $19M | 40k | 474.56 |
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| Fidelity Wise Origin Bitcoin SHS (FBTC) | 12.9 | $13M | 212k | 59.03 |
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| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 7.6 | $7.4M | 140k | 52.76 |
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| Listed Fds Tr Horizon Kinetics (INFL) | 7.2 | $7.0M | +3% | 135k | 52.06 |
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| Franco-Nevada Corporation (FNV) | 6.1 | $5.9M | -2% | 24k | 247.05 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 3.0 | $2.9M | 94k | 30.68 |
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| Wheaton Precious Metals Corp (WPM) | 2.9 | $2.8M | -3% | 21k | 131.21 |
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| Landbridge Company Cl A (LB) | 2.7 | $2.6M | 38k | 69.05 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 2.3 | $2.3M | 36k | 62.56 |
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| Microsoft Corporation (MSFT) | 2.2 | $2.1M | 5.7k | 370.14 |
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| Royal Gold (RGLD) | 2.2 | $2.1M | -2% | 8.2k | 254.48 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 2.1 | $2.0M | 70k | 29.13 |
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| Listed Fds Tr Horzn Kintcs Bl (BCDF) | 2.0 | $2.0M | +32% | 65k | 30.74 |
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| Permian Basin Rty Tr Unit Ben Int (PBT) | 1.8 | $1.7M | -3% | 81k | 21.53 |
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| Hawaiian Electric Industries (HE) | 1.8 | $1.7M | +15% | 115k | 14.84 |
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| Miami Intl Hldgs (MIAX) | 1.5 | $1.5M | +54% | 38k | 38.92 |
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| Apple (AAPL) | 1.2 | $1.2M | 4.5k | 253.79 |
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| Etfis Ser Tr I Virtus Reaves Ut (UTES) | 1.2 | $1.1M | -10% | 14k | 79.90 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 1.0 | $933k | -5% | 31k | 30.50 |
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| Intuitive Surgical Com New (ISRG) | 0.9 | $876k | -2% | 1.9k | 460.99 |
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| Amazon (AMZN) | 0.8 | $819k | +5% | 3.9k | 208.27 |
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| Southern Company (SO) | 0.8 | $768k | +5% | 8.0k | 96.52 |
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| Tesla Motors (TSLA) | 0.8 | $732k | 2.0k | 371.75 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.8 | $730k | 1.1k | 650.34 |
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| Ishares Gold Tr Ishares New (IAU) | 0.7 | $708k | 8.0k | 88.16 |
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| Johnson & Johnson (JNJ) | 0.7 | $692k | -4% | 2.8k | 244.44 |
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| Exxon Mobil Corporation (XOM) | 0.7 | $643k | -5% | 3.8k | 169.66 |
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| Etfis Ser Tr I Virtus Infrcap (PFFA) | 0.6 | $608k | +7% | 30k | 20.36 |
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| Carpenter Technology Corporation (CRS) | 0.6 | $599k | 1.5k | 394.15 |
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| Strategy Gold Enhanced Et (GOLY) | 0.6 | $557k | -11% | 19k | 29.45 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $542k | 1.1k | 479.20 |
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| NVIDIA Corporation (NVDA) | 0.6 | $540k | 3.1k | 174.42 |
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| Duke Energy Corp Com New (DUK) | 0.5 | $521k | +8% | 4.0k | 130.94 |
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| Stryker Corporation (SYK) | 0.5 | $478k | 1.5k | 329.47 |
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| Cme (CME) | 0.4 | $426k | 1.4k | 295.27 |
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| Waterbridge Infrastructure L Cl A Shs Repstg (WBI) | 0.4 | $421k | 16k | 26.79 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $403k | 1.4k | 286.86 |
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| Ishares Silver Tr Ishares (SLV) | 0.4 | $388k | +21% | 5.7k | 68.14 |
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| Etf Opportunities Trust Idx Dynamic Fixe (DYFI) | 0.4 | $374k | +6% | 17k | 22.73 |
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| Philip Morris International (PM) | 0.4 | $360k | 2.2k | 166.80 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $313k | 626.00 | 499.66 |
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| Pacer Fds Tr Developed Mrkt (ICOW) | 0.3 | $294k | +4% | 6.9k | 42.44 |
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| Viper Energy Cl A (VNOM) | 0.3 | $293k | +6% | 6.2k | 46.99 |
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| Altria (MO) | 0.3 | $292k | 4.4k | 66.39 |
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| Costco Wholesale Corporation (COST) | 0.3 | $289k | 290.00 | 996.43 |
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| T Rowe Price Etf Cap Appreciation (TCAF) | 0.3 | $284k | 8.0k | 35.59 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $279k | 970.00 | 287.56 |
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| Nextera Energy (NEE) | 0.3 | $279k | -4% | 3.0k | 92.88 |
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| Listed Fds Tr Horizon Kinetics (JAPN) | 0.3 | $276k | +19% | 12k | 22.65 |
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| Applied Materials (AMAT) | 0.3 | $273k | 800.00 | 341.79 |
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| International Business Machines (IBM) | 0.3 | $255k | 1.1k | 242.39 |
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| Truist Financial Corp equities (TFC) | 0.3 | $253k | NEW | 5.5k | 45.97 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.3 | $252k | 9.5k | 26.61 |
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| Oneok (OKE) | 0.3 | $249k | NEW | 2.8k | 90.38 |
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| Pepsi (PEP) | 0.2 | $242k | 1.6k | 155.29 |
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| Mesabi Tr Ctf Ben Int (MSB) | 0.2 | $235k | -4% | 7.5k | 31.43 |
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| Caci Intl Cl A (CACI) | 0.2 | $231k | -19% | 425.00 | 543.87 |
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| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.2 | $231k | NEW | 5.1k | 44.85 |
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| PNC Financial Services (PNC) | 0.2 | $229k | -8% | 1.1k | 208.09 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $222k | +19% | 1.5k | 146.28 |
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| Abbvie (ABBV) | 0.2 | $221k | 1.0k | 217.49 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $211k | 2.7k | 78.41 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $203k | 3.6k | 56.68 |
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| Intercontinental Exchange (ICE) | 0.2 | $203k | 1.3k | 157.30 |
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| San Juan Basin Rty Tr Unit Ben Int (SJT) | 0.2 | $202k | +3% | 42k | 4.80 |
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Past Filings by Atlas Wealth Partners
SEC 13F filings are viewable for Atlas Wealth Partners going back to 2022
- Atlas Wealth Partners 2026 Q1 filed April 29, 2026
- Atlas Wealth Partners 2025 Q4 filed Jan. 26, 2026
- Atlas Wealth Partners 2025 Q3 filed Oct. 31, 2025
- Atlas Wealth Partners 2025 Q2 filed Aug. 5, 2025
- Atlas Wealth Partners 2025 Q1 filed May 5, 2025
- Atlas Wealth Partners 2024 Q4 filed Jan. 29, 2025
- Atlas Wealth Partners 2024 Q3 filed Oct. 18, 2024
- Atlas Wealth Partners 2024 Q2 filed July 17, 2024
- Atlas Wealth Partners 2024 Q1 filed May 8, 2024
- Atlas Wealth Partners 2023 Q4 filed Jan. 29, 2024
- Atlas Wealth Partners 2023 Q3 filed Oct. 31, 2023
- Atlas Wealth Partners 2023 Q2 filed July 25, 2023
- Atlas Wealth Partners 2023 Q1 filed April 26, 2023
- Atlas Wealth Partners 2022 Q4 filed Feb. 14, 2023