Atlas Wealth Partners, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 27, 2026), Atlas Wealth Partners, LLC reported 64 stock positions worth $91.6 million. Its top holding was Texas Pacific Land (TPL) at 19.0% of the portfolio, followed by Fidelity Wise Origin Bitcoin (FBTC, 12.1%) and Horizon Kinetics Infl Benef (INFL, 7.4%). Compared with Q1 2026, it opened 3 new positions, sold out of 4, added to 15 and reduced 32. The biggest buy was Landbridge Co. LLC-A (LB, shares +1%) and the biggest sale Franco-Nevada (FNV, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- WYOMISSING, PA
- CIK
- 0001965798
- Portfolio Value
- $91.6M (Q2 2026)
- SEC Filing
- 0001965798-26-000003 ↗ filed Jul 27, 2026
Holdings Value
Holdings 64 stocks · $91.6M
| TPL Texas Pacific Land Corp. | 19.04% | 39,840 | $17.4M | Reduce -0.0% |
| FBTC Fidelity Wise Origin Bitcoin | 12.07% | 216,461 | $11.1M | Add +1.9% |
| INFL Horizon Kinetics Infl Benef | 7.41% | 136,034 | $6.8M | Add +0.8% |
| GBTC Grayscale Bitcoin Trust ETF | 6.94% | 139,612 | $6.4M | Reduce -0.5% |
| FNV Franco-Nevada Corp. | 5.38% | 23,613 | $4.9M | Reduce -1.6% |
| LB Landbridge Co. LLC-A | 3.33% | 38,420 | $3.0M | Add +1.0% |
| SCHD Schwab US DVD Equity ETF | 3.19% | 92,103 | $2.9M | Reduce -1.8% |
| WPM Wheaton Precious Metals Corp. | 2.62% | 21,396 | $2.4M | Add +0.7% |
| SCHG Schwab US Large-Cap Growth | 2.50% | 67,754 | $2.3M | Reduce -3.4% |
| COWZ Pacer US Cash Cows 100 ETF | 2.45% | 36,006 | $2.2M | Reduce -0.4% |
| MSFT Microsoft Corp. | 2.33% | 5,724 | $2.1M | Reduce -0.2% |
| BCDF Horizon Kin Blockchain Dev | 2.27% | 69,736 | $2.1M | Add +7.8% |
| PBT Permian Basin Royalty Trust | 2.25% | 82,241 | $2.1M | Add +1.4% |
| RGLD Royal Gold Inc. | 1.77% | 8,140 | $1.6M | Reduce -1.2% |
| HE Hawaiian Electric Inds | 1.72% | 116,117 | $1.6M | Add +1.0% |
| MIAX Miami International Holdings | 1.56% | 38,530 | $1.4M | Add +2.2% |
| AAPL Apple Inc. | 1.28% | 4,047 | $1.2M | Reduce -10.9% |
| UTES Virtus Reaves Utilities ETF | 1.14% | 12,752 | $1.0M | Reduce -11.2% |
| SCHV Schwab US Large-Cap Value | 1.11% | 29,175 | $1.0M | Reduce -4.6% |
| CRS Carpenter Technology | 1.02% | 1,521 | $938K | Add +0.1% |
| AMZN Amazon.com Inc. | 0.95% | 3,658 | $872K | Reduce -7.0% |
| ISRG Intuitive Surgical Inc. | 0.83% | 1,900 | $756K | No change |
| SO The Southern Co. | 0.82% | 7,802 | $747K | Reduce -1.9% |
| JNJ Johnson & Johnson | 0.72% | 2,579 | $655K | Reduce -8.8% |
| PFFA Virtus Infracap US Pref STCK | 0.68% | 30,400 | $625K | Add +1.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.66% | 813 | $607K | Reduce -27.5% |
| AMAT Applied Materials Inc. | 0.63% | 800 | $578K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.62% | 1,130 | $565K | No change |
| NVDA Nvidia Corp. | 0.62% | 2,817 | $564K | Reduce -9.0% |
| TSLA Tesla Inc. | 0.61% | 1,319 | $555K | Reduce -33.0% |
| WBI Waterbridge Infrastruc Class A | 0.59% | 15,715 | $539K | No change |
| IAU iShares Gold Trust | 0.56% | 6,847 | $517K | Reduce -14.7% |
| XOM Exxon Mobil Corp. | 0.55% | 3,690 | $504K | Reduce -2.6% |
| DUK Duke Energy Corp. | 0.55% | 3,957 | $501K | Reduce -0.6% |
| GOOG Alphabet Inc. Class C | 0.54% | 1,405 | $496K | No change |
| SYK Stryker Corp. | 0.50% | 1,450 | $458K | No change |
| GOLY Strategy Shares Gold Enhance | 0.45% | 16,450 | $414K | Reduce -13.0% |
| PM Philip Morris International | 0.42% | 2,108 | $384K | Reduce -2.3% |
| DYFI Idx Dynamic Fixed Income ETF | 0.40% | 16,050 | $365K | Reduce -2.4% |
| SLV iShares Silver Trust | 0.35% | 6,039 | $323K | Add +6.0% |
| CME Cme Group Inc. | 0.35% | 1,459 | $322K | Add +1.0% |
| MA Mastercard Inc. Class A | 0.35% | 626 | $322K | No change |
| MO Altria Group Inc. | 0.34% | 4,349 | $315K | Reduce -1.1% |
| TCAF T Rowe PRC Cap Appreciation | 0.34% | 7,491 | $308K | Reduce -6.3% |
| GOOGL Alphabet Inc. Class A | 0.32% | 815 | $291K | Reduce -16.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.31% | 1,000 | $281K | Reduce -4.8% |
| JAPN Horizon Kinetics Japan Owner | 0.30% | 12,350 | $278K | Add +1.2% |
| ICOW Pacer Developed Markets Inte | 0.30% | 6,612 | $275K | Reduce -4.6% |
| TFC Truist Financial Corp. | 0.30% | 5,503 | $274K | No change |
| COST Costco Wholesale Corp. | 0.30% | 290 | $271K | No change |
| PNC PNC Financial Services Group | 0.30% | 1,100 | $271K | No change |
| VNOM Viper Energy Inc. Class A | 0.29% | 6,259 | $265K | Add +0.6% |
| ABBV Abbvie Inc. | 0.28% | 1,018 | $256K | No change |
| DIVO Amplify CWP Enhan Divid ETF | 0.26% | 5,169 | $236K | Add +0.4% |
| OKE Oneok Inc. | 0.25% | 2,678 | $233K | Reduce -2.7% |
| NEE Nextera Energy Inc. | 0.25% | 2,600 | $228K | Reduce -13.3% |
| SCHA Schwab US Small-Cap ETF | 0.24% | 6,093 | $220K | New |
| PEP Pepsico Inc. | 0.23% | 1,556 | $211K | No change |
| SCHP Schwab U.S. Tips ETF | 0.23% | 7,950 | $211K | Reduce -15.9% |
| BSV Vanguard Short-Term Bond ETF | 0.23% | 2,686 | $209K | No change |
| JEPI JPMorgan Equity Premium Inco | 0.22% | 3,585 | $202K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.22% | 2,075 | $201K | New |
| TMO Thermo Fisher Scientific Inc. | 0.22% | 400 | $201K | New |
| SJT San Juan Basin Royalty TR | 0.14% | 40,106 | $129K | Reduce -4.8% |
Portfolio Sells Q1 2026 → Q2 2026
| FNV Franco-Nevada Corp. | Reduce -1.6% | 5.38% | −0.72 |
| GBTC Grayscale Bitcoin Trust ETF | Reduce -0.5% | 6.94% | −0.67 |
| TPL Texas Pacific Land Corp. | Reduce -0.0% | 19.04% | −0.40 |
| RGLD Royal Gold Inc. | Reduce -1.2% | 1.77% | −0.38 |
| MSB Mesabi Trust | Sold out | 0.00% | −0.24 |
| CACI Caci International Inc. Class A | Sold out | 0.00% | −0.24 |
| PLTR Palantir Technologies Inc. Class A | Sold out | 0.00% | −0.23 |
| ICE Intercontinental Exchange Inc. | Sold out | 0.00% | −0.21 |
| IAU iShares Gold Trust | Reduce -14.7% | 0.56% | −0.16 |
| TSLA Tesla Inc. | Reduce -33.0% | 0.61% | −0.15 |
| GOLY Strategy Shares Gold Enhance | Reduce -13.0% | 0.45% | −0.12 |
| XOM Exxon Mobil Corp. | Reduce -2.6% | 0.55% | −0.11 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -27.5% | 0.66% | −0.09 |
| SJT San Juan Basin Royalty TR | Reduce -4.8% | 0.14% | −0.07 |
| UTES Virtus Reaves Utilities ETF | Reduce -11.2% | 1.14% | −0.04 |
| NEE Nextera Energy Inc. | Reduce -13.3% | 0.25% | −0.04 |
| SCHP Schwab U.S. Tips ETF | Reduce -15.9% | 0.23% | −0.03 |
| ICOW Pacer Developed Markets Inte | Reduce -4.6% | 0.30% | −0.00 |
| OKE Oneok Inc. | Reduce -2.7% | 0.25% | −0.00 |
| JNJ Johnson & Johnson | Reduce -8.8% | 0.72% | +0.00 |
| DUK Duke Energy Corp. | Reduce -0.6% | 0.55% | +0.01 |
| DYFI Idx Dynamic Fixed Income ETF | Reduce -2.4% | 0.40% | +0.01 |
| SO The Southern Co. | Reduce -1.9% | 0.82% | +0.03 |
| GOOGL Alphabet Inc. Class A | Reduce -16.0% | 0.32% | +0.03 |
| MO Altria Group Inc. | Reduce -1.1% | 0.34% | +0.04 |
| TCAF T Rowe PRC Cap Appreciation | Reduce -6.3% | 0.34% | +0.04 |
| IBM Intl Business Machines Corp. | Reduce -4.8% | 0.31% | +0.05 |
| PM Philip Morris International | Reduce -2.3% | 0.42% | +0.05 |
| NVDA Nvidia Corp. | Reduce -9.0% | 0.62% | +0.06 |
| AAPL Apple Inc. | Reduce -10.9% | 1.28% | +0.09 |
| AMZN Amazon.com Inc. | Reduce -7.0% | 0.95% | +0.11 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -0.4% | 2.45% | +0.12 |
| MSFT Microsoft Corp. | Reduce -0.2% | 2.33% | +0.15 |
| SCHV Schwab US Large-Cap Value | Reduce -4.6% | 1.11% | +0.15 |
| SCHD Schwab US DVD Equity ETF | Reduce -1.8% | 3.19% | +0.23 |
| SCHG Schwab US Large-Cap Growth | Reduce -3.4% | 2.50% | +0.40 |
Portfolio Buys Q1 2026 → Q2 2026
| LB Landbridge Co. LLC-A | Add +1.0% | 3.33% | +0.63 |
| PBT Permian Basin Royalty Trust | Add +1.4% | 2.25% | +0.45 |
| CRS Carpenter Technology | Add +0.1% | 1.02% | +0.41 |
| SCHA Schwab US Small-Cap ETF | New | 0.24% | +0.24 |
| BCDF Horizon Kin Blockchain Dev | Add +7.8% | 2.27% | +0.23 |
| DIS The Walt Disney Co. | New | 0.22% | +0.22 |
| TMO Thermo Fisher Scientific Inc. | New | 0.22% | +0.22 |
| INFL Horizon Kinetics Infl Benef | Add +0.8% | 7.41% | +0.19 |
| PFFA Virtus Infracap US Pref STCK | Add +1.8% | 0.68% | +0.06 |
| MIAX Miami International Holdings | Add +2.2% | 1.56% | +0.05 |
| DIVO Amplify CWP Enhan Divid ETF | Add +0.4% | 0.26% | +0.02 |
| JAPN Horizon Kinetics Japan Owner | Add +1.2% | 0.30% | +0.02 |
| VNOM Viper Energy Inc. Class A | Add +0.6% | 0.29% | −0.01 |
| HE Hawaiian Electric Inds | Add +1.0% | 1.72% | −0.04 |
| SLV iShares Silver Trust | Add +6.0% | 0.35% | −0.05 |
| CME Cme Group Inc. | Add +1.0% | 0.35% | −0.09 |
| WPM Wheaton Precious Metals Corp. | Add +0.7% | 2.62% | −0.24 |
| FBTC Fidelity Wise Origin Bitcoin | Add +1.9% | 12.07% | −0.82 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 64 | $91.6M | TPL, FBTC, INFL, GBTC, FNV |
| Q1 2026 | 65 | $97.3M | TPL, FBTC, GBTC, INFL, FNV |
| Q4 2025 | 64 | $91.0M | FBTC, TPL, GBTC, INFL, FNV |
| Q3 2025 | 62 | $98.0M | FBTC, GBTC, TPL, INFL, FNV |
| Q2 2025 | 52 | $86.6M | FBTC, TPL, GBTC, INFL, FNV |
| Q1 2025 | 52 | $81.1M | TPL, FBTC, GBTC, INFL, FNV |
| Q4 2024 | 52 | $79.0M | FBTC, TPL, GBTC, INFL, FNV |
| Q3 2024 | 48 | $65.6M | TPL, FBTC, GBTC, INFL, FNV |
| Q2 2024 | 22 | $23.6M | TPL, INFL, COWZ, AAPL, ISRG |
| Q1 2024 | 18 | $18.5M | TPL, INFL, COWZ, ISRG, UTES |