Atlas Wealth Partners, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 8, 2024), Atlas Wealth Partners, LLC reported 18 stock positions worth $18.5 million. Its top holding was Texas Pacific Land (TPL) at 41.3% of the portfolio, followed by Horizon Kinetics Infl Benef (INFL, 19.9%) and Pacer US Cash Cows 100 ETF (COWZ, 7.9%). Compared with Q4 2023, it opened 1 new position, sold out of 4, added to 11 and reduced 3. The biggest buy was Texas Pacific Land (TPL, shares +0%) and the biggest sale an exit from Apple (AAPL).
- Most Recent 13F
- Q2 2026
- Location
- WYOMISSING, PA
- CIK
- 0001965798
- Portfolio Value
- $18.5M (Q1 2024)
- SEC Filing
- 0001965798-24-000002 ↗ filed May 8, 2024
Holdings Value
Holdings 18 stocks · $18.5M
| TPL Texas Pacific Land Corp. | 41.25% | 13,361 | $7.6M | Add +0.3% |
| INFL Horizon Kinetics Infl Benef | 19.88% | 112,653 | $3.7M | Add +9.4% |
| COWZ Pacer US Cash Cows 100 ETF | 7.94% | 26,587 | $1.5M | Add +4.8% |
| ISRG Intuitive Surgical Inc. | 4.42% | 2,100 | $816K | No change |
| UTES Virtus Reaves Utilities ETF | 4.12% | 14,643 | $760K | Add +1.4% |
| XOM Exxon Mobil Corp. | 2.53% | 4,015 | $466K | No change |
| PFFA Virtus Infracap US Pref STCK | 2.26% | 20,000 | $417K | Add +12.5% |
| NEE Nextera Energy Inc. | 1.98% | 5,080 | $366K | Add +6.8% |
| NVDA Nvidia Corp. | 1.97% | 400 | $363K | Add +4.4% |
| GOOG Alphabet Inc. Class C | 1.79% | 1,905 | $330K | No change |
| MA Mastercard Inc. Class A | 1.78% | 726 | $329K | Add +0.8% |
| TSLA Tesla Inc. | 1.75% | 1,817 | $323K | Add +16.6% |
| TCAF T Rowe PRC Cap Appreciation | 1.64% | 10,040 | $302K | Add +13.6% |
| CME Cme Group Inc. | 1.44% | 1,279 | $266K | Add +4.5% |
| COST Costco Wholesale Corp. | 1.42% | 340 | $262K | Reduce -6.8% |
| DEO Diageo PLC-Sponsored ADR | 1.38% | 1,825 | $254K | Reduce -0.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.28% | 457 | $236K | Reduce -4.6% |
| MO Altria Group Inc. | 1.18% | 4,968 | $218K | New |
Portfolio Sells Q4 2023 → Q1 2024
| AAPL Apple Inc. | Sold out | 0.00% | −5.44 |
| AMZN Amazon.com Inc. | Sold out | 0.00% | −4.11 |
| BRK.B Berkshire Hathaway Inc. Class B | Sold out | 0.00% | −2.54 |
| BBGI Beasley Broadcast Grp Inc. Class A | Sold out | 0.00% | −0.14 |
| DEO Diageo PLC-Sponsored ADR | Reduce -0.8% | 1.38% | −0.09 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -4.6% | 1.28% | −0.01 |
| COST Costco Wholesale Corp. | Reduce -6.8% | 1.42% | +0.03 |
Portfolio Buys Q4 2023 → Q1 2024
| TPL Texas Pacific Land Corp. | Add +0.3% | 41.25% | +4.76 |
| INFL Horizon Kinetics Infl Benef | Add +9.4% | 19.88% | +2.65 |
| MO Altria Group Inc. | New | 1.18% | +1.18 |
| NVDA Nvidia Corp. | Add +4.4% | 1.97% | +0.68 |
| COWZ Pacer US Cash Cows 100 ETF | Add +4.8% | 7.94% | +0.67 |
| UTES Virtus Reaves Utilities ETF | Add +1.4% | 4.12% | +0.67 |
| NEE Nextera Energy Inc. | Add +6.8% | 1.98% | +0.45 |
| TCAF T Rowe PRC Cap Appreciation | Add +13.6% | 1.64% | +0.27 |
| PFFA Virtus Infracap US Pref STCK | Add +12.5% | 2.26% | +0.21 |
| TSLA Tesla Inc. | Add +16.6% | 1.75% | +0.17 |
| CME Cme Group Inc. | Add +4.5% | 1.44% | +0.05 |
| MA Mastercard Inc. Class A | Add +0.8% | 1.78% | +0.04 |
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 |