Atlas Wealth Partners, LLC

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 18, 2024), Atlas Wealth Partners, LLC reported 48 stock positions worth $65.6 million. Its top holding was Texas Pacific Land (TPL) at 17.6% of the portfolio, followed by Fidelity Wise Origin Bitcoin (FBTC, 17.3%) and Grayscale Bitcoin Trust ETF (GBTC, 11.9%). Compared with Q2 2024, it opened 27 new positions, sold out of 1, added to 6 and reduced 5. The biggest buy was a new position in Fidelity Wise Origin Bitcoin (FBTC) and the biggest sale Horizon Kinetics Infl Benef (INFL, shares −1%).

Most Recent 13F
Q2 2026
Location
WYOMISSING, PA
CIK
0001965798
Portfolio Value
$65.6M (Q3 2024)
SEC Filing
0001965798-24-000004 ↗ filed Oct 18, 2024

Holdings Value

0$20.0M$40.0M$60.0M$80.0M$100.0M Q1 2024: $18.5M Q1 2024 Q2 2024: $23.6M Q2 2024 Q3 2024: $65.6M $65.6M Q3 2024 Q4 2024: $79.0M Q4 2024 Q1 2025: $81.1M Q1 2025 Q2 2025: $86.6M Q2 2025 Q3 2025: $98.0M Q3 2025 Q4 2025: $91.0M Q4 2025 Q1 2026: $97.3M Q1 2026 Q2 2026: $91.6M Q2 2026

Holdings 48 stocks · $65.6M
TPL Texas Pacific Land Corp. 17.61% 13,053 $11.5M No change
FBTC Fidelity Wise Origin Bitcoin 17.29% 204,214 $11.3M New
GBTC Grayscale Bitcoin Trust ETF 11.85% 153,932 $7.8M New
INFL Horizon Kinetics Infl Benef 6.46% 112,652 $4.2M Reduce -0.9%
FNV Franco-Nevada Corp. 4.85% 25,620 $3.2M New
MSFT Microsoft Corp. 4.34% 6,615 $2.8M New
SCHD Schwab US DVD Equity ETF 3.42% 26,552 $2.2M New
COWZ Pacer US Cash Cows 100 ETF 2.86% 32,348 $1.9M Reduce -0.5%
AAPL Apple Inc. 2.13% 6,010 $1.4M Reduce -1.0%
WPM Wheaton Precious Metals Corp. 2.05% 22,016 $1.3M New
SCHG Schwab US Large-Cap Growth 1.95% 12,248 $1.3M New
RGLD Royal Gold Inc. 1.80% 8,412 $1.2M New
ISRG Intuitive Surgical Inc. 1.57% 2,100 $1.0M No change
UTES Virtus Reaves Utilities ETF 1.45% 14,843 $949K Add +2.4%
BTC Grayscale Bitcoin Mini Trust 1.32% 153,932 $867K New
AMZN Amazon.com Inc. 1.18% 4,170 $777K No change
PBT Permian Basin Royalty Trust 1.16% 63,556 $758K New
JNJ Johnson & Johnson 1.01% 4,072 $660K New
BRK.B Berkshire Hathaway Inc. Class B 1.00% 1,425 $656K No change
SCHV Schwab US Large-Cap Value 0.94% 7,669 $616K New
SO The Southern Co. 0.84% 6,072 $548K New
SYK Stryker Corp. 0.83% 1,500 $543K New
XOM Exxon Mobil Corp. 0.72% 4,015 $471K No change
PFFA Virtus Infracap US Pref STCK 0.71% 20,400 $466K Add +2.0%
TSLA Tesla Inc. 0.65% 1,632 $427K Add +3.2%
NEE Nextera Energy Inc. 0.63% 4,875 $412K Reduce -5.9%
NVDA Nvidia Corp. 0.60% 3,216 $391K Add +6.7%
MA Mastercard Inc. Class A 0.55% 726 $358K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.53% 607 $348K Add +21.6%
PEP Pepsico Inc. 0.51% 1,971 $335K New
PNC PNC Financial Services Group 0.51% 1,800 $333K New
SCHP Schwab U.S. Tips ETF 0.50% 6,157 $330K New
TCAF T Rowe PRC Cap Appreciation 0.48% 9,564 $318K Reduce -4.8%
GOOG Alphabet Inc. Class C 0.46% 1,805 $302K No change
CME Cme Group Inc. 0.46% 1,366 $301K Add +6.2%
COST Costco Wholesale Corp. 0.46% 340 $301K No change
BSV Vanguard Short-Term Bond ETF 0.41% 3,426 $270K New
PM Philip Morris International 0.40% 2,150 $264K New
TMO Thermo Fisher Scientific Inc. 0.40% 425 $263K New
DEO Diageo PLC-Sponsored ADR 0.40% 1,825 $261K No change
MO Altria Group Inc. 0.39% 4,968 $256K No change
CACI Caci International Inc. Class A 0.39% 505 $255K New
DUK Duke Energy Corp. 0.39% 2,208 $255K New
CRS Carpenter Technology 0.37% 1,520 $243K New
WMT Walmart Inc. 0.37% 2,984 $241K New
PG The Procter & Gamble Co. 0.36% 1,352 $234K New
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.35% 1,050 $232K New
SJT San Juan Basin Royalty TR 0.10% 17,225 $63K New

Portfolio Sells Q2 2024 → Q3 2024
INFL Horizon Kinetics Infl Benef Reduce -0.9% 6.46% −9.27
COWZ Pacer US Cash Cows 100 ETF Reduce -0.5% 2.86% −4.67
AAPL Apple Inc. Reduce -1.0% 2.13% −3.28
NEE Nextera Energy Inc. Reduce -5.9% 0.63% −0.93
TCAF T Rowe PRC Cap Appreciation Reduce -4.8% 0.48% −0.85
BBGI Beasley Broadcast Grp Inc. Class A Sold out 0.00% −0.08

Portfolio Buys Q2 2024 → Q3 2024
FBTC Fidelity Wise Origin Bitcoin New 17.29% +17.29
GBTC Grayscale Bitcoin Trust ETF New 11.85% +11.85
FNV Franco-Nevada Corp. New 4.85% +4.85
MSFT Microsoft Corp. New 4.34% +4.34
SCHD Schwab US DVD Equity ETF New 3.42% +3.42
WPM Wheaton Precious Metals Corp. New 2.05% +2.05
SCHG Schwab US Large-Cap Growth New 1.95% +1.95
RGLD Royal Gold Inc. New 1.80% +1.80
BTC Grayscale Bitcoin Mini Trust New 1.32% +1.32
PBT Permian Basin Royalty Trust New 1.16% +1.16
JNJ Johnson & Johnson New 1.01% +1.01
SCHV Schwab US Large-Cap Value New 0.94% +0.94
SO The Southern Co. New 0.84% +0.84
SYK Stryker Corp. New 0.83% +0.83
PEP Pepsico Inc. New 0.51% +0.51
PNC PNC Financial Services Group New 0.51% +0.51
SCHP Schwab U.S. Tips ETF New 0.50% +0.50
BSV Vanguard Short-Term Bond ETF New 0.41% +0.41
PM Philip Morris International New 0.40% +0.40
TMO Thermo Fisher Scientific Inc. New 0.40% +0.40
CACI Caci International Inc. Class A New 0.39% +0.39
DUK Duke Energy Corp. New 0.39% +0.39
CRS Carpenter Technology New 0.37% +0.37
WMT Walmart Inc. New 0.37% +0.37
PG The Procter & Gamble Co. New 0.36% +0.36
IBM Intl Business Machines Corp. New 0.35% +0.35
SJT San Juan Basin Royalty TR New 0.10% +0.10
CME Cme Group Inc. Add +6.2% 0.46% −0.61
SPY SS SPDR S&P 500 ETF Trust-US Add +21.6% 0.53% −0.62
TSLA Tesla Inc. Add +3.2% 0.65% −0.67
NVDA Nvidia Corp. Add +6.7% 0.60% −0.98
PFFA Virtus Infracap US Pref STCK Add +2.0% 0.71% −1.07
UTES Virtus Reaves Utilities ETF Add +2.4% 1.45% −1.73

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 64$91.6MTPL, FBTC, INFL, GBTC, FNV
Q1 2026 65$97.3MTPL, FBTC, GBTC, INFL, FNV
Q4 2025 64$91.0MFBTC, TPL, GBTC, INFL, FNV
Q3 2025 62$98.0MFBTC, GBTC, TPL, INFL, FNV
Q2 2025 52$86.6MFBTC, TPL, GBTC, INFL, FNV
Q1 2025 52$81.1MTPL, FBTC, GBTC, INFL, FNV
Q4 2024 52$79.0MFBTC, TPL, GBTC, INFL, FNV
Q3 2024 48$65.6MTPL, FBTC, GBTC, INFL, FNV
Q2 2024 22$23.6MTPL, INFL, COWZ, AAPL, ISRG
Q1 2024 18$18.5MTPL, INFL, COWZ, ISRG, UTES