Atlas Wealth Partners, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 29, 2025), Atlas Wealth Partners, LLC reported 52 stock positions worth $79.0 million. Its top holding was Fidelity Wise Origin Bitcoin (FBTC) at 21.4% of the portfolio, followed by Texas Pacific Land (TPL, 18.6%) and Grayscale Bitcoin Trust ETF (GBTC, 14.3%). Compared with Q3 2024, it opened 5 new positions, sold out of 1, added to 20 and reduced 15. The biggest buy was Fidelity Wise Origin Bitcoin (FBTC, shares +1%) and the biggest sale an exit from Grayscale Bitcoin Mini Trust (BTC).
- Most Recent 13F
- Q2 2026
- Location
- WYOMISSING, PA
- CIK
- 0001965798
- Portfolio Value
- $79.0M (Q4 2024)
- SEC Filing
- 0001965798-25-000001 ↗ filed Jan 29, 2025
Holdings Value
Holdings 52 stocks · $79.0M
| FBTC Fidelity Wise Origin Bitcoin | 21.38% | 207,068 | $16.9M | Add +1.4% |
| TPL Texas Pacific Land Corp. | 18.60% | 13,292 | $14.7M | Add +1.8% |
| GBTC Grayscale Bitcoin Trust ETF | 14.29% | 152,552 | $11.3M | Reduce -0.9% |
| INFL Horizon Kinetics Infl Benef | 5.68% | 117,870 | $4.5M | Add +4.6% |
| FNV Franco-Nevada Corp. | 3.74% | 25,153 | $3.0M | Reduce -1.8% |
| MSFT Microsoft Corp. | 3.43% | 6,437 | $2.7M | Reduce -2.7% |
| SCHD Schwab US DVD Equity ETF | 2.96% | 85,709 | $2.3M | Add +7.6% |
| COWZ Pacer US Cash Cows 100 ETF | 2.65% | 36,987 | $2.1M | Add +14.3% |
| SCHG Schwab US Large-Cap Growth | 2.01% | 56,878 | $1.6M | Add +16.1% |
| AAPL Apple Inc. | 1.88% | 5,936 | $1.5M | Reduce -1.2% |
| WPM Wheaton Precious Metals Corp. | 1.57% | 22,091 | $1.2M | Add +0.3% |
| RGLD Royal Gold Inc. | 1.42% | 8,477 | $1.1M | Add +0.8% |
| ISRG Intuitive Surgical Inc. | 1.32% | 2,000 | $1.0M | Reduce -4.8% |
| UTES Virtus Reaves Utilities ETF | 1.22% | 15,068 | $961K | Add +1.5% |
| AMZN Amazon.com Inc. | 1.14% | 4,105 | $901K | Reduce -1.6% |
| PBT Permian Basin Royalty Trust | 0.92% | 66,098 | $730K | Add +4.0% |
| TSLA Tesla Inc. | 0.86% | 1,677 | $677K | Add +2.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.85% | 1,147 | $672K | Add +89.0% |
| SCHV Schwab US Large-Cap Value | 0.78% | 23,648 | $617K | Add +2.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.78% | 1,360 | $616K | Reduce -4.6% |
| JNJ Johnson & Johnson | 0.72% | 3,922 | $567K | Reduce -3.7% |
| SYK Stryker Corp. | 0.68% | 1,500 | $541K | No change |
| SO The Southern Co. | 0.67% | 6,422 | $529K | Add +5.8% |
| PFFA Virtus Infracap US Pref STCK | 0.63% | 22,662 | $496K | Add +11.1% |
| LB Landbridge Co. LLC-A | 0.56% | 6,864 | $443K | New |
| NVDA Nvidia Corp. | 0.55% | 3,256 | $437K | Add +1.2% |
| XOM Exxon Mobil Corp. | 0.55% | 4,015 | $432K | No change |
| MA Mastercard Inc. Class A | 0.45% | 676 | $356K | Reduce -6.9% |
| NEE Nextera Energy Inc. | 0.45% | 4,925 | $353K | Add +1.0% |
| CME Cme Group Inc. | 0.42% | 1,366 | $333K | No change |
| GOOG Alphabet Inc. Class C | 0.41% | 1,705 | $325K | Reduce -5.5% |
| COST Costco Wholesale Corp. | 0.39% | 340 | $312K | No change |
| TCAF T Rowe PRC Cap Appreciation | 0.37% | 8,728 | $290K | Reduce -8.7% |
| SCHP Schwab U.S. Tips ETF | 0.37% | 11,205 | $289K | Reduce -9.0% |
| PEP Pepsico Inc. | 0.36% | 1,871 | $285K | Reduce -5.1% |
| DUK Duke Energy Corp. | 0.35% | 2,582 | $278K | Add +16.9% |
| PNC PNC Financial Services Group | 0.34% | 1,400 | $270K | Reduce -22.2% |
| WMT Walmart Inc. | 0.34% | 2,984 | $270K | No change |
| BSV Vanguard Short-Term Bond ETF | 0.34% | 3,426 | $265K | No change |
| PM Philip Morris International | 0.33% | 2,150 | $262K | No change |
| CRS Carpenter Technology | 0.33% | 1,520 | $258K | No change |
| MO Altria Group Inc. | 0.32% | 4,768 | $251K | Reduce -4.0% |
| DEO Diageo PLC-Sponsored ADR | 0.29% | 1,825 | $232K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.29% | 1,050 | $231K | No change |
| PG The Procter & Gamble Co. | 0.29% | 1,352 | $227K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.28% | 1,995 | $223K | New |
| TMO Thermo Fisher Scientific Inc. | 0.28% | 425 | $221K | No change |
| CACI Caci International Inc. Class A | 0.27% | 530 | $214K | Add +5.0% |
| ICOW Pacer Developed Markets Inte | 0.26% | 7,124 | $209K | New |
| GOOGL Alphabet Inc. Class A | 0.26% | 1,070 | $203K | New |
| MSB Mesabi Trust | 0.26% | 7,227 | $202K | New |
| SJT San Juan Basin Royalty TR | 0.10% | 20,050 | $77K | Add +16.4% |
Portfolio Sells Q3 2024 → Q4 2024
| BTC Grayscale Bitcoin Mini Trust | Sold out | 0.00% | −1.32 |
| FNV Franco-Nevada Corp. | Reduce -1.8% | 3.74% | −1.11 |
| MSFT Microsoft Corp. | Reduce -2.7% | 3.43% | −0.91 |
| JNJ Johnson & Johnson | Reduce -3.7% | 0.72% | −0.29 |
| AAPL Apple Inc. | Reduce -1.2% | 1.88% | −0.25 |
| ISRG Intuitive Surgical Inc. | Reduce -4.8% | 1.32% | −0.25 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -4.6% | 0.78% | −0.22 |
| PNC PNC Financial Services Group | Reduce -22.2% | 0.34% | −0.17 |
| PEP Pepsico Inc. | Reduce -5.1% | 0.36% | −0.15 |
| SCHP Schwab U.S. Tips ETF | Reduce -9.0% | 0.37% | −0.14 |
| TCAF T Rowe PRC Cap Appreciation | Reduce -8.7% | 0.37% | −0.12 |
| MA Mastercard Inc. Class A | Reduce -6.9% | 0.45% | −0.10 |
| MO Altria Group Inc. | Reduce -4.0% | 0.32% | −0.07 |
| GOOG Alphabet Inc. Class C | Reduce -5.5% | 0.41% | −0.05 |
| AMZN Amazon.com Inc. | Reduce -1.6% | 1.14% | −0.04 |
| GBTC Grayscale Bitcoin Trust ETF | Reduce -0.9% | 14.29% | +2.44 |
Portfolio Buys Q3 2024 → Q4 2024
| FBTC Fidelity Wise Origin Bitcoin | Add +1.4% | 21.38% | +4.09 |
| TPL Texas Pacific Land Corp. | Add +1.8% | 18.60% | +1.00 |
| LB Landbridge Co. LLC-A | New | 0.56% | +0.56 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +89.0% | 0.85% | +0.32 |
| DIS The Walt Disney Co. | New | 0.28% | +0.28 |
| ICOW Pacer Developed Markets Inte | New | 0.26% | +0.26 |
| GOOGL Alphabet Inc. Class A | New | 0.26% | +0.26 |
| MSB Mesabi Trust | New | 0.26% | +0.26 |
| TSLA Tesla Inc. | Add +2.8% | 0.86% | +0.21 |
| SCHG Schwab US Large-Cap Growth | Add +16.1% | 2.01% | +0.06 |
| SJT San Juan Basin Royalty TR | Add +16.4% | 0.10% | +0.00 |
| DUK Duke Energy Corp. | Add +16.9% | 0.35% | −0.04 |
| NVDA Nvidia Corp. | Add +1.2% | 0.55% | −0.04 |
| PFFA Virtus Infracap US Pref STCK | Add +11.1% | 0.63% | −0.08 |
| CACI Caci International Inc. Class A | Add +5.0% | 0.27% | −0.12 |
| SCHV Schwab US Large-Cap Value | Add +2.8% | 0.78% | −0.16 |
| SO The Southern Co. | Add +5.8% | 0.67% | −0.17 |
| NEE Nextera Energy Inc. | Add +1.0% | 0.45% | −0.18 |
| COWZ Pacer US Cash Cows 100 ETF | Add +14.3% | 2.65% | −0.21 |
| UTES Virtus Reaves Utilities ETF | Add +1.5% | 1.22% | −0.23 |
| PBT Permian Basin Royalty Trust | Add +4.0% | 0.92% | −0.23 |
| RGLD Royal Gold Inc. | Add +0.8% | 1.42% | −0.38 |
| SCHD Schwab US DVD Equity ETF | Add +7.6% | 2.96% | −0.46 |
| WPM Wheaton Precious Metals Corp. | Add +0.3% | 1.57% | −0.48 |
| INFL Horizon Kinetics Infl Benef | Add +4.6% | 5.68% | −0.78 |
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 |