Atlas Wealth Partners, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 5, 2025), Atlas Wealth Partners, LLC reported 52 stock positions worth $81.1 million. Its top holding was Texas Pacific Land (TPL) at 22.0% of the portfolio, followed by Fidelity Wise Origin Bitcoin (FBTC, 18.7%) and Grayscale Bitcoin Trust ETF (GBTC, 12.3%). Compared with Q4 2024, it opened 4 new positions, sold out of 4, added to 23 and reduced 11. The biggest buy was Texas Pacific Land (TPL, shares +1%) and the biggest sale Microsoft (MSFT, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- WYOMISSING, PA
- CIK
- 0001965798
- Portfolio Value
- $81.1M (Q1 2025)
- SEC Filing
- 0001965798-25-000003 ↗ filed May 5, 2025
Holdings Value
Holdings 52 stocks · $81.1M
| TPL Texas Pacific Land Corp. | 21.99% | 13,459 | $17.8M | Add +1.3% |
| FBTC Fidelity Wise Origin Bitcoin | 18.66% | 210,270 | $15.1M | Add +1.6% |
| GBTC Grayscale Bitcoin Trust ETF | 12.28% | 152,868 | $10.0M | Add +0.2% |
| INFL Horizon Kinetics Infl Benef | 6.03% | 120,281 | $4.9M | Add +2.0% |
| FNV Franco-Nevada Corp. | 4.85% | 24,953 | $3.9M | Reduce -0.8% |
| SCHD Schwab US DVD Equity ETF | 3.06% | 88,853 | $2.5M | Add +3.7% |
| MSFT Microsoft Corp. | 2.96% | 6,405 | $2.4M | Reduce -0.5% |
| COWZ Pacer US Cash Cows 100 ETF | 2.59% | 38,381 | $2.1M | Add +3.8% |
| WPM Wheaton Precious Metals Corp. | 2.12% | 22,146 | $1.7M | Add +0.3% |
| SCHG Schwab US Large-Cap Growth | 1.82% | 58,928 | $1.5M | Add +3.6% |
| RGLD Royal Gold Inc. | 1.71% | 8,487 | $1.4M | Add +0.1% |
| AAPL Apple Inc. | 1.53% | 5,571 | $1.2M | Reduce -6.2% |
| ISRG Intuitive Surgical Inc. | 1.22% | 2,000 | $991K | No change |
| UTES Virtus Reaves Utilities ETF | 1.11% | 13,881 | $897K | Reduce -7.9% |
| LB Landbridge Co. LLC-A | 1.03% | 11,645 | $838K | Add +69.7% |
| AMZN Amazon.com Inc. | 0.97% | 4,135 | $787K | Add +0.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.90% | 1,370 | $730K | Add +0.7% |
| SCHV Schwab US Large-Cap Value | 0.83% | 25,230 | $671K | Add +6.7% |
| PBT Permian Basin Royalty Trust | 0.82% | 67,363 | $666K | Add +1.9% |
| SO The Southern Co. | 0.81% | 7,162 | $659K | Add +11.5% |
| JNJ Johnson & Johnson | 0.73% | 3,552 | $589K | Reduce -9.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.71% | 1,034 | $578K | Reduce -9.8% |
| SYK Stryker Corp. | 0.69% | 1,500 | $560K | No change |
| PFFA Virtus Infracap US Pref STCK | 0.59% | 22,662 | $481K | No change |
| XOM Exxon Mobil Corp. | 0.59% | 4,015 | $478K | No change |
| TSLA Tesla Inc. | 0.50% | 1,572 | $407K | Reduce -6.3% |
| DUK Duke Energy Corp. | 0.46% | 3,057 | $373K | Add +18.4% |
| MA Mastercard Inc. Class A | 0.46% | 676 | $371K | No change |
| CME Cme Group Inc. | 0.45% | 1,367 | $363K | Add +0.1% |
| NEE Nextera Energy Inc. | 0.44% | 5,075 | $360K | Add +3.0% |
| IAU iShares Gold Trust | 0.43% | 5,922 | $349K | New |
| PM Philip Morris International | 0.43% | 2,154 | $345K | Add +0.2% |
| NVDA Nvidia Corp. | 0.42% | 3,174 | $344K | Reduce -2.5% |
| COST Costco Wholesale Corp. | 0.40% | 340 | $322K | No change |
| SCHP Schwab U.S. Tips ETF | 0.38% | 11,405 | $307K | Add +1.8% |
| MO Altria Group Inc. | 0.36% | 4,768 | $288K | No change |
| TCAF T Rowe PRC Cap Appreciation | 0.34% | 8,593 | $277K | Reduce -1.6% |
| CRS Carpenter Technology | 0.34% | 1,520 | $275K | No change |
| PEP Pepsico Inc. | 0.34% | 1,815 | $272K | Reduce -3.0% |
| BSV Vanguard Short-Term Bond ETF | 0.33% | 3,426 | $268K | No change |
| GOOG Alphabet Inc. Class C | 0.33% | 1,705 | $266K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.32% | 1,050 | $261K | No change |
| WMT Walmart Inc. | 0.31% | 2,884 | $254K | Reduce -3.4% |
| PNC PNC Financial Services Group | 0.30% | 1,400 | $246K | No change |
| PG The Procter & Gamble Co. | 0.28% | 1,352 | $230K | No change |
| BCDF Horizon Kin Blockchain Dev | 0.28% | 8,220 | $229K | New |
| ICOW Pacer Developed Markets Inte | 0.28% | 7,234 | $227K | Add +1.5% |
| MSB Mesabi Trust | 0.27% | 8,057 | $217K | Add +11.5% |
| ICE Intercontinental Exchange Inc. | 0.26% | 1,241 | $214K | New |
| ABBV Abbvie Inc. | 0.26% | 1,018 | $213K | New |
| TMO Thermo Fisher Scientific Inc. | 0.26% | 425 | $212K | No change |
| SJT San Juan Basin Royalty TR | 0.17% | 24,300 | $134K | Add +21.2% |
Portfolio Sells Q4 2024 → Q1 2025
| MSFT Microsoft Corp. | Reduce -0.5% | 2.96% | −0.47 |
| AAPL Apple Inc. | Reduce -6.2% | 1.53% | −0.36 |
| TSLA Tesla Inc. | Reduce -6.3% | 0.50% | −0.35 |
| DEO Diageo PLC-Sponsored ADR | Sold out | 0.00% | −0.29 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.28 |
| CACI Caci International Inc. Class A | Sold out | 0.00% | −0.27 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −0.26 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -9.8% | 0.71% | −0.14 |
| NVDA Nvidia Corp. | Reduce -2.5% | 0.42% | −0.13 |
| UTES Virtus Reaves Utilities ETF | Reduce -7.9% | 1.11% | −0.11 |
| WMT Walmart Inc. | Reduce -3.4% | 0.31% | −0.03 |
| TCAF T Rowe PRC Cap Appreciation | Reduce -1.6% | 0.34% | −0.03 |
| PEP Pepsico Inc. | Reduce -3.0% | 0.34% | −0.03 |
| JNJ Johnson & Johnson | Reduce -9.4% | 0.73% | +0.01 |
| FNV Franco-Nevada Corp. | Reduce -0.8% | 4.85% | +1.10 |
Portfolio Buys Q4 2024 → Q1 2025
| TPL Texas Pacific Land Corp. | Add +1.3% | 21.99% | +3.38 |
| WPM Wheaton Precious Metals Corp. | Add +0.3% | 2.12% | +0.55 |
| LB Landbridge Co. LLC-A | Add +69.7% | 1.03% | +0.47 |
| IAU iShares Gold Trust | New | 0.43% | +0.43 |
| INFL Horizon Kinetics Infl Benef | Add +2.0% | 6.03% | +0.35 |
| RGLD Royal Gold Inc. | Add +0.1% | 1.71% | +0.30 |
| BCDF Horizon Kin Blockchain Dev | New | 0.28% | +0.28 |
| ICE Intercontinental Exchange Inc. | New | 0.26% | +0.26 |
| ABBV Abbvie Inc. | New | 0.26% | +0.26 |
| SO The Southern Co. | Add +11.5% | 0.81% | +0.14 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.7% | 0.90% | +0.12 |
| DUK Duke Energy Corp. | Add +18.4% | 0.46% | +0.11 |
| SCHD Schwab US DVD Equity ETF | Add +3.7% | 3.06% | +0.10 |
| PM Philip Morris International | Add +0.2% | 0.43% | +0.09 |
| SJT San Juan Basin Royalty TR | Add +21.2% | 0.17% | +0.07 |
| SCHV Schwab US Large-Cap Value | Add +6.7% | 0.83% | +0.05 |
| CME Cme Group Inc. | Add +0.1% | 0.45% | +0.03 |
| ICOW Pacer Developed Markets Inte | Add +1.5% | 0.28% | +0.02 |
| SCHP Schwab U.S. Tips ETF | Add +1.8% | 0.38% | +0.01 |
| MSB Mesabi Trust | Add +11.5% | 0.27% | +0.01 |
| NEE Nextera Energy Inc. | Add +3.0% | 0.44% | −0.00 |
| COWZ Pacer US Cash Cows 100 ETF | Add +3.8% | 2.59% | −0.06 |
| PBT Permian Basin Royalty Trust | Add +1.9% | 0.82% | −0.10 |
| AMZN Amazon.com Inc. | Add +0.7% | 0.97% | −0.17 |
| SCHG Schwab US Large-Cap Growth | Add +3.6% | 1.82% | −0.19 |
| GBTC Grayscale Bitcoin Trust ETF | Add +0.2% | 12.28% | −2.01 |
| FBTC Fidelity Wise Origin Bitcoin | Add +1.6% | 18.66% | −2.72 |
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 |