Atlas Wealth Partners, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 5, 2025), Atlas Wealth Partners, LLC reported 52 stock positions worth $86.6 million. Its top holding was Fidelity Wise Origin Bitcoin (FBTC) at 22.3% of the portfolio, followed by Texas Pacific Land (TPL, 15.7%) and Grayscale Bitcoin Trust ETF (GBTC, 14.5%). Compared with Q1 2025, it opened 4 new positions, sold out of 4, added to 13 and reduced 21. The biggest buy was Landbridge Co. LLC-A (LB, shares +58%) and the biggest sale Texas Pacific Land (TPL, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- WYOMISSING, PA
- CIK
- 0001965798
- Portfolio Value
- $86.6M (Q2 2025)
- SEC Filing
- 0001965798-25-000004 ↗ filed Aug 5, 2025
Holdings Value
Holdings 52 stocks · $86.6M
| FBTC Fidelity Wise Origin Bitcoin | 22.27% | 205,281 | $19.3M | Reduce -2.4% |
| TPL Texas Pacific Land Corp. | 15.69% | 12,868 | $13.6M | Reduce -4.4% |
| GBTC Grayscale Bitcoin Trust ETF | 14.48% | 147,923 | $12.5M | Reduce -3.2% |
| INFL Horizon Kinetics Infl Benef | 5.93% | 121,905 | $5.1M | Add +1.4% |
| FNV Franco-Nevada Corp. | 4.67% | 24,678 | $4.0M | Reduce -1.1% |
| MSFT Microsoft Corp. | 3.47% | 6,039 | $3.0M | Reduce -5.7% |
| SCHD Schwab US DVD Equity ETF | 2.75% | 89,998 | $2.4M | Add +1.3% |
| COWZ Pacer US Cash Cows 100 ETF | 2.33% | 36,656 | $2.0M | Reduce -4.5% |
| WPM Wheaton Precious Metals Corp. | 2.29% | 22,046 | $2.0M | Reduce -0.5% |
| SCHG Schwab US Large-Cap Growth | 2.03% | 60,067 | $1.8M | Add +1.9% |
| RGLD Royal Gold Inc. | 1.73% | 8,429 | $1.5M | Reduce -0.7% |
| LB Landbridge Co. LLC-A | 1.44% | 18,415 | $1.2M | Add +58.1% |
| UTES Virtus Reaves Utilities ETF | 1.31% | 15,056 | $1.1M | Add +8.5% |
| AAPL Apple Inc. | 1.29% | 5,432 | $1.1M | Reduce -2.5% |
| ISRG Intuitive Surgical Inc. | 1.25% | 2,000 | $1.1M | No change |
| PBT Permian Basin Royalty Trust | 1.11% | 77,163 | $960K | Add +14.6% |
| AMZN Amazon.com Inc. | 0.99% | 3,918 | $860K | Reduce -5.3% |
| SCHV Schwab US Large-Cap Value | 0.85% | 26,475 | $733K | Add +4.9% |
| SO The Southern Co. | 0.75% | 7,127 | $654K | Reduce -0.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.75% | 1,330 | $646K | Reduce -2.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.74% | 1,034 | $639K | No change |
| SYK Stryker Corp. | 0.69% | 1,500 | $595K | No change |
| TSLA Tesla Inc. | 0.58% | 1,572 | $499K | No change |
| PFFA Virtus Infracap US Pref STCK | 0.57% | 23,550 | $491K | Add +3.9% |
| NVDA Nvidia Corp. | 0.57% | 3,099 | $490K | Reduce -2.4% |
| JNJ Johnson & Johnson | 0.55% | 3,127 | $478K | Reduce -12.0% |
| XOM Exxon Mobil Corp. | 0.50% | 4,015 | $433K | No change |
| CRS Carpenter Technology | 0.48% | 1,520 | $420K | No change |
| PM Philip Morris International | 0.46% | 2,156 | $396K | Add +0.1% |
| BCDF Horizon Kin Blockchain Dev | 0.45% | 12,448 | $388K | Add +51.4% |
| MA Mastercard Inc. Class A | 0.44% | 676 | $380K | No change |
| DUK Duke Energy Corp. | 0.43% | 3,157 | $373K | Add +3.3% |
| IAU iShares Gold Trust | 0.43% | 5,922 | $369K | No change |
| CME Cme Group Inc. | 0.42% | 1,317 | $363K | Reduce -3.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.36% | 1,050 | $310K | No change |
| SCHP Schwab U.S. Tips ETF | 0.35% | 11,405 | $304K | No change |
| GOOG Alphabet Inc. Class C | 0.35% | 1,705 | $302K | No change |
| NEE Nextera Energy Inc. | 0.34% | 4,225 | $293K | Reduce -16.8% |
| TCAF T Rowe PRC Cap Appreciation | 0.33% | 8,193 | $289K | Reduce -4.7% |
| COST Costco Wholesale Corp. | 0.33% | 290 | $287K | Reduce -14.7% |
| BSV Vanguard Short-Term Bond ETF | 0.31% | 3,426 | $270K | No change |
| MO Altria Group Inc. | 0.31% | 4,499 | $266K | Reduce -5.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.30% | 2,105 | $262K | New |
| PNC PNC Financial Services Group | 0.30% | 1,400 | $261K | No change |
| CACI Caci International Inc. Class A | 0.29% | 530 | $253K | New |
| ICOW Pacer Developed Markets Inte | 0.29% | 7,258 | $247K | Add +0.3% |
| PEP Pepsico Inc. | 0.27% | 1,740 | $230K | Reduce -4.1% |
| GOLY Strategy Shares Gold Enhance | 0.26% | 7,550 | $222K | New |
| ICE Intercontinental Exchange Inc. | 0.25% | 1,191 | $218K | Reduce -4.0% |
| PG The Procter & Gamble Co. | 0.25% | 1,352 | $215K | No change |
| SJT San Juan Basin Royalty TR | 0.23% | 33,650 | $201K | Add +38.5% |
| HE Hawaiian Electric Inds | 0.22% | 17,850 | $190K | New |
Portfolio Sells Q1 2025 → Q2 2025
| TPL Texas Pacific Land Corp. | Reduce -4.4% | 15.69% | −6.30 |
| WMT Walmart Inc. | Sold out | 0.00% | −0.31 |
| MSB Mesabi Trust | Sold out | 0.00% | −0.27 |
| ABBV Abbvie Inc. | Sold out | 0.00% | −0.26 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.26 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -4.5% | 2.33% | −0.26 |
| AAPL Apple Inc. | Reduce -2.5% | 1.29% | −0.24 |
| FNV Franco-Nevada Corp. | Reduce -1.1% | 4.67% | −0.18 |
| JNJ Johnson & Johnson | Reduce -12.0% | 0.55% | −0.17 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.9% | 0.75% | −0.15 |
| NEE Nextera Energy Inc. | Reduce -16.8% | 0.34% | −0.11 |
| PEP Pepsico Inc. | Reduce -4.1% | 0.27% | −0.07 |
| COST Costco Wholesale Corp. | Reduce -14.7% | 0.33% | −0.07 |
| SO The Southern Co. | Reduce -0.5% | 0.75% | −0.06 |
| MO Altria Group Inc. | Reduce -5.6% | 0.31% | −0.05 |
| CME Cme Group Inc. | Reduce -3.7% | 0.42% | −0.03 |
| ICE Intercontinental Exchange Inc. | Reduce -4.0% | 0.25% | −0.01 |
| TCAF T Rowe PRC Cap Appreciation | Reduce -4.7% | 0.33% | −0.01 |
| RGLD Royal Gold Inc. | Reduce -0.7% | 1.73% | +0.02 |
| AMZN Amazon.com Inc. | Reduce -5.3% | 0.99% | +0.02 |
| NVDA Nvidia Corp. | Reduce -2.4% | 0.57% | +0.14 |
| WPM Wheaton Precious Metals Corp. | Reduce -0.5% | 2.29% | +0.17 |
| MSFT Microsoft Corp. | Reduce -5.7% | 3.47% | +0.50 |
| GBTC Grayscale Bitcoin Trust ETF | Reduce -3.2% | 14.48% | +2.20 |
| FBTC Fidelity Wise Origin Bitcoin | Reduce -2.4% | 22.27% | +3.61 |
Portfolio Buys Q1 2025 → Q2 2025
| LB Landbridge Co. LLC-A | Add +58.1% | 1.44% | +0.40 |
| DIS The Walt Disney Co. | New | 0.30% | +0.30 |
| CACI Caci International Inc. Class A | New | 0.29% | +0.29 |
| PBT Permian Basin Royalty Trust | Add +14.6% | 1.11% | +0.29 |
| GOLY Strategy Shares Gold Enhance | New | 0.26% | +0.26 |
| HE Hawaiian Electric Inds | New | 0.22% | +0.22 |
| UTES Virtus Reaves Utilities ETF | Add +8.5% | 1.31% | +0.21 |
| SCHG Schwab US Large-Cap Growth | Add +1.9% | 2.03% | +0.21 |
| BCDF Horizon Kin Blockchain Dev | Add +51.4% | 0.45% | +0.17 |
| SJT San Juan Basin Royalty TR | Add +38.5% | 0.23% | +0.07 |
| PM Philip Morris International | Add +0.1% | 0.46% | +0.03 |
| SCHV Schwab US Large-Cap Value | Add +4.9% | 0.85% | +0.02 |
| ICOW Pacer Developed Markets Inte | Add +0.3% | 0.29% | +0.01 |
| PFFA Virtus Infracap US Pref STCK | Add +3.9% | 0.57% | −0.03 |
| DUK Duke Energy Corp. | Add +3.3% | 0.43% | −0.03 |
| INFL Horizon Kinetics Infl Benef | Add +1.4% | 5.93% | −0.09 |
| SCHD Schwab US DVD Equity ETF | Add +1.3% | 2.75% | −0.31 |
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 |