Atlas Wealth Partners, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 31, 2025), Atlas Wealth Partners, LLC reported 62 stock positions worth $98.0 million. Its top holding was Fidelity Wise Origin Bitcoin (FBTC) at 21.1% of the portfolio, followed by Grayscale Bitcoin Trust ETF (GBTC, 13.4%) and Texas Pacific Land (TPL, 12.7%). Compared with Q2 2025, it opened 10 new positions, added to 21 and reduced 19. The biggest buy was a new position in Miami International (MIAX) and the biggest sale Grayscale Bitcoin Trust ETF (GBTC, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- WYOMISSING, PA
- CIK
- 0001965798
- Portfolio Value
- $98.0M (Q3 2025)
- SEC Filing
- 0001965798-25-000006 ↗ filed Oct 31, 2025
Holdings Value
Holdings 62 stocks · $98.0M
| FBTC Fidelity Wise Origin Bitcoin | 21.06% | 206,697 | $20.6M | Add +0.7% |
| GBTC Grayscale Bitcoin Trust ETF | 13.41% | 146,358 | $13.1M | Reduce -1.1% |
| TPL Texas Pacific Land Corp. | 12.69% | 13,319 | $12.4M | Add +3.5% |
| INFL Horizon Kinetics Infl Benef | 5.86% | 128,405 | $5.7M | Add +5.3% |
| FNV Franco-Nevada Corp. | 5.61% | 24,653 | $5.5M | Reduce -0.1% |
| MSFT Microsoft Corp. | 3.09% | 5,851 | $3.0M | Reduce -3.1% |
| SCHD Schwab US DVD Equity ETF | 2.62% | 94,116 | $2.6M | Add +4.6% |
| WPM Wheaton Precious Metals Corp. | 2.51% | 21,996 | $2.5M | Reduce -0.2% |
| SCHG Schwab US Large-Cap Growth | 2.20% | 67,413 | $2.2M | Add +12.2% |
| COWZ Pacer US Cash Cows 100 ETF | 2.17% | 36,946 | $2.1M | Add +0.8% |
| LB Landbridge Co. LLC-A | 1.91% | 35,038 | $1.9M | Add +90.3% |
| RGLD Royal Gold Inc. | 1.72% | 8,384 | $1.7M | Reduce -0.5% |
| PBT Permian Basin Royalty Trust | 1.59% | 84,588 | $1.6M | Add +9.6% |
| UTES Virtus Reaves Utilities ETF | 1.44% | 16,956 | $1.4M | Add +12.6% |
| AAPL Apple Inc. | 1.33% | 5,132 | $1.3M | Reduce -5.5% |
| BCDF Horizon Kin Blockchain Dev | 1.24% | 38,420 | $1.2M | Add +208.6% |
| SCHV Schwab US Large-Cap Value | 0.97% | 32,559 | $948K | Add +23.0% |
| HE Hawaiian Electric Inds | 0.94% | 83,077 | $917K | Add +365.4% |
| ISRG Intuitive Surgical Inc. | 0.91% | 2,000 | $894K | No change |
| MIAX Miami International Holdings | 0.90% | 21,889 | $881K | New |
| AMZN Amazon.com Inc. | 0.79% | 3,533 | $776K | Reduce -9.8% |
| TSLA Tesla Inc. | 0.72% | 1,588 | $706K | Add +1.0% |
| SO The Southern Co. | 0.72% | 7,422 | $703K | Add +4.1% |
| GOLY Strategy Shares Gold Enhance | 0.71% | 21,150 | $698K | Add +180.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.70% | 1,024 | $682K | Reduce -1.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.68% | 1,330 | $669K | No change |
| NVDA Nvidia Corp. | 0.59% | 3,111 | $581K | Add +0.4% |
| JNJ Johnson & Johnson | 0.57% | 3,002 | $557K | Reduce -4.0% |
| SYK Stryker Corp. | 0.57% | 1,500 | $556K | No change |
| PFFA Virtus Infracap US Pref STCK | 0.57% | 25,500 | $554K | Add +8.3% |
| IAU iShares Gold Trust | 0.48% | 6,442 | $469K | Add +8.8% |
| XOM Exxon Mobil Corp. | 0.46% | 4,015 | $453K | No change |
| DUK Duke Energy Corp. | 0.43% | 3,407 | $422K | Add +7.9% |
| MA Mastercard Inc. Class A | 0.39% | 676 | $385K | No change |
| CRS Carpenter Technology | 0.38% | 1,520 | $373K | No change |
| CME Cme Group Inc. | 0.36% | 1,318 | $356K | Add +0.1% |
| PM Philip Morris International | 0.36% | 2,156 | $350K | No change |
| GOOG Alphabet Inc. Class C | 0.35% | 1,405 | $342K | Reduce -17.6% |
| TCAF T Rowe PRC Cap Appreciation | 0.31% | 8,043 | $303K | Reduce -1.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.30% | 1,050 | $296K | No change |
| WBI Waterbridge Infrastruc Class A | 0.30% | 11,700 | $295K | New |
| MO Altria Group Inc. | 0.30% | 4,399 | $292K | Reduce -2.2% |
| NEE Nextera Energy Inc. | 0.29% | 3,775 | $285K | Reduce -10.7% |
| COST Costco Wholesale Corp. | 0.27% | 290 | $268K | No change |
| CACI Caci International Inc. Class A | 0.27% | 525 | $262K | Reduce -0.9% |
| SCHP Schwab U.S. Tips ETF | 0.26% | 9,555 | $258K | Reduce -16.2% |
| DYFI Idx Dynamic Fixed Income ETF | 0.26% | 10,800 | $252K | New |
| ICOW Pacer Developed Markets Inte | 0.25% | 6,809 | $248K | Reduce -6.2% |
| PNC PNC Financial Services Group | 0.25% | 1,200 | $241K | Reduce -14.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.25% | 2,105 | $241K | No change |
| JAPN Horizon Kinetics Japan Owner | 0.25% | 8,550 | $241K | New |
| GOOGL Alphabet Inc. Class A | 0.24% | 970 | $236K | New |
| ABBV Abbvie Inc. | 0.24% | 1,018 | $236K | New |
| PEP Pepsico Inc. | 0.24% | 1,665 | $234K | Reduce -4.3% |
| MSB Mesabi Trust | 0.23% | 7,844 | $227K | New |
| BSV Vanguard Short-Term Bond ETF | 0.22% | 2,711 | $214K | Reduce -20.9% |
| SJT San Juan Basin Royalty TR | 0.22% | 35,150 | $212K | Add +4.5% |
| SLV iShares Silver Trust | 0.21% | 4,947 | $210K | New |
| GDXJ Vaneck Junior Gold Miners | 0.21% | 2,100 | $208K | New |
| PG The Procter & Gamble Co. | 0.21% | 1,352 | $208K | No change |
| TMO Thermo Fisher Scientific Inc. | 0.21% | 425 | $206K | New |
| ICE Intercontinental Exchange Inc. | 0.20% | 1,191 | $201K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| GBTC Grayscale Bitcoin Trust ETF | Reduce -1.1% | 13.41% | −1.07 |
| MSFT Microsoft Corp. | Reduce -3.1% | 3.09% | −0.37 |
| AMZN Amazon.com Inc. | Reduce -9.8% | 0.79% | −0.20 |
| BSV Vanguard Short-Term Bond ETF | Reduce -20.9% | 0.22% | −0.09 |
| SCHP Schwab U.S. Tips ETF | Reduce -16.2% | 0.26% | −0.09 |
| PNC PNC Financial Services Group | Reduce -14.3% | 0.25% | −0.06 |
| NEE Nextera Energy Inc. | Reduce -10.7% | 0.29% | −0.05 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.0% | 0.70% | −0.04 |
| ICOW Pacer Developed Markets Inte | Reduce -6.2% | 0.25% | −0.03 |
| PEP Pepsico Inc. | Reduce -4.3% | 0.24% | −0.03 |
| CACI Caci International Inc. Class A | Reduce -0.9% | 0.27% | −0.02 |
| TCAF T Rowe PRC Cap Appreciation | Reduce -1.8% | 0.31% | −0.02 |
| RGLD Royal Gold Inc. | Reduce -0.5% | 1.72% | −0.01 |
| MO Altria Group Inc. | Reduce -2.2% | 0.30% | −0.01 |
| GOOG Alphabet Inc. Class C | Reduce -17.6% | 0.35% | +0.00 |
| JNJ Johnson & Johnson | Reduce -4.0% | 0.57% | +0.02 |
| AAPL Apple Inc. | Reduce -5.5% | 1.33% | +0.05 |
| WPM Wheaton Precious Metals Corp. | Reduce -0.2% | 2.51% | +0.23 |
| FNV Franco-Nevada Corp. | Reduce -0.1% | 5.61% | +0.94 |
Portfolio Buys Q2 2025 → Q3 2025
| MIAX Miami International Holdings | New | 0.90% | +0.90 |
| BCDF Horizon Kin Blockchain Dev | Add +208.6% | 1.24% | +0.79 |
| HE Hawaiian Electric Inds | Add +365.4% | 0.94% | +0.72 |
| PBT Permian Basin Royalty Trust | Add +9.6% | 1.59% | +0.48 |
| LB Landbridge Co. LLC-A | Add +90.3% | 1.91% | +0.47 |
| GOLY Strategy Shares Gold Enhance | Add +180.1% | 0.71% | +0.46 |
| WBI Waterbridge Infrastruc Class A | New | 0.30% | +0.30 |
| DYFI Idx Dynamic Fixed Income ETF | New | 0.26% | +0.26 |
| JAPN Horizon Kinetics Japan Owner | New | 0.25% | +0.25 |
| GOOGL Alphabet Inc. Class A | New | 0.24% | +0.24 |
| ABBV Abbvie Inc. | New | 0.24% | +0.24 |
| MSB Mesabi Trust | New | 0.23% | +0.23 |
| SLV iShares Silver Trust | New | 0.21% | +0.21 |
| GDXJ Vaneck Junior Gold Miners | New | 0.21% | +0.21 |
| TMO Thermo Fisher Scientific Inc. | New | 0.21% | +0.21 |
| SCHG Schwab US Large-Cap Growth | Add +12.2% | 2.20% | +0.17 |
| TSLA Tesla Inc. | Add +1.0% | 0.72% | +0.14 |
| UTES Virtus Reaves Utilities ETF | Add +12.6% | 1.44% | +0.13 |
| SCHV Schwab US Large-Cap Value | Add +23.0% | 0.97% | +0.12 |
| IAU iShares Gold Trust | Add +8.8% | 0.48% | +0.05 |
| NVDA Nvidia Corp. | Add +0.4% | 0.59% | +0.03 |
| DUK Duke Energy Corp. | Add +7.9% | 0.43% | −0.00 |
| PFFA Virtus Infracap US Pref STCK | Add +8.3% | 0.57% | −0.00 |
| SJT San Juan Basin Royalty TR | Add +4.5% | 0.22% | −0.02 |
| SO The Southern Co. | Add +4.1% | 0.72% | −0.04 |
| CME Cme Group Inc. | Add +0.1% | 0.36% | −0.06 |
| INFL Horizon Kinetics Infl Benef | Add +5.3% | 5.86% | −0.08 |
| SCHD Schwab US DVD Equity ETF | Add +4.6% | 2.62% | −0.13 |
| COWZ Pacer US Cash Cows 100 ETF | Add +0.8% | 2.17% | −0.16 |
| FBTC Fidelity Wise Origin Bitcoin | Add +0.7% | 21.06% | −1.21 |
| TPL Texas Pacific Land Corp. | Add +3.5% | 12.69% | −3.00 |
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 |