Atlas Wealth Partners, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 26, 2026), Atlas Wealth Partners, LLC reported 64 stock positions worth $91.0 million. Its top holding was Fidelity Wise Origin Bitcoin (FBTC) at 17.5% of the portfolio, followed by Texas Pacific Land (TPL, 12.6%) and Grayscale Bitcoin Trust ETF (GBTC, 10.7%). Compared with Q3 2025, it opened 4 new positions, sold out of 2, added to 27 and reduced 22. The biggest buy was Horizon Kinetics Infl Benef (INFL, shares +2%) and the biggest sale Grayscale Bitcoin Trust ETF (GBTC, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- WYOMISSING, PA
- CIK
- 0001965798
- Portfolio Value
- $91.0M (Q4 2025)
- SEC Filing
- 0001965798-26-000001 ↗ filed Jan 26, 2026
Holdings Value
Holdings 64 stocks · $91.0M
| FBTC Fidelity Wise Origin Bitcoin | 17.46% | 208,425 | $15.9M | Add +0.8% |
| TPL Texas Pacific Land Corp. | 12.56% | 39,782 | $11.4M | Reduce -0.4% |
| GBTC Grayscale Bitcoin Trust ETF | 10.72% | 142,712 | $9.8M | Reduce -2.5% |
| INFL Horizon Kinetics Infl Benef | 6.38% | 130,556 | $5.8M | Add +1.7% |
| FNV Franco-Nevada Corp. | 5.59% | 24,528 | $5.1M | Reduce -0.5% |
| MSFT Microsoft Corp. | 3.08% | 5,801 | $2.8M | Reduce -0.8% |
| SCHD Schwab US DVD Equity ETF | 2.87% | 95,289 | $2.6M | Add +1.3% |
| WPM Wheaton Precious Metals Corp. | 2.85% | 22,096 | $2.6M | Add +0.5% |
| SCHG Schwab US Large-Cap Growth | 2.49% | 69,439 | $2.3M | Add +3.0% |
| COWZ Pacer US Cash Cows 100 ETF | 2.39% | 35,918 | $2.2M | Reduce -2.8% |
| RGLD Royal Gold Inc. | 2.07% | 8,459 | $1.9M | Add +0.9% |
| LB Landbridge Co. LLC-A | 2.02% | 37,433 | $1.8M | Add +6.8% |
| BCDF Horizon Kin Blockchain Dev | 1.62% | 48,894 | $1.5M | Add +27.3% |
| PBT Permian Basin Royalty Trust | 1.57% | 83,989 | $1.4M | Reduce -0.7% |
| UTES Virtus Reaves Utilities ETF | 1.39% | 16,032 | $1.3M | Reduce -5.5% |
| AAPL Apple Inc. | 1.36% | 4,562 | $1.2M | Reduce -11.1% |
| HE Hawaiian Electric Inds | 1.35% | 99,577 | $1.2M | Add +19.9% |
| ISRG Intuitive Surgical Inc. | 1.21% | 1,950 | $1.1M | Reduce -2.5% |
| MIAX Miami International Holdings | 1.19% | 24,474 | $1.1M | Add +11.8% |
| SCHV Schwab US Large-Cap Value | 1.06% | 32,439 | $961K | Reduce -0.4% |
| TSLA Tesla Inc. | 0.98% | 1,983 | $892K | Add +24.9% |
| AMZN Amazon.com Inc. | 0.95% | 3,733 | $862K | Add +5.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.83% | 1,102 | $751K | Add +7.6% |
| GOLY Strategy Shares Gold Enhance | 0.82% | 21,450 | $750K | Add +1.4% |
| SO The Southern Co. | 0.72% | 7,522 | $656K | Add +1.4% |
| IAU iShares Gold Trust | 0.72% | 8,045 | $653K | Add +24.9% |
| JNJ Johnson & Johnson | 0.67% | 2,952 | $611K | Reduce -1.7% |
| PFFA Virtus Infracap US Pref STCK | 0.66% | 27,700 | $597K | Add +8.6% |
| NVDA Nvidia Corp. | 0.63% | 3,096 | $577K | Reduce -0.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.62% | 1,130 | $568K | Reduce -15.0% |
| SYK Stryker Corp. | 0.56% | 1,450 | $511K | Reduce -3.3% |
| XOM Exxon Mobil Corp. | 0.53% | 4,015 | $483K | No change |
| CRS Carpenter Technology | 0.53% | 1,520 | $479K | No change |
| GOOG Alphabet Inc. Class C | 0.48% | 1,405 | $441K | No change |
| DUK Duke Energy Corp. | 0.47% | 3,682 | $432K | Add +8.1% |
| CME Cme Group Inc. | 0.43% | 1,443 | $394K | Add +9.5% |
| MA Mastercard Inc. Class A | 0.39% | 626 | $357K | Reduce -7.4% |
| DYFI Idx Dynamic Fixed Income ETF | 0.39% | 15,450 | $356K | Add +43.1% |
| PM Philip Morris International | 0.38% | 2,158 | $349K | Add +0.1% |
| WBI Waterbridge Infrastruc Class A | 0.34% | 15,555 | $311K | Add +33.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.34% | 1,050 | $311K | No change |
| TCAF T Rowe PRC Cap Appreciation | 0.34% | 8,044 | $307K | Add +0.0% |
| GOOGL Alphabet Inc. Class A | 0.33% | 970 | $304K | No change |
| SLV iShares Silver Trust | 0.33% | 4,699 | $303K | Reduce -5.0% |
| MSB Mesabi Trust | 0.33% | 7,858 | $303K | Add +0.2% |
| CACI Caci International Inc. Class A | 0.31% | 525 | $280K | No change |
| JAPN Horizon Kinetics Japan Owner | 0.29% | 10,250 | $264K | Add +19.9% |
| ICOW Pacer Developed Markets Inte | 0.29% | 6,623 | $259K | Reduce -2.7% |
| MO Altria Group Inc. | 0.28% | 4,399 | $255K | No change |
| SCHP Schwab U.S. Tips ETF | 0.28% | 9,555 | $253K | No change |
| NEE Nextera Energy Inc. | 0.28% | 3,150 | $253K | Reduce -16.6% |
| PNC PNC Financial Services Group | 0.28% | 1,200 | $250K | No change |
| COST Costco Wholesale Corp. | 0.27% | 290 | $250K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.26% | 2,075 | $238K | Reduce -1.4% |
| ABBV Abbvie Inc. | 0.26% | 1,018 | $233K | No change |
| TMO Thermo Fisher Scientific Inc. | 0.26% | 400 | $232K | Reduce -5.9% |
| SJT San Juan Basin Royalty TR | 0.25% | 40,656 | $228K | Add +15.7% |
| PEP Pepsico Inc. | 0.25% | 1,565 | $226K | Reduce -6.0% |
| VNOM Viper Energy Inc. Class A | 0.25% | 5,823 | $225K | New |
| PLTR Palantir Technologies Inc. Class A | 0.25% | 1,265 | $225K | New |
| BSV Vanguard Short-Term Bond ETF | 0.23% | 2,686 | $212K | Reduce -0.9% |
| ICE Intercontinental Exchange Inc. | 0.23% | 1,291 | $209K | Add +8.4% |
| JEPI JPMorgan Equity Premium Inco | 0.23% | 3,585 | $206K | New |
| AMAT Applied Materials Inc. | 0.23% | 800 | $206K | New |
Portfolio Sells Q3 2025 → Q4 2025
| GBTC Grayscale Bitcoin Trust ETF | Reduce -2.5% | 10.72% | −2.69 |
| GDXJ Vaneck Junior Gold Miners | Sold out | 0.00% | −0.21 |
| PG The Procter & Gamble Co. | Sold out | 0.00% | −0.21 |
| TPL Texas Pacific Land Corp. | Reduce -0.4% | 12.56% | −0.14 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -15.0% | 0.62% | −0.06 |
| UTES Virtus Reaves Utilities ETF | Reduce -5.5% | 1.39% | −0.05 |
| FNV Franco-Nevada Corp. | Reduce -0.5% | 5.59% | −0.02 |
| PBT Permian Basin Royalty Trust | Reduce -0.7% | 1.57% | −0.02 |
| NEE Nextera Energy Inc. | Reduce -16.6% | 0.28% | −0.01 |
| MSFT Microsoft Corp. | Reduce -0.8% | 3.08% | −0.01 |
| SYK Stryker Corp. | Reduce -3.3% | 0.56% | −0.01 |
| MA Mastercard Inc. Class A | Reduce -7.4% | 0.39% | +0.00 |
| PEP Pepsico Inc. | Reduce -6.0% | 0.25% | +0.01 |
| BSV Vanguard Short-Term Bond ETF | Reduce -0.9% | 0.23% | +0.01 |
| DIS The Walt Disney Co. | Reduce -1.4% | 0.26% | +0.01 |
| AAPL Apple Inc. | Reduce -11.1% | 1.36% | +0.03 |
| ICOW Pacer Developed Markets Inte | Reduce -2.7% | 0.29% | +0.03 |
| NVDA Nvidia Corp. | Reduce -0.5% | 0.63% | +0.04 |
| TMO Thermo Fisher Scientific Inc. | Reduce -5.9% | 0.26% | +0.04 |
| SCHV Schwab US Large-Cap Value | Reduce -0.4% | 1.06% | +0.09 |
| JNJ Johnson & Johnson | Reduce -1.7% | 0.67% | +0.10 |
| SLV iShares Silver Trust | Reduce -5.0% | 0.33% | +0.12 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -2.8% | 2.39% | +0.23 |
| ISRG Intuitive Surgical Inc. | Reduce -2.5% | 1.21% | +0.30 |
Portfolio Buys Q3 2025 → Q4 2025
| INFL Horizon Kinetics Infl Benef | Add +1.7% | 6.38% | +0.52 |
| HE Hawaiian Electric Inds | Add +19.9% | 1.35% | +0.41 |
| BCDF Horizon Kin Blockchain Dev | Add +27.3% | 1.62% | +0.39 |
| RGLD Royal Gold Inc. | Add +0.9% | 2.07% | +0.35 |
| WPM Wheaton Precious Metals Corp. | Add +0.5% | 2.85% | +0.34 |
| MIAX Miami International Holdings | Add +11.8% | 1.19% | +0.29 |
| SCHG Schwab US Large-Cap Growth | Add +3.0% | 2.49% | +0.29 |
| TSLA Tesla Inc. | Add +24.9% | 0.98% | +0.26 |
| SCHD Schwab US DVD Equity ETF | Add +1.3% | 2.87% | +0.25 |
| VNOM Viper Energy Inc. Class A | New | 0.25% | +0.25 |
| PLTR Palantir Technologies Inc. Class A | New | 0.25% | +0.25 |
| IAU iShares Gold Trust | Add +24.9% | 0.72% | +0.24 |
| JEPI JPMorgan Equity Premium Inco | New | 0.23% | +0.23 |
| AMAT Applied Materials Inc. | New | 0.23% | +0.23 |
| AMZN Amazon.com Inc. | Add +5.7% | 0.95% | +0.16 |
| DYFI Idx Dynamic Fixed Income ETF | Add +43.1% | 0.39% | +0.13 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +7.6% | 0.83% | +0.13 |
| GOLY Strategy Shares Gold Enhance | Add +1.4% | 0.82% | +0.11 |
| LB Landbridge Co. LLC-A | Add +6.8% | 2.02% | +0.11 |
| MSB Mesabi Trust | Add +0.2% | 0.33% | +0.10 |
| PFFA Virtus Infracap US Pref STCK | Add +8.6% | 0.66% | +0.09 |
| CME Cme Group Inc. | Add +9.5% | 0.43% | +0.07 |
| JAPN Horizon Kinetics Japan Owner | Add +19.9% | 0.29% | +0.04 |
| DUK Duke Energy Corp. | Add +8.1% | 0.47% | +0.04 |
| WBI Waterbridge Infrastruc Class A | Add +33.0% | 0.34% | +0.04 |
| SJT San Juan Basin Royalty TR | Add +15.7% | 0.25% | +0.03 |
| TCAF T Rowe PRC Cap Appreciation | Add +0.0% | 0.34% | +0.03 |
| PM Philip Morris International | Add +0.1% | 0.38% | +0.03 |
| ICE Intercontinental Exchange Inc. | Add +8.4% | 0.23% | +0.03 |
| SO The Southern Co. | Add +1.4% | 0.72% | +0.00 |
| FBTC Fidelity Wise Origin Bitcoin | Add +0.8% | 17.46% | −3.60 |
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 |