Atlas Wealth Partners, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 29, 2026), Atlas Wealth Partners, LLC reported 65 stock positions worth $97.3 million. Its top holding was Texas Pacific Land (TPL) at 19.4% of the portfolio, followed by Fidelity Wise Origin Bitcoin (FBTC, 12.9%) and Grayscale Bitcoin Trust ETF (GBTC, 7.6%). Compared with Q4 2025, it opened 3 new positions, sold out of 2, added to 23 and reduced 23. The biggest buy was Texas Pacific Land (TPL, shares +0%) and the biggest sale Grayscale Bitcoin Trust ETF (GBTC, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- WYOMISSING, PA
- CIK
- 0001965798
- Portfolio Value
- $97.3M (Q1 2026)
- SEC Filing
- 0001965798-26-000002 ↗ filed Apr 29, 2026
Holdings Value
Holdings 65 stocks · $97.3M
| TPL Texas Pacific Land Corp. | 19.45% | 39,849 | $18.9M | Add +0.2% |
| FBTC Fidelity Wise Origin Bitcoin | 12.89% | 212,416 | $12.5M | Add +1.9% |
| GBTC Grayscale Bitcoin Trust ETF | 7.61% | 140,312 | $7.4M | Reduce -1.7% |
| INFL Horizon Kinetics Infl Benef | 7.22% | 134,961 | $7.0M | Add +3.4% |
| FNV Franco-Nevada Corp. | 6.09% | 23,988 | $5.9M | Reduce -2.2% |
| SCHD Schwab US DVD Equity ETF | 2.96% | 93,777 | $2.9M | Reduce -1.6% |
| WPM Wheaton Precious Metals Corp. | 2.87% | 21,246 | $2.8M | Reduce -3.9% |
| LB Landbridge Co. LLC-A | 2.70% | 38,030 | $2.6M | Add +1.6% |
| COWZ Pacer US Cash Cows 100 ETF | 2.32% | 36,135 | $2.3M | Add +0.6% |
| MSFT Microsoft Corp. | 2.18% | 5,734 | $2.1M | Reduce -1.1% |
| RGLD Royal Gold Inc. | 2.16% | 8,240 | $2.1M | Reduce -2.6% |
| SCHG Schwab US Large-Cap Growth | 2.10% | 70,111 | $2.0M | Add +1.0% |
| BCDF Horizon Kin Blockchain Dev | 2.04% | 64,663 | $2.0M | Add +32.3% |
| PBT Permian Basin Royalty Trust | 1.80% | 81,144 | $1.7M | Reduce -3.4% |
| HE Hawaiian Electric Inds | 1.75% | 114,967 | $1.7M | Add +15.5% |
| MIAX Miami International Holdings | 1.51% | 37,707 | $1.5M | Add +54.1% |
| AAPL Apple Inc. | 1.19% | 4,542 | $1.2M | Reduce -0.4% |
| UTES Virtus Reaves Utilities ETF | 1.18% | 14,352 | $1.1M | Reduce -10.5% |
| SCHV Schwab US Large-Cap Value | 0.96% | 30,576 | $933K | Reduce -5.7% |
| ISRG Intuitive Surgical Inc. | 0.90% | 1,900 | $876K | Reduce -2.6% |
| AMZN Amazon.com Inc. | 0.84% | 3,933 | $819K | Add +5.4% |
| SO The Southern Co. | 0.79% | 7,952 | $768K | Add +5.7% |
| TSLA Tesla Inc. | 0.75% | 1,968 | $732K | Reduce -0.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.75% | 1,122 | $730K | Add +1.8% |
| IAU iShares Gold Trust | 0.73% | 8,031 | $708K | Reduce -0.2% |
| JNJ Johnson & Johnson | 0.71% | 2,829 | $692K | Reduce -4.2% |
| XOM Exxon Mobil Corp. | 0.66% | 3,790 | $643K | Reduce -5.6% |
| PFFA Virtus Infracap US Pref STCK | 0.62% | 29,850 | $608K | Add +7.8% |
| CRS Carpenter Technology | 0.62% | 1,520 | $599K | No change |
| GOLY Strategy Shares Gold Enhance | 0.57% | 18,900 | $557K | Reduce -11.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.56% | 1,130 | $541K | No change |
| NVDA Nvidia Corp. | 0.56% | 3,096 | $540K | No change |
| DUK Duke Energy Corp. | 0.54% | 3,982 | $521K | Add +8.2% |
| SYK Stryker Corp. | 0.49% | 1,450 | $478K | No change |
| CME Cme Group Inc. | 0.44% | 1,444 | $426K | Add +0.1% |
| WBI Waterbridge Infrastruc Class A | 0.43% | 15,715 | $421K | Add +1.0% |
| GOOG Alphabet Inc. Class C | 0.41% | 1,405 | $403K | No change |
| SLV iShares Silver Trust | 0.40% | 5,699 | $388K | Add +21.3% |
| DYFI Idx Dynamic Fixed Income ETF | 0.38% | 16,450 | $374K | Add +6.5% |
| PM Philip Morris International | 0.37% | 2,158 | $360K | No change |
| MA Mastercard Inc. Class A | 0.32% | 626 | $313K | No change |
| ICOW Pacer Developed Markets Inte | 0.30% | 6,931 | $294K | Add +4.7% |
| VNOM Viper Energy Inc. Class A | 0.30% | 6,225 | $293K | Add +6.9% |
| MO Altria Group Inc. | 0.30% | 4,399 | $292K | No change |
| COST Costco Wholesale Corp. | 0.30% | 290 | $289K | No change |
| TCAF T Rowe PRC Cap Appreciation | 0.29% | 7,991 | $284K | Reduce -0.7% |
| GOOGL Alphabet Inc. Class A | 0.29% | 970 | $279K | No change |
| NEE Nextera Energy Inc. | 0.29% | 3,000 | $279K | Reduce -4.8% |
| JAPN Horizon Kinetics Japan Owner | 0.28% | 12,200 | $276K | Add +19.0% |
| AMAT Applied Materials Inc. | 0.28% | 800 | $273K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.26% | 1,050 | $255K | No change |
| TFC Truist Financial Corp. | 0.26% | 5,503 | $253K | New |
| SCHP Schwab U.S. Tips ETF | 0.26% | 9,455 | $252K | Reduce -1.1% |
| OKE Oneok Inc. | 0.26% | 2,753 | $249K | New |
| PEP Pepsico Inc. | 0.25% | 1,556 | $242K | Reduce -0.6% |
| MSB Mesabi Trust | 0.24% | 7,470 | $235K | Reduce -4.9% |
| CACI Caci International Inc. Class A | 0.24% | 425 | $231K | Reduce -19.1% |
| DIVO Amplify CWP Enhan Divid ETF | 0.24% | 5,148 | $231K | New |
| PNC PNC Financial Services Group | 0.24% | 1,100 | $229K | Reduce -8.3% |
| PLTR Palantir Technologies Inc. Class A | 0.23% | 1,515 | $222K | Add +19.8% |
| ABBV Abbvie Inc. | 0.23% | 1,018 | $221K | No change |
| BSV Vanguard Short-Term Bond ETF | 0.22% | 2,686 | $211K | No change |
| JEPI JPMorgan Equity Premium Inco | 0.21% | 3,585 | $203K | No change |
| ICE Intercontinental Exchange Inc. | 0.21% | 1,291 | $203K | No change |
| SJT San Juan Basin Royalty TR | 0.21% | 42,106 | $202K | Add +3.6% |
Portfolio Sells Q4 2025 → Q1 2026
| GBTC Grayscale Bitcoin Trust ETF | Reduce -1.7% | 7.61% | −3.11 |
| MSFT Microsoft Corp. | Reduce -1.1% | 2.18% | −0.90 |
| ISRG Intuitive Surgical Inc. | Reduce -2.6% | 0.90% | −0.31 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.26 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.26 |
| GOLY Strategy Shares Gold Enhance | Reduce -11.9% | 0.57% | −0.25 |
| TSLA Tesla Inc. | Reduce -0.8% | 0.75% | −0.23 |
| UTES Virtus Reaves Utilities ETF | Reduce -10.5% | 1.18% | −0.21 |
| AAPL Apple Inc. | Reduce -0.4% | 1.19% | −0.18 |
| SCHV Schwab US Large-Cap Value | Reduce -5.7% | 0.96% | −0.10 |
| MSB Mesabi Trust | Reduce -4.9% | 0.24% | −0.09 |
| CACI Caci International Inc. Class A | Reduce -19.1% | 0.24% | −0.07 |
| TCAF T Rowe PRC Cap Appreciation | Reduce -0.7% | 0.29% | −0.05 |
| PNC PNC Financial Services Group | Reduce -8.3% | 0.24% | −0.04 |
| SCHP Schwab U.S. Tips ETF | Reduce -1.1% | 0.26% | −0.02 |
| PEP Pepsico Inc. | Reduce -0.6% | 0.25% | −0.00 |
| NEE Nextera Energy Inc. | Reduce -4.8% | 0.29% | +0.01 |
| IAU iShares Gold Trust | Reduce -0.2% | 0.73% | +0.01 |
| WPM Wheaton Precious Metals Corp. | Reduce -3.9% | 2.87% | +0.01 |
| JNJ Johnson & Johnson | Reduce -4.2% | 0.71% | +0.04 |
| SCHD Schwab US DVD Equity ETF | Reduce -1.6% | 2.96% | +0.09 |
| RGLD Royal Gold Inc. | Reduce -2.6% | 2.16% | +0.09 |
| XOM Exxon Mobil Corp. | Reduce -5.6% | 0.66% | +0.13 |
| PBT Permian Basin Royalty Trust | Reduce -3.4% | 1.80% | +0.23 |
| FNV Franco-Nevada Corp. | Reduce -2.2% | 6.09% | +0.51 |
Portfolio Buys Q4 2025 → Q1 2026
| TPL Texas Pacific Land Corp. | Add +0.2% | 19.45% | +6.89 |
| INFL Horizon Kinetics Infl Benef | Add +3.4% | 7.22% | +0.84 |
| LB Landbridge Co. LLC-A | Add +1.6% | 2.70% | +0.68 |
| BCDF Horizon Kin Blockchain Dev | Add +32.3% | 2.04% | +0.42 |
| HE Hawaiian Electric Inds | Add +15.5% | 1.75% | +0.41 |
| MIAX Miami International Holdings | Add +54.1% | 1.51% | +0.32 |
| TFC Truist Financial Corp. | New | 0.26% | +0.26 |
| OKE Oneok Inc. | New | 0.26% | +0.26 |
| DIVO Amplify CWP Enhan Divid ETF | New | 0.24% | +0.24 |
| WBI Waterbridge Infrastruc Class A | Add +1.0% | 0.43% | +0.09 |
| SO The Southern Co. | Add +5.7% | 0.79% | +0.07 |
| SLV iShares Silver Trust | Add +21.3% | 0.40% | +0.07 |
| DUK Duke Energy Corp. | Add +8.2% | 0.54% | +0.06 |
| VNOM Viper Energy Inc. Class A | Add +6.9% | 0.30% | +0.05 |
| ICOW Pacer Developed Markets Inte | Add +4.7% | 0.30% | +0.02 |
| CME Cme Group Inc. | Add +0.1% | 0.44% | +0.01 |
| JAPN Horizon Kinetics Japan Owner | Add +19.0% | 0.28% | −0.01 |
| DYFI Idx Dynamic Fixed Income ETF | Add +6.5% | 0.38% | −0.01 |
| PLTR Palantir Technologies Inc. Class A | Add +19.8% | 0.23% | −0.02 |
| PFFA Virtus Infracap US Pref STCK | Add +7.8% | 0.62% | −0.03 |
| SJT San Juan Basin Royalty TR | Add +3.6% | 0.21% | −0.04 |
| COWZ Pacer US Cash Cows 100 ETF | Add +0.6% | 2.32% | −0.07 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.8% | 0.75% | −0.08 |
| AMZN Amazon.com Inc. | Add +5.4% | 0.84% | −0.10 |
| SCHG Schwab US Large-Cap Growth | Add +1.0% | 2.10% | −0.39 |
| FBTC Fidelity Wise Origin Bitcoin | Add +1.9% | 12.89% | −4.57 |
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 |