Q2 2026 13F · SEC CIK 1965798

Atlas Wealth Partners, LLC

Wealth managerFiled 2026-07-27 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $91.6M
Reported positions: 64
Top holdings a year, 3 yrs: +18.6%
Assets under management: $233.8M

Atlas Wealth Partners, LLC is a wealth manager that reported 64 positions worth $91.6M in its Q2 2026 13F, filed 2026-07-27. Its largest holdings were Texas Pacific Land Corporati (TPL, 19.0%), Fidelity Wise Origin Bitcoin (FBTC, 12.1%), Listed Fds Tr (INFL, 7.4%). A portfolio copying its top holdings returned 18.6% a year over the last 3 years, against 20.4% for the S&P 500.

Atlas Wealth Partners, LLC holdings largest 50 of 64 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Atlas Wealth Partners, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
TPLTexas Pacific Land Corporati	19.0%	19.4%	39,840	-0.0%	$17.4M
FBTCFidelity Wise Origin Bitcoin	12.1%	12.9%	216,461	+1.9%	$11.1M
INFLListed Fds Tr	7.4%	7.2%	136,034	+0.8%	$6.8M
GBTCGrayscale Bitcoin Trust ETF	6.9%	7.6%	139,612	-0.5%	$6.4M
FNVFranco Nev Corp	5.4%	6.1%	23,613	-1.6%	$4.9M
LBLandbridge Company LLC Cl A	3.3%	2.7%	38,420	+1.0%	$3.0M
SCHDSchwab Strategic Tr	3.2%	3.0%	92,103	-1.8%	$2.9M
WPMWheaton Precious Metals Corp	2.6%	2.9%	21,396	+0.7%	$2.4M
SCHGSchwab Strategic Tr	2.5%	2.1%	67,754	-3.4%	$2.3M
COWZPacer Fds Tr	2.4%	2.3%	36,006	-0.4%	$2.2M
MSFTMicrosoft Corp	2.3%	2.2%	5,724	-0.2%	$2.1M
BCDFListed Fds Tr	2.3%	2.0%	69,736	+7.8%	$2.1M
PBTPermian Basin Rty Tr	2.3%	1.8%	82,241	+1.4%	$2.1M
RGLDRoyal Gold Inc	1.8%	2.2%	8,140	-1.2%	$1.6M
HEHawaiian Elec Inds Inc Mtn Be Com	1.7%	1.8%	116,117	+1.0%	$1.6M
MIAXMiami Intl Hldgs Inc	1.6%	1.5%	38,530	+2.2%	$1.4M
AAPLApple Inc	1.3%	1.2%	4,047	-10.9%	$1.2M
UTESEtfis Ser Tr I	1.1%	1.2%	12,752	-11.1%	$1.0M
SCHVSchwab Strategic Tr	1.1%	1.0%	29,175	-4.6%	$1.0M
CRSCarpenter Technology Corp	1.0%	0.6%	1,521	+0.1%	$938K
AMZNAmazon Com Inc	1.0%	0.8%	3,658	-7.0%	$872K
ISRGIntuitive Surgical Inc	0.8%	0.9%	1,900	+0.0%	$756K
SOSouthern Co	0.8%	0.8%	7,802	-1.9%	$747K
JNJJohnson & Johnson	0.7%	0.7%	2,579	-8.8%	$655K
PFFAEtfis Ser Tr I	0.7%	0.6%	30,400	+1.8%	$625K
SPYState Str Spdr S&p 500 ETF T	0.7%	0.8%	813	-27.5%	$607K
AMATApplied Matls Inc	0.6%	0.3%	800	+0.0%	$578K
BRK-BBerkshire Hathaway Inc Del	0.6%	0.6%	1,130	+0.0%	$565K
NVDANvidia Corporation	0.6%	0.6%	2,817	-9.0%	$564K
TSLATesla Inc	0.6%	0.8%	1,319	-33.0%	$555K
WBIWaterbridge Infrastructure L	0.6%	0.4%	15,715	+0.0%	$539K
IAUIshares Gold Tr	0.6%	0.7%	6,847	-14.7%	$517K
XOMExxon Mobil Corp	0.6%	0.7%	3,690	-2.6%	$504K
DUKDuke Energy Corp New	0.5%	0.5%	3,957	-0.6%	$501K
GOOGAlphabet Inc	0.5%	0.4%	1,405	+0.0%	$496K
SYKStryker Corporation	0.5%	0.5%	1,450	+0.0%	$458K
GOLYStrategy Shs	0.5%	0.6%	16,450	-13.0%	$414K
PMPhilip Morris Intl Inc	0.4%	0.4%	2,108	-2.3%	$384K
DYFIETF Opportunities Trust	0.4%	0.4%	16,050	-2.4%	$365K
SLVIshares Silver Tr	0.4%	0.4%	6,039	+6.0%	$323K
CMECme Group Inc	0.4%	0.4%	1,459	+1.0%	$322K
MAMastercard Incorporated	0.4%	0.3%	626	+0.0%	$322K
MOAltria Group Inc	0.3%	0.3%	4,349	-1.1%	$315K
TCAFT Rowe Price Exchange-Traded	0.3%	0.3%	7,491	-6.3%	$308K
GOOGLAlphabet Inc	0.3%	0.3%	815	-16.0%	$291K
IBMInternational Business Machs	0.3%	—	1,000	—	$281K
JAPNListed Fds Tr	0.3%	0.3%	12,350	+1.2%	$278K
ICOWPacer Fds Tr	0.3%	0.3%	6,612	-4.6%	$275K
TFCTruist Finl Corp	0.3%	—	5,503	—	$274K
COSTCostco Wholesale Corporation	0.3%	0.3%	290	+0.0%	$271K

What Atlas Wealth Partners, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: -5.3% /yr; S&P 500 +20.1%
3 years: +18.6% /yr; S&P 500 +20.4%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$91.6M	64
Q1 2026	$97.3M	65
Q4 2025	$91.0M	64
Q3 2025	$98.0M	62
Q2 2025	$86.6M	52
Q1 2025	$81.1M	52
Q4 2024	$79.0M	52
Q3 2024	$65.6M	48
Q2 2024	$23.6M	22
Q1 2024	$18.5M	18
Q4 2023	$18.1M	21
Q3 2023	$17.4M	17

Questions about Atlas Wealth Partners, LLC's portfolio

What stocks does Atlas Wealth Partners, LLC own?

Atlas Wealth Partners, LLC's latest 13F, for Q2 2026 and filed Jul 27, 2026, lists 64 positions worth $91.6M. The largest are Texas Pacific Land Corporati (TPL) at 19.0%, Fidelity Wise Origin Bitcoin (FBTC) at 12.1%, Listed Fds Tr (INFL) at 7.4%, Grayscale Bitcoin Trust ETF (GBTC) at 6.9% and Franco Nev Corp (FNV) at 5.4%.

What did Atlas Wealth Partners, LLC buy last quarter?

In Q2 2026, Atlas Wealth Partners, LLC added Listed Fds Tr (BCDF) (+7.8% shares) and Ishares Silver Tr (SLV) (+6.0% shares), compared with its Q1 2026 filing.

What did Atlas Wealth Partners, LLC sell last quarter?

In Q2 2026, Atlas Wealth Partners, LLC cut from its top 50 Viper Energy Inc (VNOM), cut from its top 50 Nextera Energy Inc (NEE), Tesla Inc (TSLA) (-33.0% shares), State Str Spdr S&p 500 ETF T (SPY) (-27.5% shares) and Alphabet Inc (GOOGL) (-16.0% shares), compared with its Q1 2026 filing.

How has Atlas Wealth Partners, LLC's portfolio performed?

A portfolio copying Atlas Wealth Partners, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +18.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: -5.3% against +20.1%.

When is Atlas Wealth Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Atlas Wealth Partners, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Atlas Wealth Partners, LLC manage?

Atlas Wealth Partners, LLC reported $233.8M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $91.6M.