Atlas Wealth Partners, LLC

13F filer · CIK 0001965798

Reported Jul 27, 2026

Net seller this quarter

13F portfolio value$91.6MU.S. long equity reported on 13F

Positions472 new · 4 closed

Net flow last quarter-$1.19MBuys minus sells

Top 10 positions weight57.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 27, 202647 positions
TPLTexas Pacific Land Corp	$17.4M	19.04%	0.06%	0.0%	Q4 2022
FBTCFidelity Wise Origin Bitcoin Fund	$11.1M	12.07%	0.11%	+1.9%	Q3 2024
GBTCGrayscale Bitcoin Trust ETF	$6.36M	6.94%	0.07%	-0.5%	Q3 2024
FNVFRANCO NEVADA Corp	$4.92M	5.38%	0.01%	-1.6%	Q2 2023
LBLandBridge Co LLC	$3.04M	3.33%	0.17%	+1.0%	Q4 2024
WPMWheaton Precious Metals Corp.	$2.4M	2.62%	0.00%	+0.7%	Q2 2023
MSFTMicrosoft Corp	$2.14M	2.33%	0.00%	-0.2%	Q2 2023
PBTPermian Basin Royalty Trust	$2.06M	2.25%	Not reported	+1.4%	Q2 2023
RGLDRoyal Gold Inc	$1.62M	1.77%	0.01%	-1.2%	Q2 2023
HEHawaiian Electric Industries Inc	$1.57M	1.72%	0.07%	+1.0%	Q2 2025
MIAXMiami International Holdings, Inc.	$1.43M	1.56%	0.04%	+2.2%	Q3 2025
AAPLApple Inc.	$1.17M	1.28%	0.00%	-10.9%	Q2 2023
CRSCarpenter Technology Corp	$938K	1.02%	0.00%	+0.1%	Q3 2024
AMZNAmazon Com Inc	$872K	0.95%	0.00%	-7.0%	Q2 2023
ISRGIntuitive Surgical Inc	$756K	0.83%	0.00%	Not reported	Q4 2022
SOSouthern Co	$747K	0.82%	0.00%	-1.9%	Q2 2023
JNJJohnson & Johnson	$655K	0.72%	0.00%	-8.8%	Q2 2023
SPYSPDR S&P 500 ETF Trust	$607K	0.66%	Not reported	-27.5%	Q2 2023
AMATApplied Materials Inc	$578K	0.63%	0.00%	Not reported	Q4 2025
BRK.BBerkshire Hathaway Inc	$565K	0.62%	Not reported	Not reported	Q2 2023
NVDANvidia Corp	$564K	0.62%	0.00%	-9.0%	Q4 2023
TSLATesla, Inc.	$555K	0.61%	0.00%	-33.0%	Q4 2022
WBIWaterBridge Infrastructure LLC	$539K	0.59%	Not reported	Not reported	Q3 2025
IAUIshares Gold Trust	$517K	0.56%	0.00%	-14.7%	Q1 2025
XOMExxonMobil Holdings Corp	$504K	0.55%	0.00%	-2.6%	Q4 2022
DUKDuke Energy CORP	$501K	0.55%	0.00%	-0.6%	Q3 2024
GOOGAlphabet Inc.	$496K	0.54%	Not reported	Not reported	Q4 2022
SYKStryker Corp	$458K	0.50%	0.00%	Not reported	Q2 2023
PMPhilip Morris International Inc.	$384K	0.42%	0.00%	-2.3%	Q2 2023
SLViShares Silver Trust	$323K	0.35%	0.00%	+6.0%	Q3 2025
CMECme Group Inc.	$322K	0.35%	0.00%	+1.0%	Q4 2023
MAMastercard Inc	$322K	0.35%	0.00%	Not reported	Q4 2022
MOAltria Group, Inc.	$315K	0.34%	0.00%	-1.1%	Q1 2024
GOOGLAlphabet Inc.	$291K	0.32%	0.00%	-16.0%	Q4 2024
IBMInternational Business Machines Corp	$281K	0.31%	0.00%	-4.8%	Q3 2024
TFCTruist Financial Corp	$274K	0.30%	0.00%	Not reported	Q4 2022
COSTCostco Wholesale Corp	$271K	0.30%	0.00%	Not reported	Q4 2022
PNCPNC Financial Services Group, Inc.	$271K	0.30%	0.00%	Not reported	Q2 2023
VNOMViper Energy, Inc.	$265K	0.29%	Not reported	+0.6%	Q4 2025
ABBVAbbVie Inc.	$256K	0.28%	0.00%	Not reported	Q1 2025
OKEOneok Inc	$233K	0.25%	0.00%	-2.7%	Q1 2026
NEENextera Energy Inc	$228K	0.25%	0.00%	-13.3%	Q4 2022
PEPPepsico Inc	$211K	0.23%	0.00%	Not reported	Q2 2023
BSVNBank7 Corp.	$209K	0.23%	0.03%	Not reported	Q2 2023
DISWalt Disney Co	$201K	0.22%	0.00%	Not reported	Q4 2024
TMOThermo Fisher Scientific Inc.	$201K	0.22%	0.00%	Not reported	Q2 2023
SJTSan Juan Basin Royalty Trust	$129K	0.14%	Not reported	-4.8%	Q3 2024
Q1 2026Reported Apr 29, 202649 positions
TPLTexas Pacific Land Corp	$18.9M	19.45%	0.06%	+0.2%	Q4 2022
FBTCFidelity Wise Origin Bitcoin Fund	$12.5M	12.89%	0.10%	+1.9%	Q3 2024
GBTCGrayscale Bitcoin Trust ETF	$7.4M	7.61%	0.07%	-1.7%	Q3 2024
FNVFRANCO NEVADA Corp	$5.93M	6.09%	0.01%	-2.2%	Q2 2023
WPMWheaton Precious Metals Corp.	$2.79M	2.87%	0.00%	-3.9%	Q2 2023
LBLandBridge Co LLC	$2.63M	2.70%	0.16%	+1.6%	Q4 2024
MSFTMicrosoft Corp	$2.12M	2.18%	0.00%	-1.2%	Q2 2023
RGLDRoyal Gold Inc	$2.1M	2.16%	0.01%	-2.6%	Q2 2023
PBTPermian Basin Royalty Trust	$1.75M	1.80%	Not reported	-3.4%	Q2 2023
HEHawaiian Electric Industries Inc	$1.71M	1.75%	0.07%	+15.5%	Q2 2025
MIAXMiami International Holdings, Inc.	$1.47M	1.51%	0.04%	+54.1%	Q3 2025
AAPLApple Inc.	$1.15M	1.19%	0.00%	-0.4%	Q2 2023
ISRGIntuitive Surgical Inc	$876K	0.90%	0.00%	-2.6%	Q4 2022
AMZNAmazon Com Inc	$819K	0.84%	0.00%	+5.4%	Q2 2023
SOSouthern Co	$768K	0.79%	0.00%	+5.7%	Q2 2023
TSLATesla, Inc.	$732K	0.75%	0.00%	-0.8%	Q4 2022
SPYSPDR S&P 500 ETF Trust	$730K	0.75%	Not reported	+1.8%	Q2 2023
IAUIshares Gold Trust	$708K	0.73%	0.00%	-0.2%	Q1 2025
JNJJohnson & Johnson	$692K	0.71%	0.00%	-4.2%	Q2 2023
XOMExxonMobil Holdings Corp	$643K	0.66%	0.00%	-5.6%	Q4 2022
CRSCarpenter Technology Corp	$599K	0.62%	0.00%	Not reported	Q3 2024
BRK.BBerkshire Hathaway Inc	$541K	0.56%	Not reported	Not reported	Q2 2023
NVDANvidia Corp	$540K	0.56%	0.00%	Not reported	Q4 2023
DUKDuke Energy CORP	$521K	0.54%	0.00%	+8.2%	Q3 2024
SYKStryker Corp	$478K	0.49%	0.00%	Not reported	Q2 2023
CMECme Group Inc.	$426K	0.44%	0.00%	+0.1%	Q4 2023
WBIWaterBridge Infrastructure LLC	$421K	0.43%	Not reported	+1.0%	Q3 2025
GOOGAlphabet Inc.	$403K	0.41%	Not reported	Not reported	Q4 2022
SLViShares Silver Trust	$388K	0.40%	0.00%	+21.3%	Q3 2025
PMPhilip Morris International Inc.	$360K	0.37%	0.00%	Not reported	Q2 2023
MAMastercard Inc	$313K	0.32%	0.00%	Not reported	Q4 2022
VNOMViper Energy, Inc.	$293K	0.30%	Not reported	+6.9%	Q4 2025
MOAltria Group, Inc.	$292K	0.30%	0.00%	Not reported	Q1 2024
COSTCostco Wholesale Corp	$289K	0.30%	0.00%	Not reported	Q4 2022
GOOGLAlphabet Inc.	$279K	0.29%	0.00%	Not reported	Q4 2024
NEENextera Energy Inc	$279K	0.29%	0.00%	-4.8%	Q4 2022
AMATApplied Materials Inc	$273K	0.28%	0.00%	Not reported	Q4 2025
IBMInternational Business Machines Corp	$255K	0.26%	0.00%	Not reported	Q3 2024
TFCTruist Financial Corp	$253K	0.26%	0.00%	Not reported	Q4 2022
OKEOneok Inc	$249K	0.26%	0.00%	New	Q1 2026
PEPPepsico Inc	$242K	0.25%	0.00%	-0.6%	Q2 2023
MSBMesabi Trust	$235K	0.24%	0.06%	-4.9%	Q4 2024
CACICaci International Inc	$231K	0.24%	0.00%	-19.1%	Q2 2023
PNCPNC Financial Services Group, Inc.	$229K	0.24%	0.00%	-8.3%	Q2 2023
PLTRPalantir Technologies Inc.	$222K	0.23%	0.00%	+19.8%	Q4 2025
ABBVAbbVie Inc.	$221K	0.23%	0.00%	Not reported	Q1 2025
BSVNBank7 Corp.	$211K	0.22%	0.03%	Not reported	Q2 2023
ICEIntercontinental Exchange, Inc.	$203K	0.21%	0.00%	Not reported	Q1 2025
SJTSan Juan Basin Royalty Trust	$202K	0.21%	Not reported	+3.6%	Q3 2024
Q4 2025Reported Jan 26, 202649 positions
FBTCFidelity Wise Origin Bitcoin Fund	$15.9M	17.46%	0.09%	+0.8%	Q3 2024
TPLTexas Pacific Land Corp	$11.4M	12.56%	0.06%	-0.4%	Q4 2022
GBTCGrayscale Bitcoin Trust ETF	$9.76M	10.72%	0.07%	-2.5%	Q3 2024
FNVFRANCO NEVADA Corp	$5.08M	5.59%	0.01%	-0.5%	Q2 2023
MSFTMicrosoft Corp	$2.81M	3.08%	0.00%	-0.9%	Q2 2023
WPMWheaton Precious Metals Corp.	$2.6M	2.85%	0.00%	+0.5%	Q2 2023
RGLDRoyal Gold Inc	$1.88M	2.07%	0.01%	+0.9%	Q2 2023
LBLandBridge Co LLC	$1.83M	2.02%	0.16%	+6.8%	Q4 2024
PBTPermian Basin Royalty Trust	$1.43M	1.57%	Not reported	-0.7%	Q2 2023
AAPLApple Inc.	$1.24M	1.36%	0.00%	-11.1%	Q2 2023
HEHawaiian Electric Industries Inc	$1.22M	1.35%	0.06%	+19.9%	Q2 2025
ISRGIntuitive Surgical Inc	$1.1M	1.21%	0.00%	-2.5%	Q4 2022
MIAXMiami International Holdings, Inc.	$1.09M	1.19%	0.03%	+11.8%	Q3 2025
TSLATesla, Inc.	$892K	0.98%	0.00%	+24.9%	Q4 2022
AMZNAmazon Com Inc	$862K	0.95%	0.00%	+5.7%	Q2 2023
SPYSPDR S&P 500 ETF Trust	$751K	0.83%	Not reported	+7.6%	Q2 2023
SOSouthern Co	$656K	0.72%	0.00%	+1.4%	Q2 2023
IAUIshares Gold Trust	$653K	0.72%	0.00%	+24.9%	Q1 2025
JNJJohnson & Johnson	$611K	0.67%	0.00%	-1.7%	Q2 2023
NVDANvidia Corp	$577K	0.63%	0.00%	-0.5%	Q4 2023
BRK.BBerkshire Hathaway Inc	$568K	0.62%	Not reported	-15.0%	Q2 2023
SYKStryker Corp	$511K	0.56%	0.00%	-3.3%	Q2 2023
XOMExxonMobil Holdings Corp	$483K	0.53%	0.00%	Not reported	Q4 2022
CRSCarpenter Technology Corp	$479K	0.53%	0.00%	Not reported	Q3 2024
GOOGAlphabet Inc.	$441K	0.48%	Not reported	Not reported	Q4 2022
DUKDuke Energy CORP	$432K	0.47%	0.00%	+8.1%	Q3 2024
CMECme Group Inc.	$394K	0.43%	0.00%	+9.5%	Q4 2023
MAMastercard Inc	$357K	0.39%	0.00%	-7.4%	Q4 2022
PMPhilip Morris International Inc.	$349K	0.38%	0.00%	+0.1%	Q2 2023
WBIWaterBridge Infrastructure LLC	$311K	0.34%	Not reported	+33.0%	Q3 2025
IBMInternational Business Machines Corp	$311K	0.34%	0.00%	Not reported	Q3 2024
GOOGLAlphabet Inc.	$304K	0.33%	0.00%	Not reported	Q4 2024
SLViShares Silver Trust	$303K	0.33%	0.00%	-5.0%	Q3 2025
MSBMesabi Trust	$303K	0.33%	0.06%	+0.2%	Q4 2024
CACICaci International Inc	$280K	0.31%	0.00%	Not reported	Q2 2023
MOAltria Group, Inc.	$255K	0.28%	0.00%	Not reported	Q1 2024
NEENextera Energy Inc	$253K	0.28%	0.00%	-16.6%	Q4 2022
PNCPNC Financial Services Group, Inc.	$250K	0.28%	0.00%	Not reported	Q2 2023
COSTCostco Wholesale Corp	$250K	0.27%	0.00%	Not reported	Q4 2022
DISWalt Disney Co	$238K	0.26%	0.00%	-1.4%	Q4 2024
ABBVAbbVie Inc.	$233K	0.26%	0.00%	Not reported	Q1 2025
TMOThermo Fisher Scientific Inc.	$232K	0.25%	0.00%	-5.9%	Q2 2023
SJTSan Juan Basin Royalty Trust	$228K	0.25%	Not reported	+15.7%	Q3 2024
PEPPepsico Inc	$226K	0.25%	0.00%	-6.0%	Q2 2023
VNOMViper Energy, Inc.	$225K	0.25%	Not reported	New	Q4 2025
PLTRPalantir Technologies Inc.	$225K	0.25%	0.00%	New	Q4 2025
BSVNBank7 Corp.	$212K	0.23%	0.03%	-0.9%	Q2 2023
ICEIntercontinental Exchange, Inc.	$209K	0.23%	0.00%	+8.4%	Q1 2025
AMATApplied Materials Inc	$206K	0.23%	0.00%	New	Q4 2025
Q3 2025Reported Oct 31, 202547 positions
FBTCFidelity Wise Origin Bitcoin Fund	$20.6M	21.06%	0.09%	+0.7%	Q3 2024
GBTCGrayscale Bitcoin Trust ETF	$13.1M	13.41%	0.06%	-1.1%	Q3 2024
TPLTexas Pacific Land Corp	$12.4M	12.69%	0.06%	+3.5%	Q4 2022
FNVFRANCO NEVADA Corp	$5.5M	5.61%	0.01%	-0.1%	Q2 2023
MSFTMicrosoft Corp	$3.03M	3.09%	0.00%	-3.1%	Q2 2023
WPMWheaton Precious Metals Corp.	$2.46M	2.51%	0.00%	-0.2%	Q2 2023
LBLandBridge Co LLC	$1.87M	1.91%	0.15%	+90.3%	Q4 2024
RGLDRoyal Gold Inc	$1.68M	1.72%	0.01%	-0.5%	Q2 2023
PBTPermian Basin Royalty Trust	$1.55M	1.59%	Not reported	+9.6%	Q2 2023
AAPLApple Inc.	$1.31M	1.33%	0.00%	-5.5%	Q2 2023
HEHawaiian Electric Industries Inc	$917K	0.94%	0.05%	+365.4%	Q2 2025
ISRGIntuitive Surgical Inc	$894K	0.91%	0.00%	Not reported	Q4 2022
MIAXMiami International Holdings, Inc.	$881K	0.90%	0.03%	New	Q3 2025
AMZNAmazon Com Inc	$776K	0.79%	0.00%	-9.8%	Q2 2023
TSLATesla, Inc.	$706K	0.72%	0.00%	+1.0%	Q4 2022
SOSouthern Co	$703K	0.72%	0.00%	+4.1%	Q2 2023
SPYSPDR S&P 500 ETF Trust	$682K	0.70%	Not reported	-1.0%	Q2 2023
BRK.BBerkshire Hathaway Inc	$669K	0.68%	Not reported	Not reported	Q2 2023
NVDANvidia Corp	$581K	0.59%	0.00%	+0.4%	Q4 2023
JNJJohnson & Johnson	$557K	0.57%	0.00%	-4.0%	Q2 2023
SYKStryker Corp	$556K	0.57%	0.00%	Not reported	Q2 2023
IAUIshares Gold Trust	$469K	0.48%	0.00%	+8.8%	Q1 2025
XOMExxonMobil Holdings Corp	$453K	0.46%	0.00%	Not reported	Q4 2022
DUKDuke Energy CORP	$422K	0.43%	0.00%	+7.9%	Q3 2024
MAMastercard Inc	$385K	0.39%	0.00%	Not reported	Q4 2022
CRSCarpenter Technology Corp	$373K	0.38%	0.00%	Not reported	Q3 2024
CMECme Group Inc.	$356K	0.36%	0.00%	+0.1%	Q4 2023
PMPhilip Morris International Inc.	$350K	0.36%	0.00%	Not reported	Q2 2023
GOOGAlphabet Inc.	$342K	0.35%	Not reported	-17.6%	Q4 2022
IBMInternational Business Machines Corp	$296K	0.30%	0.00%	Not reported	Q3 2024
WBIWaterBridge Infrastructure LLC	$295K	0.30%	Not reported	New	Q3 2025
MOAltria Group, Inc.	$292K	0.30%	0.00%	-2.2%	Q1 2024
NEENextera Energy Inc	$285K	0.29%	0.00%	-10.7%	Q4 2022
COSTCostco Wholesale Corp	$268K	0.27%	0.00%	Not reported	Q4 2022
CACICaci International Inc	$262K	0.27%	0.00%	-0.9%	Q2 2023
PNCPNC Financial Services Group, Inc.	$241K	0.25%	0.00%	-14.3%	Q2 2023
DISWalt Disney Co	$241K	0.25%	0.00%	Not reported	Q4 2024
GOOGLAlphabet Inc.	$236K	0.24%	0.00%	Not reported	Q4 2024
ABBVAbbVie Inc.	$236K	0.24%	0.00%	Not reported	Q1 2025
PEPPepsico Inc	$234K	0.24%	0.00%	-4.3%	Q2 2023
MSBMesabi Trust	$227K	0.23%	0.06%	Not reported	Q4 2024
BSVNBank7 Corp.	$214K	0.22%	0.03%	-20.9%	Q2 2023
SJTSan Juan Basin Royalty Trust	$212K	0.22%	Not reported	+4.5%	Q3 2024
SLViShares Silver Trust	$210K	0.21%	0.00%	New	Q3 2025
PGPROCTER & GAMBLE Co	$208K	0.21%	0.00%	Not reported	Q3 2024
TMOThermo Fisher Scientific Inc.	$206K	0.21%	0.00%	Not reported	Q2 2023
ICEIntercontinental Exchange, Inc.	$201K	0.20%	0.00%	Not reported	Q1 2025

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