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Atlas Wealth Partners, LLC Top Holdings and 13F Report (2026)

About Atlas Wealth Partners, LLC

Investment Activity

  • Atlas Wealth Partners, LLC has $97.25 million in total holdings as of March 31, 2026.
  • Atlas Wealth Partners, LLC owns shares of 65 different stocks, but just 18 companies or ETFs make up 80% of its holdings.
  • Approximately 3.01% of the portfolio was purchased this quarter.
  • About 1.55% of the portfolio was sold this quarter.
  • This quarter, Atlas Wealth Partners, LLC has purchased 64 new stocks and bought additional shares in 23 stocks.
  • Atlas Wealth Partners, LLC sold shares of 23 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

Texas Pacific Land
$18,910,893
FIDELITY WISE ORIGIN BITCOIN
$12,538,916
GRAYSCALE BITCOIN TRUST ETF
$7,402,861
Franco-Nevada
$5,926,235

Largest New Holdings this Quarter

89832Q109 - Truist Financial
$252,973 Holding
682680103 - ONEOK
$248,817 Holding
032108409 - Amplify CWP Enhanced Dividend Income ETF
$230,887 Holding

Largest Purchases this Quarter

MIAMI INTL HLDGS INC
13,233 shares (about $515.03K)
Horizon Kinetics Blockchain Development ETF
15,769 shares (about $484.69K)
Truist Financial
5,503 shares (about $252.97K)
ONEOK
2,753 shares (about $248.82K)
FIDELITY WISE ORIGIN BITCOIN
3,991 shares (about $235.59K)

Largest Sales this Quarter

Virtus Reaves Utilities ETF
1,680 shares (about $134.23K)
Franco-Nevada
540 shares (about $133.41K)
GRAYSCALE BITCOIN TRUST ETF
2,400 shares (about $126.62K)
Wheaton Precious Metals
850 shares (about $111.52K)
Strategy Shares Gold-Hedged Bond ETF
2,550 shares (about $75.10K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofAtlas Wealth Partners, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Texas Pacific Land Corporation stock logo
TPL
Texas Pacific Land
$18,910,893$31,796 â–²0.2%39,84919.4%Energy
FIDELITY WISE ORIGIN BITCOIN
$12,538,916$235,589 â–²1.9%212,41612.9%SHS
GRAYSCALE BITCOIN TRUST ETF
$7,402,861$126,624 â–¼-1.7%140,3127.6%SHS REP COM UT
Horizon Kinetics Inflation Beneficiaries ETF stock logo
INFL
Horizon Kinetics Inflation Beneficiaries ETF
$7,026,045$229,323 â–²3.4%134,9617.2%ETF
Franco-Nevada Corporation stock logo
FNV
Franco-Nevada
$5,926,235$133,407 â–¼-2.2%23,9886.1%Basic Materials
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$2,877,073$46,388 â–¼-1.6%93,7773.0%ETF
Wheaton Precious Metals Corp. stock logo
WPM
Wheaton Precious Metals
$2,787,581$111,524 â–¼-3.8%21,2462.9%Basic Materials
LANDBRIDGE COMPANY LLC
$2,625,960$41,223 â–²1.6%38,0302.7%CL A
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$2,260,620$13,576 â–²0.6%36,1352.3%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$2,122,381$24,799 â–¼-1.2%5,7342.2%Computer and Technology
Royal Gold, Inc. stock logo
RGLD
Royal Gold
$2,096,954$55,732 â–¼-2.6%8,2402.2%Basic Materials
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$2,042,333$19,575 â–²1.0%70,1112.1%ETF
BCDF
Horizon Kinetics Blockchain Development ETF
$1,987,550$484,693 â–²32.3%64,6632.0%ETF
Permian Basin Royalty Trust stock logo
PBT
Permian Basin Royalty Trust
$1,747,034$61,253 â–¼-3.4%81,1441.8%Energy
Hawaiian Electric Industries, Inc. stock logo
HE
Hawaiian Electric Industries
$1,706,110$228,388 â–²15.5%114,9671.8%Utilities
MIAMI INTL HLDGS INC
$1,467,556$515,028 â–²54.1%37,7071.5%COM
Apple Inc. stock logo
AAPL
Apple
$1,152,709$5,076 â–¼-0.4%4,5421.2%Computer and Technology
UTES
Virtus Reaves Utilities ETF
$1,146,725$134,232 â–¼-10.5%14,3521.2%ETF
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$932,580$56,822 â–¼-5.7%30,5761.0%ETF
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$875,881$23,050 â–¼-2.6%1,9000.9%Medical
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$819,126$41,654 â–²5.4%3,9330.8%Retail/Wholesale
Southern Company (The) stock logo
SO
Southern
$767,527$41,504 â–²5.7%7,9520.8%Utilities
Tesla, Inc. stock logo
TSLA
Tesla
$731,604$5,576 â–¼-0.8%1,9680.8%Auto/Tires/Trucks
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$729,681$13,007 â–²1.8%1,1220.8%Finance
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$708,013$1,234 â–¼-0.2%8,0310.7%Finance
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$691,521$30,066 â–¼-4.2%2,8290.7%Medical
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$643,011$38,173 â–¼-5.6%3,7900.7%Energy
Virtus InfraCap U.S. Preferred Stock ETF stock logo
PFFA
Virtus InfraCap U.S. Preferred Stock ETF
$607,746$43,774 â–²7.8%29,8500.6%ETF
Carpenter Technology Corporation stock logo
CRS
Carpenter Technology
$599,1080.0%1,5200.6%Basic Materials
Strategy Shares Gold-Hedged Bond ETF stock logo
GLDB
Strategy Shares Gold-Hedged Bond ETF
$556,605$75,098 â–¼-11.9%18,9000.6%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$541,4960.0%1,1300.6%Finance
NVIDIA Corporation stock logo
NVDA
NVIDIA
$540,0030.0%3,0960.6%Computer and Technology
Duke Energy Corporation stock logo
DUK
Duke Energy
$521,403$39,282 â–²8.1%3,9820.5%Utilities
Stryker Corporation stock logo
SYK
Stryker
$477,7320.0%1,4500.5%Medical
CME Group Inc. stock logo
CME
CME Group
$426,368$295 â–²0.1%1,4440.4%Finance
WATERBRIDGE INFRASTRUCTURE L
$421,005$4,286 â–²1.0%15,7150.4%CL A SHS REPSTG
Alphabet Inc. stock logo
GOOG
Alphabet
$403,0380.0%1,4050.4%Computer and Technology
iShares Silver Trust stock logo
SLV
iShares Silver Trust
$388,330$68,140 â–²21.3%5,6990.4%ETF
ETF OPPORTUNITIES TRUST
$373,956$22,733 â–²6.5%16,4500.4%IDX DYNAMIC FIXE
Philip Morris International Inc. stock logo
PM
Philip Morris International
$359,9640.0%2,1580.4%Consumer Staples
Mastercard Incorporated stock logo
MA
Mastercard
$312,7870.0%6260.3%Business Services
Pacer Developed Markets International Cash Cows 100 ETF stock logo
ICOW
Pacer Developed Markets International Cash Cows 100 ETF
$294,152$13,072 â–²4.7%6,9310.3%ETF
VIPER ENERGY INC
$292,530$18,891 â–²6.9%6,2250.3%CL A
Altria Group, Inc. stock logo
MO
Altria Group
$292,0390.0%4,3990.3%Consumer Staples
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$288,9650.0%2900.3%Retail/Wholesale
T. Rowe Price Capital Appreciation Equity ETF stock logo
TCAF
T. Rowe Price Capital Appreciation Equity ETF
$284,385$1,886 â–¼-0.7%7,9910.3%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$278,9330.0%9700.3%Computer and Technology
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$278,640$13,932 â–¼-4.8%3,0000.3%Utilities
LISTED FDS TR
$276,329$44,167 â–²19.0%12,2000.3%HORIZON KINETICS
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$273,4320.0%8000.3%Computer and Technology
International Business Machines Corporation stock logo
IBM
International Business Machines
$254,5100.0%1,0500.3%Computer and Technology
Truist Financial Corporation stock logo
TFC
Truist Financial
$252,973$252,973 â–²New Holding5,5030.3%Finance
Schwab U.S. TIPS ETF stock logo
SCHP
Schwab U.S. TIPS ETF
$251,598$2,661 â–¼-1.0%9,4550.3%ETF
ONEOK, Inc. stock logo
OKE
ONEOK
$248,817$248,817 â–²New Holding2,7530.3%Energy
PepsiCo, Inc. stock logo
PEP
PepsiCo
$241,631$1,398 â–¼-0.6%1,5560.2%Consumer Staples
Mesabi Trust stock logo
MSB
Mesabi Trust
$234,775$12,194 â–¼-4.9%7,4700.2%Basic Materials
CACI International, Inc. stock logo
CACI
CACI International
$231,145$54,387 â–¼-19.0%4250.2%Computer and Technology
Amplify CWP Enhanced Dividend Income ETF stock logo
DIVO
Amplify CWP Enhanced Dividend Income ETF
$230,887$230,887 â–²New Holding5,1480.2%ETF
The PNC Financial Services Group, Inc stock logo
PNC
The PNC Financial Services Group
$228,899$20,809 â–¼-8.3%1,1000.2%Finance
PALANTIR TECHNOLOGIES INC
$221,614$36,570 â–²19.8%1,5150.2%CL A
AbbVie Inc. stock logo
ABBV
AbbVie
$221,4050.0%1,0180.2%Medical
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$210,6090.0%2,6860.2%ETF
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$203,1980.0%3,5850.2%ETF
Intercontinental Exchange Inc. stock logo
ICE
Intercontinental Exchange
$203,0740.0%1,2910.2%Finance
San Juan Basin Royalty Trust stock logo
SJT
San Juan Basin Royalty Trust
$202,109$6,960 â–²3.6%42,1060.2%Energy
The Walt Disney Company stock logo
DIS
Walt Disney
$0$237,535 â–¼-100.0%00.0%Consumer Discretionary
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$0$231,952 â–¼-100.0%00.0%Medical

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data