SEC 13F Intelligence

Managers / Q1 2026

Atlas Wealth Partners, LLC

CIK 0001965798 · 2 MERIDIAN BOULEVARD, FIRST FLOOR, WYOMISSING, PA, 19610 · (610) 678-6806

Reported Value
$97M
Q1 2026
Positions
65
Filings on Record
14
2023–present window
Filed
Apr 29, 2026
original filing

Summary

Atlas Wealth Partners, LLC reported $97M in U.S.-listed holdings across 65 positions for Q1 2026.

Its largest position, TPL, represents 19.4% of the portfolio.

Compared with Q4 2025, the fund opened 3 new positions and exited 2.

Portfolio Metrics

Turnover
+9.0%
vs prior filed quarter
Top-10 Concentration
+72.2%
share of reported value
Largest Position
+19.4%
Texas Pacific Land Corporati
New / Exited
3 / 2
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’22: $16MQ4 ’22Q1 ’23: $14MQ2 ’23: $35MQ2 ’23Q3 ’23: $17MQ4 ’23: $18MQ4 ’23Q1 ’24: $18MQ2 ’24: $24MQ2 ’24Q3 ’24: $66MQ4 ’24: $79MQ4 ’24Q1 ’25: $81MQ2 ’25: $87MQ2 ’25Q3 ’25: $98MQ4 ’25: $91MQ4 ’25Q1 ’26: $97Mfilingsflow.com

Portfolio Composition

By security type
Common Stock: 53.2%ETP: 44.6%Royalty Trst: 2.2%
  • Common Stock · 53.2% · $52M
  • ETP · 44.6% · $43M
  • Royalty Trst · 2.2% · $2M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
TFCTRUIST FINL CORPNEW+5.5K5.5K+$252,973$252,973
OKEONEOK INC NEWNEW+2.8K2.8K+$248,817$248,817
DIVOAMPLIFY ETF TRNEW+5.1K5.1K+$230,887$230,887
DISDISNEY WALT COSOLD OUT2.1K0$237,535$0
TMOTHERMO FISHER SCIENTIFIC INCSOLD OUT4000$231,952$0
MIAXMIAMI INTL HLDGS INCADDED+13.2K37.7K+$381,400$1M
LISTED FDS TRADDED+15.8K64.7K+$510,107$2M
SLVISHARES SILVER TRADDED+1.0K5.7K+$85,620$388,330

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2026

57 positions (from 65 filing rows — )
#IssuerClass% PortfolioValueShares
1TPLTEXAS PACIFIC LAND CORPORATIhistory →COM19.45%$19M39.8K
2FBTCFIDELITY WISE ORIGIN BITCOINhistory →SHS12.89%$13M212.4K
3LISTED FDS TRHORIZON KINETICS · HORZN KINTCS BL9.55%$9M211.8K
4GBTCGRAYSCALE BITCOIN TRUST ETFhistory →SHS REP COM UT7.61%$7M140.3K
5SCHDSCHWAB STRATEGIC TRUS DIVIDEND EQ · US LCAP GR ETF · US LCAP VA ETF · US TIPS ETF6.28%$6M203.9K
6FNVFRANCO NEV CORPhistory →COM6.09%$6M24.0K
7WPMWHEATON PRECIOUS METALS CORPhistory →COM2.87%$3M21.2K
8LBLANDBRIDGE COMPANY LLChistory →CL A2.70%$3M38.0K
9COWZPACER FDS TRUS CASH COWS 100 · DEVELOPED MRKT2.63%$3M43.1K
10MSFTMICROSOFT CORPhistory →COM2.18%$2M5.7K
11RGLDROYAL GOLD INChistory →COM2.16%$2M8.2K
12UTESETFIS SER TR IVIRTUS REAVES UT · VIRTUS INFRCAP1.80%$2M44.2K
13PBTPERMIAN BASIN RTY TRhistory →UNIT BEN INT1.80%$2M81.1K
14HEHAWAIIAN ELEC INDS INC MTN Bhistory →COM1.75%$2M115.0K
15MIAXMIAMI INTL HLDGS INChistory →COM1.51%$1M37.7K
16AAPLAPPLE INChistory →COM1.19%$1M4.5K
17ISRGINTUITIVE SURGICAL INCCOM NEW0.90%$875,8811.9K
18AMZNAMAZON COM INCCOM0.84%$819,1263.9K
19SOSOUTHERN COCOM0.79%$767,5278.0K
20TSLATESLA INCCOM0.75%$731,6042.0K
21SPYSTATE STR SPDR S&P 500 ETF TTR UNIT0.75%$729,6811.1K
22IAUISHARES GOLD TRISHARES NEW0.73%$708,0138.0K
23JNJJOHNSON & JOHNSONCOM0.71%$691,5212.8K
24GOOGALPHABET INCCAP STK CL C · CAP STK CL A0.70%$681,9712.4K
25EXMOCEXXON MOBIL CORPCOM0.66%$643,0113.8K
26CRSCARPENTER TECHNOLOGY CORPCOM0.62%$599,1081.5K
27GOLYSTRATEGY SHSGOLD ENHANCED ET0.57%$556,60518.9K
28BRK/BBERKSHIRE HATHAWAY INC DELCL B NEW0.56%$541,4961.1K
29NVDANVIDIA CORPORATIONCOM0.56%$540,0033.1K
30DUKDUKE ENERGY CORP NEWCOM NEW0.54%$521,4034.0K
31SYKSTRYKER CORPORATIONCOM0.49%$477,7321.4K
32CMECME GROUP INCCOM0.44%$426,3681.4K
33WBIWATERBRIDGE INFRASTRUCTURE LCL A SHS REPSTG0.43%$421,00515.7K
34SLVISHARES SILVER TRISHARES0.40%$388,3305.7K
35ETF OPPORTUNITIES TRUSTIDX DYNAMIC FIXE0.38%$373,95616.4K
36PMPHILIP MORRIS INTL INCCOM0.37%$359,9642.2K
37MAMASTERCARD INCORPORATEDCL A0.32%$312,787626
38VNOMVIPER ENERGY INCCL A0.30%$292,5306.2K
39MOALTRIA GROUP INCCOM0.30%$292,0394.4K
40COSTCOSTCO WHOLESALE CORPORATIONCOM0.30%$288,965290
41TCAFT ROWE PRICE ETF INCCAP APPRECIATION0.29%$284,3858.0K
42NEENEXTERA ENERGY INCCOM0.29%$278,6403.0K
43AMATAPPLIED MATLS INCCOM0.28%$273,432800
44IBMINTERNATIONAL BUSINESS MACHSCOM0.26%$254,5101.1K
45TFCTRUIST FINL CORPCOM0.26%$252,9735.5K
46OKEONEOK INC NEWCOM0.26%$248,8172.8K
47PEPPEPSICO INCCOM0.25%$241,6311.6K
48MSBMESABI TRCTF BEN INT0.24%$234,7757.5K
49CACICACI INTL INCCL A0.24%$231,145425
50DIVOAMPLIFY ETF TRCWP ENHANCED DIV0.24%$230,8875.1K
51PNCPNC FINL SVCS GROUP INCCOM0.24%$228,8991.1K
52PLTRPALANTIR TECHNOLOGIES INCCL A0.23%$221,6141.5K
53ABBVABBVIE INCCOM0.23%$221,4051.0K
54BSVVANGUARD BD INDEX FDSSHORT TRM BOND0.22%$210,6092.7K
55JEPIJ P MORGAN EXCHANGE TRADED FEQUITY PREMIUM0.21%$203,1983.6K
56ICEINTERCONTINENTAL EXCHANGE INCOM0.21%$203,0741.3K
57SJTSAN JUAN BASIN RTY TRUNIT BEN INT0.21%$202,10942.1K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$97M65Apr 29, 202613F-HRchanges · EDGAR ↗
Q4 2025$91M64Jan 26, 202613F-HRchanges · EDGAR ↗
Q3 2025$98M62Oct 31, 202513F-HRchanges · EDGAR ↗
Q2 2025$87M52Aug 5, 202513F-HRchanges · EDGAR ↗
Q1 2025$81M52May 5, 202513F-HRchanges · EDGAR ↗
Q4 2024$79M52Jan 29, 202513F-HRchanges · EDGAR ↗
Q3 2024$66M48Oct 18, 202413F-HRchanges · EDGAR ↗
Q2 2024$24M22Jul 17, 202413F-HRchanges · EDGAR ↗
Q1 2024$18M18May 8, 202413F-HRchanges · EDGAR ↗
Q4 2023$18M21Jan 29, 202413F-HRchanges · EDGAR ↗
Q3 2023$17M17Oct 31, 202313F-HRchanges · EDGAR ↗
Q2 2023$35M40Jul 25, 202313F-HRchanges · EDGAR ↗
Q1 2023$14M14Apr 26, 202313F-HRchanges · EDGAR ↗
Q4 2022$16M16Feb 14, 202313F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.