SEC 13F Intelligence

Managers / Q4 2025 · view latest →

Atlas Wealth Partners, LLC

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

Reported Value
$91M
Q4 2025
Positions
64
Filings on Record
14
2023–present window
Filed
Jan 26, 2026
original filing

Summary

Atlas Wealth Partners, LLC reported $91M in U.S.-listed holdings across 64 positions for Q4 2025.

Its largest position, FBTC, represents 17.5% of the portfolio.

Compared with Q3 2025, the fund opened 4 new positions and exited 2.

Portfolio Metrics

Turnover
+4.2%
vs prior filed quarter
Top-10 Concentration
+72.0%
share of reported value
Largest Position
+17.5%
Fidelity Wise Origin Bitcoin
New / Exited
4 / 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
ETP: 51.8%Common Stock: 46.1%Royalty Trst: 2.2%
  • ETP · 51.8% · $47M
  • Common Stock · 46.1% · $42M
  • Royalty Trst · 2.2% · $2M

Quarter-over-Quarter Changes full breakdown →

vs Q3 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
VNOMVIPER ENERGY INCNEW+5.8K5.8K+$224,961$224,961
PLTRPALANTIR TECHNOLOGIES INCNEW+1.3K1.3K+$224,854$224,854
JEPIJ P MORGAN EXCHANGE TRADED FNEW+3.6K3.6K+$205,989$205,989
AMATAPPLIED MATLS INCNEW+800800+$205,592$205,592
TPLTEXAS PACIFIC LAND CORPORATIADDED+26.5K39.8K$1M$11M
GDXJVANECK ETF TRUSTSOLD OUT2.1K0$207,963$0
PGPROCTER AND GAMBLE COSOLD OUT1.4K0$207,735$0
ETF OPPORTUNITIES TRUSTADDED+4.7K15.4K+$104,630$356,432

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

Holdings — Q4 2025

56 positions (from 64 filing rows — )
#IssuerClass% PortfolioValueShares
1FBTCFIDELITY WISE ORIGIN BITCOINhistory →SHS17.46%$16M208.4K
2TPLTEXAS PACIFIC LAND CORPORATIhistory →COM12.56%$11M39.8K
3GBTCGRAYSCALE BITCOIN TRUST ETFhistory →SHS REP COM UT10.72%$10M142.7K
4LISTED FDS TRHORIZON KINETICS · HORZN KINTCS BL8.29%$8M189.7K
5SCHDSCHWAB STRATEGIC TRUS DIVIDEND EQ · US LCAP GR ETF · US LCAP VA ETF · US TIPS ETF6.70%$6M206.7K
6FNVFRANCO NEV CORPhistory →COM5.59%$5M24.5K
7MSFTMICROSOFT CORPhistory →COM3.08%$3M5.8K
8WPMWHEATON PRECIOUS METALS CORPhistory →COM2.85%$3M22.1K
9COWZPACER FDS TRUS CASH COWS 100 · DEVELOPED MRKT2.68%$2M42.5K
10RGLDROYAL GOLD INChistory →COM2.07%$2M8.5K
11UTESETFIS SER TR IVIRTUS REAVES UT · VIRTUS INFRCAP2.05%$2M43.7K
12LBLANDBRIDGE COMPANY LLChistory →CL A2.02%$2M37.4K
13PBTPERMIAN BASIN RTY TRhistory →UNIT BEN INT1.57%$1M84.0K
14AAPLAPPLE INChistory →COM1.36%$1M4.6K
15HEHAWAIIAN ELEC INDUSTRIEShistory →COM1.35%$1M99.6K
16ISRGINTUITIVE SURGICAL INChistory →COM NEW1.21%$1M1.9K
17MIAXMIAMI INTL HLDGS INChistory →COM1.19%$1M24.5K
18TSLATESLA INCCOM0.98%$891,7952.0K
19AMZNAMAZON COM INCCOM0.95%$861,6513.7K
20SPYSPDR S&P 500 ETF TRTR UNIT0.83%$751,4761.1K
21GOLYSTRATEGY SHSGOLD ENHANCED ET0.82%$749,67821.4K
22GOOGALPHABET INCCAP STK CL C · CAP STK CL A0.82%$744,4992.4K
23SOSOUTHERN COCOM0.72%$655,9187.5K
24IAUISHARES GOLD TRISHARES NEW0.72%$653,0138.0K
25JNJJOHNSON & JOHNSONCOM0.67%$610,9163.0K
26NVDANVIDIA CORPORATIONCOM0.63%$577,4463.1K
27BRK/BBERKSHIRE HATHAWAY INC DELCL B NEW0.62%$567,9951.1K
28SYKSTRYKER CORPORATIONCOM0.56%$510,9081.4K
29EXMOCEXXON MOBIL CORPCOM0.53%$483,1654.0K
30CRSCARPENTER TECHNOLOGY CORPCOM0.53%$478,5571.5K
31DUKDUKE ENERGY CORP NEWCOM NEW0.47%$431,5673.7K
32CMECME GROUP INCCOM0.43%$393,9961.4K
33MAMASTERCARD INCORPORATEDCL A0.39%$357,371626
34ETF OPPORTUNITIES TRUSTIDX DYNAMIC FIXE0.39%$356,43215.4K
35PMPHILIP MORRIS INTL INCCOM0.38%$349,3042.2K
36WBIWATERBRIDGE INFRASTRUCTURE LCL A SHS REPSTG0.34%$311,25615.6K
37IBMINTERNATIONAL BUSINESS MACHSCOM0.34%$311,0211.1K
38TCAFT ROWE PRICE ETF INCCAP APPRECIATION0.34%$307,4268.0K
39SLVISHARES SILVER TRISHARES0.33%$302,7104.7K
40MSBMESABI TRCTF BEN INT0.33%$302,6137.9K
41CACICACI INTL INCCL A0.31%$279,725525
42MOALTRIA GROUP INCCOM0.28%$255,3954.4K
43NEENEXTERA ENERGY INCCOM0.28%$252,8823.1K
44PNCPNC FINL SVCS GROUP INCCOM0.28%$250,4761.2K
45COSTCOSTCO WHSL CORP NEWCOM0.27%$250,079290
46DISDISNEY WALT COCOM0.26%$237,5352.1K
47ABBVABBVIE INCCOM0.26%$232,6031.0K
48TMOTHERMO FISHER SCIENTIFIC INCCOM0.25%$231,952400
49SJTSAN JUAN BASIN RTY TRUNIT BEN INT0.25%$228,48740.7K
50PEPPEPSICO INCCOM0.25%$226,2251.6K
51VNOMVIPER ENERGY INCCL A0.25%$224,9615.8K
52PLTRPALANTIR TECHNOLOGIES INCCL A0.25%$224,8541.3K
53BSVVANGUARD BD INDEX FDSSHORT TRM BOND0.23%$211,6842.7K
54ICEINTERCONTINENTAL EXCHANGE INCOM0.23%$209,0971.3K
55JEPIJ P MORGAN EXCHANGE TRADED FEQUITY PREMIUM0.23%$205,9893.6K
56AMATAPPLIED MATLS INCCOM0.23%$205,592800

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 ↗.