Atlas Wealth Partners, LLC

CIK

1965798

Location

WYOMISSING, PA

Portfolio Value

Micro $90,901,612

Diversification

Diversified

Filing Date

Global Rank

#8,360 / 8,794 ▼ 533 · as of Jun 2026

Top Industry

Oil & Gas E&P 40.4%

Period ended 3 months ago

Filed Jul 27, 2026 · 2mo

15 quarters · since Dec 2022

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

56 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

19.2%

−0.4 pts

Top 5

53.1%

−0.7 pts

Top 10

69.6%

−0.8 pts

HHI

769

Diversified−31

Portfolio Trend

15 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	43.9%	$39,927,873	16
Energy	26.6%	$24,209,286	8
Basic Materials	9.8%	$8,949,916	3
Technology	5.2%	$4,729,468	5
Financial Services	3.5%	$3,185,918	6
Utilities	3.4%	$3,046,871	4
Healthcare	2.6%	$2,323,811	5
Consumer Cyclical	1.6%	$1,426,618	2
Consumer Defensive	1.3%	$1,176,236	4
Communication Services	1.1%	$987,402	2
Industrials	1.0%	$938,213	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

13 positions

Ticker	Company	Δ Shares	Shares	Value
BCDF	Horizon Kinetics Blockchain Development ETF	+5,223	82,086	$2,078,132
FBTC	Fidelity Wise Origin Bitcoin Fund	+4,045	216,461	$11,050,334
HE	Hawaiian Electric Industries Inc	+1,150	116,117	$1,571,063
PBT	Permian Basin Royalty Trust	+1,097	82,241	$2,059,314
—		+1,073	136,034	$6,785,375
MIAX	Miami International Holdings, Inc.	+823	38,530	$1,431,774
LB	LandBridge Co LLC	+390	38,420	$3,044,400
SLV	iShares Silver Trust	+340	6,039	$322,905
WPM	Wheaton Precious Metals Corp.	+150	21,396	$2,403,198
VNOM	Viper Energy, Inc.	+34	6,259	$265,381
AIEQ	Amplify AI Powered Equity ETF	+21	5,169	$236,223
CME	Cme Group Inc.	+15	1,459	$322,190
CRS	Carpenter Technology Corp	+1	1,521	$938,213
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
DHSB	Day Hagan Smart Buffer ETF	−2,450	16,450	$413,717
SJT	San Juan Basin Royalty Trust	−2,000	40,106	$128,740
IAU	Ishares Gold Trust	−1,184	6,847	$517,016
AMZA	InfraCap MLP ETF	−1,050	43,152	$1,667,676
FNDA	Schwab Fundamental U.S. Small Company ETF	−844	203,075	$6,659,777
GBTC	Grayscale Bitcoin Trust ETF	−700	139,612	$6,355,138
TSLA	Tesla, Inc.	−649	1,319	$554,771
TACN	T. Rowe Price Active Core International Equity ETF	−500	7,491	$307,880
AAPL	Apple Inc.	−495	4,047	$1,171,039
AAAP	Pacer Barings CLO Market Flex ETF	−448	42,618	$2,514,830
NEE	Nextera Energy Inc	−400	2,600	$228,202
AAPX	T-Rex 2X Long Apple Daily Target ETF	−400	16,050	$0
FNV	FRANCO NEVADA Corp	−375	23,613	$4,921,893
SPY	Spdr S&P 500 ETF Trust	−309	813	$607,124
NVDA	Nvidia Corp	−279	2,817	$563,653
AMZN	Amazon Com Inc	−275	3,658	$871,847
JNJ	Johnson & Johnson	−250	2,579	$654,988
GOOGL	Alphabet Inc.	−155	2,220	$787,684
SO	Southern Co	−150	7,802	$746,729
RGLD	Royal Gold Inc	−100	8,140	$1,624,825
XOM	ExxonMobil Holdings Corp	−100	3,690	$504,496
OKE	Oneok Inc /New/	−75	2,678	$232,825
PM	Philip Morris International Inc.	−50	2,108	$381,358
IBM	International Business Machines Corp	−50	1,000	$281,210
MO	Altria Group, Inc.	−50	4,349	$312,910
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
TMO	Thermo Fisher Scientific Inc.	400	$200,544
DIS	Walt Disney Co	2,075	$199,718
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
MSB	Mesabi Trust	7,470	$235,305
CACI	Caci International Inc /De/	425	$231,144
PLTR	Palantir Technologies Inc.	1,515	$221,614
ICE	Intercontinental Exchange, Inc.	1,291	$203,048
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

56 tracked positions · $90,901,612 total · filing declares 64 positions · $91,554,377 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 56 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
TPL	Texas Pacific Land Corp Energy	Reduced	39,840	-9	$17,435,577	−7.8%	19.18%
FBTC	Fidelity Wise Origin Bitcoin Fund	Added	216,461	+4,045	$11,050,334	−11.9%	12.16%
		Added	136,034	+1,073	$6,785,375	−3.4%	7.46%
FNDA	Schwab Fundamental U.S. Small Company ETF	Reduced	203,075	-844	$6,659,777	+9.1%	7.33%
GBTC	Grayscale Bitcoin Trust ETF	Reduced	139,612	-700	$6,355,138	−14.2%	6.99%
FNV	FRANCO NEVADA Corp Basic Materials	Reduced	23,613	-375	$4,921,893	−16.9%	5.41%
LB	LandBridge Co LLC Energy	Added	38,420	+390	$3,044,400	+15.9%	3.35%
AAAP	Pacer Barings CLO Market Flex ETF	Reduced	42,618	-448	$2,514,830	−1.6%	2.77%
WPM	Wheaton Precious Metals Corp. Basic Materials	Added	21,396	+150	$2,403,198	−13.7%	2.64%
MSFT	Microsoft Corp Technology	Reduced	5,724	-10	$2,135,166	+0.6%	2.35%
BCDF	Horizon Kinetics Blockchain Development ETF	Added	82,086	+5,223	$2,078,132	+4.6%	2.29%
PBT	Permian Basin Royalty Trust Energy	Added	82,241	+1,097	$2,059,314	+17.9%	2.27%
AMZA	InfraCap MLP ETF	Reduced	43,152	-1,050	$1,667,676	−4.9%	1.83%
RGLD	Royal Gold Inc Basic Materials	Reduced	8,140	-100	$1,624,825	−22.5%	1.79%
HE	Hawaiian Electric Industries Inc Utilities	Added	116,117	+1,150	$1,571,063	−7.9%	1.73%
MIAX	Miami International Holdings, Inc. Financial Services	Added	38,530	+823	$1,431,774	−2.4%	1.58%
AAPL	Apple Inc. Technology	Reduced	4,047	-495	$1,171,039	+1.6%	1.29%
CRS	Carpenter Technology Corp Industrials	Added	1,521	+1	$938,213	+56.6%	1.03%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	3,658	-275	$871,847	+6.4%	0.96%
GOOGL	Alphabet Inc. Communication Services	Reduced	2,220	-155	$787,684	+15.5%	0.87%
ISRG	Intuitive Surgical Inc Healthcare	Held	1,900	0	$755,592	−13.7%	0.83%
SO	Southern Co Utilities	Reduced	7,802	-150	$746,729	−2.7%	0.82%
JNJ	Johnson & Johnson Healthcare	Reduced	2,579	-250	$654,988	−5.3%	0.72%
SPY	Spdr S&P 500 ETF Trust	Reduced	813	-309	$607,124	−16.8%	0.67%
AMAT	Applied Materials Inc /De Technology	Held	800	0	$578,400	+111.5%	0.64%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	1,130	0	$565,440	+4.4%	0.62%
NVDA	Nvidia Corp Technology	Reduced	2,817	-279	$563,653	+4.4%	0.62%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,319	-649	$554,771	−24.2%	0.61%
WBI	WaterBridge Infrastructure LLC Energy	Held	15,715	0	$538,553	+27.9%	0.59%
IAU	Ishares Gold Trust	Reduced	6,847	-1,184	$517,016	−27.0%	0.57%
XOM	ExxonMobil Holdings Corp Energy	Reduced	3,690	-100	$504,496	−21.5%	0.55%
DUK	Duke Energy CORP Utilities	Reduced	3,957	-25	$500,877	−3.9%	0.55%
SYK	Stryker Corp Healthcare	Held	1,450	0	$456,518	−4.2%	0.50%
DHSB	Day Hagan Smart Buffer ETF	Reduced	16,450	-2,450	$413,717	−25.7%	0.46%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	2,108	-50	$381,358	+6.9%	0.42%
SLV	iShares Silver Trust	Added	6,039	+340	$322,905	−16.8%	0.36%
CME	Cme Group Inc. Financial Services	Added	1,459	+15	$322,190	−24.5%	0.35%
MA	Mastercard Inc Financial Services	Held	626	0	$321,513	+2.8%	0.35%
MO	Altria Group, Inc. Consumer Defensive	Reduced	4,349	-50	$312,910	+7.8%	0.34%
TACN	T. Rowe Price Active Core International Equity ETF	Reduced	7,491	-500	$307,880	+8.3%	0.34%
IBM	International Business Machines Corp Technology	Reduced	1,000	-50	$281,210	+10.5%	0.31%
TFC	Truist Financial Corp Financial Services	Held	5,503	0	$274,159	+8.4%	0.30%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	290	0	$271,286	−6.1%	0.30%
PNC	Pnc Financial Services Group, Inc. Financial Services	Held	1,100	0	$270,842	+18.3%	0.30%
VNOM	Viper Energy, Inc. Energy	Added	6,259	+34	$265,381	−9.3%	0.29%
ABBV	AbbVie Inc. Healthcare	Held	1,018	0	$256,169	+15.7%	0.28%
AIEQ	Amplify AI Powered Equity ETF	Added	5,169	+21	$236,223	+2.3%	0.26%
OKE	Oneok Inc /New/ Energy	Reduced	2,678	-75	$232,825	−6.4%	0.26%
NEE	Nextera Energy Inc Utilities	Reduced	2,600	-400	$228,202	−18.1%	0.25%
PEP	Pepsico Inc Consumer Defensive	Held	1,556	0	$210,682	−12.8%	0.23%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.