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CIK: 0001965798
Total reported value
$91.6M
$91.6M
52 檔
56.5%
The Q1 2025 SEC filing reveals that Atlas Wealth Partners, LLC held a total portfolio value of $91.6M, covering 52 public equity positions.
In Q1 2025, Atlas Wealth Partners, LLC displayed an active expansion posture, initiating 4 new positions and adding to 21 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TPL | Texas Pacific Land CORP | Stock-Energy | 21.99% | -0.41% | +1.26% | |
| 2 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 18.66% | -0.82% | +1.55% | |
| 3 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 12.28% | -0.67% | +0.21% | |
| 4 | INFL | Horizon Kinetics Infl Benef | ETF-Other | 6.03% | +0.19% | +2.05% | |
| 5 | FNV | Franco-nevada CORP | Stock-Materials | 4.85% | -0.71% | -0.80% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.06% | +0.23% | +3.67% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.96% | +0.15% | -0.50% | |
| 8 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 2.59% | +0.13% | +3.77% | |
| 9 | WPM | Wheaton Precious Metals CORP | Stock-Materials | 2.12% | -0.25% | +0.25% | |
| 10 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.82% | +0.40% | +3.60% | |
| 11 | RGLD | Royal Gold Inc | Stock-Materials | 1.71% | -0.39% | +0.12% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.53% | +0.09% | -6.15% | |
| 13 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.22% | -0.07% | — | |
| 14 | UTES | Virtus Reaves Utilities ETF | ETF-Other | 1.11% | -0.04% | -7.88% | |
| 15 | LB | Landbridge Co Llc-a | Stock-Other | 1.03% | +0.63% | +69.65% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.97% | +0.11% | +0.73% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.90% | +0.06% | +0.74% | |
| 18 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.83% | +0.15% | +6.69% | |
| 19 | PBT | Permian Basin Royalty Trust | Stock-Other | 0.82% | +0.45% | +1.91% | |
| 20 | SO | Southern Co/the | Stock-Utilities | 0.81% | +0.03% | +11.52% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.73% | +0.01% | -9.43% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.71% | -0.09% | -9.85% | |
| 23 | SYK | Stryker CORP | Stock-Healthcare | 0.69% | +0.01% | — | |
| 24 | PFFA | Virtus Infracap US Pref Stck | ETF-Other | 0.59% | +0.06% | — | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 0.59% | -0.11% | — | |
| 26 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.50% | -0.14% | -6.26% | |
| 27 | DUK | Duke Energy CORP | Stock-Utilities | 0.46% | +0.01% | +18.40% | |
| 28 | MA | Mastercard Inc - A | Stock-Financials | 0.46% | +0.03% | — | |
| 29 | CME | Cme Group Inc | Stock-Financials | 0.45% | -0.09% | +0.07% | |
| 30 | NEE | Nextera Energy Inc | Stock-Utilities | 0.44% | -0.04% | +3.05% | |
| 31 | IAU | Ishares Gold Trust | ETF-Commodities | 0.43% | -0.17% | — | |
| 32 | PM | Philip Morris International | Stock-Consumer Staples | 0.43% | +0.05% | +0.19% | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 0.42% | +0.06% | -2.52% | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.40% | — | — | |
| 35 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.38% | -0.03% | +1.78% | |
| 36 | MO | Altria Group Inc | Stock-Consumer Staples | 0.36% | +0.04% | — | |
| 37 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.34% | +0.05% | -1.55% | |
| 38 | CRS | Carpenter Technology | Stock-Industrials | 0.34% | +0.40% | — | |
| 39 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.34% | -0.02% | -2.99% | |
| 40 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.33% | +0.01% | — | |
| 41 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.33% | +0.13% | — | |
| 42 | IBM | Intl Business Machines CORP | Stock-Tech | 0.32% | +0.05% | — | |
| 43 | WMT | Walmart Inc | Stock-Consumer Staples | 0.31% | — | -3.35% | |
| 44 | PNC | Pnc Financial Services Group | Stock-Financials | 0.30% | +0.06% | — | |
| 45 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.28% | — | — | |
| 46 | BCDF | Horizon Kin Blockchain Dev | ETF-Other | 0.28% | +0.23% | — | |
| 47 | ICOW | Pacer Developed Markets Inte | ETF-Other | 0.28% | — | +1.54% | |
| 48 | MSB | Mesabi Trust | Stock-Other | 0.27% | -0.24% | EXIT | |
| 49 | ICE | Intercontinental Exchange In | Stock-Financials | 0.26% | -0.21% | EXIT | |
| 50 | ABBV | Abbvie Inc | Stock-Healthcare | 0.26% | +0.05% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TPL | Texas Pacific Land CORP | +3.4% | +1.26% | Add |
| 2 | FNV | Franco-nevada CORP | +1.1% | -0.80% | Trim |
| 3 | WPM | Wheaton Precious Metals CORP | +0.6% | +0.25% | Add |
| 4 | LB | Landbridge Co Llc-a | +0.5% | +69.65% | Add |
| 5 | IAU | Ishares Gold Trust | +0.4% | NEW | New buy |
| 6 | INFL | Horizon Kinetics Infl Benef | +0.4% | +2.05% | Add |
| 7 | RGLD | Royal Gold Inc | +0.3% | +0.12% | Add |
| 8 | BCDF | Horizon Kin Blockchain Dev | +0.3% | NEW | New buy |
| 9 | ICE | Intercontinental Exchange In | +0.3% | NEW | New buy |
| 10 | ABBV | Abbvie Inc | +0.3% | NEW | New buy |
| 11 | SO | Southern Co/the | +0.1% | +11.52% | Add |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +0.74% | Add |
| 13 | DUK | Duke Energy CORP | +0.1% | +18.40% | Add |
| 14 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +3.67% | Add |
| 15 | PM | Philip Morris International | +0.1% | +0.19% | Add |
| 16 | SJT | San Juan Basin Royalty Tr | +0.1% | +21.20% | Add |
| 17 | SCHV | Schwab US Large-cap Value | +0.1% | +6.69% | Add |
| 18 | XOM | Exxon Mobil CORP | 0% | — | Unchanged |
| 19 | MO | Altria Group Inc | 0% | — | Unchanged |
| 20 | IBM | Intl Business Machines CORP | 0% | — | Unchanged |
| 21 | CME | Cme Group Inc | 0% | +0.07% | Add |
| 22 | ICOW | Pacer Developed Markets Inte | 0% | +1.54% | Add |
| 23 | JNJ | Johnson & Johnson | 0% | -9.43% | Trim |
| 24 | SYK | Stryker CORP | 0% | — | Unchanged |
| 25 | SCHP | Schwab U.s. Tips ETF | 0% | +1.78% | Add |
| 26 | CRS | Carpenter Technology | 0% | — | Unchanged |
| 27 | MSB | Mesabi Trust | 0% | +11.48% | Add |
| 28 | MA | Mastercard Inc - A | 0% | — | Unchanged |
| 29 | PEP | Pepsico Inc | 0% | -2.99% | Trim |
| 30 | WMT | Walmart Inc | 0% | -3.35% | Trim |
| 31 | TCAF | T Rowe Prc Cap Appreciation | 0% | -1.55% | Trim |
| 32 | PNC | Pnc Financial Services Group | 0% | — | Unchanged |
| 33 | PFFA | Virtus Infracap US Pref Stck | 0% | — | Unchanged |
| 34 | GOOG | Alphabet Inc-cl C | -0.1% | — | Unchanged |
| 35 | PBT | Permian Basin Royalty Trust | -0.1% | +1.91% | Add |
| 36 | ISRG | Intuitive Surgical Inc | -0.1% | — | Unchanged |
| 37 | UTES | Virtus Reaves Utilities ETF | -0.1% | -7.88% | Trim |
| 38 | NVDA | Nvidia CORP | -0.1% | -2.52% | Trim |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -9.85% | Trim |
| 40 | AMZN | Amazon.com Inc | -0.2% | +0.73% | Add |
| 41 | SCHG | Schwab US Large-cap Growth | -0.2% | +3.60% | Add |
| 42 | GOOGL | Alphabet Inc-cl A | -0.3% | EXIT | Sold out |
| 43 | CACI | Caci International Inc -cl A | -0.3% | EXIT | Sold out |
| 44 | DIS | Walt Disney Co/the | -0.3% | EXIT | Sold out |
| 45 | DEO | Diageo Plc-sponsored Adr | -0.3% | EXIT | Sold out |
| 46 | AAPL | Apple Inc | -0.4% | -6.15% | Trim |
| 47 | TSLA | Tesla Inc | -0.4% | -6.26% | Trim |
| 48 | MSFT | Microsoft CORP | -0.5% | -0.50% | Trim |
| 49 | GBTC | Grayscale Bitcoin Trust ETF | -2% | +0.21% | Add |
| 50 | FBTC | Fidelity Wise Origin Bitcoin | -2.7% | +1.55% | Add |
According to official SEC Form 13F filings, Atlas Wealth Partners, LLC reported a total U.S. public equity portfolio value of $91.6M across 52 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including TPL, FBTC, GBTC) accounted for 56.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
IAU
市值: $349.0K
Top Position Liquidated / Trimmed
DEO
前期市值: $232.0K
During Q1 2025, Atlas Wealth Partners, LLC's top holdings by market value included TPL (22.0%)、FBTC (18.7%)、GBTC (12.3%). The largest single position, TPL, represented 22.0% of total portfolio value.
In Q1 2025, Atlas Wealth Partners, LLC made 40 total portfolio adjustments, initiating 4 new buys, adding to 21 positions, trimming 11 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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