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Atlas Wealth Partners, LLC

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13F filer, CIK 1965798, WYOMISSING, PA

Atlas Wealth Partners, LLC reported $86,634,000 across 52 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-05. Its ten largest share positions make up 75.91% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001965798-25-000004

Period
2025-06-30
Reported value
$86.6M
Holdings
52
Top 10 weight
75.91%
New
4
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
LBadded+6,770$457K
DISnew+2,105$262K
CACInew+530$253K
GOLYnew+7,550$222K
HEnew+17,850$190K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
TPLreduced-591-$624K
FBTCreduced-4,989-$469K
GBTCreduced-4,945-$419K
WMTexited-2,884-$254K
MSBexited-8,057-$217K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001965798-25-000004, largest first. % of portfolio is the value over $86,634,000, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
FBTCFIDELITY WISE ORIGIN BITCOINQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 204,214 shares; 2024Q4: 207,068 shares; 2025Q1: 210,270 shares; 2025Q2: 205,281 shares 205,281$19.3M22.27%-4,989Timeline
TPLTEXAS PACIFIC LAND CORPORATIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,053 shares; 2024Q4: 13,292 shares; 2025Q1: 13,459 shares; 2025Q2: 12,868 shares 12,868$13.6M15.69%-591Timeline
GBTCGRAYSCALE BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,932 shares; 2024Q4: 152,552 shares; 2025Q1: 152,868 shares; 2025Q2: 147,923 shares 147,923$12.5M14.48%-4,945Timeline
INFLLISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,652 shares; 2024Q4: 117,870 shares; 2025Q1: 120,281 shares; 2025Q2: 121,905 shares 121,905$5.14M5.93%+1,624Timeline
FNVFRANCO NEV CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,620 shares; 2024Q4: 25,153 shares; 2025Q1: 24,953 shares; 2025Q2: 24,678 shares 24,678$4.04M4.67%-275Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,615 shares; 2024Q4: 6,437 shares; 2025Q1: 6,405 shares; 2025Q2: 6,039 shares 6,039$3M3.47%-366Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,552 shares; 2024Q4: 85,709 shares; 2025Q1: 88,853 shares; 2025Q2: 89,998 shares 89,998$2.38M2.75%+1,145Timeline
COWZPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,348 shares; 2024Q4: 36,987 shares; 2025Q1: 38,381 shares; 2025Q2: 36,656 shares 36,656$2.02M2.33%-1,725Timeline
WPMWHEATON PRECIOUS METALS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,016 shares; 2024Q4: 22,091 shares; 2025Q1: 22,146 shares; 2025Q2: 22,046 shares 22,046$1.98M2.29%-100Timeline
SCHGSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,248 shares; 2024Q4: 56,878 shares; 2025Q1: 58,928 shares; 2025Q2: 60,067 shares 60,067$1.75M2.03%+1,139Timeline
RGLDROYAL GOLD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,412 shares; 2024Q4: 8,477 shares; 2025Q1: 8,487 shares; 2025Q2: 8,429 shares 8,429$1.5M1.73%-58Timeline
LBLANDBRIDGE COMPANY LLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,864 shares; 2025Q1: 11,645 shares; 2025Q2: 18,415 shares 18,415$1.24M1.44%+6,770Timeline
UTESETFIS SER TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,843 shares; 2024Q4: 15,068 shares; 2025Q1: 13,881 shares; 2025Q2: 15,056 shares 15,056$1.14M1.31%+1,175Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,010 shares; 2024Q4: 5,936 shares; 2025Q1: 5,571 shares; 2025Q2: 5,432 shares 5,432$1.11M1.29%-139Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,100 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares 2,000$1.09M1.25%0Timeline
PBTPERMIAN BASIN RTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,556 shares; 2024Q4: 66,098 shares; 2025Q1: 67,363 shares; 2025Q2: 77,163 shares 77,163$960K1.11%+9,800Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,170 shares; 2024Q4: 4,105 shares; 2025Q1: 4,135 shares; 2025Q2: 3,918 shares 3,918$860K0.99%-217Timeline
SCHVSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,669 shares; 2024Q4: 23,648 shares; 2025Q1: 25,230 shares; 2025Q2: 26,475 shares 26,475$733K0.85%+1,245Timeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,072 shares; 2024Q4: 6,422 shares; 2025Q1: 7,162 shares; 2025Q2: 7,127 shares 7,127$654K0.75%-35Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,425 shares; 2024Q4: 1,360 shares; 2025Q1: 1,370 shares; 2025Q2: 1,330 shares 1,330$646K0.75%-40Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 607 shares; 2024Q4: 1,147 shares; 2025Q1: 1,034 shares; 2025Q2: 1,034 shares 1,034$639K0.74%0Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares 1,500$595K0.69%0Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,632 shares; 2024Q4: 1,677 shares; 2025Q1: 1,572 shares; 2025Q2: 1,572 shares 1,572$499K0.58%0Timeline
PFFAETFIS SER TR IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,400 shares; 2024Q4: 22,662 shares; 2025Q1: 22,662 shares; 2025Q2: 23,550 shares 23,550$491K0.57%+888Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,216 shares; 2024Q4: 3,256 shares; 2025Q1: 3,174 shares; 2025Q2: 3,099 shares 3,099$490K0.57%-75Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,072 shares; 2024Q4: 3,922 shares; 2025Q1: 3,552 shares; 2025Q2: 3,127 shares 3,127$478K0.55%-425Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,015 shares; 2024Q4: 4,015 shares; 2025Q1: 4,015 shares; 2025Q2: 4,015 shares 4,015$433K0.5%0Timeline
CRSCARPENTER TECHNOLOGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,520 shares; 2024Q4: 1,520 shares; 2025Q1: 1,520 shares; 2025Q2: 1,520 shares 1,520$420K0.48%0Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,150 shares; 2024Q4: 2,150 shares; 2025Q1: 2,154 shares; 2025Q2: 2,156 shares 2,156$396K0.46%+2Timeline
BCDFLISTED FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,220 shares; 2025Q2: 12,448 shares 12,448$388K0.45%+4,228Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 726 shares; 2024Q4: 676 shares; 2025Q1: 676 shares; 2025Q2: 676 shares 676$380K0.44%0Timeline
DUKDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,208 shares; 2024Q4: 2,582 shares; 2025Q1: 3,057 shares; 2025Q2: 3,157 shares 3,157$373K0.43%+100Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,922 shares; 2025Q2: 5,922 shares 5,922$369K0.43%0Timeline
CMECME GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,366 shares; 2024Q4: 1,366 shares; 2025Q1: 1,367 shares; 2025Q2: 1,317 shares 1,317$363K0.42%-50Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,050 shares; 2024Q4: 1,050 shares; 2025Q1: 1,050 shares; 2025Q2: 1,050 shares 1,050$310K0.36%0Timeline
SCHPSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,157 shares; 2024Q4: 11,205 shares; 2025Q1: 11,405 shares; 2025Q2: 11,405 shares 11,405$304K0.35%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,805 shares; 2024Q4: 1,705 shares; 2025Q1: 1,705 shares; 2025Q2: 1,705 shares 1,705$302K0.35%0Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,875 shares; 2024Q4: 4,925 shares; 2025Q1: 5,075 shares; 2025Q2: 4,225 shares 4,225$293K0.34%-850Timeline
TCAFT ROWE PRICE EXCHANGE-TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,564 shares; 2024Q4: 8,728 shares; 2025Q1: 8,593 shares; 2025Q2: 8,193 shares 8,193$289K0.33%-400Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 340 shares; 2024Q4: 340 shares; 2025Q1: 340 shares; 2025Q2: 290 shares 290$287K0.33%-50Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,426 shares; 2024Q4: 3,426 shares; 2025Q1: 3,426 shares; 2025Q2: 3,426 shares 3,426$270K0.31%0Timeline
MOALTRIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,968 shares; 2024Q4: 4,768 shares; 2025Q1: 4,768 shares; 2025Q2: 4,499 shares 4,499$266K0.31%-269Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,995 shares; 2025Q1: not reported; 2025Q2: 2,105 shares 2,105$262K0.3%newTimeline
PNCPNC FINL SVCS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,800 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares 1,400$261K0.3%0Timeline
CACICACI INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 505 shares; 2024Q4: 530 shares; 2025Q1: not reported; 2025Q2: 530 shares 530$253K0.29%newTimeline
ICOWPACER FDS TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,124 shares; 2025Q1: 7,234 shares; 2025Q2: 7,258 shares 7,258$247K0.29%+24Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,971 shares; 2024Q4: 1,871 shares; 2025Q1: 1,815 shares; 2025Q2: 1,740 shares 1,740$230K0.27%-75Timeline
GOLYSTRATEGY SHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,550 shares 7,550$222K0.26%newTimeline
ICEINTERCONTINENTAL EXCHANGE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,241 shares; 2025Q2: 1,191 shares 1,191$218K0.25%-50Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,352 shares; 2024Q4: 1,352 shares; 2025Q1: 1,352 shares; 2025Q2: 1,352 shares 1,352$215K0.25%0Timeline
SJTSAN JUAN BASIN RTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,225 shares; 2024Q4: 20,050 shares; 2025Q1: 24,300 shares; 2025Q2: 33,650 shares 33,650$201K0.23%+9,350Timeline
HEHAWAIIAN ELEC INDS INC MTN BQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,850 shares 17,850$190K0.22%newTimeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
WMTWALMART INC2,884$254Kshares
MSBMESABI TR8,057$217Kshares
ABBVABBVIE INC1,018$213Kshares
TMOTHERMO FISHER SCIENTIFIC INC425$212Kshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001965798-25-000004 base2025-08-05acceptance time not in the bulk data set