Filed: 5/5/2025ACC: 0001965798-25-000003
📋 What this filing means
ATLAS WEALTH PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 52 equity positions with a total reported market value of $81.1K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
52
Positions
$81.1K
Total AUM (reported)
1.03M
Total Shares
Allocation by class
COM$36.2K44.6%
SHS$15.1K18.7%
SHS REP COM UT$10.0K12.3%
HORIZON KINETICS$4.9K6.0%
US DIVIDEND EQ$2.5K3.1%
US CASH COWS 100$2.1K2.6%
US LCAP GR ETF$1.5K1.8%
Portfolio Concentration
Top 3$42.9K52.9%
4–10$19.0K23.4%
11–25$11.6K14.2%
Rest$7.6K9.4%
Top 3 weight
52.9%
Top 10 weight
76.4%
Voting Authority Distribution
Total shares with voting rights: 1.03M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.03M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole52
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings52
Rows:
TEXAS PACIFIC LAND CORPORATI
SOLEShares13.46K
TypeSH
Market value$17.8K
21.99%
Sole
0.00
Shared
0.00
None
13.46K
FIDELITY WISE ORIGIN BITCOIN
SOLEShares210.27K
TypeSH
Market value$15.1K
18.66%
Sole
0.00
Shared
0.00
None
210.27K
GRAYSCALE BITCOIN TRUST ETF
SOLEShares152.87K
TypeSH
Market value$10.0K
12.28%
Sole
0.00
Shared
0.00
None
152.87K
LISTED FD TR
SOLEShares120.28K
TypeSH
Market value$4.9K
6.03%
Sole
0.00
Shared
0.00
None
120.28K
FRANCO NEV CORP
SOLEShares24.95K
TypeSH
Market value$3.9K
4.85%
Sole
0.00
Shared
0.00
None
24.95K
SCHWAB STRATEGIC TR
SOLEShares88.85K
TypeSH
Market value$2.5K
3.06%
Sole
0.00
Shared
0.00
None
88.85K
MICROSOFT CORP
SOLEShares6.41K
TypeSH
Market value$2.4K
2.96%
Sole
0.00
Shared
0.00
None
6.41K
PACER FDS TR
SOLEShares38.38K
TypeSH
Market value$2.1K
2.59%
Sole
0.00
Shared
0.00
None
38.38K
WHEATON PRECIOUS METALS CORP
SOLEShares22.15K
TypeSH
Market value$1.7K
2.12%
Sole
0.00
Shared
0.00
None
22.15K
SCHWAB STRATEGIC TR
SOLEShares58.93K
TypeSH
Market value$1.5K
1.82%
Sole
0.00
Shared
0.00
None
58.93K
ROYAL GOLD INC
SOLEShares8.49K
TypeSH
Market value$1.4K
1.71%
Sole
0.00
Shared
0.00
None
8.49K
APPLE INC
SOLEShares5.57K
TypeSH
Market value$1.2K
1.53%
Sole
0.00
Shared
0.00
None
5.57K
INTUITIVE SURGICAL INC
SOLEShares2K
TypeSH
Market value$991.00
1.22%
Sole
0.00
Shared
0.00
None
2K
ETFIS SER TR I
SOLEShares13.88K
TypeSH
Market value$897.00
1.11%
Sole
0.00
Shared
0.00
None
13.88K
LANDBRIDGE COMPANY LLC
SOLEShares11.64K
TypeSH
Market value$838.00
1.03%
Sole
0.00
Shared
0.00
None
11.64K
AMAZON COM INC
SOLEShares4.13K
TypeSH
Market value$787.00
0.97%
Sole
0.00
Shared
0.00
None
4.13K
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.37K
TypeSH
Market value$730.00
0.90%
Sole
0.00
Shared
0.00
None
1.37K
SCHWAB STRATEGIC TR
SOLEShares25.23K
TypeSH
Market value$671.00
0.83%
Sole
0.00
Shared
0.00
None
25.23K
PERMIAN BASIN RTY TR
SOLEShares67.36K
TypeSH
Market value$666.00
0.82%
Sole
0.00
Shared
0.00
None
67.36K
SOUTHERN CO
SOLEShares7.16K
TypeSH
Market value$659.00
0.81%
Sole
0.00
Shared
0.00
None
7.16K
JOHNSON & JOHNSON
SOLEShares3.55K
TypeSH
Market value$589.00
0.73%
Sole
0.00
Shared
0.00
None
3.55K
SPDR S&P 500 ETF TR
SOLEShares1.03K
TypeSH
Market value$578.00
0.71%
Sole
0.00
Shared
0.00
None
1.03K
STRYKER CORPORATION
SOLEShares1.50K
TypeSH
Market value$560.00
0.69%
Sole
0.00
Shared
0.00
None
1.50K
ETFIS SER TR I
SOLEShares22.66K
TypeSH
Market value$481.00
0.59%
Sole
0.00
Shared
0.00
None
22.66K
EXXON MOBIL CORP
SOLEShares4.01K
TypeSH
Market value$478.00
0.59%
Sole
0.00
Shared
0.00
None
4.01K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TEXAS PACIFIC LAND CORPORATISOLE | COM | 13.46K | SH | $17.8K 21.99% | 0.00 | 0.00 | 13.46K |
FIDELITY WISE ORIGIN BITCOINSOLE | SHS | 210.27K | SH | $15.1K 18.66% | 0.00 | 0.00 | 210.27K |
GRAYSCALE BITCOIN TRUST ETFSOLE | SHS REP COM UT | 152.87K | SH | $10.0K 12.28% | 0.00 | 0.00 | 152.87K |
LISTED FD TRSOLE | HORIZON KINETICS | 120.28K | SH | $4.9K 6.03% | 0.00 | 0.00 | 120.28K |
FRANCO NEV CORPSOLE | COM | 24.95K | SH | $3.9K 4.85% | 0.00 | 0.00 | 24.95K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 88.85K | SH | $2.5K 3.06% | 0.00 | 0.00 | 88.85K |
MICROSOFT CORPSOLE | COM | 6.41K | SH | $2.4K 2.96% | 0.00 | 0.00 | 6.41K |
PACER FDS TRSOLE | US CASH COWS 100 | 38.38K | SH | $2.1K 2.59% | 0.00 | 0.00 | 38.38K |
WHEATON PRECIOUS METALS CORPSOLE | COM | 22.15K | SH | $1.7K 2.12% | 0.00 | 0.00 | 22.15K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 58.93K | SH | $1.5K 1.82% | 0.00 | 0.00 | 58.93K |
ROYAL GOLD INCSOLE | COM | 8.49K | SH | $1.4K 1.71% | 0.00 | 0.00 | 8.49K |
APPLE INCSOLE | COM | 5.57K | SH | $1.2K 1.53% | 0.00 | 0.00 | 5.57K |
INTUITIVE SURGICAL INCSOLE | COM NEW | 2K | SH | $991.00 1.22% | 0.00 | 0.00 | 2K |
ETFIS SER TR ISOLE | VIRTUS REAVES UT | 13.88K | SH | $897.00 1.11% | 0.00 | 0.00 | 13.88K |
LANDBRIDGE COMPANY LLCSOLE | CL A | 11.64K | SH | $838.00 1.03% | 0.00 | 0.00 | 11.64K |
AMAZON COM INCSOLE | COM | 4.13K | SH | $787.00 0.97% | 0.00 | 0.00 | 4.13K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.37K | SH | $730.00 0.90% | 0.00 | 0.00 | 1.37K |
SCHWAB STRATEGIC TRSOLE | US LCAP VA ETF | 25.23K | SH | $671.00 0.83% | 0.00 | 0.00 | 25.23K |
PERMIAN BASIN RTY TRSOLE | UNIT BEN INT | 67.36K | SH | $666.00 0.82% | 0.00 | 0.00 | 67.36K |
SOUTHERN COSOLE | COM | 7.16K | SH | $659.00 0.81% | 0.00 | 0.00 | 7.16K |
JOHNSON & JOHNSONSOLE | COM | 3.55K | SH | $589.00 0.73% | 0.00 | 0.00 | 3.55K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 1.03K | SH | $578.00 0.71% | 0.00 | 0.00 | 1.03K |
STRYKER CORPORATIONSOLE | COM | 1.50K | SH | $560.00 0.69% | 0.00 | 0.00 | 1.50K |
ETFIS SER TR ISOLE | VIRTUS INFRCAP | 22.66K | SH | $481.00 0.59% | 0.00 | 0.00 | 22.66K |
EXXON MOBIL CORPSOLE | COM | 4.01K | SH | $478.00 0.59% | 0.00 | 0.00 | 4.01K |
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