Filed: 8/5/2025ACC: 0001965798-25-000004
📋 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 $86.6K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
52
Positions
$86.6K
Total AUM (reported)
1.07M
Total Shares
Allocation by class
COM$33.0K38.0%
SHS$19.3K22.3%
SHS REP COM UT$12.5K14.5%
HORIZON KINETICS$5.1K5.9%
US DIVIDEND EQ$2.4K2.8%
US CASH COWS 100$2.0K2.3%
CL A$1.9K2.2%
Portfolio Concentration
Top 3$45.4K52.4%
4–10$20.3K23.5%
11–25$12.6K14.6%
Rest$8.2K9.5%
Top 3 weight
52.4%
Top 10 weight
75.9%
Voting Authority Distribution
Total shares with voting rights: 1.07M
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
1.07M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole52
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings52
Rows:
FIDELITY WISE ORIGIN BITCOIN
SOLEShares205.28K
TypeSH
Market value$19.3K
22.27%
Sole
0.00
Shared
0.00
None
205.28K
TEXAS PACIFIC LAND CORPORATI
SOLEShares12.87K
TypeSH
Market value$13.6K
15.69%
Sole
0.00
Shared
0.00
None
12.87K
GRAYSCALE BITCOIN TRUST ETF
SOLEShares147.92K
TypeSH
Market value$12.5K
14.48%
Sole
0.00
Shared
0.00
None
147.92K
LISTED FDS TR
SOLEShares121.91K
TypeSH
Market value$5.1K
5.93%
Sole
0.00
Shared
0.00
None
121.91K
FRANCO NEV CORP
SOLEShares24.68K
TypeSH
Market value$4.0K
4.67%
Sole
0.00
Shared
0.00
None
24.68K
MICROSOFT CORP
SOLEShares6.04K
TypeSH
Market value$3.0K
3.47%
Sole
0.00
Shared
0.00
None
6.04K
SCHWAB STRATEGIC TR
SOLEShares90K
TypeSH
Market value$2.4K
2.75%
Sole
0.00
Shared
0.00
None
90K
PACER FDS TR
SOLEShares36.66K
TypeSH
Market value$2.0K
2.33%
Sole
0.00
Shared
0.00
None
36.66K
WHEATON PRECIOUS METALS CORP
SOLEShares22.05K
TypeSH
Market value$2.0K
2.29%
Sole
0.00
Shared
0.00
None
22.05K
SCHWAB STRATEGIC TR
SOLEShares60.07K
TypeSH
Market value$1.8K
2.03%
Sole
0.00
Shared
0.00
None
60.07K
ROYAL GOLD INC
SOLEShares8.43K
TypeSH
Market value$1.5K
1.73%
Sole
0.00
Shared
0.00
None
8.43K
LANDBRIDGE COMPANY LLC
SOLEShares18.41K
TypeSH
Market value$1.2K
1.44%
Sole
0.00
Shared
0.00
None
18.41K
ETFIS SER TR I
SOLEShares15.06K
TypeSH
Market value$1.1K
1.31%
Sole
0.00
Shared
0.00
None
15.06K
APPLE INC
SOLEShares5.43K
TypeSH
Market value$1.1K
1.29%
Sole
0.00
Shared
0.00
None
5.43K
INTUITIVE SURGICAL INC
SOLEShares2K
TypeSH
Market value$1.1K
1.25%
Sole
0.00
Shared
0.00
None
2K
PERMIAN BASIN RTY TR
SOLEShares77.16K
TypeSH
Market value$960.00
1.11%
Sole
0.00
Shared
0.00
None
77.16K
AMAZON COM INC
SOLEShares3.92K
TypeSH
Market value$860.00
0.99%
Sole
0.00
Shared
0.00
None
3.92K
SCHWAB STRATEGIC TR
SOLEShares26.48K
TypeSH
Market value$733.00
0.85%
Sole
0.00
Shared
0.00
None
26.48K
SOUTHERN CO
SOLEShares7.13K
TypeSH
Market value$654.00
0.75%
Sole
0.00
Shared
0.00
None
7.13K
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.33K
TypeSH
Market value$646.00
0.75%
Sole
0.00
Shared
0.00
None
1.33K
SPDR S&P 500 ETF TR
SOLEShares1.03K
TypeSH
Market value$639.00
0.74%
Sole
0.00
Shared
0.00
None
1.03K
STRYKER CORPORATION
SOLEShares1.50K
TypeSH
Market value$595.00
0.69%
Sole
0.00
Shared
0.00
None
1.50K
TESLA INC
SOLEShares1.57K
TypeSH
Market value$499.00
0.58%
Sole
0.00
Shared
0.00
None
1.57K
ETFIS SER TR I
SOLEShares23.55K
TypeSH
Market value$491.00
0.57%
Sole
0.00
Shared
0.00
None
23.55K
NVIDIA CORPORATION
SOLEShares3.10K
TypeSH
Market value$490.00
0.57%
Sole
0.00
Shared
0.00
None
3.10K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
FIDELITY WISE ORIGIN BITCOINSOLE | SHS | 205.28K | SH | $19.3K 22.27% | 0.00 | 0.00 | 205.28K |
TEXAS PACIFIC LAND CORPORATISOLE | COM | 12.87K | SH | $13.6K 15.69% | 0.00 | 0.00 | 12.87K |
GRAYSCALE BITCOIN TRUST ETFSOLE | SHS REP COM UT | 147.92K | SH | $12.5K 14.48% | 0.00 | 0.00 | 147.92K |
LISTED FDS TRSOLE | HORIZON KINETICS | 121.91K | SH | $5.1K 5.93% | 0.00 | 0.00 | 121.91K |
FRANCO NEV CORPSOLE | COM | 24.68K | SH | $4.0K 4.67% | 0.00 | 0.00 | 24.68K |
MICROSOFT CORPSOLE | COM | 6.04K | SH | $3.0K 3.47% | 0.00 | 0.00 | 6.04K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 90K | SH | $2.4K 2.75% | 0.00 | 0.00 | 90K |
PACER FDS TRSOLE | US CASH COWS 100 | 36.66K | SH | $2.0K 2.33% | 0.00 | 0.00 | 36.66K |
WHEATON PRECIOUS METALS CORPSOLE | COM | 22.05K | SH | $2.0K 2.29% | 0.00 | 0.00 | 22.05K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 60.07K | SH | $1.8K 2.03% | 0.00 | 0.00 | 60.07K |
ROYAL GOLD INCSOLE | COM | 8.43K | SH | $1.5K 1.73% | 0.00 | 0.00 | 8.43K |
LANDBRIDGE COMPANY LLCSOLE | CL A | 18.41K | SH | $1.2K 1.44% | 0.00 | 0.00 | 18.41K |
ETFIS SER TR ISOLE | VIRTUS REAVES UT | 15.06K | SH | $1.1K 1.31% | 0.00 | 0.00 | 15.06K |
APPLE INCSOLE | COM | 5.43K | SH | $1.1K 1.29% | 0.00 | 0.00 | 5.43K |
INTUITIVE SURGICAL INCSOLE | COM NEW | 2K | SH | $1.1K 1.25% | 0.00 | 0.00 | 2K |
PERMIAN BASIN RTY TRSOLE | UNIT BEN INT | 77.16K | SH | $960.00 1.11% | 0.00 | 0.00 | 77.16K |
AMAZON COM INCSOLE | COM | 3.92K | SH | $860.00 0.99% | 0.00 | 0.00 | 3.92K |
SCHWAB STRATEGIC TRSOLE | US LCAP VA ETF | 26.48K | SH | $733.00 0.85% | 0.00 | 0.00 | 26.48K |
SOUTHERN COSOLE | COM | 7.13K | SH | $654.00 0.75% | 0.00 | 0.00 | 7.13K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.33K | SH | $646.00 0.75% | 0.00 | 0.00 | 1.33K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 1.03K | SH | $639.00 0.74% | 0.00 | 0.00 | 1.03K |
STRYKER CORPORATIONSOLE | COM | 1.50K | SH | $595.00 0.69% | 0.00 | 0.00 | 1.50K |
TESLA INCSOLE | COM | 1.57K | SH | $499.00 0.58% | 0.00 | 0.00 | 1.57K |
ETFIS SER TR ISOLE | VIRTUS INFRCAP | 23.55K | SH | $491.00 0.57% | 0.00 | 0.00 | 23.55K |
NVIDIA CORPORATIONSOLE | COM | 3.10K | SH | $490.00 0.57% | 0.00 | 0.00 | 3.10K |
Page 1 of 3