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Atlas Wealth Partners, LLC — 13F Holdings & Portfolio

CIK 1965798 · latest 13F-HR filed 2026-07-27

Backtest portfolio

Atlas Wealth Partners, LLC manages $91.6M in 13F-reported U.S. long-equity assets across 64 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are TPL (19.04%), FBTC (12.07%), INFL (7.41%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 3 new positions and exited 4; 16 existing positions rose in reported value and 25 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$91.6M

Long-equity book

Holdings
64

Distinct positions

Period
2026-06-30

Filed 2026-07-27

Q/Q Activity
+3 / −4 / ↑16 / ↓25

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
TPL19.0% · -0%FBTC12.1% · +2%INFL7.4% · +1%GBTC6.9% · -0%FNV5.4% · -2%LB3.3% · +1%SCHD3.2% · -2%WPM2.6% · +1%SCHG2.5% · -3%COWZ2.4% · -0%MSFT2.3% · -0%BCDF2.3% · +8%PBT2.3% · +1%RGLD1.8% · -1%HE1.7% · +1%MIAX1.6% · +2%AAPL1.3% · -11%UTES1.1% · -11%SCHV1.1% · -5%CRS1.0% · +0%AMZN1.0% · -7%ISRG0.8% · 0%SO0.8% · -2%JNJ0.7% · -9%PFFA0.7% · +2%SPY0.7% · -28%AMAT0.6% · 0%BRK.B0.6% · 0%NVDA0.6% · -9%TSLA0.6% · -33%WBI0.6% · 0%IAU0.6% · -15%XOM0.6% · -3%DUK0.5% · -1%GOOG0.5% · 0%SYK0.5% · 0%GOLY0.5% · -13%PM0.4% · -2%DYFI0.4% · -2%SLV0.4% · +6%CME0.4% · +1%MA0.4% · 0%MO0.3% · -1%TCAF0.3% · -6%GOOGL0.3% · -16%IBM0.3% · -5%JAPN0.3% · +1%ICOW0.3% · -5%TFC0.3% · 0%COST0.3% · 0%PNC0.3% · 0%VNOM0.3% · +0%ABBV0.3% · 0%DIVO0.3% · +0%OKE0.3% · -3%NEE0.2% · -13%SCHA0.2% · newPEP0.2% · 0%SCHP0.2% · -16%BSV0.2% · 0%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 64.9%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Apr 28, 2026.

Assets Under Management
$872.6M
Discretionary
$872.6M
Employees
7
Accounts
2,903
Address
8044 MONTGOMERY ROAD
SUITE 450
CINCINNATI, OH 45236
Phone
(513) 985-3450
Website
This firm reports 2 disclosure items on its registration.
Name Title / Status Ownership Type
ARMSTRONG, ANDY, JOHN ControlCHIEF COMPLIANCE OFFICER
since May 2022
Less than 5%Individual
GEARHART, KENTON, KYLE ControlPRESIDENT AND CIO
since May 2022
75% or moreIndividual
RICE, ALEXANDRA, EICHLER ControlPARTNER
since Jan 2025
5–10%Individual
Ownership & leadership changes · 3 filings with changes since May 12, 2022

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 19, 2025 filing
  • No longer listedHarden, Kendall, McGarry · COO · Less than 5% · listed since May 2022
  • AddedRICE, ALEXANDRA, EICHLER · PARTNER · 5–10% · control person
Jun 27, 2024 filing
  • No longer listedBucciarelli, Shadia, Georgette · SENIOR VICE PRESIDENT · 5–10% · control person · listed since Oct 2022
Mar 8, 2023 filing
  • AddedBucciarelli, Shadia, Georgette · SENIOR VICE PRESIDENT · 5–10% · control person
May 12, 2022 filing (earliest on record)
  • ListedARMSTRONG, ANDY, JOHN · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ListedGEARHART, KENTON, KYLE · PRESIDENT AND CIO · 75% or more · control person
  • ListedHarden, Kendall, McGarry · COO · Less than 5%

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Atlas Wealth Partners, LLC Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 TEXAS PACIFIC LAND CORPORATI TPL 88262P102 $17.4M 19.04% 39,840 SH
2 FIDELITY WISE ORIGIN BITCOIN FBTC 315948109 $11.1M 12.07% 216,461 SH
3 LISTED FDS TR INFL 53656F623 $6.8M 7.41% 136,034 SH
4 GRAYSCALE BITCOIN TRUST ETF GBTC 389637109 $6.4M 6.94% 139,612 SH
5 FRANCO NEV CORP FNV 351858105 $4.9M 5.38% 23,613 SH
6 LANDBRIDGE COMPANY LLC LB 514952100 $3.0M 3.33% 38,420 SH
7 SCHWAB STRATEGIC TR SCHD 808524797 $2.9M 3.19% 92,103 SH
8 WHEATON PRECIOUS METALS CORP WPM 962879102 $2.4M 2.62% 21,396 SH
9 SCHWAB STRATEGIC TR SCHG 808524300 $2.3M 2.50% 67,754 SH
10 PACER FDS TR COWZ 69374H881 $2.2M 2.45% 36,006 SH
11 MICROSOFT CORP MSFT 594918104 $2.1M 2.33% 5,724 SH
12 LISTED FDS TR BCDF 53656G209 $2.1M 2.27% 69,736 SH
13 PERMIAN BASIN RTY TR PBT 714236106 $2.1M 2.25% 82,241 SH
14 ROYAL GOLD INC RGLD 780287108 $1.6M 1.77% 8,140 SH
15 HAWAIIAN ELEC INDS INC MTN B HE 419870100 $1.6M 1.72% 116,117 SH
16 MIAMI INTL HLDGS INC MIAX 59356Q108 $1.4M 1.56% 38,530 SH
17 APPLE INC AAPL 037833100 $1.2M 1.28% 4,047 SH
18 ETFIS SER TR I UTES 26923G806 $1.0M 1.14% 12,752 SH
19 SCHWAB STRATEGIC TR SCHV 808524409 $1.0M 1.11% 29,175 SH
20 CARPENTER TECHNOLOGY CORP CRS 144285103 $938.2K 1.02% 1,521 SH
21 AMAZON COM INC AMZN 023135106 $871.8K 0.95% 3,658 SH
22 INTUITIVE SURGICAL INC ISRG 46120E602 $755.6K 0.83% 1,900 SH
23 SOUTHERN CO SO 842587107 $746.7K 0.82% 7,802 SH
24 JOHNSON & JOHNSON JNJ 478160104 $655.0K 0.72% 2,579 SH
25 ETFIS SER TR I PFFA 26923G822 $625.3K 0.68% 30,400 SH
26 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $607.1K 0.66% 813 SH
27 APPLIED MATLS INC AMAT 038222105 $578.4K 0.63% 800 SH
28 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $565.4K 0.62% 1,130 SH
29 NVIDIA CORPORATION NVDA 67066G104 $563.6K 0.62% 2,817 SH
30 TESLA INC TSLA 88160R101 $554.8K 0.61% 1,319 SH
31 WATERBRIDGE INFRASTRUCTURE L WBI 940923105 $538.6K 0.59% 15,715 SH
32 ISHARES GOLD TR IAU 464285204 $517.0K 0.56% 6,847 SH
33 EXXON MOBIL CORP XOM 30231G102 $504.5K 0.55% 3,690 SH
34 DUKE ENERGY CORP NEW DUK 26441C204 $500.9K 0.55% 3,957 SH
35 ALPHABET INC GOOG 02079K107 $496.4K 0.54% 1,405 SH
36 STRYKER CORPORATION SYK 863667101 $457.8K 0.50% 1,450 SH
37 STRATEGY SHS GOLY 86280R878 $413.7K 0.45% 16,450 SH
38 PHILIP MORRIS INTL INC PM 718172109 $384.4K 0.42% 2,108 SH
39 ETF OPPORTUNITIES TRUST DYFI 26923N660 $365.4K 0.40% 16,050 SH
40 ISHARES SILVER TR SLV 46428Q109 $322.9K 0.35% 6,039 SH
41 CME GROUP INC CME 12572Q105 $322.1K 0.35% 1,459 SH
42 MASTERCARD INCORPORATED MA 57636Q104 $321.5K 0.35% 626 SH
43 ALTRIA GROUP INC MO 02209S103 $314.6K 0.34% 4,349 SH
44 T ROWE PRICE EXCHANGE-TRADED TCAF 87283Q867 $307.9K 0.34% 7,491 SH
45 ALPHABET INC GOOGL 02079K305 $291.3K 0.32% 815 SH
46 INTERNATIONAL BUSINESS MACHS IBM 459200101 $281.2K 0.31% 1,000 SH
47 LISTED FDS TR JAPN 53656H835 $277.8K 0.30% 12,350 SH
48 PACER FDS TR ICOW 69374H873 $275.3K 0.30% 6,612 SH
49 TRUIST FINL CORP TFC 89832Q109 $274.2K 0.30% 5,503 SH
50 COSTCO WHOLESALE CORPORATION COST 22160K105 $271.3K 0.30% 290 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-27 $91.6M 64 0001965798-26-000003
2026-03-31 2026-04-29 $97.3M 65 0001965798-26-000002
2025-12-31 2026-01-26 $91.0M 64 0001965798-26-000001
Filer Information
Address
2 MERIDIAN BOULEVARD
FIRST FLOOR
WYOMISSING, PA 19610
Phone
(610) 678-6806
Filing Manager
Atlas Wealth Partners, LLC
WYOMISSING, PA
Signatory
Ashleigh Swayze
Counsel