Sponsored

The Analysis of Atlas Wealth Partners, LLC's Holdings & P&L

Currently, Atlas Wealth Partners, LLC holds 65 types of securities in its portfolio with a total value $97.3M. In the most recent quarter, they have increased their positions in MIAX (+13.2K shares, valued at $515.0K), BCDF (+15.8K shares, valued at $484.7K), TFC (+5.5K shares, valued at $253.0K); decreased their positions in UTES (-1.7K shares, valued at $134.2K), FNV (-540 shares, valued at $133.4K), GBTC (-2.4K shares, valued at $126.6K); initiated new positions in TFC (+5.5K shares, valued at $253.0K), OKE (+2.8K shares, valued at $248.8K), DIVO (+5.1K shares, valued at $230.9K).

1M P&L

-884.9K-0.99%

3M P&L

-1.9M-2.07%

HY P&L

+8.9M+11.20%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A42.6M

45.1%

2Oil & Gas E&P19.1M

20.2%

3Gold10.8M

11.4%

Top Industries by Stock Count

1N/A21 stocks

35.6%

2Gold3 stocks

5.1%

3Utilities - Regulated Electric3 stocks

5.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

TPL TEXAS PACIFIC LAND CORPORATI39.8K shares0.17%2026-03-312026-04-29

FBTC FIDELITY WISE ORIGIN BITCOIN212.4K shares1.91%2026-03-312026-04-29

GBTC GRAYSCALE BITCOIN TRUST ETF140.3K shares-1.68%2026-03-312026-04-29

INFL LISTED FDS TR135.0K shares3.37%2026-03-312026-04-29

FNV FRANCO NEV CORP24.0K shares-2.20%2026-03-312026-04-29

SCHD SCHWAB STRATEGIC TR93.8K shares-1.59%2026-03-312026-04-29

WPM WHEATON PRECIOUS METALS CORP21.2K shares-3.85%2026-03-312026-04-29

LB LANDBRIDGE COMPANY LLC38.0K shares1.59%2026-03-312026-04-29

Sponsored

COWZ PACER FDS TR36.1K shares0.60%2026-03-312026-04-29

MSFT MICROSOFT CORP5.7K shares-1.15%2026-03-312026-04-29

RGLD ROYAL GOLD INC8.2K shares-2.59%2026-03-312026-04-29

SCHG SCHWAB STRATEGIC TR70.1K shares0.97%2026-03-312026-04-29

BCDF LISTED FDS TR64.7K shares32.25%2026-03-312026-04-29

PBT PERMIAN BASIN RTY TR81.1K shares-3.39%2026-03-312026-04-29

HE HAWAIIAN ELEC INDS INC MTN B115.0K shares15.46%2026-03-312026-04-29

MIAX MIAMI INTL HLDGS INC37.7K shares54.07%2026-03-312026-04-29

Sponsored

AAPL APPLE INC4.5K shares-0.44%2026-03-312026-04-29

UTES ETFIS SER TR I14.4K shares-10.48%2026-03-312026-04-29

SCHV SCHWAB STRATEGIC TR30.6K shares-5.74%2026-03-312026-04-29

ISRG INTUITIVE SURGICAL INC1.9K shares-2.56%2026-03-312026-04-29

AMZN AMAZON COM INC3.9K shares5.36%2026-03-312026-04-29

SO SOUTHERN CO8.0K shares5.72%2026-03-312026-04-29

TSLA TESLA INC2.0K shares-0.76%2026-03-312026-04-29

SPY STATE STR SPDR S&P 500 ETF T1.1K shares1.81%2026-03-312026-04-29

Sponsored

ISHARES GOLD TR ISHARES GOLD TR8.0K shares-0.17%2026-03-312026-04-29

JNJ JOHNSON & JOHNSON2.8K shares-4.17%2026-03-312026-04-29

XOM EXXON MOBIL CORP3.8K shares-5.60%2026-03-312026-04-29

PFFA ETFIS SER TR I29.9K shares7.76%2026-03-312026-04-29

CRS CARPENTER TECHNOLOGY CORP1.5K shares0.00%2026-03-312026-04-29

GOLY STRATEGY SHS18.9K shares-11.89%2026-03-312026-04-29

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.1K shares0.00%2026-03-312026-04-29

NVDA NVIDIA CORPORATION3.1K shares0.00%2026-03-312026-04-29

Sponsored

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW4.0K shares8.15%2026-03-312026-04-29

SYK STRYKER CORPORATION1.4K shares0.00%2026-03-312026-04-29

CME CME GROUP INC1.4K shares0.07%2026-03-312026-04-29

WBI WATERBRIDGE INFRASTRUCTURE L15.7K shares1.03%2026-03-312026-04-29

ALPHABET INC ALPHABET INC1.4K shares0.00%2026-03-312026-04-29

SLV ISHARES SILVER TR5.7K shares21.28%2026-03-312026-04-29

DYFI ETF OPPORTUNITIES TRUST16.4K shares6.47%2026-03-312026-04-29

PM PHILIP MORRIS INTL INC2.2K shares0.00%2026-03-312026-04-29

Sponsored

MA MASTERCARD INCORPORATED626 shares0.00%2026-03-312026-04-29

ICOW PACER FDS TR6.9K shares4.65%2026-03-312026-04-29

VIPER ENERGY INC VIPER ENERGY INC6.2K shares6.90%2026-03-312026-04-29

MO ALTRIA GROUP INC4.4K shares0.00%2026-03-312026-04-29

COST COSTCO WHOLESALE CORPORATION290 shares0.00%2026-03-312026-04-29

TCAF T ROWE PRICE ETF INC8.0K shares-0.66%2026-03-312026-04-29

ALPHABET INC ALPHABET INC970 shares0.00%2026-03-312026-04-29

NEE NEXTERA ENERGY INC3.0K shares-4.76%2026-03-312026-04-29

Sponsored

JAPN LISTED FDS TR12.2K shares19.02%2026-03-312026-04-29

AMAT APPLIED MATLS INC800 shares0.00%2026-03-312026-04-29

IBM INTERNATIONAL BUSINESS MACHS1.1K shares0.00%2026-03-312026-04-29

TFC TRUIST FINL CORP5.5K sharesnew addition2026-03-312026-04-29

SCHP SCHWAB STRATEGIC TR9.5K shares-1.05%2026-03-312026-04-29

OKE ONEOK INC NEW2.8K sharesnew addition2026-03-312026-04-29

PEP PEPSICO INC1.6K shares-0.58%2026-03-312026-04-29

MSB MESABI TR7.5K shares-4.94%2026-03-312026-04-29

Sponsored

CACI CACI INTL INC425 shares-19.05%2026-03-312026-04-29

DIVO AMPLIFY ETF TR5.1K sharesnew addition2026-03-312026-04-29

PNC PNC FINL SVCS GROUP INC1.1K shares-8.33%2026-03-312026-04-29

PLTR PALANTIR TECHNOLOGIES INC1.5K shares19.76%2026-03-312026-04-29

ABBV ABBVIE INC1.0K shares0.00%2026-03-312026-04-29

BSV VANGUARD BD INDEX FDS2.7K shares0.00%2026-03-312026-04-29

JEPI J P MORGAN EXCHANGE TRADED F3.6K shares0.00%2026-03-312026-04-29

ICE INTERCONTINENTAL EXCHANGE IN1.3K shares0.00%2026-03-312026-04-29

Sponsored

SJT SAN JUAN BASIN RTY TR42.1K shares3.57%2026-03-312026-04-29

TPL

TEXAS PACIFIC LAND CORPORATI

0.17%

Shares39.8K

Event2026-03-31

Filed2026-04-29

FBTC

FIDELITY WISE ORIGIN BITCOIN

1.91%

Shares212.4K

Event2026-03-31

Filed2026-04-29

GBTC

GRAYSCALE BITCOIN TRUST ETF

-1.68%

Shares140.3K

Event2026-03-31

Filed2026-04-29

INFL

LISTED FDS TR

3.37%

Shares135.0K

Event2026-03-31

Filed2026-04-29

FNV

FRANCO NEV CORP

-2.20%

Shares24.0K

Event2026-03-31

Filed2026-04-29

SCHD

SCHWAB STRATEGIC TR

-1.59%

Shares93.8K

Event2026-03-31

Filed2026-04-29

WPM

WHEATON PRECIOUS METALS CORP

-3.85%

Shares21.2K

Event2026-03-31

Filed2026-04-29

LANDBRIDGE COMPANY LLC

1.59%

Shares38.0K

Event2026-03-31

Filed2026-04-29

COWZ

PACER FDS TR

0.60%

Shares36.1K

Event2026-03-31

Filed2026-04-29

MSFT

MICROSOFT CORP

-1.15%

Shares5.7K

Event2026-03-31

Filed2026-04-29

RGLD

ROYAL GOLD INC

-2.59%

Shares8.2K

Event2026-03-31

Filed2026-04-29

SCHG

SCHWAB STRATEGIC TR

0.97%

Shares70.1K

Event2026-03-31

Filed2026-04-29

BCDF

LISTED FDS TR

32.25%

Shares64.7K

Event2026-03-31

Filed2026-04-29

PBT

PERMIAN BASIN RTY TR

-3.39%

Shares81.1K

Event2026-03-31

Filed2026-04-29

HAWAIIAN ELEC INDS INC MTN B

15.46%

Shares115.0K

Event2026-03-31

Filed2026-04-29

MIAX

MIAMI INTL HLDGS INC

54.07%

Shares37.7K

Event2026-03-31

Filed2026-04-29

AAPL

APPLE INC

-0.44%

Shares4.5K

Event2026-03-31

Filed2026-04-29

UTES

ETFIS SER TR I

-10.48%

Shares14.4K

Event2026-03-31

Filed2026-04-29

SCHV

SCHWAB STRATEGIC TR

-5.74%

Shares30.6K

Event2026-03-31

Filed2026-04-29

ISRG

INTUITIVE SURGICAL INC

-2.56%

Shares1.9K

Event2026-03-31

Filed2026-04-29

AMZN

AMAZON COM INC

5.36%

Shares3.9K

Event2026-03-31

Filed2026-04-29

SOUTHERN CO

5.72%

Shares8.0K

Event2026-03-31

Filed2026-04-29

TSLA

TESLA INC

-0.76%

Shares2.0K

Event2026-03-31

Filed2026-04-29

SPY

STATE STR SPDR S&P 500 ETF T

1.81%

Shares1.1K

Event2026-03-31

Filed2026-04-29

ISHARES GOLD TR

-0.17%

Shares8.0K

Event2026-03-31

Filed2026-04-29

JNJ

JOHNSON & JOHNSON

-4.17%

Shares2.8K

Event2026-03-31

Filed2026-04-29

XOM

EXXON MOBIL CORP

-5.60%

Shares3.8K

Event2026-03-31

Filed2026-04-29

PFFA

ETFIS SER TR I

7.76%

Shares29.9K

Event2026-03-31

Filed2026-04-29

CRS

CARPENTER TECHNOLOGY CORP

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-29

GOLY

STRATEGY SHS

-11.89%

Shares18.9K

Event2026-03-31

Filed2026-04-29

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-29

NVDA

NVIDIA CORPORATION

0.00%

Shares3.1K

Event2026-03-31

Filed2026-04-29

DUKE ENERGY CORP NEW

8.15%

Shares4.0K

Event2026-03-31

Filed2026-04-29

SYK

STRYKER CORPORATION

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-29

CME

CME GROUP INC

0.07%

Shares1.4K

Event2026-03-31

Filed2026-04-29

WBI

WATERBRIDGE INFRASTRUCTURE L

1.03%

Shares15.7K

Event2026-03-31

Filed2026-04-29

ALPHABET INC

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-29

SLV

ISHARES SILVER TR

21.28%

Shares5.7K

Event2026-03-31

Filed2026-04-29

DYFI

ETF OPPORTUNITIES TRUST

6.47%

Shares16.4K

Event2026-03-31

Filed2026-04-29

PHILIP MORRIS INTL INC

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-29

MASTERCARD INCORPORATED

0.00%

Shares626

Event2026-03-31

Filed2026-04-29

ICOW

PACER FDS TR

4.65%

Shares6.9K

Event2026-03-31

Filed2026-04-29

VIPER ENERGY INC

6.90%

Shares6.2K

Event2026-03-31

Filed2026-04-29

ALTRIA GROUP INC

0.00%

Shares4.4K

Event2026-03-31

Filed2026-04-29

COST

COSTCO WHOLESALE CORPORATION

0.00%

Shares290

Event2026-03-31

Filed2026-04-29

TCAF

T ROWE PRICE ETF INC

-0.66%

Shares8.0K

Event2026-03-31

Filed2026-04-29

ALPHABET INC

0.00%

Shares970

Event2026-03-31

Filed2026-04-29

NEE

NEXTERA ENERGY INC

-4.76%

Shares3.0K

Event2026-03-31

Filed2026-04-29

JAPN

LISTED FDS TR

19.02%

Shares12.2K

Event2026-03-31

Filed2026-04-29

AMAT

APPLIED MATLS INC

0.00%

Shares800

Event2026-03-31

Filed2026-04-29

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-29

TFC

TRUIST FINL CORP

New

Shares5.5K

Event2026-03-31

Filed2026-04-29

SCHP

SCHWAB STRATEGIC TR

-1.05%

Shares9.5K

Event2026-03-31

Filed2026-04-29

OKE

ONEOK INC NEW

New

Shares2.8K

Event2026-03-31

Filed2026-04-29

PEP

PEPSICO INC

-0.58%

Shares1.6K

Event2026-03-31

Filed2026-04-29

MSB

MESABI TR

-4.94%

Shares7.5K

Event2026-03-31

Filed2026-04-29

CACI

CACI INTL INC

-19.05%

Shares425

Event2026-03-31

Filed2026-04-29

DIVO

AMPLIFY ETF TR

New

Shares5.1K

Event2026-03-31

Filed2026-04-29

PNC

PNC FINL SVCS GROUP INC

-8.33%

Shares1.1K

Event2026-03-31

Filed2026-04-29

PLTR

PALANTIR TECHNOLOGIES INC

19.76%

Shares1.5K

Event2026-03-31

Filed2026-04-29

ABBV

ABBVIE INC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-29

BSV

VANGUARD BD INDEX FDS

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-29

JEPI

J P MORGAN EXCHANGE TRADED F

0.00%

Shares3.6K

Event2026-03-31

Filed2026-04-29

ICE

INTERCONTINENTAL EXCHANGE IN

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-29

SJT

SAN JUAN BASIN RTY TR

3.57%

Shares42.1K

Event2026-03-31

Filed2026-04-29

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available