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


Currently, Atlas Wealth Partners, LLC holds 64 types of securities in its portfolio with a total value $91.6M. In the most recent quarter, they have increased their positions in SCHA (+6.1K shares, valued at $220.1K), FBTC (+4.0K shares, valued at $206.5K), DIS (+2.1K shares, valued at $201.2K); decreased their positions in TSLA (-649 shares, valued at $273.0K), N/A (-309 shares, valued at $230.8K), AAPL (-495 shares, valued at $143.2K); initiated new positions in SCHA (+6.1K shares, valued at $220.1K), DIS (+2.1K shares, valued at $201.2K), TMO (+400 shares, valued at $200.7K).


1M P&L
+7.0M+8.51%
3M P&L
+4.6M+5.43%
HY P&L
-1.9M-2.15%

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/A40.0M
45.4%
2Oil & Gas E&P17.6M
20.0%
3Gold8.9M
10.2%

Top Industries by Stock Count

1N/A22 stocks
39.3%
2Gold3 stocks
5.4%
3Oil & Gas Midstream3 stocks
5.4%
Stock Holdings
TPL
TEXAS PACIFIC LAND CORPORATI
-0.02%
Shares39.8K
Event2026-06-30
Filed2026-07-27
FBTC
FIDELITY WISE ORIGIN BITCOIN
1.90%
Shares216.5K
Event2026-06-30
Filed2026-07-27
INFL
LISTED FDS TR
0.80%
Shares136.0K
Event2026-06-30
Filed2026-07-27
GBTC
GRAYSCALE BITCOIN TRUST ETF
-0.50%
Shares139.6K
Event2026-06-30
Filed2026-07-27
FNV
FRANCO NEV CORP
-1.56%
Shares23.6K
Event2026-06-30
Filed2026-07-27
LB
LANDBRIDGE COMPANY LLC
1.03%
Shares38.4K
Event2026-06-30
Filed2026-07-27
SCHD
SCHWAB STRATEGIC TR
-1.79%
Shares92.1K
Event2026-06-30
Filed2026-07-27
WPM
WHEATON PRECIOUS METALS CORP
0.71%
Shares21.4K
Event2026-06-30
Filed2026-07-27
SCHG
SCHWAB STRATEGIC TR
-3.36%
Shares67.8K
Event2026-06-30
Filed2026-07-27
COWZ
PACER FDS TR
-0.36%
Shares36.0K
Event2026-06-30
Filed2026-07-27
MSFT
MICROSOFT CORP
-0.17%
Shares5.7K
Event2026-06-30
Filed2026-07-27
BCDF
LISTED FDS TR
7.85%
Shares69.7K
Event2026-06-30
Filed2026-07-27
PBT
PERMIAN BASIN RTY TR
1.35%
Shares82.2K
Event2026-06-30
Filed2026-07-27
RGLD
ROYAL GOLD INC
-1.21%
Shares8.1K
Event2026-06-30
Filed2026-07-27
HE
HAWAIIAN ELEC INDS INC MTN B
1.00%
Shares116.1K
Event2026-06-30
Filed2026-07-27
MIAX
MIAMI INTL HLDGS INC
2.18%
Shares38.5K
Event2026-06-30
Filed2026-07-27
AAPL
APPLE INC
-10.90%
Shares4.0K
Event2026-06-30
Filed2026-07-27
UTES
ETFIS SER TR I
-11.15%
Shares12.8K
Event2026-06-30
Filed2026-07-27
SCHV
SCHWAB STRATEGIC TR
-4.58%
Shares29.2K
Event2026-06-30
Filed2026-07-27
CRS
CARPENTER TECHNOLOGY CORP
0.07%
Shares1.5K
Event2026-06-30
Filed2026-07-27
AMZN
AMAZON COM INC
-6.99%
Shares3.7K
Event2026-06-30
Filed2026-07-27
ISRG
INTUITIVE SURGICAL INC
0.00%
Shares1.9K
Event2026-06-30
Filed2026-07-27
SOUTHERN CO
SOUTHERN CO
-1.89%
Shares7.8K
Event2026-06-30
Filed2026-07-27
JNJ
JOHNSON & JOHNSON
-8.84%
Shares2.6K
Event2026-06-30
Filed2026-07-27
PFFA
ETFIS SER TR I
1.84%
Shares30.4K
Event2026-06-30
Filed2026-07-27
STATE STR SPDR S&P 500 ETF T
STATE STR SPDR S&P 500 ETF T
-27.54%
Shares813
Event2026-06-30
Filed2026-07-27
APPLIED MATLS INC
APPLIED MATLS INC
0.00%
Shares800
Event2026-06-30
Filed2026-07-27
BRK.B
BERKSHIRE HATHAWAY INC DEL
0.00%
Shares1.1K
Event2026-06-30
Filed2026-07-27
NVDA
NVIDIA CORPORATION
-9.01%
Shares2.8K
Event2026-06-30
Filed2026-07-27
TSLA
TESLA INC
-32.98%
Shares1.3K
Event2026-06-30
Filed2026-07-27
WBI
WATERBRIDGE INFRASTRUCTURE L
0.00%
Shares15.7K
Event2026-06-30
Filed2026-07-27
IAU
ISHARES GOLD TR
-14.74%
Shares6.8K
Event2026-06-30
Filed2026-07-27
EXXON MOBIL CORP
EXXON MOBIL CORP
-2.64%
Shares3.7K
Event2026-06-30
Filed2026-07-27
DUK
DUKE ENERGY CORP NEW
-0.63%
Shares4.0K
Event2026-06-30
Filed2026-07-27
GOOG
ALPHABET INC
0.00%
Shares1.4K
Event2026-06-30
Filed2026-07-27
SYK
STRYKER CORPORATION
0.00%
Shares1.4K
Event2026-06-30
Filed2026-07-27
GOLY
STRATEGY SHS
-12.96%
Shares16.4K
Event2026-06-30
Filed2026-07-27
PM
PHILIP MORRIS INTL INC
-2.32%
Shares2.1K
Event2026-06-30
Filed2026-07-27
DYFI
ETF OPPORTUNITIES TRUST
-2.43%
Shares16.1K
Event2026-06-30
Filed2026-07-27
SLV
ISHARES SILVER TR
5.97%
Shares6.0K
Event2026-06-30
Filed2026-07-27
CME
CME GROUP INC
1.04%
Shares1.5K
Event2026-06-30
Filed2026-07-27
MASTERCARD INCORPORATED
MASTERCARD INCORPORATED
0.00%
Shares626
Event2026-06-30
Filed2026-07-27
MO
ALTRIA GROUP INC
-1.14%
Shares4.3K
Event2026-06-30
Filed2026-07-27
TCAF
T ROWE PRICE EXCHANGE-TRADED
-6.26%
Shares7.5K
Event2026-06-30
Filed2026-07-27
GOOGL
ALPHABET INC
-15.98%
Shares815
Event2026-06-30
Filed2026-07-27
IBM
INTERNATIONAL BUSINESS MACHS
-4.76%
Shares1.0K
Event2026-06-30
Filed2026-07-27
JAPN
LISTED FDS TR
1.23%
Shares12.3K
Event2026-06-30
Filed2026-07-27
ICOW
PACER FDS TR
-4.60%
Shares6.6K
Event2026-06-30
Filed2026-07-27
TFC
TRUIST FINL CORP
0.00%
Shares5.5K
Event2026-06-30
Filed2026-07-27
COSTCO WHOLESALE CORPORATION
COSTCO WHOLESALE CORPORATION
0.00%
Shares290
Event2026-06-30
Filed2026-07-27
PNC
PNC FINL SVCS GROUP INC
0.00%
Shares1.1K
Event2026-06-30
Filed2026-07-27
VNOM
VIPER ENERGY INC
0.55%
Shares6.3K
Event2026-06-30
Filed2026-07-27
ABBVIE INC
ABBVIE INC
0.00%
Shares1.0K
Event2026-06-30
Filed2026-07-27
DIVO
AMPLIFY ETF TR
0.41%
Shares5.2K
Event2026-06-30
Filed2026-07-27
OKE
ONEOK INC NEW
-2.72%
Shares2.7K
Event2026-06-30
Filed2026-07-27
NEXTERA ENERGY INC
NEXTERA ENERGY INC
-13.33%
Shares2.6K
Event2026-06-30
Filed2026-07-27
SCHA
SCHWAB STRATEGIC TR
New
Shares6.1K
Event2026-06-30
Filed2026-07-27
PEP
PEPSICO INC
0.00%
Shares1.6K
Event2026-06-30
Filed2026-07-27
SCHP
SCHWAB STRATEGIC TR
-15.92%
Shares8.0K
Event2026-06-30
Filed2026-07-27
BSV
VANGUARD BD INDEX FDS
0.00%
Shares2.7K
Event2026-06-30
Filed2026-07-27
JEPI
J P MORGAN EXCHANGE TRADED F
0.00%
Shares3.6K
Event2026-06-30
Filed2026-07-27
DIS
DISNEY WALT CO
New
Shares2.1K
Event2026-06-30
Filed2026-07-27
TMO
THERMO FISHER SCIENTIFIC INC
New
Shares400
Event2026-06-30
Filed2026-07-27
SJT
SAN JUAN BASIN RTY TR
-4.75%
Shares40.1K
Event2026-06-30
Filed2026-07-27

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available