Atlas Wealth Partners, LLC

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0001965798

Type: FundHoldings: 52Value: $81.1MLatest: 2025Q1

Atlas Wealth Partners, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 52 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "ABBV",
  "PBT",
  "SJT",
  "CRS",
  "DUK",
  null,
  null,
  "FNV",
  null,
  "ISRG",
  "ICE",
  "MSB",
  "MA",
  "MSFT",
  null,
  "PEP",
  "PNC",
  null,
  "AAPL",
  "SPY",
  "NVDA",
  "PG",
  null,
  null,
  "IBM",
  "SYK",
  "TMO",
  null,
  "RGLD",
  "LB",
  "AMZN",
  null,
  "TPL",
  "BSV",
  "WMT",
  "WPM",
  "SCHD",
  "SCHG",
  null,
  "SO",
  "BRK-B",
  "CME",
  "COST",
  "NEE",
  "GOOG",
  "XOM",
  "JNJ",
  "TSLA",
  "PM",
  "MO"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-05
Total Holdings: 52
Total Value: 81109
Accession Number: 0001965798-25-000003
Form Type: 13F-HR
CIK: atlas-wealth-partners
Manager Name: Atlas-Wealth-Partners

Data Enrichment

77% identified

40 identified12 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

52 positions • $81.1K total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Texas Pacific Land Corp

TPL|88262P102

Shares:13.5K

Value:$17.8M

% of Portfolio:21986.5% ($17.8M/$81.1K)

315948109

Shares:210.3K

Value:$15.1M

% of Portfolio:18657.6% ($15.1M/$81.1K)

389637109

Shares:152.9K

Value:$10.0M

% of Portfolio:12282.2% ($10.0M/$81.1K)

53656F623

Shares:120.3K

Value:$4.9M

% of Portfolio:6027.7% ($4.9M/$81.1K)

FRANCO NEVADA Corp

FNV|351858105

Shares:25.0K

Value:$3.9M

% of Portfolio:4847.8% ($3.9M/$81.1K)

808524797

SCHD|808524797

Shares:88.9K

Value:$2.5M

% of Portfolio:3062.5% ($2.5M/$81.1K)

MICROSOFT CORP

MSFT|594918104

Shares:6.4K

Value:$2.4M

% of Portfolio:2963.9% ($2.4M/$81.1K)

69374H881

Shares:38.4K

Value:$2.1M

% of Portfolio:2591.6% ($2.1M/$81.1K)

Wheaton Precious Metals Corp.

WPM|962879102

Shares:22.1K

Value:$1.7M

% of Portfolio:2119.4% ($1.7M/$81.1K)

808524300

SCHG|808524300

Shares:58.9K

Value:$1.5M

% of Portfolio:1819.8% ($1.5M/$81.1K)

ROYAL GOLD INC

RGLD|780287108

Shares:8.5K

Value:$1.4M

% of Portfolio:1711.3% ($1.4M/$81.1K)

Apple Inc.

AAPL|037833100

Shares:5.6K

Value:$1.2M

% of Portfolio:1526.3% ($1.2M/$81.1K)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:2.0K

Value:$991.0K

% of Portfolio:1221.8% ($991.0K/$81.1K)

26923G806

Shares:13.9K

Value:$897.0K

% of Portfolio:1105.9% ($897.0K/$81.1K)

LandBridge Co LLC

LB|514952100

Shares:11.6K

Value:$838.0K

% of Portfolio:1033.2% ($838.0K/$81.1K)

AMAZON COM INC

AMZN|023135106

Shares:4.1K

Value:$787.0K

% of Portfolio:970.3% ($787.0K/$81.1K)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:1.4K

Value:$730.0K

% of Portfolio:900.0% ($730.0K/$81.1K)

808524409

Shares:25.2K

Value:$671.0K

% of Portfolio:827.3% ($671.0K/$81.1K)

PERMIAN BASIN ROYALTY TRUST

PBT|714236106

Shares:67.4K

Value:$666.0K

% of Portfolio:821.1% ($666.0K/$81.1K)

SOUTHERN CO

SO|842587107

Shares:7.2K

Value:$659.0K

% of Portfolio:812.5% ($659.0K/$81.1K)

Instrument	Shares		Other Manager	Value	% of Portfolio
Texas Pacific Land Corp(TPLcusip88262P102)	13.5K	QoQ +1.25% (+167) YoY +0.73% (+98)	All Managers (Combined)	$17.8M	21986.5% ($17.8M/$81.1K)	QoQ +21.31% (+$3) YoY +134.27% (+$10)
(cusip315948109)✕	210.3K	QoQ +1.54% (-3.2K) YoY NEW(+210.3K)	All Managers (Combined)	$15.1M	18657.6% ($15.1M/$81.1K)	QoQ -10.41% (-$2) YoY NEW(+$15)
(cusip389637109)✕	152.9K	QoQ +0.20% (-316) YoY NEW(+152.9K)	All Managers (Combined)	$10.0M	12282.2% ($10.0M/$81.1K)	QoQ -11.77% (-$1) YoY NEW(+$10)
(cusip53656F623)✕	120.3K	QoQ +2.04% (+2.4K) YoY +6.77% (+7.6K)	All Managers (Combined)	$4.9M	6027.7% ($4.9M/$81.1K)	QoQ +8.93% (+$0) YoY +33.28% (+$1)
FRANCO NEVADA Corp(FNVcusip351858105)	25.0K	QoQ -0.79% (-200) YoY NEW(+25.0K)	All Managers (Combined)	$3.9M	4847.8% ($3.9M/$81.1K)	QoQ +32.92% (-$1) YoY NEW(+$4)
(SCHDcusip808524797)	88.9K	QoQ +3.66% (+3.1K) YoY NEW(+88.9K)	All Managers (Combined)	$2.5M	3062.5% ($2.5M/$81.1K)	QoQ +6.06% (+$0) YoY NEW(+$2)
MICROSOFT CORP(MSFTcusip594918104)	6.4K	QoQ -0.49% (-32) YoY NEW(+6.4K)	All Managers (Combined)	$2.4M	2963.9% ($2.4M/$81.1K)	QoQ -11.38% (-$0) YoY NEW(+$2)
(cusip69374H881)✕	38.4K	QoQ +3.76% (+1.4K) YoY +44.36% (+11.8K)	All Managers (Combined)	$2.1M	2591.6% ($2.1M/$81.1K)	QoQ +0.28% (+$0) YoY +43.48% (+$1)
Wheaton Precious Metals Corp.(WPMcusip962879102)	22.1K	QoQ +0.24% (+55) YoY NEW(+22.1K)	All Managers (Combined)	$1.7M	2119.4% ($1.7M/$81.1K)	QoQ +38.40% (+$0) YoY NEW(+$2)
(SCHGcusip808524300)	58.9K	QoQ +3.60% (-2.0K) YoY NEW(+58.9K)	All Managers (Combined)	$1.5M	1819.8% ($1.5M/$81.1K)	QoQ -6.87% (-$0) YoY NEW(+$1)
ROYAL GOLD INC(RGLDcusip780287108)	8.5K	QoQ +0.11% (+10) YoY NEW(+8.5K)	All Managers (Combined)	$1.4M	1711.3% ($1.4M/$81.1K)	QoQ +24.15% (+$0) YoY NEW(+$1)
Apple Inc.(AAPLcusip037833100)	5.6K	QoQ -6.14% (-365) YoY NEW(+5.6K)	All Managers (Combined)	$1.2M	1526.3% ($1.2M/$81.1K)	QoQ -16.74% (-$0) YoY NEW(+$1)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	2.0K	QoQ 0.00% (-0) YoY -4.76% (-100)	All Managers (Combined)	$991.0K	1221.8% ($991.0K/$81.1K)	QoQ -5.07% (-$0) YoY +21.44% (-$0)
(cusip26923G806)✕	13.9K	QoQ -7.87% (-1.2K) YoY -5.20% (-762)	All Managers (Combined)	$897.0K	1105.9% ($897.0K/$81.1K)	QoQ -6.65% (-$0) YoY +18.02% (-$0)
LandBridge Co LLC(LBcusip514952100)	11.6K	QoQ +69.65% (+4.8K) YoY NEW(+11.6K)	All Managers (Combined)	$838.0K	1033.2% ($838.0K/$81.1K)	QoQ +89.16% (+$0) YoY NEW(+$1)
AMAZON COM INC(AMZNcusip023135106)	4.1K	QoQ +0.73% (-30) YoY NEW(+4.1K)	All Managers (Combined)	$787.0K	970.3% ($787.0K/$81.1K)	QoQ -12.65% (-$0) YoY NEW(+$1)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	1.4K	QoQ +0.73% (+10) YoY NEW(+1.4K)	All Managers (Combined)	$730.0K	900.0% ($730.0K/$81.1K)	QoQ +18.50% (+$0) YoY NEW(+$1)
(cusip808524409)✕	25.2K	QoQ +6.68% (+1.6K) YoY NEW(+25.2K)	All Managers (Combined)	$671.0K	827.3% ($671.0K/$81.1K)	QoQ +8.75% (+$0) YoY NEW(+$1)
PERMIAN BASIN ROYALTY TRUST(PBTcusip714236106)	67.4K	QoQ +1.91% (-1.3K) YoY NEW(+67.4K)	All Managers (Combined)	$666.0K	821.1% ($666.0K/$81.1K)	QoQ -8.76% (-$0) YoY NEW(+$1)
SOUTHERN CO(SOcusip842587107)	7.2K	QoQ +11.52% (+740) YoY NEW(+7.2K)	All Managers (Combined)	$659.0K	812.5% ($659.0K/$81.1K)	QoQ +24.57% (+$0) YoY NEW(+$1)