Fund HoldingsAtlas Wealth Partners, LLC

Total Portfolio Value
$97.25M
Total Bought
$15.93M
Total Sold
$6.66M
Net Transaction
+$9.27M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
TEXAS PACIFIC LAND CORPORATI(TPL)39,78239,849+6711,42618,91119.45%+7,485
LISTED FDS TR
HORI KI INFL ETF
130,556134,961+4,4055,8057,0267.22%+1,222
FRANCO NEV CORP(FNV)24,52823,988-5405,0845,9266.09%+842
LANDBRIDGE COMPANY LLC(LB)37,43338,030+5971,8342,6262.70%+792
LISTED FDS TR
HORZN KINTCS BL
48,89464,663+15,7691,4771,9882.04%+510
HAWAIIAN ELEC INDS INC MTN B(HE)99,577114,967+15,3901,2251,7061.75%+481
MIAMI INTL HLDGS INC(MIAX)24,47437,707+13,2331,0861,4681.51%+381
PERMIAN BASIN RTY TR(PBT)83,98981,144-2,8451,4261,7471.80%+322
SCHWAB STRATEGIC TR95,28993,777-1,5122,6142,8772.96%+263
TRUIST FINL CORP(TFC)05,503+5,50302530.26%+253
ONEOK INC NEW(OKE)02,753+2,75302490.26%+249
AMPLIFY ETF TR05,148+5,14802310.24%+231
ROYAL GOLD INC(RGLD)8,4598,240-2191,8802,0972.16%+216
WHEATON PRECIOUS METALS CORP(WPM)22,09621,246-8502,5972,7882.87%+191
EXXON MOBIL CORP4,0153,790-2254836430.66%+160
CARPENTER TECHNOLOGY CORP(CRS)1,5201,52004795990.62%+121
SOUTHERN CO(SO)7,5227,952+4306567680.79%+112
WATERBRIDGE INFRASTRUCTURE L(WBI)15,55515,715+1603114210.43%+110
DUKE ENERGY CORP NEW(DUK)3,6823,982+3004325210.54%+90
ISHARES SILVER TR(SLV)4,6995,699+1,0003033880.40%+86
PACER FDS TR
US CASH COWS 100
35,91836,135+2172,1772,2612.32%+83
JOHNSON & JOHNSON(JNJ)2,9522,829-1236116920.71%+81
APPLIED MATLS INC80080002062730.28%+68
VIPER ENERGY INC(VNOM)5,8236,225+4022252930.30%+68
ISHARES GOLD TR(IAU)8,0458,031-146537080.73%+55
COSTCO WHOLESALE CORPORATION(COST)29029002502890.30%+39
ALTRIA GROUP INC(MO)4,3994,39902552920.30%+37
PACER FDS TR
DEVELOPED MRKT
6,6236,931+3082592940.30%+35
CME GROUP INC(CME)1,4431,444+13944260.44%+32
NEXTERA ENERGY INC(NEE)3,1503,000-1502532790.29%+26
ETF OPPORTUNITIES TRUST
IDX DY FI IN ETF
15,45016,450+1,0003563740.38%+18
PEPSICO INC(PEP)1,5651,556-92262420.25%+15
LISTED FDS TR
HORI KI JAPA ETF
10,25012,200+1,9502642760.28%+13
ETFIS SER TR I
VIRTUS INFRCAP
27,70029,850+2,1505976080.62%+11
PHILIP MORRIS INTL INC(PM)2,1582,15803493600.37%+11
VANGUARD BD INDEX FDS2,6862,68602122110.22%-1
SCHWAB STRATEGIC TR9,5559,455-1002532520.26%-2
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
3,5853,58502062030.21%-3
PALANTIR TECHNOLOGIES INC(PLTR)1,2651,515+2502252220.23%-3
INTERCONTINENTAL EXCHANGE IN(ICE)1,2911,29102092030.21%-6
ABBVIE INC(ABBV)1,0181,01802332210.23%-11
PNC FINL SVCS GROUP INC(PNC)1,2001,100-1002502290.24%-22
STATE STR SPDR S&P 500 ETF T(SPY)1,1021,122+207517300.75%-22
T ROWE PRICE ETF INC
CAP APPRECIATION
8,0447,991-533072840.29%-23
ALPHABET INC(GOOG)97097003042790.29%-25
SAN JUAN BASIN RTY TR40,65642,106+1,4502282020.21%-26
BERKSHIRE HATHAWAY INC DEL1,1301,13005685410.56%-26
SCHWAB STRATEGIC TR32,43930,576-1,8639619330.96%-28
STRYKER CORPORATION(SYK)1,4501,45005114780.49%-33
NVIDIA CORPORATION(NVDA)3,0963,09605775400.56%-37
ALPHABET INC(GOOG)1,4051,40504414030.41%-38
AMAZON COM INC(AMZN)3,7333,933+2008628190.84%-43
MASTERCARD INCORPORATED(MA)62662603573130.32%-45
CACI INTL INC(CACI)525425-1002802310.24%-49
INTERNATIONAL BUSINESS MACHS(IBM)1,0501,05003112550.26%-57
MESABI TR7,8587,470-3883032350.24%-68
APPLE INC(AAPL)4,5624,542-201,2401,1531.19%-87
ETFIS SER TR I
VIRTUS REAVES UT
16,03214,352-1,6801,2661,1471.18%-119
TESLA INC(TSLA)1,9831,968-158927320.75%-160
STRATEGY SHS
GOLD ENHANCED ET
21,45018,900-2,5507505570.57%-193
SCHWAB STRATEGIC TR69,43970,111+6722,2652,0422.10%-223
INTUITIVE SURGICAL INC1,9501,900-501,1048760.90%-229
THERMO FISHER SCIENTIFIC INC(TMO)4000-4002320-232
DISNEY WALT CO(DIS)2,0750-2,0752380-238
MICROSOFT CORP(MSFT)5,8015,734-672,8062,1222.18%-683
GRAYSCALE BITCOIN TRUST ETF(GBTC)142,712140,312-2,4009,7567,4037.61%-2,353
FIDELITY WISE ORIGIN BITCOIN(FBTC)208,425212,416+3,99115,88812,53912.89%-3,349
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