1y return−3.6%S&P 500 +20.9%
3y return+73.2%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2022: $132 against $195 in the S&P 500.2
Atlas Wealth Partners, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| TPLTexas Pacific Land Corporati | $17.4M | 19.0% | |
| FBTCFidelity Wise Origin Bitcoin | $11.1M | 12.1% | +1.9% |
| INFLListed Fds Tr | $6.8M | 7.4% | |
| GBTCGrayscale Bitcoin Trust Etf | $6.4M | 6.9% | |
| FNVFranco Nev Corp | $4.9M | 5.4% | −1.6% |
| LBLandbridge Company LLC | $3.0M | 3.3% | +1.0% |
| SCHDSchwab Strategic Tr | $2.9M | 3.2% | −1.8% |
| WPMWheaton Precious Metals Corp | $2.4M | 2.6% | |
| SCHGSchwab Strategic Tr | $2.3M | 2.5% | −3.4% |
| COWZPacer Fds Tr | $2.2M | 2.4% | |
| MSFTMicrosoft Corp | $2.1M | 2.3% | |
| BCDFListed Fds Tr | $2.1M | 2.3% | +7.8% |
| PBTPermian Basin Rty Tr | $2.1M | 2.3% | +1.4% |
| RGLDRoyal Gold Inc | $1.6M | 1.8% | −1.2% |
| HEHawaiian Elec Inds Inc Mtn B | $1.6M | 1.7% | +1.0% |
| MIAXMiami Intl Hldgs Inc | $1.4M | 1.6% | +2.2% |
| AAPLApple Inc | $1.2M | 1.3% | −10.9% |
| UTESEtfis Ser Tr I | $1.0M | 1.1% | −11.1% |
| SCHVSchwab Strategic Tr | $1.0M | 1.1% | −4.6% |
| CRSCarpenter Technology Corp | $938K | 1.0% | |
| AMZNAmazon Com Inc | $872K | 1.0% | −7.0% |
| ISRGIntuitive Surgical Inc | $756K | 0.8% | |
| SOSouthern Co | $747K | 0.8% | −1.9% |
| JNJJohnson & Johnson | $655K | 0.7% | −8.8% |
| PFFAEtfis Ser Tr I | $625K | 0.7% | +1.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2023 | +304.0% | $564K |
| GOOGAlphabet Inc | December 31, 2022 | +298.2% | $496K |
| CRSCarpenter Technology Corp | September 30, 2024 | +286.5% | $938K |
| TSLATesla Inc | December 31, 2022 | +241.5% | $555K |
| AMATApplied Matls Inc | December 31, 2025 | +181.3% | $578K |
| PBTPermian Basin Rty Tr | September 30, 2024 | +110.6% | $2.1M |
| WPMWheaton Precious Metals Corp | September 30, 2024 | +83.9% | $2.4M |
| UTESEtfis Ser Tr I | December 31, 2022 | +74.4% | $1.0M |
| TPLTexas Pacific Land Corporati | December 31, 2022 | +68.0% | $17.4M |
| FNVFranco Nev Corp | September 30, 2024 | +67.8% | $4.9M |
Sold off last quarter
- MSBMesabi Tr was $235K
- CACICaci Intl Inc was $231K
- PLTRPalantir Technologies Inc was $222K
- ICEIntercontinental Exchange In was $203K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | −4.6% | +14.8% |
| March 31, 2026 | +5.3% | −4.6% |
| December 31, 2025 | −8.6% | +2.4% |
| September 30, 2025 | +5.0% | +7.8% |
| June 30, 2025 | +8.1% | +10.5% |
| March 31, 2025 | +1.1% | −4.6% |
| December 31, 2024 | +18.5% | +2.1% |
| September 30, 2024 | +14.6% | +5.4% |
| June 30, 2024 | +12.8% | +4.0% |
| March 31, 2024 | +8.4% | +10.0% |
| December 31, 2023 | −2.9% | +11.2% |
| September 30, 2023 | +2.0% | −3.6% |
| June 30, 2023 | −9.3% | +8.3% |
| March 31, 2023 | −15.6% | +7.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Atlas Wealth Partners, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1965798&type=13F-HR&dateb=&owner=include&count=40CIK 1965798
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1965798/000196579826000003/Filed July 27, 2026 · accession 0001965798-26-000003