StreetAlpha
13F holdings · Q2 2026

Atlas Wealth Partners

Wyomissing, PA · files as Atlas Wealth Partners, LLC
Holdings as of Jun 30, 2026Filed Jul 27, 2026Next filing due Nov 16, 2026CIK 1965798

Atlas Wealth Partners reported 64 stocks worth $91.6M in its 13F filing for Q2 2026, filed Jul 27, 2026. Its largest holdings are TPL (19.0%), FBTC (12.1%) and INFL (7.4%). Compared with Q1 2026, the fund opened new positions in SCHA, DIS and TMO, added to FBTC, INFL and LB, trimmed GBTC, FNV and SCHD and sold out of MSB, CACI and PLTR.

Reported value$91.6M−5.9% vs last quarter
Stocks held643 new · 4 sold out
Top 5 weight50.8%fairly concentrated
Turnover4%of the portfolio changed
🔒 A free account shows every holding, what the fund sold and its options.Create free account

Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
TPL
Texas Pacific Land C
$17.4M19.0%40KNo change8 of 8
2
FBTC
Fidelity Wise Origin Bitcoin
$11.1M12.1%216K+4,045 (+2%)8 of 8
3
INFL
Listed Fds TR
$6.8M7.4%136K+1,073 (+1%)8 of 8
4
GBTC
Grayscale Bitcoin Trust
$6.4M6.9%140K−700 (−0%)8 of 8
5
FNV
Franco Nev Corp
$4.9M5.4%24K−375 (−2%)8 of 8
6
LB
Landbridge Company LLC
$3M3.3%38K+390 (+1%)7 of 8
7
SCHD
Schwab US Dividend Equity ETF
$2.9M3.2%92K−1,674 (−2%)8 of 8
8
WPM
Wheaton Precious Metals Corp
$2.4M2.6%21K+150 (+1%)8 of 8
9
SCHG
Schwab Strategic TR
$2.3M2.5%68K−2,357 (−3%)8 of 8
10
COWZ
Pacer Fds TR
$2.2M2.5%36K−129 (−0%)8 of 8
🔒 54 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q1 2026, gone in Q2 2026
StockValue last quarterShares sold
MSB
Mesabi TR
$235K7,470
CACI
Caci Intl Inc
$231K425
PLTR
Palantir Technologies Inc
$222K1,515
ICE
Intercontinental Exchange in
$203K1,291

Reported value

last 8 quarters
$66KQ3 '24
$79KQ4 '24
$81KQ1 '25
$87KQ2 '25
$98MQ3 '25
$91MQ4 '25
$97.3MQ1 '26
$91.6MQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC
FiledFormQuarter
Jul 27, 202613F-HRQ2 2026SEC filing ↗

Other superinvestors

All hedge fund holdings →

Atlas Wealth Partners 13F FAQ

What does Atlas Wealth Partners own?

Atlas Wealth Partners reported 64 stocks worth $91.6M in its 13F filing for Q2 2026, filed Jul 27, 2026. Its largest holdings are TPL (19.0%), FBTC (12.1%) and INFL (7.4%). The table above lists every position in the filing (the top 10 without an account).

What did Atlas Wealth Partners buy and sell in Q2 2026?

Compared with Q1 2026: 3 new positions, 14 added to, 31 trimmed and 4 sold out. New positions include SCHA, DIS and TMO. It sold all of MSB, CACI and PLTR.

When will Atlas Wealth Partners file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is Atlas Wealth Partners's portfolio worth?

The Q2 2026 filing reports $91.6M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.