StockDriftsStockDriftsTop 50 Atlas Wealth Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TPL | TEXAS PACIFIC LAND CORPORATI | 19.04% | 39.8K | $17.4M | -0.02%(-9) | $235.57(+51.92%) | 2026-06-30 | |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | 12.07% | 216.5K | $11.1M | +1.90%(+4.04K) | $55.32(-1.06%) | 2026-06-30 | |
| INFL | LISTED FDS TR | 7.41% | 136.0K | $6.8M | +0.80%(+1.07K) | $32.36(+63.42%) | 2026-06-30 | |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | 6.94% | 139.6K | $6.4M | -0.50%(-700) | $49.34(-1.34%) | 2026-06-30 | |
| FNV | FRANCO NEV CORP | 5.38% | 23.6K | $4.9M | -1.56%(-375) | $144.19(+62.43%) | 2026-06-30 | |
| LB | LANDBRIDGE COMPANY LLC | 3.33% | 38.4K | $3.0M | +1.03%(+390) | $60.87(+29.27%) | 2026-06-30 | |
| SCHD | SCHWAB STRATEGIC TR | 3.19% | 92.1K | $2.9M | -1.79%(-1.67K) | $24.72(+39.02%) | 2026-06-30 | |
| WPM | WHEATON PRECIOUS METALS CORP | 2.62% | 21.4K | $2.4M | +0.71%(+150) | $46.60(+188.02%) | 2026-06-30 | |
| SCHG | SCHWAB STRATEGIC TR | 2.5% | 67.8K | $2.3M | -3.36%(-2.36K) | $21.43(+66.23%) | 2026-06-30 | |
| COWZ | PACER FDS TR | 2.45% | 36.0K | $2.2M | -0.36%(-129) | $49.27(+41.92%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +20.29% | +74.06% | — | — | +37.51% |
| Top 20 Holdings Unweighted | +19.74% | +71.69% | — | — | +73.01% |
Atlas Wealth Partners, LLC reports $91.55M in US-listed equity holdings across 64 positions in its most recent 13F filing. Its largest disclosed positions are TPL (19.0%), FBTC (12.1%) and INFL (7.4%). The top 20 holdings account for 81.38% of reported assets. Its disclosed equity book has returned +74.06% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Atlas Wealth Partners, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1965798). View Atlas Wealth Partners, LLC’s 13F filings on SEC