Atlas Wealth Partners, LLC
Annual return '25
+5.4%
SPY '25
+17.7%
Alpha
-12.3ptsvs SPY
Invested
$194.5M
Holdings
65
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$TPL
TEXAS PACIFIC LAND CORPORATI
Q4 2025: Exited (was 13.3k shares)
19.4%
02
$FBTC
FIDELITY WISE ORIGIN BITCOIN
Q4 2025: Exited (was 206.7k shares)
12.9%
03
$GBTC
GRAYSCALE BITCOIN TRUST ETF
Q4 2025: Sold 95.5% (146.4k → 6.5k shares)
7.6%
04
$INFL
LISTED FDS TR
Q4 2025: Exited (was 128.4k shares)
7.2%
05
$FNV
FRANCO NEV CORP
Q4 2025: Exited (was 24.7k shares)
6.1%
06
$SCHD
SCHWAB STRATEGIC TR
Q1 2026: Sold 3.7% (191.5k → 184.4k shares)
3.0%
07
$WPM
WHEATON PRECIOUS METALS CORP
Q4 2025: Exited (was 22.0k shares)
2.9%
08
$LB
LANDBRIDGE COMPANY LLC
Q4 2025: Exited (was 35.0k shares)
2.7%
09
$COWZ
PACER FDS TR
Q1 2026: Increased +1.7% (11.3k → 11.5k shares)
2.3%
10
$MSFT
MICROSOFT CORP
Q1 2026: Increased +16.6% (28.9k → 33.8k shares)
2.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:46 UTC.