Atlas Wealth Partners, LLC

Q1 2026 13F-HR Holdings

Location
Wyomissing, PA
Holdings as of
3/31/2026
Date filed
4/29/2026
Form type
13F-HR
Num holdings
65
Total value ($000)
$97,251
Net value change ($000)
+6,273 (6.9%)
New positions
3
Sold out positions
2
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/26/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
TPL 7,485 65.5%
INFL 1,221 21.0%
FNV 842 16.6%
LB 792 43.2%
BCDF 511 34.6%
HE 481 39.3%
MIAX 382 35.2%
PBT 321 22.5%
SCHD 263 10.1%
TFC 253 NEW
Top Reduces (Value $000, Stocks/ETFs)
FBTC -3,349 -21.1%
GBTC -2,353 -24.1%
MSFT -684 -24.4%
DIS -238 -100.0%
TMO -232 -100.0%
ISRG -228 -20.7%
SCHG -223 -9.8%
GOLY -193 -25.7%
TSLA -160 -17.9%
UTES -119 -9.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type