Atlas Wealth Partners, LLC
All 13F Filings
- Location
- Wyomissing, PA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 91,554
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/27/2026 | 64 | 91,554 | 13F-HR | Atlas Wealth Partners, LLC |
| Q1 2026 | 4/29/2026 | 65 | 97,251 | 13F-HR | Atlas Wealth Partners, LLC |
| Q4 2025 | 1/26/2026 | 64 | 90,978 | 13F-HR | Atlas Wealth Partners, LLC |
| Q3 2025 | 10/31/2025 | 62 | 97,954 | 13F-HR | Atlas Wealth Partners, LLC |
| Q2 2025 | 8/5/2025 | 52 | 86,634 | 13F-HR | Atlas Wealth Partners, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 69.02 K | 75.4% | 0 | 11.6 K | -11.6 K |
| ETFs | 22.33 K | 24.4% | 5.904 K | 0 | 5.904 K |
| Debt | 209 | 0.2% | 0 | 2 | -2 |
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Fund Snapshot
Q2 2026
Latest filed
7/27/2026
Total value ($000)
91,554
Holdings
64
QoQ value change ($000)
-5,697
(-5.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.