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| Happy Holidays!! thanks for using AUM13F!! |
| Atlas Wealth Partners LLC
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| CRD # | 175219 |
| SEC # | 801-102469 |
| CIK # | 0001965798 |
| AUM | $222.2 M (2025-03-20) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 610-268-6807 |
| Address | 2 Meridian Boulevard Wyomissing, PA 19610 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001965798 |
| Sector | Form 13F Holdings | Value ($k) | |
|---|---|---|---|
| Fidelity Wise Origin Bitcoin Fund | 19.3 | ||
| Texas Pacific Land Corp | 13.6 | ||
| Grayscale Bitcoin Trust BTC | 12.5 | ||
| Franco Nevada Corp | 4.0 | ||
| Microsoft Corp | 3.0 | ||
| Wheaton Precious Metals Corp | 2.0 | ||
| Royal Gold Inc | 1.5 | ||
| Landbridge Co LLC | 1.2 | ||
| Apple Inc | 1.1 | ||
| Intuitive Surgical Inc | 1.1 | ||
| Amazon Com Inc | 0.9 | ||
| Southern Co | 0.7 | ||
| Stryker Corp | 0.6 | ||
| Tesla Motors Inc | 0.5 | ||
| Nvidia Corp | 0.5 | ||
| Johnson & Johnson | 0.5 | ||
| Exxon Mobil Corp | 0.4 | ||
| Carpenter Technology Corp | 0.4 | ||
| Philip Morris International Inc | 0.4 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 253 | 62.5 |
| (b) Individuals (high net worth individuals) | 64 | 140.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 19 | 8.7 |
| (h) Charitable organizations | 1 | 0.7 |
| (i) State or municipal government entities | 1 | 10.2 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 812 | 222.2 |
| By Discretionary | ||
| Discretionary | 812 | 222.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 812 | 222.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 222.2 | |
| Total | 812 | 222.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001965798] |
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|---|---|---|
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MO | 0.2 |
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NC | 0.2 |
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CT | 0.2 |
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Atwater Wealth Management Inc
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RIA Services LLC
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Legend Capital Advisors LLC
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NY | 0.2 |
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Loudon Investment Management LLC
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NH | 0.2 |
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Aqua Advisors LLC
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0.2 | |
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Birch Financial Group LLC
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NH | 0.2 |