0001965798-23-000002.txt : 20230725
0001965798-23-000002.hdr.sgml : 20230725
20230725091204
ACCESSION NUMBER: 0001965798-23-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230630
FILED AS OF DATE: 20230725
DATE AS OF CHANGE: 20230725
EFFECTIVENESS DATE: 20230725
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Atlas Wealth Partners, LLC
CENTRAL INDEX KEY: 0001965798
IRS NUMBER: 474566633
STATE OF INCORPORATION: PA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-22952
FILM NUMBER: 231106711
BUSINESS ADDRESS:
STREET 1: 2 MERIDIAN BOULEVARD
STREET 2: FIRST FLOOR
CITY: WYOMISSING
STATE: PA
ZIP: 19610
BUSINESS PHONE: (610) 678-6806
MAIL ADDRESS:
STREET 1: 2 MERIDIAN BOULEVARD
STREET 2: FIRST FLOOR
CITY: WYOMISSING
STATE: PA
ZIP: 19610
13F-HR
1
primary_doc.xml
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0001965798
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06-30-2023
06-30-2023
Atlas Wealth Partners, LLC
2 MERIDIAN BOULEVARD
FIRST FLOOR
WYOMISSING
PA
19610
13F HOLDINGS REPORT
028-22952
N
Ashleigh Swayze
Counsel
6463953900
Ashleigh Swayze
Newtown
PA
07-25-2023
0
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34749
false
INFORMATION TABLE
2
Atlas13f_2q2023.xml
ALPHABET INC
CAP STK CL C
02079K107
226
1880
SH
SOLE
0
0
1880
AMAZON COM INC
COM
023135106
697
5362
SH
SOLE
0
0
5362
APPLE INC
COM
037833100
1216
6336
SH
SOLE
0
0
6336
BEASLEY BROADCAST GROUP INC
CL A
074014101
26
27000
SH
SOLE
0
0
27000
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
406
1175
SH
SOLE
0
0
1175
CACI INTL INC
CL A
127190304
203
585
SH
SOLE
0
0
585
COSTCO WHSL CORP NEW
COM
22160K105
204
365
SH
SOLE
0
0
365
DIAGEO PLC
SPON ADR NEW
25243Q205
336
1890
SH
SOLE
0
0
1890
ETFIS SER TR I
VIRTUS REAVES UT
26923G806
686
14468
SH
SOLE
0
0
14468
ETFIS SER TR I
VIRTUS INFRCAP
26923G822
300
15275
SH
SOLE
0
0
15275
EXXON MOBIL CORP
COM
30231G102
404
3890
SH
SOLE
0
0
3890
FRANCO NEV CORP
COM
351858105
3932
26854
SH
SOLE
0
0
26854
INTUITIVE SURGICAL INC
COM NEW
46120E602
808
2400
SH
SOLE
0
0
2400
ISHARES TR
CORE US AGGBD ET
464287226
210
2141
SH
SOLE
0
0
2141
JOHNSON & JOHNSON
COM
478160104
841
4944
SH
SOLE
0
0
4944
LISTED FD TR
HORIZON KINETICS
53656F623
2956
93684
SH
SOLE
0
0
93684
MASTERCARD INCORPORATED
CL A
57636Q104
326
820
SH
SOLE
0
0
820
MICROSOFT CORP
COM
594918104
2410
7011
SH
SOLE
0
0
7011
NEXTERA ENERGY INC
COM
65339F101
306
4030
SH
SOLE
0
0
4030
PACER FDS TR
US CASH COWS 100
69374H881
1054
21073
SH
SOLE
0
0
21073
PEPSICO INC
COM
713448108
365
1921
SH
SOLE
0
0
1921
PERMIAN BASIN RTY TR
UNIT BEN INT
714236106
1501
64143
SH
SOLE
0
0
64143
PFIZER INC
COM
717081103
273
7302
SH
SOLE
0
0
7302
PHILIP MORRIS INTL INC
COM
718172109
210
2150
SH
SOLE
0
0
2150
PNC FINL SVCS GROUP INC
COM
693475105
242
1800
SH
SOLE
0
0
1800
ROYAL GOLD INC
COM
780287108
1016
8333
SH
SOLE
0
0
8333
SCHWAB STRATEGIC TR
INT-TRM U.S TRES
808524854
227
4600
SH
SOLE
0
0
4600
SCHWAB STRATEGIC TR
US TIPS ETF
808524870
461
8799
SH
SOLE
0
0
8799
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
1969
26270
SH
SOLE
0
0
26270
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
836
10956
SH
SOLE
0
0
10956
SCHWAB STRATEGIC TR
US LCAP VA ETF
808524409
537
7794
SH
SOLE
0
0
7794
SOUTHERN CO
COM
842587107
276
3772
SH
SOLE
0
0
3772
SPDR S&P 500 ETF TR
TR UNIT
78462F103
201
444
SH
SOLE
0
0
444
STRYKER CORPORATION
COM
863667101
503
1700
SH
SOLE
0
0
1700
TESLA INC
COM
88160R101
401
1544
SH
SOLE
0
0
1544
TEXAS PACIFIC LAND CORPORATI
COM
88262P102
6448
4389
SH
SOLE
0
0
4389
THERMO FISHER SCIENTIFIC INC
COM
883556102
239
425
SH
SOLE
0
0
425
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
259
3426
SH
SOLE
0
0
3426
VERIZON COMMUNICATIONS INC
COM
92343V104
253
7481
SH
SOLE
0
0
7481
WHEATON PRECIOUS METALS CORP
COM
962879102
985
22291
SH
SOLE
0
0
22291