ATLAS WEALTH PARTNERS LLC
Q4 2022 Form 13-F
WYOMISSING, PENNSYLVANIA
CIK 0001965798
· CRD 175219
· SEC-registered investment adviser
$16.2M Reported Value Total
ATLAS WEALTH PARTNERS LLC reports 759 total accounts under management (AUM). There are 759 discretionary accounts valued at $163,349,110, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-03-10
Reported value
$16.2M
Quarter over quarter
0.0%
Holdings
16
Top-10 concentration
92.3%
Key People
Form ADV owners & control persons
Sean Patrick Mccullough
MANAGING MEMBER
Michael Joseph Janvrin
MANAGING MEMBER, CCO
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Q4 2022 13F record
Q4 2022 13F filing summary
| Period of report | December 31, 2022 |
|---|---|
| Filed | February 14, 2023 |
| Form | 13F-HR |
| Reported value | $16.2M |
| Positions | 16 |
| Change in reported value | First reported quarter |
| Top-10 concentration | 92.3% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Jul 27, 2026
|
64 | $91.6M |
|
Q1 2026 13F
Filed Apr 29, 2026
|
65 | $97.3M |
|
Q4 2025 13F
Filed Jan 26, 2026
|
64 | $91.0M |
|
Q3 2025 13F
Filed Oct 31, 2025
|
62 | $98.0M |
|
Q2 2025 13F
Filed Aug 5, 2025
|
52 | $86.6M |
|
Q1 2025 13F
Filed May 5, 2025
|
52 | $81.1M |
|
Q4 2024 13F
Filed Jan 29, 2025
|
52 | $79.0M |
|
Q3 2024 13F
Filed Oct 18, 2024
|
48 | $65.6M |
|
Q2 2024 13F
Filed Jul 17, 2024
|
22 | $23.6M |
|
Q1 2024 13F
Filed May 8, 2024
|
18 | $18.5M |
|
Q4 2023 13F
Filed Jan 29, 2024
|
21 | $18.1M |
|
Q3 2023 13F
Filed Oct 31, 2023
|
17 | $17.4M |
|
Q2 2023 13F
Filed Jul 25, 2023
|
40 | $34.7M |
|
Q1 2023 13F
Filed Apr 26, 2023
|
14 | $14.4M |
|
Q4 2022 13F
Filed Feb 14, 2023
|
16 | $16.2M |
Top 16 holdings · Q4 2022
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | TPL TEXAS PACIFIC LAND CORPORATI | $8.6M | 53.47% |
| 2 | INFL LISTED FD TR | $2.5M | 15.53% |
| 3 | COWZ PACER FDS TR | $804.0K | 4.97% |
| 4 | UTES ETFIS SER TR I | $628.0K | 3.88% |
| 5 | ISRG INTUITIVE SURGICAL INC | $607.0K | 3.75% |
| 6 | XOM EXXON MOBIL CORP | $470.0K | 2.91% |
| 7 | DEO DIAGEO PLC | $334.0K | 2.07% |
| 8 | VZ VERIZON COMMUNICATIONS INC | $320.0K | 1.98% |
| 9 | MA MASTERCARD INCORPORATED | $308.0K | 1.9% |
| 10 | NEE NEXTERA ENERGY INC | $303.0K | 1.87% |
| 11 | TSLA TESLA INC | $296.0K | 1.83% |
| 12 | ULTA ULTA BEAUTY INC | $276.0K | 1.71% |
| 13 | TFC TRUIST FINL CORP | $228.0K | 1.41% |
| 14 | GOOG ALPHABET INC | $225.0K | 1.39% |
| 15 | COST COSTCO WHSL CORP NEW | $201.0K | 1.24% |
| 16 | TMDIF TITAN MED INC | $13.0K | 0.08% |
Values as reported on the Q4 2022 Form 13F. Every position is in the holdings table below.