ATLAS WEALTH PARTNERS LLC
Q1 2023 Form 13-F
WYOMISSING, PENNSYLVANIA
CIK 0001965798
· CRD 175219
· SEC-registered investment adviser
$14.4M 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
$14.4M
Quarter over quarter
-15.8%
Holdings
14
Top-10 concentration
93.6%
Key People
Form ADV owners & control persons
Sean Patrick Mccullough
MANAGING MEMBER
Michael Joseph Janvrin
MANAGING MEMBER, CCO
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13F Metrics
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Q1 2023 13F record
Q1 2023 13F filing summary
| Period of report | March 31, 2023 |
|---|---|
| Filed | April 26, 2023 |
| Form | 13F-HR |
| Reported value | $14.4M |
| Positions | 14 |
| Change in reported value | -11.1% |
| New positions | 1 |
| Exited positions | 3 |
| Position turnover | 23.5% |
| Top-10 concentration | 93.6% |
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 14 holdings · Q1 2023
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | TPL TEXAS PACIFIC LAND CORPORATI | $6.6M | 45.88% |
| 2 | INFL LISTED FD TR | $2.7M | 19.05% |
| 3 | COWZ PACER FDS TR | $966.0K | 6.72% |
| 4 | ISRG INTUITIVE SURGICAL INC | $708.0K | 4.93% |
| 5 | UTES ETFIS SER TR I | $700.0K | 4.87% |
| 6 | XOM EXXON MOBIL CORP | $477.0K | 3.32% |
| 7 | DEO DIAGEO PLC | $357.0K | 2.48% |
| 8 | NEE NEXTERA ENERGY INC | $310.0K | 2.16% |
| 9 | MA MASTERCARD INCORPORATED | $302.0K | 2.1% |
| 10 | VZ VERIZON COMMUNICATIONS INC | $294.0K | 2.05% |
| 11 | PFFA ETFIS SER TR I | $247.0K | 1.72% |
| 12 | TSLA TESLA INC | $243.0K | 1.69% |
| 13 | ULTA ULTA BEAUTY INC | $230.0K | 1.6% |
| 14 | GOOG ALPHABET INC | $207.0K | 1.44% |
Values as reported on the Q1 2023 Form 13F. Every position is in the holdings table below.