
Atlas Wealth Partners, LLC is a RIA/Wealth based in Wyomissing, PA led by Michael Joseph Janvrin, reporting $222.2M in AUM as of Q3 2025 with 41% ETF concentration, 71% concentrated in top 10 holdings, and 21% allocation to FBTC.
Largest long holdings in Atlas Wealth Partners, LLC's portfolio (71.4% of total portfolio)
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $20.6M | 21.11% | +$141.3K Bought | — 206.7K shares | |
Unknown Unknown | $13.1M | 13.45% | +$13.1M New | — 146.4K shares | |
Oil & Gas Exploration & Production Energy | $12.4M | 12.73% | +$421.1K Bought | 0.06% 13.3K shares | |
ETF ETF | $5.7M | 5.87% | +$290.5K Bought | — 128.4K shares | |
Gold Basic Materials | $5.5M | 5.62% | -$5.6K Sold | 0.01% 24.7K shares | |
Software - Infrastructure Technology | $3.0M | 3.10% | -$97.4K Sold | 0.00% 5.9K shares | |
ETF ETF | $2.6M | 2.63% | +$112.4K Bought | — 94.1K shares | |
Gold Basic Materials | $2.5M | 2.52% | -$5.6K Sold | 0.00% 22.0K shares | |
ETF ETF | $2.2M | 2.20% | +$234.4K Bought | — 67.4K shares | |
ETF ETF | $2.1M | 2.17% | +$16.7K Bought | — 36.9K shares |
Portfolio activity, position movements, and quarter-over-quarter changes in Atlas Wealth Partners, LLC's latest filing
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
| Position | Shares Δ |
|---|---|
-20.87% | |
-17.6% | |
-16.22% | |
-14.29% | |
-10.65% |
Portfolio insights and performance metrics for Atlas Wealth Partners, LLC
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