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Atticus Wealth Management

Latest statistics and disclosures from Atticus Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPY, IWF, CSHI, HTRB, SPYV, and represent 41.85% of Atticus Wealth Management's stock portfolio.
Added to shares of these 10 stocks: XLK, BRK.A, HTRB, NFLX, XLY, SPYV, SFLR, IVV, JGRO, QQQ.
Started 14 new stock positions in SCHX, TJX, VHT, UL, TMO, APH, QFLR, LRCX, PWR, SFLR. DHR, BRK.A, QQQM, SPGI.
Reduced shares in these 10 stocks: VIG, SPY, NVDA, COWZ, RA, APD, Unilever, AAPL, CDNS, .
Sold out of its positions in APD, RA, CDNS, POOL, SNPS, Unilever, VWO.
Atticus Wealth Management was a net buyer of stock by $5.8M.
Atticus Wealth Management has $405M in assets under management (AUM), dropping by 2.20%.
Central Index Key (CIK): 0001800234

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Portfolio Holdings for Atticus Wealth Management

Atticus Wealth Management holds 204 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY)	23.5	$95M		140k	681.92	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	5.8	$23M		49k	473.30	View chart
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)	4.7	$19M		381k	49.73	View chart
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)	4.0	$16M	+6%	480k	34.15	View chart
Spdr Series Trust State Street Spd (SPYV)	3.8	$15M	+3%	272k	56.81	View chart
Apple (AAPL)	3.4	$14M	-2%	50k	271.86	View chart
Ishares Tr S&p 100 Etf (OEF)	2.5	$10M		29k	342.97	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	2.5	$9.9M		139k	71.42	View chart
Microsoft Corporation (MSFT)	1.9	$7.8M	-2%	16k	483.61	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	1.8	$7.4M		73k	102.42	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.6	$6.5M	+5%	11k	614.33	View chart
Spdr Gold Tr Gold Shs (GLD)	1.5	$5.9M		15k	396.31	View chart
Coca-Cola Company (KO)	1.2	$4.9M		70k	69.91	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.1	$4.6M	+2%	32k	143.52	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	1.1	$4.3M		108k	39.59	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$4.2M	-4%	13k	313.00	View chart
Select Sector Spdr Tr State Street Tec (XLK)	1.0	$4.2M	+97%	29k	143.97	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.9	$3.7M		12k	314.79	View chart
NVIDIA Corporation (NVDA)	0.9	$3.7M	-8%	20k	186.50	View chart
Spdr Series Trust State Street Spd (SPYG)	0.9	$3.5M		33k	106.70	View chart
Amazon (AMZN)	0.8	$3.4M	-2%	15k	230.82	View chart
Broadcom (AVGO)	0.8	$3.3M		9.5k	346.11	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.8	$3.2M		27k	120.18	View chart
Costco Wholesale Corporation (COST)	0.8	$3.1M		3.6k	862.25	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.7	$3.0M	-21%	14k	219.78	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.7	$2.9M		65k	44.94	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.6	$2.5M	-8%	23k	110.15	View chart
JPMorgan Chase & Co. (JPM)	0.6	$2.5M		7.8k	322.20	View chart
Tesla Motors (TSLA)	0.6	$2.4M		5.3k	449.72	View chart
Vanguard World Inf Tech Etf (VGT)	0.6	$2.3M	-6%	3.1k	753.76	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.6	$2.3M		55k	41.78	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.6	$2.3M	+4%	24k	96.03	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.5	$2.1M		48k	43.38	View chart
Ishares Msci Emrg Chn (EMXC)	0.5	$2.0M		27k	72.68	View chart
Tapestry (TPR)	0.5	$1.9M		15k	127.77	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$1.9M		28k	66.00	View chart
Home Depot (HD)	0.5	$1.9M	+6%	5.4k	344.10	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.5	$1.9M		34k	54.71	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$1.8M	-2%	5.8k	313.80	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$1.8M		7.4k	246.17	View chart
Eli Lilly & Co. (LLY)	0.4	$1.8M		1.7k	1074.46	View chart
Meta Platforms Cl A (META)	0.4	$1.8M	+5%	2.7k	660.15	View chart
Nextera Energy (NEE)	0.4	$1.8M		22k	80.28	View chart
Visa Com Cl A (V)	0.4	$1.8M		5.0k	350.74	View chart
Palantir Technologies Cl A (PLTR)	0.4	$1.7M		9.8k	177.75	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.4	$1.7M	+13%	8.9k	191.55	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.4	$1.7M	+84%	14k	119.41	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.4	$1.7M	+27%	18k	92.80	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.4	$1.5M	NEW	2.00	754800.00	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.3	$1.4M		35k	40.72	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.3	$1.4M	+6%	8.9k	154.79	View chart
Procter & Gamble Company (PG)	0.3	$1.1M		8.0k	143.31	View chart
Global X Fds Artificial Etf (AIQ)	0.3	$1.1M		23k	50.86	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$1.1M	+2%	1.8k	627.28	View chart
Applied Materials (AMAT)	0.3	$1.1M		4.4k	256.97	View chart
Oracle Corporation (ORCL)	0.3	$1.1M		5.7k	194.90	View chart
Ishares Tr Msci India Etf (INDA)	0.3	$1.1M		21k	54.05	View chart
Spdr Series Trust State Street Spd (SPIB)	0.3	$1.1M		33k	33.81	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$1.1M		8.8k	123.26	View chart
Morgan Stanley Com New (MS)	0.3	$1.1M		6.1k	177.53	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.3	$1.1M	+2%	7.7k	136.93	View chart
Mastercard Incorporated Cl A (MA)	0.3	$1.0M		1.8k	570.96	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$1.0M	+61%	1.5k	684.97	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$977k		5.1k	190.99	View chart
Netflix (NFLX)	0.2	$907k	+877%	9.7k	93.76	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.2	$891k		19k	46.43	View chart
Spdr Series Trust State Street Spd (SPYD)	0.2	$891k		21k	43.25	View chart
Public Service Enterprise (PEG)	0.2	$883k		11k	80.30	View chart
Analog Devices (ADI)	0.2	$868k	+11%	3.2k	271.20	View chart
Etf Ser Solutions Defiance Quantum (QTUM)	0.2	$833k	+31%	7.6k	109.65	View chart
Innovator Etfs Trust Us Eqty Ultra Bu (UNOV)	0.2	$829k		22k	38.06	View chart
Cisco Systems (CSCO)	0.2	$828k		11k	77.03	View chart
Abbvie (ABBV)	0.2	$825k	-3%	3.6k	228.52	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$819k		3.9k	209.13	View chart
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)	0.2	$818k	+21%	9.1k	90.07	View chart
Wal-Mart Stores (WMT)	0.2	$810k		7.3k	111.41	View chart
Goldman Sachs (GS)	0.2	$797k		906.00	879.37	View chart
McDonald's Corporation (MCD)	0.2	$796k		2.6k	305.59	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.2	$776k		20k	39.12	View chart
Old Republic International Corporation (ORI)	0.2	$772k		17k	45.64	View chart
Truist Financial Corp equities (TFC)	0.2	$769k		16k	49.21	View chart
Intuitive Surgical Com New (ISRG)	0.2	$767k	-7%	1.4k	566.36	View chart
Ea Series Trust Us Quan Momentum (QMOM)	0.2	$761k	+9%	12k	65.30	View chart
Cummins (CMI)	0.2	$729k		1.4k	510.41	View chart
Ares Management Corporation Cl A Com Stk (ARES)	0.2	$726k		4.5k	161.63	View chart
Chevron Corporation (CVX)	0.2	$725k	+4%	4.8k	152.41	View chart
Exxon Mobil Corporation (XOM)	0.2	$723k		6.0k	120.34	View chart
Spdr Series Trust State Street Spd (SDY)	0.2	$722k		5.2k	139.16	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.2	$674k	+3%	12k	54.77	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.2	$663k		16k	41.88	View chart
Verizon Communications (VZ)	0.2	$648k	+7%	16k	40.73	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$646k	+14%	11k	57.24	View chart
Northrop Grumman Corporation (NOC)	0.2	$640k		1.1k	570.01	View chart
Ge Vernova (GEV)	0.2	$632k		967.00	653.34	View chart
Fortinet (FTNT)	0.2	$632k		8.0k	79.41	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.2	$628k		13k	47.02	View chart
Medtronic SHS (MDT)	0.2	$628k		6.5k	96.06	View chart
Merck & Co (MRK)	0.1	$597k		5.7k	105.27	View chart
Palo Alto Networks (PANW)	0.1	$571k	-3%	3.1k	184.20	View chart
Johnson & Johnson (JNJ)	0.1	$569k	-4%	2.7k	206.97	View chart
Abbott Laboratories (ABT)	0.1	$567k		4.5k	125.28	View chart
Sprott Asset Management Physical Gold An (CEF)	0.1	$558k	+53%	12k	45.80	View chart
Lamar Advertising Cl A (LAMR)	0.1	$551k		4.4k	126.57	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$530k		2.5k	211.76	View chart
Raytheon Technologies Corp (RTX)	0.1	$516k		2.8k	183.38	View chart
L3harris Technologies (LHX)	0.1	$486k		1.7k	293.57	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$475k	+3%	2.9k	162.03	View chart
Intuit (INTU)	0.1	$468k		707.00	662.40	View chart
New York Life Investments Et Nyli Ftse Intern (HFXI)	0.1	$464k	+8%	14k	32.45	View chart
Coca-Cola Bottling Co. Consolidated (COKE)	0.1	$460k		3.0k	153.30	View chart
Phillips 66 (PSX)	0.1	$456k	-11%	3.5k	129.03	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$449k		420.00	1069.86	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	0.1	$439k	-11%	6.1k	71.72	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$437k	-9%	2.1k	210.34	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$428k	-19%	3.0k	141.03	View chart
Graham Hldgs Com Cl B (GHC)	0.1	$425k		386.00	1099.69	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$419k	-2%	5.0k	83.75	View chart
W.R. Berkley Corporation (WRB)	0.1	$401k		5.7k	70.12	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$400k	+3%	7.9k	50.59	View chart
Travelers Companies (TRV)	0.1	$397k		1.4k	289.97	View chart
Innovator Etfs Trust Us Eqty Ultra B (USEP)	0.1	$393k		10k	39.33	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	0.1	$392k	NEW	11k	36.86	View chart
Advanced Micro Devices (AMD)	0.1	$391k	-2%	1.8k	214.16	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$390k	+6%	4.3k	90.00	View chart
Boston Scientific Corporation (BSX)	0.1	$390k		4.1k	95.35	View chart
Toll Brothers (TOL)	0.1	$389k		2.9k	135.21	View chart
General Dynamics Corporation (GD)	0.1	$384k	-9%	1.1k	336.72	View chart
Agnico (AEM)	0.1	$382k		2.3k	169.53	View chart
Realty Income (O)	0.1	$382k	-26%	6.8k	56.37	View chart
AutoZone (AZO)	0.1	$380k		112.00	3391.50	View chart
Lockheed Martin Corporation (LMT)	0.1	$377k		779.00	483.94	View chart
Servicenow (NOW)	0.1	$372k	+389%	2.4k	153.19	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.1	$372k		8.5k	43.92	View chart
American Healthcare Reit Com Shs (AHR)	0.1	$368k		7.8k	47.06	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$368k		2.5k	148.67	View chart
salesforce (CRM)	0.1	$367k	-4%	1.4k	264.84	View chart
United Parcel Service CL B (UPS)	0.1	$367k	-20%	3.7k	99.18	View chart
Marathon Petroleum Corp (MPC)	0.1	$363k		2.2k	162.65	View chart
Reliance Steel & Aluminum (RS)	0.1	$357k	-11%	1.2k	288.81	View chart
Adobe Systems Incorporated (ADBE)	0.1	$357k	-2%	1.0k	349.99	View chart
Arista Networks Com Shs (ANET)	0.1	$356k	-5%	2.7k	131.03	View chart
Eaton Corp SHS (ETN)	0.1	$353k		1.1k	318.51	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$349k		716.00	487.97	View chart
Allstate Corporation (ALL)	0.1	$349k		1.7k	208.15	View chart
Linde SHS (LIN)	0.1	$341k		800.00	426.39	View chart
Johnson Ctls Intl SHS (JCI)	0.1	$340k		2.8k	119.75	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$337k		1.7k	198.62	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$329k	-16%	5.6k	58.73	View chart
Diamondback Energy (FANG)	0.1	$320k	-36%	2.1k	150.32	View chart
Unilever Spon Adr New (UL)	0.1	$313k	NEW	4.8k	65.40	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.1	$310k		7.2k	43.25	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$308k	-52%	5.1k	60.18	View chart
International Business Machines (IBM)	0.1	$307k		1.0k	296.22	View chart
Interactive Brokers Group In Com Cl A (IBKR)	0.1	$306k		4.8k	64.31	View chart
Green Brick Partners (GRBK)	0.1	$306k		4.9k	62.66	View chart
Public Storage (PSA)	0.1	$306k	-12%	1.2k	259.45	View chart
Valero Energy Corporation (VLO)	0.1	$301k		1.9k	162.82	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$300k		2.0k	148.95	View chart
Union Pacific Corporation (UNP)	0.1	$293k	-7%	1.3k	231.32	View chart
Comcast Corp Cl A (CMCSA)	0.1	$292k	-38%	9.8k	29.89	View chart
Autodesk (ADSK)	0.1	$292k	+11%	987.00	296.01	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$286k	NEW	11k	26.91	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.1	$281k		3.1k	90.39	View chart
ConocoPhillips (COP)	0.1	$279k	-33%	3.0k	93.61	View chart
Trane Technologies SHS (TT)	0.1	$278k		714.00	389.20	View chart
Markel Corporation (MKL)	0.1	$277k		129.00	2149.65	View chart
Tractor Supply Company (TSCO)	0.1	$276k	-6%	5.5k	50.01	View chart
Ea Series Trust Strive 1000 Div (STXD)	0.1	$276k	-3%	7.5k	37.05	View chart
Landbridge Company Cl A (LB)	0.1	$274k		5.6k	48.99	View chart
Chubb (CB)	0.1	$273k		876.00	312.08	View chart
Wec Energy Group (WEC)	0.1	$268k		2.5k	105.46	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$267k		877.00	303.89	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$265k		2.7k	99.86	View chart
Advisor Managed Portfolios Cornercap Fundam (FUNL)	0.1	$264k		5.7k	46.76	View chart
Xylem (XYL)	0.1	$259k		1.9k	136.18	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$256k		547.00	468.76	View chart
O'reilly Automotive (ORLY)	0.1	$256k		2.8k	91.21	View chart
Parker-Hannifin Corporation (PH)	0.1	$256k		291.00	879.31	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$247k	-4%	1.4k	177.35	View chart
Intercontinental Exchange (ICE)	0.1	$247k		1.5k	161.91	View chart
RBB Us Trsry 6 Mnth (XBIL)	0.1	$238k	-46%	4.8k	50.08	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	0.1	$235k		4.4k	53.86	View chart
Nxp Semiconductors N V (NXPI)	0.1	$231k	-11%	1.1k	217.06	View chart
Lowe's Companies (LOW)	0.1	$230k		954.00	241.17	View chart
Danaher Corporation (DHR)	0.1	$229k	NEW	1.0k	228.92	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.1	$229k	+95%	5.4k	42.69	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$227k	NEW	898.00	252.97	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.1	$225k	-5%	5.6k	40.35	View chart
Motorola Solutions Com New (MSI)	0.1	$225k	-2%	586.00	383.32	View chart
Cme (CME)	0.1	$217k		795.00	273.20	View chart
Amphenol Corp Cl A (APH)	0.1	$217k	NEW	1.6k	135.17	View chart
Vanguard World Health Car Etf (VHT)	0.1	$213k	NEW	739.00	287.86	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$212k		848.00	250.39	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$210k	+9%	12k	17.67	View chart
Lam Research Corp Com New (LRCX)	0.1	$209k	NEW	1.2k	171.14	View chart
Thermo Fisher Scientific (TMO)	0.1	$207k	NEW	357.00	578.77	View chart
Garmin SHS (GRMN)	0.1	$203k	-14%	1.0k	202.88	View chart
S&p Global (SPGI)	0.1	$203k	NEW	388.00	522.35	View chart
Microchip Technology (MCHP)	0.1	$203k	-23%	3.2k	63.72	View chart
Quanta Services (PWR)	0.0	$201k	NEW	477.00	422.06	View chart
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)	0.0	$201k	NEW	5.9k	34.28	View chart
TJX Companies (TJX)	0.0	$201k	NEW	1.3k	153.57	View chart
Cion Invt Corp (CION)	0.0	$102k		11k	9.67	View chart
Tenaya Therapeutics (TNYA)	0.0	$31k	-3%	43k	0.71	View chart

Past Filings by Atticus Wealth Management

SEC 13F filings are viewable for Atticus Wealth Management going back to 2019

Atticus Wealth Management 2025 Q4 filed Feb. 9, 2026
Atticus Wealth Management 2025 Q3 filed Nov. 7, 2025
Atticus Wealth Management 2025 Q2 filed July 10, 2025
Atticus Wealth Management 2025 Q1 filed April 22, 2025
Atticus Wealth Management 2024 Q4 filed Jan. 22, 2025
Atticus Wealth Management 2024 Q3 filed Oct. 15, 2024
Atticus Wealth Management 2024 Q2 filed July 17, 2024
Atticus Wealth Management 2024 Q1 filed April 17, 2024
Atticus Wealth Management 2023 Q4 filed Jan. 17, 2024
Atticus Wealth Management 2023 Q3 restated filed Nov. 16, 2023
Atticus Wealth Management 2023 Q3 filed Oct. 16, 2023
Atticus Wealth Management 2023 Q2 filed July 21, 2023
Atticus Wealth Management 2023 Q1 filed April 17, 2023
Atticus Wealth Management 2022 Q4 filed Jan. 31, 2023
Atticus Wealth Management 2022 Q3 filed Oct. 18, 2022
Atticus Wealth Management 2022 Q2 filed July 13, 2022

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