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 41.76% of Atticus Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: IWF, QTUM, EFA, JTEK, IVV, SFLR, CEF, C, XBIL, CAT.
- Started 2 new stock positions in C, CAT.
- Reduced shares in these 10 stocks: SPY (-$5.9M), CSHI, , SPYV, BRK.A, VIG, PMAY, VTV, SHV, GLD.
- Sold out of its positions in ADBE, FUNL, CION, COKE, CMCSA, COP, CRWD, DHR, FANG, AHR.
- Atticus Wealth Management was a net seller of stock by $-24M.
- Atticus Wealth Management has $369M in assets under management (AUM), dropping by -8.89%.
- Central Index Key (CIK): 0001800234
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Portfolio Holdings for Atticus Wealth Management
Atticus Wealth Management holds 181 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 23.0 | $85M | -6% | 131k | 650.34 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 5.9 | $22M | +3% | 51k | 426.40 |
|
| Neos Etf Trust Neos Enh Inc 1-3 (CSHI) | 4.5 | $17M | -11% | 337k | 49.78 |
|
| Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) | 4.3 | $16M | 475k | 33.74 |
|
|
| Spdr Series Trust State Street Spd (SPYV) | 4.0 | $15M | -5% | 258k | 56.58 |
|
| Apple (AAPL) | 3.4 | $13M | 49k | 253.79 |
|
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 2.7 | $9.9M | -2% | 136k | 73.14 |
|
| Ishares Tr S&p 100 Etf (OEF) | 2.5 | $9.2M | 29k | 318.07 |
|
|
| Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 1.9 | $7.1M | -4% | 69k | 103.37 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.6 | $6.0M | 10k | 577.18 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 1.6 | $5.9M | -8% | 14k | 430.29 |
|
| Microsoft Corporation (MSFT) | 1.5 | $5.5M | -7% | 15k | 370.16 |
|
| Coca-Cola Company (KO) | 1.4 | $5.3M | 70k | 76.05 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 1.2 | $4.6M | -3% | 31k | 148.10 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PMAY) | 1.0 | $3.6M | -15% | 91k | 39.94 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $3.6M | -6% | 13k | 287.55 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 1.0 | $3.6M | -6% | 27k | 132.90 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 1.0 | $3.5M | 12k | 298.86 |
|
|
| NVIDIA Corporation (NVDA) | 0.9 | $3.3M | -5% | 19k | 174.40 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.9 | $3.2M | -3% | 26k | 124.31 |
|
| Spdr Series Trust State Street Spd (SPYG) | 0.9 | $3.2M | 32k | 97.91 |
|
|
| Costco Wholesale Corporation (COST) | 0.8 | $3.1M | -14% | 3.1k | 996.29 |
|
| Amazon (AMZN) | 0.8 | $2.9M | -5% | 14k | 208.27 |
|
| Broadcom (AVGO) | 0.8 | $2.8M | -3% | 9.2k | 309.51 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.8 | $2.8M | +22% | 29k | 97.13 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PMAR) | 0.8 | $2.8M | -4% | 63k | 44.62 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.6 | $2.3M | -23% | 11k | 215.06 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) | 0.6 | $2.2M | 55k | 40.86 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.6 | $2.2M | -5% | 7.4k | 294.18 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.6 | $2.1M | 3.1k | 697.76 |
|
|
| Tapestry (TPR) | 0.6 | $2.1M | 15k | 141.11 |
|
|
| Ishares Tr Trust Ishare 0-1 (SHV) | 0.5 | $2.0M | -21% | 18k | 110.39 |
|
| Tesla Motors (TSLA) | 0.5 | $2.0M | 5.3k | 371.75 |
|
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| Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) | 0.5 | $2.0M | -3% | 46k | 42.50 |
|
| Nextera Energy (NEE) | 0.5 | $2.0M | -5% | 21k | 92.88 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.5 | $1.9M | -8% | 25k | 78.66 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.5 | $1.9M | 34k | 56.79 |
|
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| Home Depot (HD) | 0.5 | $1.8M | 5.5k | 328.86 |
|
|
| J P Morgan Exchange Traded F Active Growth (JGRO) | 0.5 | $1.7M | +13% | 20k | 84.52 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.5 | $1.7M | -12% | 25k | 67.53 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $1.7M | 5.8k | 286.88 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.4 | $1.6M | -5% | 8.5k | 191.93 |
|
| Palantir Technologies Cl A (PLTR) | 0.4 | $1.5M | +7% | 11k | 146.28 |
|
| Eli Lilly & Co. (LLY) | 0.4 | $1.5M | 1.7k | 919.96 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $1.5M | -18% | 6.0k | 248.01 |
|
| Select Sector Spdr Tr State Street Con (XLY) | 0.4 | $1.5M | -2% | 14k | 108.98 |
|
| Visa Com Cl A (V) | 0.4 | $1.5M | -4% | 4.8k | 302.26 |
|
| Applied Materials (AMAT) | 0.4 | $1.4M | -5% | 4.2k | 341.77 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) | 0.4 | $1.4M | 34k | 40.10 |
|
|
| Etf Ser Solutions Defiance Quantum (QTUM) | 0.4 | $1.4M | +67% | 13k | 107.30 |
|
| Meta Platforms Cl A (META) | 0.4 | $1.3M | -14% | 2.3k | 572.14 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $1.3M | +33% | 2.0k | 653.20 |
|
| Select Sector Spdr Tr State Street Hea (XLV) | 0.3 | $1.3M | -2% | 8.7k | 146.62 |
|
| J P Morgan Exchange Traded F U S Tech Leaders (JTEK) | 0.3 | $1.1M | +58% | 14k | 79.54 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $1.1M | 1.8k | 597.44 |
|
|
| Procter & Gamble Company (PG) | 0.3 | $1.1M | -5% | 7.5k | 144.45 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $1.0M | 6.0k | 169.66 |
|
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| Global X Fds Artificial Etf (AIQ) | 0.3 | $1.0M | -3% | 22k | 46.67 |
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| Chevron Corporation (CVX) | 0.3 | $995k | 4.8k | 206.88 |
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| Morgan Stanley Com New (MS) | 0.3 | $993k | 6.0k | 164.57 |
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| Ishares Tr Msci India Etf (INDA) | 0.3 | $988k | +2% | 21k | 46.84 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.3 | $959k | -2% | 7.5k | 128.11 |
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| Spdr Series Trust State Street Spd (SPYD) | 0.3 | $940k | 21k | 45.52 |
|
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| Netflix (NFLX) | 0.3 | $926k | 9.6k | 96.15 |
|
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $903k | -9% | 8.0k | 113.10 |
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| Public Service Enterprise (PEG) | 0.2 | $901k | 11k | 80.95 |
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| Analog Devices (ADI) | 0.2 | $896k | -11% | 2.8k | 318.10 |
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| Ge Vernova (GEV) | 0.2 | $848k | 971.00 | 873.04 |
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| Sprott Asset Management Physical Gold An (CEF) | 0.2 | $830k | +42% | 17k | 47.72 |
|
| Cisco Systems (CSCO) | 0.2 | $817k | -2% | 11k | 77.59 |
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| Innovator Etfs Trust Us Eqty Ultra Bu (UNOV) | 0.2 | $812k | 22k | 37.27 |
|
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.2 | $808k | 3.9k | 205.81 |
|
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| Ea Series Trust Us Quan Momentum (QMOM) | 0.2 | $805k | 12k | 68.31 |
|
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| Mastercard Incorporated Cl A (MA) | 0.2 | $800k | -10% | 1.6k | 499.52 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) | 0.2 | $790k | -10% | 17k | 45.97 |
|
| Cummins (CMI) | 0.2 | $770k | 1.4k | 538.12 |
|
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| Northrop Grumman Corporation (NOC) | 0.2 | $765k | 1.1k | 682.14 |
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| Spdr Series Trust State Street Spd (SDY) | 0.2 | $757k | 5.2k | 145.94 |
|
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| Verizon Communications (VZ) | 0.2 | $750k | -5% | 15k | 50.20 |
|
| Wal-Mart Stores (WMT) | 0.2 | $719k | -20% | 5.8k | 124.29 |
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| Truist Financial Corp equities (TFC) | 0.2 | $719k | 16k | 45.97 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $718k | -50% | 1.00 | 718140.00 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.2 | $713k | -2% | 2.8k | 250.56 |
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| Oracle Corporation (ORCL) | 0.2 | $705k | -16% | 4.8k | 147.10 |
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| Abbvie (ABBV) | 0.2 | $699k | -10% | 3.2k | 217.50 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $699k | +9% | 12k | 56.68 |
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| Old Republic International Corporation (ORI) | 0.2 | $688k | 17k | 39.90 |
|
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| Merck & Co (MRK) | 0.2 | $686k | 5.7k | 120.29 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PJUN) | 0.2 | $663k | 16k | 41.83 |
|
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| Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) | 0.2 | $662k | -16% | 17k | 39.80 |
|
| McDonald's Corporation (MCD) | 0.2 | $657k | -18% | 2.1k | 310.82 |
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| Fortinet (FTNT) | 0.2 | $650k | 8.0k | 81.72 |
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| Johnson & Johnson (JNJ) | 0.2 | $647k | -3% | 2.6k | 244.43 |
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| Innovator Etfs Trust Quity Managd Flr (SFLR) | 0.2 | $641k | +70% | 18k | 35.41 |
|
| Phillips 66 (PSX) | 0.2 | $602k | -6% | 3.3k | 182.18 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) | 0.2 | $583k | -5% | 13k | 46.13 |
|
| Medtronic SHS (MDT) | 0.2 | $568k | 6.6k | 86.65 |
|
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| Intuitive Surgical Com New (ISRG) | 0.2 | $565k | -9% | 1.2k | 460.99 |
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| Lamar Advertising Cl A (LAMR) | 0.2 | $565k | +2% | 4.5k | 126.66 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.2 | $564k | 427.00 | 1320.83 |
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|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $534k | 2.5k | 217.29 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $528k | -3% | 2.2k | 244.23 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $504k | -7% | 2.6k | 192.93 |
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| Ares Management Corporation Cl A Com Stk (ARES) | 0.1 | $504k | +2% | 4.6k | 109.10 |
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| New York Life Investments Et Nyli Ftse Intern (HFXI) | 0.1 | $480k | 14k | 33.58 |
|
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| Lockheed Martin Corporation (LMT) | 0.1 | $461k | -2% | 763.00 | 604.28 |
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| Agnico (AEM) | 0.1 | $461k | 2.3k | 202.98 |
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| Valero Energy Corporation (VLO) | 0.1 | $460k | 1.9k | 247.10 |
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| RBB Us Trsry 6 Mnth (XBIL) | 0.1 | $459k | +93% | 9.2k | 50.03 |
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| Graham Hldgs Com Cl B (GHC) | 0.1 | $452k | +10% | 428.00 | 1056.69 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.1 | $451k | -25% | 9.1k | 49.37 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $451k | +10% | 4.8k | 94.23 |
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| L3harris Technologies (LHX) | 0.1 | $447k | -21% | 1.3k | 345.11 |
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| Goldman Sachs (GS) | 0.1 | $447k | -41% | 528.00 | 846.59 |
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| Palo Alto Networks (PANW) | 0.1 | $436k | -12% | 2.7k | 160.32 |
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| J P Morgan Exchange Traded F Active Value Etf (JAVA) | 0.1 | $419k | -4% | 5.8k | 71.75 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $417k | 5.0k | 82.75 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $411k | +50% | 16k | 25.64 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $408k | -8% | 1.9k | 213.67 |
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| Abbott Laboratories (ABT) | 0.1 | $403k | -13% | 3.9k | 102.66 |
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| Travelers Companies (TRV) | 0.1 | $400k | 1.4k | 291.64 |
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| Landbridge Company Cl A (LB) | 0.1 | $396k | +2% | 5.7k | 69.05 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $395k | -60% | 2.0k | 196.20 |
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| Toll Brothers (TOL) | 0.1 | $393k | 2.9k | 136.48 |
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| Eaton Corp SHS (ETN) | 0.1 | $390k | 1.1k | 357.67 |
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| AutoZone (AZO) | 0.1 | $388k | +2% | 115.00 | 3377.78 |
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| W.R. Berkley Corporation (WRB) | 0.1 | $388k | +2% | 5.9k | 66.28 |
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| Innovator Etfs Trust Us Eqty Ultra B (USEP) | 0.1 | $387k | 10k | 38.67 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.1 | $377k | -14% | 2.6k | 145.73 |
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| Johnson Controls Internation SHS (JCI) | 0.1 | $376k | 2.9k | 130.95 |
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| Advanced Micro Devices (AMD) | 0.1 | $372k | 1.8k | 203.43 |
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| Innovator Etfs Trust Us Eqty Pwr Buf (POCT) | 0.1 | $365k | 8.5k | 43.11 |
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| Linde SHS (LIN) | 0.1 | $362k | -8% | 730.00 | 495.76 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $353k | 2.5k | 142.40 |
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| Allstate Corporation (ALL) | 0.1 | $349k | 1.7k | 207.37 |
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| Interactive Brokers Group In Com Cl A (IBKR) | 0.1 | $320k | 4.8k | 67.08 |
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| General Dynamics Corporation (GD) | 0.1 | $319k | -18% | 929.00 | 343.36 |
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| United Parcel Svcs CL B (UPS) | 0.1 | $318k | -12% | 3.2k | 98.37 |
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| Green Brick Partners (GRBK) | 0.1 | $315k | 4.9k | 64.45 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $313k | 716.00 | 436.95 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $310k | +4% | 917.00 | 337.95 |
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| Trane Technologies SHS (TT) | 0.1 | $306k | +2% | 735.00 | 416.74 |
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| Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) | 0.1 | $306k | 7.2k | 42.72 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.1 | $305k | -7% | 5.2k | 58.54 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.1 | $293k | -26% | 5.8k | 50.61 |
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| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.1 | $293k | -3% | 3.0k | 97.72 |
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| Union Pacific Corporation (UNP) | 0.1 | $287k | -6% | 1.2k | 242.61 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $286k | 2.0k | 141.41 |
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| Unilever Spon Adr New (UL) | 0.1 | $273k | 4.8k | 56.97 |
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| Wec Energy Group (WEC) | 0.1 | $272k | -7% | 2.4k | 115.77 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $263k | 2.7k | 99.25 |
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| Quanta Services (PWR) | 0.1 | $262k | 477.00 | 549.02 |
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| Motorola Solutions Com New (MSI) | 0.1 | $262k | +2% | 603.00 | 434.17 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $261k | 1.2k | 213.70 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $261k | 291.00 | 895.75 |
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| Chubb (CB) | 0.1 | $260k | -8% | 798.00 | 325.78 |
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| O'reilly Automotive (ORLY) | 0.1 | $258k | 2.8k | 92.31 |
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| Boston Scientific Corporation (BSX) | 0.1 | $256k | 4.1k | 62.75 |
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| Markel Corporation (MKL) | 0.1 | $255k | +3% | 133.00 | 1914.08 |
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| Arista Networks Com Shs (ANET) | 0.1 | $251k | -24% | 2.0k | 122.78 |
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| Cme (CME) | 0.1 | $250k | +6% | 845.00 | 295.32 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $249k | -23% | 1.3k | 191.85 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $249k | -3% | 1.4k | 184.25 |
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| salesforce (CRM) | 0.1 | $249k | -3% | 1.3k | 186.68 |
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| Servicenow (NOW) | 0.1 | $248k | -2% | 2.4k | 104.55 |
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| Garmin SHS (GRMN) | 0.1 | $243k | +4% | 1.0k | 232.06 |
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| International Business Machines (IBM) | 0.1 | $237k | -5% | 977.00 | 242.39 |
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| Autodesk (ADSK) | 0.1 | $236k | 987.00 | 239.40 |
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| Ea Series Trust Strive 1000 Div (STXD) | 0.1 | $233k | -11% | 6.6k | 35.50 |
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| Public Storage (PSA) | 0.1 | $231k | -27% | 853.00 | 270.82 |
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| Citigroup Com New (C) | 0.1 | $226k | NEW | 2.0k | 113.38 |
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| Caterpillar (CAT) | 0.1 | $220k | NEW | 311.00 | 708.54 |
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| Nxp Semiconductors N V (NXPI) | 0.1 | $218k | +4% | 1.1k | 196.86 |
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| Select Sector Spdr Tr State Street Rea (XLRE) | 0.1 | $213k | -6% | 5.2k | 40.83 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.1 | $208k | -2% | 874.00 | 237.58 |
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| Amphenol Corp Cl A (APH) | 0.1 | $206k | 1.6k | 126.37 |
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| Microchip Technology (MCHP) | 0.1 | $206k | 3.2k | 64.60 |
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| Tractor Supply Company (TSCO) | 0.1 | $204k | -18% | 4.5k | 45.30 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $204k | 849.00 | 240.00 |
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| Intercontinental Exchange (ICE) | 0.1 | $202k | -15% | 1.3k | 157.22 |
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| Global X Fds Nasdaq 100 Cover (QYLD) | 0.1 | $191k | -6% | 11k | 17.15 |
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Past Filings by Atticus Wealth Management
SEC 13F filings are viewable for Atticus Wealth Management going back to 2019
- Atticus Wealth Management 2026 Q1 filed April 28, 2026
- 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