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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, SFLR, CSHI, HTRB, and represent 43.88% of Atticus Wealth Management's stock portfolio.
Added to shares of these 10 stocks: SFLR (+$24M), IWF (+$19M), CSHI, VGT, QQQM, SHV, HTRB, PLTR, QTUM, JTEK.
Started 9 new stock positions in VLUE, QFLR, SCHV, INTC, Proshares Tr Ii, IWO, TXN, CDNS, CTVA.
Reduced shares in these 10 stocks: SPYV (-$11M), SPLV (-$9.8M), SPY, RSP, JGRO, , BRK.A, JAVA, PJUL, OEF.
Sold out of its positions in STXD, ADSK, BRK.A, BSX, CME, XOM, ICE, AGG, JAVA, CRM. NOW, TSCO, WEC.
Atticus Wealth Management was a net buyer of stock by $29M.
Atticus Wealth Management has $420M in assets under management (AUM), dropping by 13.88%.
Central Index Key (CIK): 0001800234

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Portfolio Holdings for Atticus Wealth Management

Atticus Wealth Management holds 177 positions in its portfolio as reported in the June 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)	22.7	$95M	-2%	128k	746.77	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	6.1	$25M	+302%	205k	124.17	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	5.9	$25M	+3459%	645k	38.58	View chart
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)	5.1	$22M	+28%	432k	49.81	View chart
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)	4.1	$17M	+6%	508k	33.73	View chart
Apple (AAPL)	3.4	$14M		49k	289.36	View chart
Ishares Tr S&p 100 Etf (OEF)	2.4	$10M	-3%	28k	365.87	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	1.9	$8.0M	+2%	71k	112.88	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.9	$8.0M	+3%	11k	736.38	View chart
Coca-Cola Company (KO)	1.4	$5.7M		70k	81.27	View chart
Microsoft Corporation (MSFT)	1.3	$5.6M		15k	373.01	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	1.2	$5.0M	-2%	26k	190.52	View chart
Spdr Gold Tr Gold Shs (GLD)	1.2	$4.9M	-2%	13k	368.38	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.1	$4.8M		31k	158.03	View chart
Spdr Series Trust St Str P500val (SPYV)	1.1	$4.7M	-69%	78k	60.79	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$4.3M	-3%	12k	357.38	View chart
Vanguard Index Fds Large Cap Etf (VV)	1.0	$4.0M		12k	343.91	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.9	$3.8M		32k	118.99	View chart
NVIDIA Corporation (NVDA)	0.9	$3.6M	-5%	18k	200.09	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.8	$3.5M	-7%	24k	148.31	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.8	$3.5M	-7%	85k	41.30	View chart
Broadcom (AVGO)	0.8	$3.4M		9.1k	377.74	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.8	$3.4M	+69%	31k	110.35	View chart
Amazon (AMZN)	0.8	$3.2M	-3%	14k	238.34	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.7	$3.1M	+2%	30k	103.88	View chart
Applied Materials (AMAT)	0.7	$3.0M		4.2k	722.95	View chart
Vanguard World Inf Tech Etf (VGT)	0.7	$2.9M	+705%	25k	119.52	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.7	$2.8M	-4%	60k	47.77	View chart
Etf Ser Solutions Defia Quant Etf (QTUM)	0.7	$2.8M	+32%	17k	165.38	View chart
Costco Wholesale Corporation (COST)	0.7	$2.8M	-3%	3.0k	935.44	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.6	$2.5M		11k	236.63	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.6	$2.4M		55k	44.35	View chart
JPMorgan Chase & Co. (JPM)	0.6	$2.4M		7.4k	327.34	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.6	$2.4M	+3%	35k	68.41	View chart
Tesla Motors (TSLA)	0.5	$2.3M		5.4k	420.60	View chart
Ishares Msci Emrg Chn (EMXC)	0.5	$2.2M	-11%	22k	102.30	View chart
J P Morgan Exchange Traded F U S Tec Lea Etf (JTEK)	0.5	$2.2M	+37%	20k	111.55	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$2.2M	+6%	6.1k	353.36	View chart
Tapestry (TPR)	0.5	$2.2M		15k	146.38	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.5	$2.1M		46k	45.89	View chart
Palantir Technologies Cl A (PLTR)	0.5	$2.1M	+69%	18k	116.67	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$2.0M	+36%	2.7k	748.80	View chart
Eli Lilly & Co. (LLY)	0.5	$2.0M		1.7k	1199.48	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.5	$1.9M		25k	77.11	View chart
Home Depot (HD)	0.4	$1.9M	-2%	5.3k	352.66	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.4	$1.9M	+600%	6.1k	302.97	View chart
Nextera Energy (NEE)	0.4	$1.8M		21k	87.77	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$1.8M		6.0k	300.44	View chart
Visa Com Cl A (V)	0.4	$1.7M		4.9k	343.06	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.4	$1.5M	-6%	13k	117.28	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.4	$1.5M		34k	43.06	View chart
Morgan Stanley Com New (MS)	0.3	$1.5M	+16%	7.0k	209.05	View chart
Meta Platforms Cl A (META)	0.3	$1.5M	+12%	2.6k	563.28	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$1.3M	+3%	1.9k	686.75	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.3	$1.3M	-7%	8.1k	158.67	View chart
Advanced Micro Devices (AMD)	0.3	$1.3M	+19%	2.2k	580.95	View chart
Cisco Systems (CSCO)	0.3	$1.2M		10k	117.46	View chart
Fortinet (FTNT)	0.3	$1.2M		8.0k	153.62	View chart
Ishares Tr Msci India Etf (INDA)	0.3	$1.2M	+14%	24k	49.39	View chart
Global X Fds Artificial Etf (AIQ)	0.3	$1.2M	-16%	18k	65.61	View chart
Ge Vernova (GEV)	0.3	$1.1M		966.00	1174.28	View chart
Analog Devices (ADI)	0.3	$1.1M		2.8k	397.14	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.3	$1.1M		7.4k	146.41	View chart
Ea Series Trust Us Quan Momentum (QMOM)	0.3	$1.1M	+16%	14k	78.73	View chart
New York Life Investments Et Ftse Intl Eqty C (HFXI)	0.3	$1.1M	+99%	29k	38.09	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$1.1M	-2%	7.8k	137.53	View chart
Cummins (CMI)	0.2	$1.0M		1.4k	712.99	View chart
Spdr Series Trust St Str Sp500div (SPYD)	0.2	$989k		21k	47.71	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$967k		3.9k	246.22	View chart
Vertiv Holdings Com Cl A (VRT)	0.2	$947k		2.8k	334.84	View chart
Public Service Enterprise (PEG)	0.2	$945k	+4%	12k	81.16	View chart
Procter & Gamble Company (PG)	0.2	$938k	-15%	6.4k	146.64	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.2	$895k	+5%	450.00	1989.44	View chart
Innovator Etfs Trust Us Eqty Ultra Bu (UNOV)	0.2	$875k		22k	40.16	View chart
Palo Alto Networks (PANW)	0.2	$865k	-6%	2.5k	341.02	View chart
Mastercard Incorporated Cl A (MA)	0.2	$845k	+2%	1.6k	513.66	View chart
Abbvie (ABBV)	0.2	$801k		3.2k	251.67	View chart
Chevron Corporation (CVX)	0.2	$796k		4.8k	165.77	View chart
Oracle Corporation (ORCL)	0.2	$790k	+12%	5.4k	146.55	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.2	$789k		5.2k	152.18	View chart
Truist Financial Corp equities (TFC)	0.2	$779k		16k	49.82	View chart
Merck & Co (MRK)	0.2	$740k		5.8k	128.49	View chart
Sprott Asset Management Physical Gold An (CEF)	0.2	$725k	+3%	18k	40.23	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$715k	+2%	13k	56.48	View chart
Old Republic International Corporation (ORI)	0.2	$714k		18k	40.92	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	0.2	$701k	-64%	7.1k	98.59	View chart
Johnson & Johnson (JNJ)	0.2	$685k	+2%	2.7k	253.92	View chart
Wal-Mart Stores (WMT)	0.2	$660k		5.8k	113.27	View chart
Lamar Advertising Cl A (LAMR)	0.2	$656k	-5%	4.2k	155.98	View chart
International Business Machines (IBM)	0.2	$648k	+135%	2.3k	281.26	View chart
Netflix (NFLX)	0.2	$631k	-8%	8.8k	71.40	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.1	$629k	-8%	15k	43.23	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.1	$611k	-12%	15k	42.20	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$578k	-3%	2.4k	242.95	View chart
Northrop Grumman Corporation (NOC)	0.1	$572k		1.1k	509.38	View chart
Verizon Communications (VZ)	0.1	$572k	-9%	14k	42.34	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$568k	-9%	12k	49.49	View chart
Marathon Petroleum Corp (MPC)	0.1	$554k		2.2k	255.73	View chart
Phillips 66 (PSX)	0.1	$553k		3.3k	169.06	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$550k	+16%	19k	29.43	View chart
McDonald's Corporation (MCD)	0.1	$539k	-5%	2.0k	270.25	View chart
Goldman Sachs (GS)	0.1	$536k		530.00	1011.29	View chart
Lam Research Corp Com New (LRCX)	0.1	$531k		1.2k	433.16	View chart
Texas Instruments Incorporated (TXN)	0.1	$515k	NEW	1.7k	298.00	View chart
Raytheon Technologies Corp (RTX)	0.1	$502k		2.6k	189.74	View chart
Graham Hldgs Com Cl B (GHC)	0.1	$500k	+2%	438.00	1141.86	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.1	$487k		9.1k	53.61	View chart
Valero Energy Corporation (VLO)	0.1	$485k		1.9k	260.37	View chart
Amphenol Corp Cl A (APH)	0.1	$482k	+67%	2.7k	176.32	View chart
Toll Brothers (TOL)	0.1	$481k		2.9k	164.74	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$475k		4.8k	98.21	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.1	$473k	-43%	9.7k	48.81	View chart
Eaton Corp SHS (ETN)	0.1	$470k		1.1k	426.12	View chart
Intuitive Surgical Com New (ISRG)	0.1	$468k	-3%	1.2k	397.68	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$464k	-74%	2.2k	212.74	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$463k		1.9k	242.43	View chart
Landbridge Company Cl A (LB)	0.1	$461k		5.8k	79.24	View chart
Travelers Companies (TRV)	0.1	$459k		1.4k	330.13	View chart
Ares Management Corporation Cl A Com Stk (ARES)	0.1	$453k	-11%	4.1k	111.30	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$439k		2.0k	217.93	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$438k		917.00	477.57	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$436k	+43%	7.5k	58.20	View chart
Medtronic SHS (MDT)	0.1	$422k	-17%	5.4k	78.23	View chart
Interactive Brokers Group In Com Cl A (IBKR)	0.1	$420k		4.8k	87.04	View chart
W.R. Berkley Corporation (WRB)	0.1	$418k		5.9k	70.53	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$416k		5.0k	82.65	View chart
Innovator Etfs Trust Us Eqty Ultra B (USEP)	0.1	$413k		10k	41.33	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$407k		2.5k	164.26	View chart
Nxp Semiconductors N V (NXPI)	0.1	$401k	+28%	1.4k	281.03	View chart
Caterpillar (CAT)	0.1	$400k	+20%	376.00	1065.02	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$399k	-96%	5.3k	74.90	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$397k	-6%	2.4k	164.57	View chart
Green Brick Partners (GRBK)	0.1	$397k		5.0k	80.04	View chart
Allstate Corporation (ALL)	0.1	$397k		1.7k	237.89	View chart
Lockheed Martin Corporation (LMT)	0.1	$395k		776.00	509.49	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.1	$393k		8.5k	46.41	View chart
Johnson Controls Internation SHS (JCI)	0.1	$387k	-7%	2.6k	146.11	View chart
Intel Corporation (INTC)	0.1	$385k	NEW	2.8k	139.63	View chart
AutoZone (AZO)	0.1	$384k	+4%	120.00	3195.94	View chart
L3harris Technologies (LHX)	0.1	$382k		1.3k	290.68	View chart
Garmin SHS (GRMN)	0.1	$381k	+53%	1.6k	237.52	View chart
Linde SHS (LIN)	0.1	$379k		730.00	518.94	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$370k	+500%	4.3k	86.14	View chart
Trane Technologies SHS (TT)	0.1	$366k		745.00	491.16	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$346k	+68%	19k	18.43	View chart
Agnico (AEM)	0.1	$345k		2.2k	155.13	View chart
Arista Networks Com Shs (ANET)	0.1	$344k		2.0k	169.88	View chart
Quanta Services (PWR)	0.1	$344k		477.00	720.05	View chart
United Parcel Svcs CL B (UPS)	0.1	$334k	-4%	3.1k	107.50	View chart
General Dynamics Corporation (GD)	0.1	$329k		930.00	354.08	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.1	$326k		7.1k	45.64	View chart
Union Pacific Corporation (UNP)	0.1	$323k		1.2k	271.97	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$304k	-8%	1.9k	163.65	View chart
Microchip Technology (MCHP)	0.1	$294k		3.2k	91.21	View chart
RBB Us Trsry 6 Mnth (XBIL)	0.1	$293k	-36%	5.9k	50.00	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$292k		5.8k	50.57	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	0.1	$292k	-15%	2.5k	115.68	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$291k		850.00	342.80	View chart
Parker-Hannifin Corporation (PH)	0.1	$285k		291.00	978.87	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$281k	+5%	1.4k	197.57	View chart
Citigroup Com New (C)	0.1	$279k		2.0k	139.93	View chart
Public Storage (PSA)	0.1	$273k		856.00	318.45	View chart
Chubb (CB)	0.1	$268k		786.00	340.90	View chart
Markel Corporation (MKL)	0.1	$262k		134.00	1953.01	View chart
Abbott Laboratories (ABT)	0.1	$259k	-27%	2.9k	90.74	View chart
O'reilly Automotive (ORLY)	0.1	$257k		2.8k	92.09	View chart
Motorola Solutions Com New (MSI)	0.1	$254k		610.00	415.63	View chart
Unilever Spon Adr New (UL)	0.1	$249k	-13%	4.1k	60.12	View chart
Cadence Design Systems (CDNS)	0.1	$233k	NEW	621.00	375.32	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$230k	-19%	1.0k	219.45	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$227k	NEW	1.1k	199.73	View chart
Innovator Etfs Trust Nasdaq 100 Mana (QFLR)	0.1	$214k	NEW	5.9k	36.48	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$212k	NEW	6.1k	34.81	View chart
Select Sector Spdr Tr St Str Real Etf (XLRE)	0.0	$205k	-10%	4.7k	44.03	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$203k	NEW	516.00	394.27	View chart
Corteva (CTVA)	0.0	$202k	NEW	2.4k	84.70	View chart
Proshares Tr Ii Ulsht Bloomb Oil	0.0	$202k	NEW	5.8k	35.02	View chart

Past Filings by Atticus Wealth Management

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

Atticus Wealth Management 2026 Q2 filed July 15, 2026
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

View all past filings

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