Atticus Wealth Management

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

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Portfolio Holdings for Atticus Wealth Management

Atticus Wealth Management holds 185 positions in its portfolio as reported in the September 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) 21.9 $99M 129k 762.63
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Neos Etf Trust Neos Enh Inc 1-3 (CSHI) 11.0 $50M +130% 996k 49.71
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Innovator Etfs Trust Quity Managd Flr (SFLR) 6.3 $28M +12% 727k 38.95
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Ishares Tr Rus 1000 Grw Etf (IWF) 5.7 $26M 205k 125.26
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Apple (AAPL) 3.8 $17M +5% 51k 333.02
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Ishares Tr S&p 100 Etf (OEF) 2.3 $11M 28k 382.08
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Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 2.0 $9.2M +17% 83k 111.65
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Microsoft Corporation (MSFT) 1.8 $8.3M +8% 16k 512.90
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Invesco Qqq Tr Unit Ser 1 (QQQ) 1.7 $7.6M -4% 10k 739.74
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Coca-Cola Company (KO) 1.4 $6.1M 71k 86.08
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Select Sector Spdr Tr St Str Techn Etf (XLK) 1.1 $5.1M 26k 195.75
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Ishares Tr Core S&p500 Etf (IVV) 1.1 $4.9M +141% 6.5k 765.85
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NVIDIA Corporation (NVDA) 1.1 $4.8M +18% 21k 228.38
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Vanguard Whitehall Fds High Div Yld (VYM) 1.1 $4.7M 31k 155.20
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Spdr Series Trust St Str P500val (SPYV) 1.0 $4.5M -5% 74k 61.13
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Alphabet Cap Stk Cl A (GOOGL) 1.0 $4.5M +8% 13k 344.09
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Spdr Series Trust ST STR P500GRW (SPYG) 0.9 $3.9M 32k 123.08
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Vanguard Index Fds Mrngstr Lrg Cap (VV) 0.9 $3.9M -5% 11k 351.86
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Amazon (AMZN) 0.8 $3.8M +13% 15k 249.15
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Broadcom (AVGO) 0.8 $3.7M +15% 11k 351.18
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Ishares Tr Trust Ishare 0-1 (SHV) 0.8 $3.6M +5% 32k 110.32
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Ishares Tr Core S&p Scp Etf (IJR) 0.8 $3.5M +7% 26k 136.04
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Innovator Etfs Trust Us Eqty Pwr Buf (PMAY) 0.8 $3.4M -3% 82k 42.26
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Ishares Tr Msci Eafe Etf (EFA) 0.8 $3.4M +10% 33k 103.89
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Palantir Technologies Cl A (PLTR) 0.7 $3.4M 18k 187.05
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.7 $3.4M +79% 11k 304.64
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Vanguard World Inf Tech Etf (VGT) 0.7 $3.1M 24k 125.67
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Innovator Etfs Trust Us Eqty Pwr Buf (PMAR) 0.6 $2.9M 59k 48.96
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Ishares Msci Emrg Chn (EMXC) 0.6 $2.6M +22% 27k 99.08
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Costco Wholesale Corporation (COST) 0.6 $2.6M -3% 2.9k 910.46
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Etf Ser Solutions Defia Quant Etf (QTUM) 0.6 $2.6M 17k 151.62
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JPMorgan Chase & Co. (JPM) 0.6 $2.6M +5% 7.8k 330.83
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Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) 0.5 $2.5M 54k 45.62
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Vanguard Specialized Funds Div App Etf (VIG) 0.5 $2.4M 10k 233.31
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.5 $2.4M +2% 36k 66.79
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Applied Materials (AMAT) 0.5 $2.3M +7% 4.5k 511.35
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Alphabet Cap Stk Cl C (GOOG) 0.5 $2.3M +9% 6.7k 340.74
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Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) 0.5 $2.2M 46k 47.11
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Meta Platforms Cl A (META) 0.5 $2.1M +11% 2.9k 725.19
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Eli Lilly & Co. (LLY) 0.5 $2.1M +7% 1.8k 1156.93
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Tesla Motors (TSLA) 0.5 $2.1M +8% 5.8k 354.81
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $2.0M +52% 2.9k 700.85
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Visa Com Cl A (V) 0.4 $1.8M +2% 5.0k 359.33
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Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $1.8M 25k 71.95
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Ishares Tr Russell 2000 Etf (IWM) 0.4 $1.7M 6.0k 277.89
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J P Morgan Exchange Traded F U S Tec Lea Etf (JTEK) 0.4 $1.6M -21% 15k 105.19
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Nextera Energy (NEE) 0.4 $1.6M +2% 21k 75.74
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Tapestry (TPR) 0.4 $1.6M -6% 14k 115.04
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Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) 0.3 $1.5M 34k 44.05
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Advanced Micro Devices (AMD) 0.3 $1.5M +9% 2.4k 611.76
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Fortinet (FTNT) 0.3 $1.4M 8.0k 178.76
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Chevron Corporation (CVX) 0.3 $1.4M +44% 6.9k 204.20
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Nylim Etf Tr Ftse Intl Eqty C (HFXI) 0.3 $1.4M +30% 37k 37.17
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Select Sector Spdr Tr St Str Discr Etf (XLY) 0.3 $1.4M 13k 108.84
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Home Depot (HD) 0.3 $1.4M -10% 4.8k 284.52
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Morgan Stanley Com New (MS) 0.3 $1.3M 7.0k 188.09
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Palo Alto Networks (PANW) 0.3 $1.3M +29% 3.3k 397.31
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Select Sector Spdr Tr St Str Care Etf (XLV) 0.3 $1.3M -7% 7.5k 168.43
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Global X Fds Artificial Etf (AIQ) 0.3 $1.2M +4% 19k 65.16
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Wal-Mart Stores (WMT) 0.2 $1.1M +84% 11k 103.92
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Cisco Systems (CSCO) 0.2 $1.1M 10k 107.63
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Exxonmobil Holdings Corp Com Shs (XOM) 0.2 $1.1M NEW 6.8k 162.74
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $1.1M 7.7k 142.26
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Analog Devices (ADI) 0.2 $1.1M -4% 2.7k 396.75
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Mastercard Incorporated Cl A (MA) 0.2 $1.0M +12% 1.9k 551.33
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $1.0M 7.4k 137.68
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Ishares Tr Msci India Etf (INDA) 0.2 $950k -15% 20k 46.68
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Abbvie (ABBV) 0.2 $921k +10% 3.5k 261.58
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $911k 3.9k 231.65
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Innovator Etfs Trust Us Eqty Ultra Bu (UNOV) 0.2 $900k 22k 41.35
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Asml Hldg Nv N Y Registry Shs (ASML) 0.2 $899k +10% 496.00 1811.67
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Ge Vernova (GEV) 0.2 $888k -3% 935.00 950.18
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Merck & Co (MRK) 0.2 $887k +6% 6.1k 145.31
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $886k +95% 4.3k 208.03
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Marathon Petroleum Corp (MPC) 0.2 $883k +3% 2.2k 395.50
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Phillips 66 (PSX) 0.2 $843k 3.3k 255.33
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Johnson & Johnson (JNJ) 0.2 $823k +15% 3.1k 264.75
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Procter & Gamble Company (PG) 0.2 $789k -15% 5.4k 145.27
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Cummins (CMI) 0.2 $764k +3% 1.5k 516.48
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Spdr Series Trust St Str Sp Div (SDY) 0.2 $760k 5.2k 146.48
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Oracle Corporation (ORCL) 0.2 $757k +2% 5.5k 137.29
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Truist Financial Corp equities (TFC) 0.2 $746k +3% 16k 46.30
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Valero Energy Corporation (VLO) 0.2 $722k 1.9k 387.54
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Vertiv Holdings Com Cl A (VRT) 0.2 $689k 2.9k 241.27
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Sprott Asset Management Physical Gold An (CEF) 0.1 $672k -10% 16k 41.54
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Netflix (NFLX) 0.1 $665k +8% 9.6k 69.58
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Ishares Tr Rusel 2500 Etf (SMMD) 0.1 $641k NEW 7.5k 85.52
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Innovator Etfs Trust Us Eqty Pwr Buf (PJUN) 0.1 $637k 15k 43.99
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Spdr Series Trust St Str Sp500div (SPYD) 0.1 $626k -33% 14k 45.37
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Ishares Gold Trust Micro Shs Repstg Un Tr (IAUM) 0.1 $621k NEW 15k 41.42
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Old Republic International Corporation (ORI) 0.1 $619k -4% 17k 37.31
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Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) 0.1 $619k 14k 43.18
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Public Service Enterprise (PEG) 0.1 $619k -21% 9.2k 67.34
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Verizon Communications (VZ) 0.1 $610k 13k 45.87
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $593k +5% 20k 30.00
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Lamar Advertising Cl A (LAMR) 0.1 $581k -4% 4.0k 144.12
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Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) 0.1 $580k 11k 50.72
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International Business Machines (IBM) 0.1 $577k +13% 2.6k 219.91
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Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.1 $564k +34% 1.2k 456.19
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Northrop Grumman Corporation (NOC) 0.1 $551k 1.1k 483.27
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Raytheon Technologies Corp (RTX) 0.1 $550k +12% 3.0k 185.68
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Texas Instruments Incorporated (TXN) 0.1 $512k +5% 1.8k 280.03
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Vanguard Whitehall Fds Intl High Etf (VYMI) 0.1 $512k +4% 5.1k 101.12
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $509k -28% 9.0k 56.22
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J P Morgan Exchange Traded F Active Growth (JGRO) 0.1 $506k -26% 5.2k 96.57
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Amphenol Corp Cl A (APH) 0.1 $500k +116% 5.9k 84.30
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Travelers Companies (TRV) 0.1 $497k 1.4k 356.52
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Goldman Sachs (GS) 0.1 $490k +2% 544.00 899.85
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Eaton Corp SHS (ETN) 0.1 $483k 1.1k 429.71
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Arista Networks Com Shs (ANET) 0.1 $479k +16% 2.4k 203.59
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Spdr Gold Tr Gold Shs (GLD) 0.1 $478k -90% 1.3k 380.90
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Graham Hldgs Com Cl B (GHC) 0.1 $475k -4% 418.00 1135.87
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Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) 0.1 $474k 9.5k 49.68
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Vanguard Index Fds MRNGSTR SML CP V (VBR) 0.1 $473k -13% 2.0k 230.99
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Select Sector Spdr Tr St Str Finl Etf (XLF) 0.1 $464k -4% 8.7k 53.40
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Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $464k 1.9k 247.93
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Landbridge Company Cl A (LB) 0.1 $460k -2% 5.7k 81.17
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McDonald's Corporation (MCD) 0.1 $460k 2.0k 230.91
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Intuitive Surgical Com New (ISRG) 0.1 $450k -5% 1.1k 406.63
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Neos Etf Trust Neos S&p 500 Hi (SPYI) 0.1 $449k NEW 8.4k 53.17
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Medtronic SHS (MDT) 0.1 $443k -4% 5.1k 86.29
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Lam Research Corp Com New (LRCX) 0.1 $439k +8% 1.3k 328.62
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Garmin SHS (GRMN) 0.1 $436k -5% 1.5k 286.75
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Vanguard Index Fds Mrngstr Val Etf (VTV) 0.1 $430k 2.0k 216.08
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Innovator Etfs Trust Us Eqty Ultra B (USEP) 0.1 $418k 10k 42.03
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Lockheed Martin Corporation (LMT) 0.1 $416k +5% 817.00 509.36
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Intel Corporation (INTC) 0.1 $412k +24% 3.4k 120.23
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Select Sector Spdr Tr St Str Energ Etf (XLE) 0.1 $411k NEW 6.7k 61.50
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Innovator Etfs Trust Us Eqty Pwr Buf (POCT) 0.1 $405k 8.5k 47.89
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Ares Management Corporation Cl A Com Stk (ARES) 0.1 $392k -17% 3.4k 116.16
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Crowdstrike Hldgs Cl A (CRWD) 0.1 $390k NEW 1.5k 264.75
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Vanguard Index Fds Mrngstr Grwt Etf (VUG) 0.1 $387k 4.3k 90.12
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Linde SHS (LIN) 0.1 $384k +10% 809.00 474.65
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $383k -2% 4.9k 78.31
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Johnson Controls Internation SHS (JCI) 0.1 $379k -3% 2.6k 148.65
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Space Exploration Techn Corp Class A Com Stk (SPCX) 0.1 $378k NEW 2.5k 150.86
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Toll Brothers (TOL) 0.1 $377k -4% 2.8k 134.74
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Interactive Brokers Group In Com Cl A (IBKR) 0.1 $374k -9% 4.4k 85.43
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $374k -9% 2.2k 166.28
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Agnico (AEM) 0.1 $372k -8% 2.0k 183.29
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Allstate Corporation (ALL) 0.1 $360k -2% 1.6k 221.82
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W.R. Berkley Corporation (WRB) 0.1 $358k -10% 5.3k 67.54
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Micron Technology (MU) 0.1 $353k NEW 331.00 1065.24
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Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $340k -12% 2.1k 160.74
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General Dynamics Corporation (GD) 0.1 $333k +7% 1.0k 331.75
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Global X Fds Nasdaq 100 Cover (QYLD) 0.1 $331k -4% 18k 18.55
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Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) 0.1 $329k 7.1k 46.65
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Trane Technologies SHS (TT) 0.1 $329k -2% 727.00 451.98
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Caterpillar (CAT) 0.1 $329k +7% 405.00 811.15
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $326k -13% 4.6k 70.52
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AutoZone (AZO) 0.1 $326k -4% 115.00 2830.03
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Nxp Semiconductors N V (NXPI) 0.1 $323k -4% 1.4k 237.53
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Union Pacific Corporation (UNP) 0.1 $320k 1.2k 272.03
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Vanguard Index Fds Mrngstr Md Cp Va (VOE) 0.1 $312k +12% 1.6k 195.53
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Quanta Services (PWR) 0.1 $312k 485.00 642.52
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $311k 1.9k 166.80
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Green Brick Partners (GRBK) 0.1 $311k -5% 4.7k 66.11
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L3harris Technologies (LHX) 0.1 $303k -2% 1.3k 236.75
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RBB Us Trsry 6 Mnth (XBIL) 0.1 $289k 5.8k 49.98
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Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.1 $287k 2.5k 115.80
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Motorola Solutions Com New (MSI) 0.1 $282k +3% 632.00 445.75
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Ea Series Trust Us Quan Momentum (QMOM) 0.1 $281k -71% 3.9k 72.11
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Parker-Hannifin Corporation (PH) 0.1 $278k 291.00 956.34
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Citigroup Com New (C) 0.1 $278k +7% 2.1k 129.47
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Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $270k 852.00 317.19
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Chubb (CB) 0.1 $265k +3% 815.00 325.17
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Public Storage (PSA) 0.1 $263k +8% 928.00 282.96
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United Parcel Svcs CL B (UPS) 0.1 $258k -11% 2.8k 93.44
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Abbott Laboratories (ABT) 0.1 $251k -10% 2.5k 98.81
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Microchip Technology (MCHP) 0.1 $243k -2% 3.1k 77.77
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O'reilly Automotive (ORLY) 0.1 $242k 2.8k 85.41
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Thermo Fisher Scientific (TMO) 0.1 $241k NEW 357.00 674.93
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $238k +16% 7.1k 33.31
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $233k 1.1k 222.32
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Unilever Spon Adr New (UL) 0.1 $231k -8% 3.8k 60.73
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J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.1 $229k -21% 4.5k 50.37
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Intercontinental Exchange (ICE) 0.1 $228k NEW 1.5k 151.99
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Ishares Tr Msci Usa Value (VLUE) 0.1 $226k 1.1k 197.99
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Cme (CME) 0.0 $224k NEW 856.00 261.95
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Danaher Corporation (DHR) 0.0 $221k NEW 996.00 221.55
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Cadence Design Systems (CDNS) 0.0 $219k +6% 663.00 330.19
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Markel Corporation (MKL) 0.0 $216k -5% 126.00 1712.45
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Adobe Systems Incorporated (ADBE) 0.0 $211k NEW 880.00 239.94
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Emerson Electric (EMR) 0.0 $210k NEW 1.4k 155.13
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Upexi Com New (UPXI) 0.0 $38k NEW 34k 1.14
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Past Filings by Atticus Wealth Management

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

View all past filings