Atticus Wealth Management

Atticus Wealth Management as of Dec. 31, 2025

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