Atticus Wealth Management

Atticus Wealth Management as of March 31, 2026

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 131k 650.34
Ishares Tr Rus 1000 Grw Etf (IWF) 5.9 $22M 51k 426.40
Neos Etf Trust Neos Enh Inc 1-3 (CSHI) 4.5 $17M 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 258k 56.58
Apple (AAPL) 3.4 $13M 49k 253.79
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 2.7 $9.9M 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 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 14k 430.29
Microsoft Corporation (MSFT) 1.5 $5.5M 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 31k 148.10
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY) 1.0 $3.6M 91k 39.94
Alphabet Cap Stk Cl A (GOOGL) 1.0 $3.6M 13k 287.55
Select Sector Spdr Tr State Street Tec (XLK) 1.0 $3.6M 27k 132.90
Vanguard Index Fds Large Cap Etf (VV) 1.0 $3.5M 12k 298.86
NVIDIA Corporation (NVDA) 0.9 $3.3M 19k 174.40
Ishares Tr Core S&p Scp Etf (IJR) 0.9 $3.2M 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 3.1k 996.29
Amazon (AMZN) 0.8 $2.9M 14k 208.27
Broadcom (AVGO) 0.8 $2.8M 9.2k 309.51
Ishares Tr Msci Eafe Etf (EFA) 0.8 $2.8M 29k 97.13
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR) 0.8 $2.8M 63k 44.62
Vanguard Specialized Funds Div App Etf (VIG) 0.6 $2.3M 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 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 18k 110.39
Tesla Motors (TSLA) 0.5 $2.0M 5.3k 371.75
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) 0.5 $2.0M 46k 42.50
Nextera Energy (NEE) 0.5 $2.0M 21k 92.88
Ishares Msci Emrg Chn (EMXC) 0.5 $1.9M 25k 78.66
Ishares Tr Msci Emg Mkt Etf (EEM) 0.5 $1.9M 34k 56.79
Home Depot (HD) 0.5 $1.8M 5.5k 328.86
J P Morgan Exchange Traded F Active Growth (JGRO) 0.5 $1.7M 20k 84.52
Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $1.7M 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 8.5k 191.93
Palantir Technologies Cl A (PLTR) 0.4 $1.5M 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 6.0k 248.01
Select Sector Spdr Tr State Street Con (XLY) 0.4 $1.5M 14k 108.98
Visa Com Cl A (V) 0.4 $1.5M 4.8k 302.26
Applied Materials (AMAT) 0.4 $1.4M 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 13k 107.30
Meta Platforms Cl A (META) 0.4 $1.3M 2.3k 572.14
Ishares Tr Core S&p500 Etf (IVV) 0.3 $1.3M 2.0k 653.20
Select Sector Spdr Tr State Street Hea (XLV) 0.3 $1.3M 8.7k 146.62
J P Morgan Exchange Traded F U S Tech Leaders (JTEK) 0.3 $1.1M 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 7.5k 144.45
Exxon Mobil Corporation (XOM) 0.3 $1.0M 6.0k 169.66
Global X Fds Artificial Etf (AIQ) 0.3 $1.0M 22k 46.67
Chevron Corporation (CVX) 0.3 $995k 4.8k 206.88
Morgan Stanley Com New (MS) 0.3 $993k 6.0k 164.57
Ishares Tr Msci India Etf (INDA) 0.3 $988k 21k 46.84
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.3 $959k 7.5k 128.11
Spdr Series Trust State Street Spd (SPYD) 0.3 $940k 21k 45.52
Netflix (NFLX) 0.3 $926k 9.6k 96.15
Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $903k 8.0k 113.10
Public Service Enterprise (PEG) 0.2 $901k 11k 80.95
Analog Devices (ADI) 0.2 $896k 2.8k 318.10
Ge Vernova (GEV) 0.2 $848k 971.00 873.04
Sprott Asset Management Physical Gold An (CEF) 0.2 $830k 17k 47.72
Cisco Systems (CSCO) 0.2 $817k 11k 77.59
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
Ea Series Trust Us Quan Momentum (QMOM) 0.2 $805k 12k 68.31
Mastercard Incorporated Cl A (MA) 0.2 $800k 1.6k 499.52
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) 0.2 $790k 17k 45.97
Cummins (CMI) 0.2 $770k 1.4k 538.12
Northrop Grumman Corporation (NOC) 0.2 $765k 1.1k 682.14
Spdr Series Trust State Street Spd (SDY) 0.2 $757k 5.2k 145.94
Verizon Communications (VZ) 0.2 $750k 15k 50.20
Wal-Mart Stores (WMT) 0.2 $719k 5.8k 124.29
Truist Financial Corp equities (TFC) 0.2 $719k 16k 45.97
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $718k 1.00 718140.00
Vertiv Holdings Com Cl A (VRT) 0.2 $713k 2.8k 250.56
Oracle Corporation (ORCL) 0.2 $705k 4.8k 147.10
Abbvie (ABBV) 0.2 $699k 3.2k 217.50
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.2 $699k 12k 56.68
Old Republic International Corporation (ORI) 0.2 $688k 17k 39.90
Merck & Co (MRK) 0.2 $686k 5.7k 120.29
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN) 0.2 $663k 16k 41.83
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) 0.2 $662k 17k 39.80
McDonald's Corporation (MCD) 0.2 $657k 2.1k 310.82
Fortinet (FTNT) 0.2 $650k 8.0k 81.72
Johnson & Johnson (JNJ) 0.2 $647k 2.6k 244.43
Innovator Etfs Trust Quity Managd Flr (SFLR) 0.2 $641k 18k 35.41
Phillips 66 (PSX) 0.2 $602k 3.3k 182.18
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) 0.2 $583k 13k 46.13
Medtronic SHS (MDT) 0.2 $568k 6.6k 86.65
Intuitive Surgical Com New (ISRG) 0.2 $565k 1.2k 460.99
Lamar Advertising Cl A (LAMR) 0.2 $565k 4.5k 126.66
Asml Hldg Nv N Y Registry Shs (ASML) 0.2 $564k 427.00 1320.83
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $534k 2.5k 217.29
Marathon Petroleum Corp (MPC) 0.1 $528k 2.2k 244.23
Raytheon Technologies Corp (RTX) 0.1 $504k 2.6k 192.93
Ares Management Corporation Cl A Com Stk (ARES) 0.1 $504k 4.6k 109.10
New York Life Investments Et Nyli Ftse Intern (HFXI) 0.1 $480k 14k 33.58
Lockheed Martin Corporation (LMT) 0.1 $461k 763.00 604.28
Agnico (AEM) 0.1 $461k 2.3k 202.98
Valero Energy Corporation (VLO) 0.1 $460k 1.9k 247.10
RBB Us Trsry 6 Mnth (XBIL) 0.1 $459k 9.2k 50.03
Graham Hldgs Com Cl B (GHC) 0.1 $452k 428.00 1056.69
Select Sector Spdr Tr State Street Fin (XLF) 0.1 $451k 9.1k 49.37
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.1 $451k 4.8k 94.23
L3harris Technologies (LHX) 0.1 $447k 1.3k 345.11
Goldman Sachs (GS) 0.1 $447k 528.00 846.59
Palo Alto Networks (PANW) 0.1 $436k 2.7k 160.32
J P Morgan Exchange Traded F Active Value Etf (JAVA) 0.1 $419k 5.8k 71.75
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $417k 5.0k 82.75
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $411k 16k 25.64
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $408k 1.9k 213.67
Abbott Laboratories (ABT) 0.1 $403k 3.9k 102.66
Travelers Companies (TRV) 0.1 $400k 1.4k 291.64
Landbridge Company Cl A (LB) 0.1 $396k 5.7k 69.05
Vanguard Index Fds Value Etf (VTV) 0.1 $395k 2.0k 196.20
Toll Brothers (TOL) 0.1 $393k 2.9k 136.48
Eaton Corp SHS (ETN) 0.1 $390k 1.1k 357.67
AutoZone (AZO) 0.1 $388k 115.00 3377.78
W.R. Berkley Corporation (WRB) 0.1 $388k 5.9k 66.28
Innovator Etfs Trust Us Eqty Ultra B (USEP) 0.1 $387k 10k 38.67
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $377k 2.6k 145.73
Johnson Controls Internation SHS (JCI) 0.1 $376k 2.9k 130.95
Advanced Micro Devices (AMD) 0.1 $372k 1.8k 203.43
Innovator Etfs Trust Us Eqty Pwr Buf (POCT) 0.1 $365k 8.5k 43.11
Linde SHS (LIN) 0.1 $362k 730.00 495.76
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $353k 2.5k 142.40
Allstate Corporation (ALL) 0.1 $349k 1.7k 207.37
Interactive Brokers Group In Com Cl A (IBKR) 0.1 $320k 4.8k 67.08
General Dynamics Corporation (GD) 0.1 $319k 929.00 343.36
United Parcel Svcs CL B (UPS) 0.1 $318k 3.2k 98.37
Green Brick Partners (GRBK) 0.1 $315k 4.9k 64.45
Vanguard Index Fds Growth Etf (VUG) 0.1 $313k 716.00 436.95
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.1 $310k 917.00 337.95
Trane Technologies SHS (TT) 0.1 $306k 735.00 416.74
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) 0.1 $306k 7.2k 42.72
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.1 $305k 5.2k 58.54
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.1 $293k 5.8k 50.61
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.1 $293k 3.0k 97.72
Union Pacific Corporation (UNP) 0.1 $287k 1.2k 242.61
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $286k 2.0k 141.41
Unilever Spon Adr New (UL) 0.1 $273k 4.8k 56.97
Wec Energy Group (WEC) 0.1 $272k 2.4k 115.77
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $263k 2.7k 99.25
Quanta Services (PWR) 0.1 $262k 477.00 549.02
Motorola Solutions Com New (MSI) 0.1 $262k 603.00 434.17
Lam Research Corp Com New (LRCX) 0.1 $261k 1.2k 213.70
Parker-Hannifin Corporation (PH) 0.1 $261k 291.00 895.75
Chubb (CB) 0.1 $260k 798.00 325.78
O'reilly Automotive (ORLY) 0.1 $258k 2.8k 92.31
Boston Scientific Corporation (BSX) 0.1 $256k 4.1k 62.75
Markel Corporation (MKL) 0.1 $255k 133.00 1914.08
Arista Networks Com Shs (ANET) 0.1 $251k 2.0k 122.78
Cme (CME) 0.1 $250k 845.00 295.32
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $249k 1.3k 191.85
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $249k 1.4k 184.25
salesforce (CRM) 0.1 $249k 1.3k 186.68
Servicenow (NOW) 0.1 $248k 2.4k 104.55
Garmin SHS (GRMN) 0.1 $243k 1.0k 232.06
International Business Machines (IBM) 0.1 $237k 977.00 242.39
Autodesk (ADSK) 0.1 $236k 987.00 239.40
Ea Series Trust Strive 1000 Div (STXD) 0.1 $233k 6.6k 35.50
Public Storage (PSA) 0.1 $231k 853.00 270.82
Citigroup Com New (C) 0.1 $226k 2.0k 113.38
Caterpillar (CAT) 0.1 $220k 311.00 708.54
Nxp Semiconductors N V (NXPI) 0.1 $218k 1.1k 196.86
Select Sector Spdr Tr State Street Rea (XLRE) 0.1 $213k 5.2k 40.83
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.1 $208k 874.00 237.58
Amphenol Corp Cl A (APH) 0.1 $206k 1.6k 126.37
Microchip Technology (MCHP) 0.1 $206k 3.2k 64.60
Tractor Supply Company (TSCO) 0.1 $204k 4.5k 45.30
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $204k 849.00 240.00
Intercontinental Exchange (ICE) 0.1 $202k 1.3k 157.22
Global X Fds Nasdaq 100 Cover (QYLD) 0.1 $191k 11k 17.15