Atticus Wealth Management

Atticus Wealth Management as of June 30, 2026

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