Atticus Wealth Management, LLC Top Holdings and 13F Report (2026) About Atticus Wealth Management, LLCInvestment ActivityAtticus Wealth Management, LLC has $451.67 million in total holdings as of September 30, 2026.Atticus Wealth Management, LLC owns shares of 185 different stocks, but just 41 companies or ETFs make up 80% of its holdings.Approximately 12.10% of the portfolio was purchased this quarter.About 6.30% of the portfolio was sold this quarter.This quarter, Atticus Wealth Management, LLC has purchased 177 new stocks and bought additional shares in 83 stocks.Atticus Wealth Management, LLC sold shares of 80 stocks and completely divested from 7 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $98,712,805NEOS Enhanced Income 1-3 Month T-Bill ETF $49,514,514Innovator Equity Managed Floor ETF $28,306,008iShares Russell 1000 Growth ETF $25,621,174Apple $17,080,519 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP $1,102,072 Holding46435G268 - iShares Russell 2500 ETF $641,400 Holding46436F103 - iShares Gold Trust Micro $621,300 Holding78433H303 - NEOS S&P 500 High Income ETF $449,254 Holding81369Y506 - Energy Select Sector SPDR Fund $411,256 Holding Largest Purchases this Quarter NEOS Enhanced Income 1-3 Month T-Bill ETF 563,897 shares (about $28.03M)Innovator Equity Managed Floor ETF 82,017 shares (about $3.19M)iShares Core S&P 500 ETF 3,782 shares (about $2.90M)Invesco NASDAQ 100 ETF 4,885 shares (about $1.49M)Invesco S&P MidCap Quality ETF 12,155 shares (about $1.36M) Largest Sales this Quarter SPDR Gold Shares 11,961 shares (about $4.56M)Alpha Architect U.S. Quantitative Momentum ETF 9,881 shares (about $712.52K)J P MORGAN EXCHANGE TRADED F 4,334 shares (about $455.92K)Invesco QQQ 527 shares (about $389.84K)SPDR Portfolio S&P 500 High Dividend ETF 6,925 shares (about $314.18K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAtticus Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$98,712,805$1,300,288 ▲1.3%129,43721.9%ETFCSHINEOS Enhanced Income 1-3 Month T-Bill ETF$49,514,514$28,031,333 ▲130.5%996,06711.0%ETFSFLRInnovator Equity Managed Floor ETF$28,306,008$3,194,561 ▲12.7%726,7276.3%ETFIWFiShares Russell 1000 Growth ETF$25,621,174$35,073 ▼-0.1%204,5445.7%ETFAAPLApple$17,080,519$814,896 ▲5.0%51,2903.8%TechnologyOEFiShares S&P 100 ETF$10,543,142$133,728 ▼-1.3%27,5942.3%ETFXMHQInvesco S&P MidCap Quality ETF$9,225,384$1,357,101 ▲17.2%82,6282.0%ETFMSFTMicrosoft$8,294,160$648,310 ▲8.5%16,1711.8%TechnologyQQQInvesco QQQ$7,598,593$389,842 ▼-4.9%10,2721.7%ETFKOCocaCola$6,131,745$82,207 ▲1.4%71,2331.4%Consumer StaplesXLKTechnology Select Sector SPDR Fund$5,098,128$48,546 ▼-0.9%26,0441.1%ETFIVViShares Core S&P 500 ETF$4,944,336$2,896,450 ▲141.4%6,4561.1%ETFNVDANVIDIA$4,828,243$744,528 ▲18.2%21,1411.1%TechnologyVYMVanguard High Dividend Yield ETF$4,745,655$11,950 ▲0.3%30,5781.1%ETFSPYVSPDR Portfolio S&P 500 Value ETF$4,504,692$256,380 ▼-5.4%73,6901.0%ETFGOOGLAlphabet$4,497,284$346,845 ▲8.4%13,0701.0%Communication ServicesSPYGSPDR Portfolio S&P 500 Growth ETF$3,934,420$12,308 ▲0.3%31,9660.9%ETFVVVanguard Large-Cap ETF$3,901,071$225,894 ▼-5.5%11,0870.9%ETFAMZNAmazon.com$3,804,272$449,218 ▲13.4%15,2690.8%Consumer DiscretionaryAVGOBroadcom$3,697,877$507,448 ▲15.9%10,5300.8%TechnologyISHARES TR$3,559,678$181,806 ▲5.4%32,2670.8%TRUST ISHARE 0-1IJRiShares Core S&P Small-Cap ETF$3,480,516$230,719 ▲7.1%25,5850.8%ETFPMAYInnovator U.S. Equity Power Buffer ETF - May$3,445,743$123,681 ▼-3.5%81,5460.8%ETFEFAiShares MSCI EAFE ETF$3,415,940$313,751 ▲10.1%32,8800.8%ETFPALANTIR TECHNOLOGIES INC$3,377,562$37,597 ▲1.1%18,0570.7%CL AQQQMInvesco NASDAQ 100 ETF$3,352,553$1,488,162 ▲79.8%11,0050.7%ETFVGTVanguard Information Technology ETF$3,050,660$50,017 ▼-1.6%24,2750.7%ETFPMARInnovator U.S. Equity Power Buffer ETF - March$2,909,775$4,896 ▼-0.2%59,4330.6%ETFEMXCiShares MSCI Emerging Markets ex China ETF$2,649,623$494,909 ▲23.0%26,7420.6%ETFCOSTCostco Wholesale$2,610,278$94,687 ▼-3.5%2,8670.6%Consumer StaplesETF SER SOLUTIONS$2,586,604$32,598 ▲1.3%17,0600.6%DEFIA QUANT ETFJPMJPMorgan Chase & Co.$2,578,800$145,895 ▲6.0%7,7950.6%FinancePNOVInnovator U.S. Equity Power Buffer ETF - November$2,461,336$30,794 ▼-1.2%53,9530.5%ETFVIGVanguard Dividend Appreciation ETF$2,420,824$27,997 ▼-1.1%10,3760.5%ETFEEMiShares MSCI Emerging Markets ETF$2,377,265$52,230 ▲2.2%35,5930.5%ETFAMATApplied Materials$2,294,430$167,723 ▲7.9%4,4870.5%TechnologyGOOGAlphabet$2,287,052$203,763 ▲9.8%6,7120.5%Communication ServicesPDECInnovator U.S. Equity Power Buffer ETF - December$2,151,701$8,244 ▼-0.4%45,6730.5%ETFMETAMeta Platforms$2,100,871$211,755 ▲11.2%2,8970.5%Communication ServicesLLYEli Lilly and Company$2,061,641$136,517 ▲7.1%1,7820.5%HealthcareTSLATesla$2,060,737$162,503 ▲8.6%5,8080.5%Consumer DiscretionaryVOOVanguard S&P 500 ETF$2,037,366$704,353 ▲52.8%2,9070.5%ETFVVisa$1,799,171$41,323 ▲2.4%5,0070.4%FinanceIJHiShares Core S&P Mid-Cap ETF$1,783,175$3,382 ▲0.2%24,7840.4%ETFIWMiShares Russell 2000 ETF$1,655,114$9,170 ▼-0.6%5,9560.4%ETFJ P MORGAN EXCHANGE TRADED F$1,619,898$455,915 ▼-22.0%15,3990.4%U S TEC LEA ETFNEENextEra Energy$1,597,822$34,159 ▲2.2%21,0960.4%UtilitiesTPRTapestry$1,588,862$104,344 ▼-6.2%13,8110.4%Consumer DiscretionaryPFEBInnovator U.S. Equity Power Buffer ETF - February$1,487,393$23,347 ▼-1.5%33,7660.3%ETFAMDAdvanced Micro Devices$1,468,224$133,364 ▲10.0%2,4000.3%TechnologyFTNTFortinet$1,422,0360.0%7,9550.3%TechnologyCVXChevron$1,416,343$436,379 ▲44.5%6,9360.3%EnergyHFXINYLIM FTSE International Equity Currency Neutral ETF$1,375,895$317,806 ▲30.0%37,0160.3%ETFXLYConsumer Discretionary Select Sector SPDR Fund$1,369,739$2,939 ▼-0.2%12,5850.3%ETFHDHome Depot$1,362,547$153,923 ▼-10.2%4,7890.3%Consumer DiscretionaryMSMorgan Stanley$1,308,894$13,542 ▼-1.0%6,9590.3%FinancePANWPalo Alto Networks$1,307,548$299,969 ▲29.8%3,2910.3%TechnologyXLVHealth Care Select Sector SPDR Fund$1,263,020$105,434 ▼-7.7%7,4990.3%ETFAIQGlobal X Artificial Intelligence & Technology ETF$1,223,255$48,935 ▲4.2%18,7730.3%ETFWALMART INC$1,117,292$511,516 ▲84.4%10,7510.2%COMCSCOCisco Systems$1,114,769$9,579 ▼-0.9%10,3570.2%TechnologyEXXONMOBIL HOLDINGS CORP$1,102,072$1,102,072 ▲New Holding6,7720.2%COM SHSIVWiShares S&P 500 Growth ETF$1,097,807$10,527 ▼-0.9%7,7170.2%ETFADIAnalog Devices$1,068,044$48,403 ▼-4.3%2,6920.2%TechnologyMAMastercard$1,022,710$115,778 ▲12.8%1,8550.2%FinanceIWPiShares Russell Mid-Cap Growth ETF$1,014,997$6,196 ▼-0.6%7,3720.2%ETFINDAiShares MSCI India ETF$949,723$178,928 ▼-15.9%20,3450.2%ETFABBVAbbVie$920,504$87,891 ▲10.6%3,5190.2%HealthcareVXFVanguard Extended Market ETF$911,295$1,158 ▲0.1%3,9340.2%ETFUNOVInnovator U.S. Equity Ultra Buffer ETF - November$900,4270.0%21,7780.2%ETFASMLASML$898,589$83,337 ▲10.2%4960.2%TechnologyGE VERNOVA INC$888,423$29,456 ▼-3.2%9350.2%COMMRKMerck & Co., Inc.$887,132$50,714 ▲6.1%6,1050.2%HealthcareRSPInvesco S&P 500 Equal Weight ETF$886,227$432,088 ▲95.1%4,2600.2%ETFMPCMarathon Petroleum$882,762$26,103 ▲3.0%2,2320.2%EnergyPSXPhillips 66$842,596$7,405 ▲0.9%3,3000.2%EnergyJNJJohnson & Johnson$822,567$108,281 ▲15.2%3,1070.2%HealthcarePGProcter & Gamble$789,385$139,602 ▼-15.0%5,4340.2%Consumer StaplesCMICummins$764,394$25,308 ▲3.4%1,4800.2%IndustrialsSDYSPDR S&P Dividend ETF$759,5110.0%5,1850.2%ETFORCLOracle$757,432$17,710 ▲2.4%5,5170.2%TechnologyTFCTruist Financial$746,171$22,317 ▲3.1%16,1160.2%FinanceVLOValero Energy$721,9930.0%1,8630.2%EnergyVRTVertiv$688,580$6,032 ▲0.9%2,8540.2%IndustrialsSPROTT ASSET MANAGEMENT LP$671,472$76,685 ▼-10.2%16,1640.1%PHYSICAL GOLD ANNFLXNetflix$665,255$50,098 ▲8.1%9,5610.1%Communication ServicesSMMDiShares Russell 2500 ETF$641,400$641,400 ▲New Holding7,5000.1%ETFPJUNInnovator U.S. Equity Power Buffer ETF - June$637,416$3,035 ▼-0.5%14,4900.1%ETFSPYDSPDR Portfolio S&P 500 High Dividend ETF$626,407$314,179 ▼-33.4%13,8070.1%ETFIAUMiShares Gold Trust Micro$621,300$621,300 ▲New Holding15,0000.1%ETFORIOld Republic International$619,268$31,863 ▼-4.9%16,5980.1%FinancePAPRInnovator U.S. Equity Power Buffer ETF - April$619,115$6,477 ▼-1.0%14,3380.1%ETFPEGPublic Service Enterprise Group$618,693$165,313 ▼-21.1%9,1880.1%UtilitiesVZVerizon Communications$610,236$8,899 ▼-1.4%13,3040.1%Communication ServicesSCHXSchwab US Large-Cap ETF$593,167$32,850 ▲5.9%19,7720.1%ETFLAMRLamar Advertising$580,959$24,789 ▼-4.1%4,0310.1%Real EstatePJANInnovator U.S. Equity Power Buffer ETF - January$579,578$2,029 ▼-0.3%11,4270.1%ETFIBMInternational Business Machines$576,600$69,931 ▲13.8%2,6220.1%TechnologyTSMTaiwan Semiconductor Manufacturing$564,308$145,981 ▲34.9%1,2370.1%TechnologyNOCNorthrop Grumman$550,931$8,699 ▲1.6%1,1400.1%IndustrialsShowing largest 100 holdings. 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