Atticus Wealth Management, LLC Top Holdings and 13F Report (2026)

About Atticus Wealth Management, LLC

Investment Activity

Atticus Wealth Management, LLC has $420.12 million in total holdings as of June 30, 2026.
Atticus Wealth Management, LLC owns shares of 177 different stocks, but just 44 companies or ETFs make up 80% of its holdings.
Approximately 15.23% of the portfolio was purchased this quarter.
About 8.33% of the portfolio was sold this quarter.
This quarter, Atticus Wealth Management, LLC has purchased 181 new stocks and bought additional shares in 78 stocks.
Atticus Wealth Management, LLC sold shares of 76 stocks and completely divested from 13 stocks this quarter.

Largest Holdings

SPDR S&P 500 ETF Trust: $95,386,414
iShares Russell 1000 Growth ETF: $25,433,022
Innovator Equity Managed Floor ETF: $24,872,915
NEOS Enhanced Income 1-3 Month T-Bill ETF: $21,526,373
Hartford Total Return Bond ETF: $17,127,580

Largest New Holdings this Quarter

882508104 - Texas Instruments: $514,941 Holding
458140100 - Intel: $384,542 Holding
127387108 - Cadence Design Systems: $233,074 Holding
46432F388 - iShares MSCI USA Value Factor ETF: $227,092 Holding
45783Y681 - INNOVATOR ETFS TRUST: $213,956 Holding

Largest Purchases this Quarter

Innovator Equity Managed Floor ETF: 626,597 shares (about $24.17M)
iShares Russell 1000 Growth ETF: 153,948 shares (about $19.12M)
NEOS Enhanced Income 1-3 Month T-Bill ETF: 95,583 shares (about $4.76M)
Vanguard Information Technology ETF: 21,610 shares (about $2.58M)
Invesco NASDAQ 100 ETF: 5,246 shares (about $1.59M)

Largest Sales this Quarter

SPDR Portfolio S&P 500 Value ETF: 180,128 shares (about $10.95M)
Invesco S&P 500 Low Volatility ETF: 130,598 shares (about $9.78M)
SPDR S&P 500 ETF Trust: 2,935 shares (about $2.19M)
Invesco S&P 500 Equal Weight ETF: 6,275 shares (about $1.33M)
JPMorgan Active Growth ETF: 13,146 shares (about $1.30M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SPY SPDR S&P 500 ETF Trust	$95,386,414	$2,191,770 â–¼	-2.2%	127,732	22.7%	Finance
IWF iShares Russell 1000 Growth ETF	$25,433,022	$19,115,743 â–²	302.6%	204,824	6.1%	ETF
SFLR Innovator Equity Managed Floor ETF	$24,872,915	$24,174,115 â–²	3,459.4%	644,710	5.9%	ETF
CSHI NEOS Enhanced Income 1-3 Month T-Bill ETF	$21,526,373	$4,760,986 â–²	28.4%	432,170	5.1%	ETF
HTRB Hartford Total Return Bond ETF	$17,127,580	$1,113,459 â–²	7.0%	507,709	4.1%	ETF
AAPL Apple	$14,133,287	$127,319 â–¼	-0.9%	48,843	3.4%	Computer and Technology
OEF iShares S&P 100 ETF	$10,223,789	$329,280 â–¼	-3.1%	27,944	2.4%	ETF
XMHQ Invesco S&P MidCap Quality ETF	$7,954,958	$157,354 â–²	2.0%	70,473	1.9%	ETF
QQQ Invesco QQQ	$7,952,162	$273,197 â–²	3.6%	10,799	1.9%	Finance
KO CocaCola	$5,711,485	$325 â–¼	0.0%	70,278	1.4%	Consumer Staples
MSFT Microsoft	$5,560,534	$24,992 â–²	0.5%	14,907	1.3%	Computer and Technology
XLK Technology Select Sector SPDR Fund	$5,009,160	$120,409 â–¼	-2.3%	26,292	1.2%	ETF
GLD SPDR Gold Shares	$4,868,511	$142,195 â–¼	-2.8%	13,216	1.2%	Finance
VYM Vanguard High Dividend Yield ETF	$4,820,039	$54,204 â–¼	-1.1%	30,501	1.1%	Financial Services
SPYV SPDR Portfolio S&P 500 Value ETF	$4,734,553	$10,949,946 â–¼	-69.8%	77,884	1.1%	ETF
GOOGL Alphabet	$4,310,711	$164,037 â–¼	-3.7%	12,062	1.0%	Computer and Technology
VV Vanguard Large-Cap ETF	$4,033,762	$15,476 â–¼	-0.4%	11,729	1.0%	ETF
SPYG SPDR Portfolio S&P 500 Growth ETF	$3,791,695	$59,613 â–¼	-1.5%	31,866	0.9%	ETF
NVDA NVIDIA	$3,577,744	$199,886 â–¼	-5.3%	17,881	0.9%	Computer and Technology
IJR iShares Core S&P Small-Cap ETF	$3,542,957	$273,185 â–¼	-7.2%	23,889	0.8%	ETF
PMAY Innovator U.S. Equity Power Buffer ETF - May	$3,488,735	$263,824 â–¼	-7.0%	84,473	0.8%	ETF
AVGO Broadcom	$3,431,736	$31,730 â–¼	-0.9%	9,085	0.8%	Computer and Technology
SHV iShares Short Treasury Bond ETF	$3,378,800	$1,386,766 â–²	69.6%	30,619	0.8%	ETF
AMZN Amazon.com	$3,209,487	$100,818 â–¼	-3.0%	13,466	0.8%	Retail/Wholesale
EFA iShares MSCI EAFE ETF	$3,101,884	$86,741 â–²	2.9%	29,860	0.7%	Finance
AMAT Applied Materials	$3,006,758	$2,169 â–¼	-0.1%	4,159	0.7%	Computer and Technology
VGT Vanguard Information Technology ETF	$2,948,862	$2,582,779 â–²	705.5%	24,673	0.7%	ETF
PMAR Innovator U.S. Equity Power Buffer ETF - March	$2,843,880	$148,086 â–¼	-4.9%	59,533	0.7%	Transportation
ETF SER SOLUTIONS	$2,785,853	$678,230 â–²	32.2%	16,845	0.7%	DEFIA QUANT ETF
COST Costco Wholesale	$2,779,182	$95,415 â–¼	-3.3%	2,971	0.7%	Retail/Wholesale
VIG Vanguard Dividend Appreciation ETF	$2,483,635	$6,626 â–²	0.3%	10,496	0.6%	ETF
PNOV Innovator U.S. Equity Power Buffer ETF - November	$2,422,752	$17,740 â–¼	-0.7%	54,628	0.6%	ETF
JPM JPMorgan Chase & Co.	$2,407,243	$19,313 â–¼	-0.8%	7,354	0.6%	Finance
EEM iShares MSCI Emerging Markets ETF	$2,381,419	$89,480 â–²	3.9%	34,811	0.6%	Finance
TSLA Tesla	$2,250,210	$6,730 â–²	0.3%	5,350	0.5%	Auto/Tires/Trucks
EMXC iShares MSCI Emerging Markets ex China ETF	$2,224,689	$292,574 â–¼	-11.6%	21,747	0.5%	Manufacturing
J P MORGAN EXCHANGE TRADED F	$2,201,248	$596,020 â–²	37.1%	19,733	0.5%	U S TEC LEA ETF
GOOG Alphabet	$2,160,424	$126,855 â–²	6.2%	6,114	0.5%	Computer and Technology
TPR Tapestry	$2,154,465	$22,689 â–¼	-1.0%	14,718	0.5%	Retail/Wholesale
PDEC Innovator U.S. Equity Power Buffer ETF - December	$2,103,965	$9,178 â–¼	-0.4%	45,848	0.5%	ETF
PALANTIR TECHNOLOGIES INC	$2,083,260	$857,175 â–²	69.9%	17,856	0.5%	CL A
IVV iShares Core S&P 500 ETF	$2,002,283	$532,395 â–²	36.2%	2,674	0.5%	ETF
LLY Eli Lilly and Company	$1,995,938	$10,795 â–²	0.5%	1,664	0.5%	Medical
IJH iShares Core S&P Mid-Cap ETF	$1,907,440	$15,884 â–¼	-0.8%	24,737	0.5%	ETF
HD Home Depot	$1,879,701	$57,132 â–¼	-2.9%	5,330	0.4%	Retail/Wholesale
QQQM Invesco NASDAQ 100 ETF	$1,854,156	$1,589,363 â–²	600.2%	6,120	0.4%	ETF
NEE NextEra Energy	$1,812,025	$34,231 â–¼	-1.9%	20,645	0.4%	Utilities
IWM iShares Russell 2000 ETF	$1,799,349	$2,704 â–¼	-0.2%	5,989	0.4%	Finance
V Visa	$1,678,257	$21,613 â–²	1.3%	4,892	0.4%	Business Services
XLY Consumer Discretionary Select Sector SPDR Fund	$1,479,168	$104,733 â–¼	-6.6%	12,612	0.4%	Finance
PFEB Innovator U.S. Equity Power Buffer ETF - February	$1,476,786	$5,383 â–¼	-0.4%	34,296	0.4%	ETF
MS Morgan Stanley	$1,469,818	$208,421 â–²	16.5%	7,031	0.3%	Finance
META Meta Platforms	$1,467,340	$159,408 â–²	12.2%	2,605	0.3%	Computer and Technology
VOO Vanguard S&P 500 ETF	$1,306,191	$50,132 â–²	4.0%	1,902	0.3%	ETF
XLV Health Care Select Sector SPDR Fund	$1,289,170	$97,422 â–¼	-7.0%	8,125	0.3%	ETF
AMD Advanced Micro Devices	$1,267,634	$205,076 â–²	19.3%	2,182	0.3%	Computer and Technology
CSCO Cisco Systems	$1,227,003	$10,102 â–¼	-0.8%	10,446	0.3%	Computer and Technology
FTNT Fortinet	$1,222,048		0.0%	7,955	0.3%	Computer and Technology
INDA iShares MSCI India ETF	$1,194,168	$151,926 â–²	14.6%	24,178	0.3%	ETF
AIQ Global X Artificial Intelligence & Technology ETF	$1,182,426	$241,117 â–¼	-16.9%	18,022	0.3%	ETF
GE VERNOVA INC	$1,134,359	$5,871 â–¼	-0.5%	966	0.3%	COM
ADI Analog Devices	$1,117,548	$794 â–¼	-0.1%	2,814	0.3%	Computer and Technology
IWP iShares Russell Mid-Cap Growth ETF	$1,085,953	$10,103 â–¼	-0.9%	7,417	0.3%	ETF
QMOM Alpha Architect U.S. Quantitative Momentum ETF	$1,085,239	$157,542 â–²	17.0%	13,784	0.3%	ETF
HFXI NYLI FTSE International Equity Currency Neutral ETF	$1,084,270	$539,507 â–²	99.0%	28,466	0.3%	ETF
IVW iShares S&P 500 Growth ETF	$1,071,531	$26,819 â–¼	-2.4%	7,791	0.3%	ETF
CMI Cummins	$1,020,286	$713 â–²	0.1%	1,431	0.2%	Auto/Tires/Trucks
SPYD SPDR Portfolio S&P 500 High Dividend ETF	$989,115	$3,626 â–²	0.4%	20,732	0.2%	ETF
VXF Vanguard Extended Market ETF	$967,382	$1,231 â–²	0.1%	3,929	0.2%	ETF
VRT Vertiv	$947,250	$5,357 â–¼	-0.6%	2,829	0.2%	Computer and Technology
PEG Public Service Enterprise Group	$944,914	$41,147 â–²	4.6%	11,643	0.2%	Utilities
PG Procter & Gamble	$937,762	$167,463 â–¼	-15.2%	6,395	0.2%	Consumer Staples
ASML ASML	$895,248	$45,757 â–²	5.4%	450	0.2%	Computer and Technology
UNOV Innovator U.S. Equity Ultra Buffer ETF - November	$874,605		0.0%	21,778	0.2%	Manufacturing
PANW Palo Alto Networks	$864,827	$61,725 â–¼	-6.7%	2,536	0.2%	Computer and Technology
MA Mastercard	$844,970	$22,601 â–²	2.7%	1,645	0.2%	Business Services
ABBV AbbVie	$801,056	$8,053 â–¼	-1.0%	3,183	0.2%	Medical
CVX Chevron	$795,540	$1,492 â–¼	-0.2%	4,799	0.2%	Energy
ORCL Oracle	$789,632	$86,906 â–²	12.4%	5,388	0.2%	Computer and Technology
SDY SPDR S&P Dividend ETF	$789,066		0.0%	5,185	0.2%	ETF
TFC Truist Financial	$778,886		0.0%	15,634	0.2%	Finance
MRK Merck & Co., Inc.	$739,608	$7,196 â–²	1.0%	5,756	0.2%	Medical
SPROTT ASSET MANAGEMENT LP	$724,543	$25,023 â–²	3.6%	18,010	0.2%	PHYSICAL GOLD AN
JEPI JPMorgan Equity Premium Income ETF	$714,714	$17,961 â–²	2.6%	12,654	0.2%	ETF
ORI Old Republic International	$714,155	$8,593 â–²	1.2%	17,452	0.2%	Finance
JGRO JPMorgan Active Growth ETF	$700,857	$1,296,028 â–¼	-64.9%	7,109	0.2%	ETF
JNJ Johnson & Johnson	$685,086	$13,458 â–²	2.0%	2,698	0.2%	Medical
WALMART INC	$660,249	$5,210 â–²	0.8%	5,829	0.2%	COM
LAMR Lamar Advertising	$655,593	$39,619 â–¼	-5.7%	4,203	0.2%	Finance
IBM International Business Machines	$648,027	$373,234 â–²	135.8%	2,304	0.2%	Computer and Technology
NFLX Netflix	$631,248	$56,263 â–¼	-8.2%	8,841	0.2%	Consumer Discretionary
PJUN Innovator U.S. Equity Power Buffer ETF - June	$629,386	$55,291 â–¼	-8.1%	14,559	0.1%	ETF
PAPR Innovator U.S. Equity Power Buffer ETF - April	$611,394	$90,814 â–¼	-12.9%	14,488	0.1%	ETF
VBR Vanguard Small-Cap Value ETF	$578,223	$19,193 â–¼	-3.2%	2,380	0.1%	ETF
NOC Northrop Grumman	$571,529		0.0%	1,122	0.1%	Aerospace
VZ Verizon Communications	$571,494	$61,349 â–¼	-9.7%	13,498	0.1%	Computer and Technology
PJAN Innovator U.S. Equity Power Buffer ETF - January	$567,502	$57,705 â–¼	-9.2%	11,467	0.1%	ETF
MPC Marathon Petroleum	$553,902	$1,279 â–²	0.2%	2,166	0.1%	Energy
PSX Phillips 66	$552,990	$5,410 â–¼	-1.0%	3,271	0.1%	Energy
SCHX Schwab US Large-Cap ETF	$549,657	$78,018 â–²	16.5%	18,677	0.1%	ETF

Showing largest 100 holdings. View all holdings.

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Atticus Wealth Management, LLC Top Holdings and 13F Report (2026)

About Atticus Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Atticus Wealth Management, LLC Top Holdings and 13F Report (2026)

About Atticus Wealth Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofAtticus Wealth Management, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools