Atticus Wealth Management, LLC Top Holdings and 13F Report (2026) About Atticus Wealth Management, LLCInvestment ActivityAtticus Wealth Management, LLC has $368.91 million in total holdings as of March 31, 2026.Atticus Wealth Management, LLC owns shares of 181 different stocks, but just 46 companies or ETFs make up 80% of its holdings.Approximately 1.23% of the portfolio was purchased this quarter.About 7.81% of the portfolio was sold this quarter.This quarter, Atticus Wealth Management, LLC has purchased 204 new stocks and bought additional shares in 61 stocks.Atticus Wealth Management, LLC sold shares of 101 stocks and completely divested from 25 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $84,977,691iShares Russell 1000 Growth ETF $21,693,573NEOS Enhanced Income 1-3 Month T-Bill ETF $16,755,290Hartford Total Return Bond ETF $16,016,489SPDR Portfolio S&P 500 Value ETF $14,598,303 Largest New Holdings this Quarter 172967424 - Citigroup $225,970 Holding149123101 - Caterpillar $220,355 Holding Largest Purchases this Quarter iShares Russell 1000 Growth ETF 1,488 shares (about $634.48K)ETF SER SOLUTIONS 5,144 shares (about $551.97K)iShares MSCI EAFE ETF 5,357 shares (about $520.32K)J P MORGAN EXCHANGE TRADED F 5,307 shares (about $422.12K)iShares Core S&P 500 ETF 498 shares (about $325.29K) Largest Sales this Quarter SPDR S&P 500 ETF Trust 9,138 shares (about $5.94M)NEOS Enhanced Income 1-3 Month T-Bill ETF 44,120 shares (about $2.20M)SPDR Portfolio S&P 500 Value ETF 13,829 shares (about $782.44K)Berkshire Hathaway 1 shares (about $718.14K)Vanguard Dividend Appreciation ETF 3,180 shares (about $683.90K) 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$84,977,691$5,942,787 â–¼-6.5%130,66723.0%FinanceIWFiShares Russell 1000 Growth ETF$21,693,573$634,485 â–²3.0%50,8765.9%ETFCSHINEOS Enhanced Income 1-3 Month T-Bill ETF$16,755,290$2,196,292 â–¼-11.6%336,5874.5%ETFHTRBHartford Total Return Bond ETF$16,016,489$161,446 â–¼-1.0%474,7034.3%ETFSPYVSPDR Portfolio S&P 500 Value ETF$14,598,303$782,444 â–¼-5.1%258,0124.0%ETFAAPLApple$12,507,514$223,081 â–¼-1.8%49,2833.4%Computer and TechnologySPLVInvesco S&P 500 Low Volatility ETF$9,941,508$222,492 â–¼-2.2%135,9242.7%ETFOEFiShares S&P 100 ETF$9,174,531$150,131 â–¼-1.6%28,8442.5%ETFXMHQInvesco S&P MidCap Quality ETF$7,140,698$355,696 â–¼-4.7%69,0791.9%ETFQQQInvesco QQQ$6,018,846$114,859 â–¼-1.9%10,4281.6%FinanceGLDSPDR Gold Shares$5,852,805$524,954 â–¼-8.2%13,6021.6%FinanceMSFTMicrosoft$5,493,148$458,626 â–¼-7.7%14,8401.5%Computer and TechnologyKOCocaCola$5,344,922$2,738 â–²0.1%70,2821.4%Consumer StaplesVYMVanguard High Dividend Yield ETF$4,567,930$150,467 â–¼-3.2%30,8441.2%Financial ServicesPMAYInnovator U.S. Equity Power Buffer ETF - May$3,628,989$682,016 â–¼-15.8%90,8611.0%ETFGOOGLAlphabet$3,600,472$253,048 â–¼-6.6%12,5211.0%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$3,578,135$266,327 â–¼-6.9%26,9241.0%ETFVVVanguard Large-Cap ETF$3,518,764$29,886 â–¼-0.8%11,7741.0%ETFNVDANVIDIA$3,292,596$196,370 â–¼-5.6%18,8800.9%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$3,198,562$123,686 â–¼-3.7%25,7310.9%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$3,169,099$44,843 â–¼-1.4%32,3670.9%ETFCOSTCostco Wholesale$3,061,597$504,122 â–¼-14.1%3,0730.8%Retail/WholesaleAMZNAmazon.com$2,892,663$174,114 â–¼-5.7%13,8890.8%Retail/WholesaleAVGOBroadcom$2,837,892$97,805 â–¼-3.3%9,1690.8%Computer and TechnologyEFAiShares MSCI EAFE ETF$2,819,196$520,325 â–²22.6%29,0250.8%FinancePMARInnovator U.S. Equity Power Buffer ETF - March$2,794,685$117,574 â–¼-4.0%62,6330.8%TransportationVIGVanguard Dividend Appreciation ETF$2,251,274$683,899 â–¼-23.3%10,4680.6%ETFPNOVInnovator U.S. Equity Power Buffer ETF - November$2,248,4450.0%55,0280.6%ETFJPMJPMorgan Chase & Co.$2,180,752$120,319 â–¼-5.2%7,4130.6%FinanceVGTVanguard Information Technology ETF$2,137,248$34,190 â–¼-1.6%3,0630.6%ETFTPRTapestry$2,098,664$3,528 â–²0.2%14,8730.6%Retail/WholesaleSHViShares Short Treasury Bond ETF$1,992,721$561,984 â–¼-22.0%18,0520.5%ETFTSLATesla$1,982,915$2,602 â–²0.1%5,3340.5%Auto/Tires/TrucksPDECInnovator U.S. Equity Power Buffer ETF - December$1,957,040$67,575 â–¼-3.3%46,0480.5%ETFNEENextEra Energy$1,953,750$108,671 â–¼-5.3%21,0350.5%UtilitiesEMXCiShares MSCI Emerging Markets ex China ETF$1,935,559$187,601 â–¼-8.8%24,6070.5%ManufacturingEEMiShares MSCI Emerging Markets ETF$1,902,626$24,533 â–¼-1.3%33,5030.5%FinanceHDHome Depot$1,806,110$18,745 â–²1.0%5,4920.5%Retail/WholesaleJGROJPMorgan Active Growth ETF$1,711,915$205,717 â–²13.7%20,2550.5%ETFIJHiShares Core S&P Mid-Cap ETF$1,684,432$230,552 â–¼-12.0%24,9430.5%ETFGOOGAlphabet$1,650,993$18,360 â–¼-1.1%5,7550.4%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$1,623,310$93,084 â–¼-5.4%8,4580.4%ETFPALANTIR TECHNOLOGIES INC$1,537,257$109,564 â–²7.7%10,5090.4%CL ALLYEli Lilly and Company$1,522,536$15,639 â–¼-1.0%1,6550.4%MedicalIWMiShares Russell 2000 ETF$1,487,591$347,220 â–¼-18.9%5,9980.4%FinanceXLYConsumer Discretionary Select Sector SPDR Fund$1,471,826$44,574 â–¼-2.9%13,5050.4%FinanceVVisa$1,459,616$62,568 â–¼-4.1%4,8290.4%Business ServicesAMATApplied Materials$1,422,439$83,391 â–¼-5.5%4,1620.4%Computer and TechnologyPFEBInnovator U.S. Equity Power Buffer ETF - February$1,380,283$7,018 â–¼-0.5%34,4210.4%ETFETF SER SOLUTIONS$1,367,468$551,966 â–²67.7%12,7440.4%DEFIANCE QUANTUMMETAMeta Platforms$1,328,501$228,282 â–¼-14.7%2,3220.4%Computer and TechnologyIVViShares Core S&P 500 ETF$1,282,225$325,292 â–²34.0%1,9630.3%ETFXLVHealth Care Select Sector SPDR Fund$1,281,281$28,883 â–¼-2.2%8,7390.3%ETFJ P MORGAN EXCHANGE TRADED F$1,144,581$422,119 â–²58.4%14,3900.3%U S TECH LEADERSVOOVanguard S&P 500 ETF$1,092,712$14,338 â–²1.3%1,8290.3%ETFPGProcter & Gamble$1,088,687$69,189 â–¼-6.0%7,5370.3%Consumer StaplesXOMExxonMobil$1,023,551$4,581 â–²0.4%6,0330.3%EnergyAIQGlobal X Artificial Intelligence & Technology ETF$1,012,603$41,070 â–¼-3.9%21,6970.3%ETFCVXChevron$994,702$10,137 â–²1.0%4,8080.3%EnergyMSMorgan Stanley$993,028$5,595 â–¼-0.6%6,0340.3%FinanceINDAiShares MSCI India ETF$988,433$23,842 â–²2.5%21,1020.3%ETFIWPiShares Russell Mid-Cap Growth ETF$959,058$29,338 â–¼-3.0%7,4860.3%ETFSPYDSPDR Portfolio S&P 500 High Dividend ETF$940,264$3,004 â–²0.3%20,6560.3%ETFNFLXNetflix$925,829$4,038 â–¼-0.4%9,6290.3%Consumer DiscretionaryIVWiShares S&P 500 Growth ETF$903,251$95,121 â–¼-9.5%7,9860.2%ETFPEGPublic Service Enterprise Group$901,449$11,819 â–²1.3%11,1360.2%UtilitiesADIAnalog Devices$895,772$121,833 â–¼-12.0%2,8160.2%Computer and TechnologyGE VERNOVA INC$847,720$3,492 â–²0.4%9710.2%COMSPROTT ASSET MANAGEMENT LP$829,756$248,049 â–²42.6%17,3880.2%PHYSICAL GOLD ANCSCOCisco Systems$817,204$17,148 â–¼-2.1%10,5320.2%Computer and TechnologyUNOVInnovator U.S. Equity Ultra Buffer ETF - November$811,6600.0%21,7780.2%ManufacturingVXFVanguard Extended Market ETF$807,581$1,441 â–²0.2%3,9240.2%ETFQMOMAlpha Architect U.S. Quantitative Momentum ETF$804,918$8,402 â–²1.1%11,7830.2%ETFMAMastercard$799,730$89,913 â–¼-10.1%1,6010.2%Business ServicesPJULInnovator U.S. Equity Power Buffer ETF - July$790,182$91,935 â–¼-10.4%17,1900.2%ETFCMICummins$769,507$538 â–²0.1%1,4300.2%Auto/Tires/TrucksNOCNorthrop Grumman$765,3570.0%1,1220.2%AerospaceSDYSPDR S&P Dividend ETF$756,7110.0%5,1850.2%ETFVZVerizon Communications$750,359$47,842 â–¼-6.0%14,9470.2%Computer and TechnologyWALMART INC$718,741$185,061 â–¼-20.5%5,7830.2%COMTFCTruist Financial$718,6950.0%15,6340.2%FinanceBRK.ABerkshire Hathaway$718,140$718,140 â–¼-50.0%10.2%FinanceVRTVertiv$712,853$21,047 â–¼-2.9%2,8450.2%Computer and TechnologyORCLOracle$705,349$139,452 â–¼-16.5%4,7950.2%Computer and TechnologyABBVAbbVie$699,271$85,696 â–¼-10.9%3,2150.2%MedicalJEPIJPMorgan Equity Premium Income ETF$699,218$59,458 â–²9.3%12,3360.2%ETFORIOld Republic International$687,969$12,808 â–²1.9%17,2420.2%FinanceMRKMerck & Co., Inc.$685,661$3,248 â–²0.5%5,7000.2%MedicalPJUNInnovator U.S. Equity Power Buffer ETF - June$662,4520.0%15,8380.2%ETFPAPRInnovator U.S. Equity Power Buffer ETF - April$662,272$127,280 â–¼-16.1%16,6400.2%ETFMCDMcDonald's$657,392$151,993 â–¼-18.8%2,1150.2%Retail/WholesaleFTNTFortinet$650,0830.0%7,9550.2%Computer and TechnologyJNJJohnson & Johnson$646,510$24,932 â–¼-3.7%2,6450.2%MedicalSFLRInnovator Equity Managed Floor ETF$641,382$264,619 â–²70.2%18,1130.2%ETFPSXPhillips 66$601,733$41,354 â–¼-6.4%3,3030.2%EnergyPJANInnovator U.S. Equity Power Buffer ETF - January$582,761$32,983 â–¼-5.4%12,6330.2%ETFMDTMedtronic$567,905$1,906 â–²0.3%6,5540.2%MedicalISRGIntuitive Surgical$565,174$59,468 â–¼-9.5%1,2260.2%MedicalLAMRLamar Advertising$564,503$13,425 â–²2.4%4,4570.2%FinanceASMLASML$563,995$9,246 â–²1.7%4270.2%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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