Atticus Wealth Management, LLC Top Holdings and 13F Report (2026) About Atticus Wealth Management, LLCInvestment ActivityAtticus 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 $95,386,414iShares Russell 1000 Growth ETF $25,433,022Innovator Equity Managed Floor ETF $24,872,915NEOS Enhanced Income 1-3 Month T-Bill ETF $21,526,373Hartford Total Return Bond ETF $17,127,580 Largest New Holdings this Quarter 882508104 - Texas Instruments $514,941 Holding458140100 - Intel $384,542 Holding127387108 - Cadence Design Systems $233,074 Holding46432F388 - iShares MSCI USA Value Factor ETF $227,092 Holding45783Y681 - 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 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$95,386,414$2,191,770 â–¼-2.2%127,73222.7%ETFIWFiShares Russell 1000 Growth ETF$25,433,022$19,115,743 â–²302.6%204,8246.1%ETFSFLRInnovator Equity Managed Floor ETF$24,872,915$24,174,115 â–²3,459.4%644,7105.9%ETFCSHINEOS Enhanced Income 1-3 Month T-Bill ETF$21,526,373$4,760,986 â–²28.4%432,1705.1%ETFHTRBHartford Total Return Bond ETF$17,127,580$1,113,459 â–²7.0%507,7094.1%ETFAAPLApple$14,133,287$127,319 â–¼-0.9%48,8433.4%TechnologyOEFiShares S&P 100 ETF$10,223,789$329,280 â–¼-3.1%27,9442.4%ETFXMHQInvesco S&P MidCap Quality ETF$7,954,958$157,354 â–²2.0%70,4731.9%ETFQQQInvesco QQQ$7,952,162$273,197 â–²3.6%10,7991.9%ETFKOCocaCola$5,711,485$325 â–¼0.0%70,2781.4%Consumer StaplesMSFTMicrosoft$5,560,534$24,992 â–²0.5%14,9071.3%TechnologyXLKTechnology Select Sector SPDR Fund$5,009,160$120,409 â–¼-2.3%26,2921.2%ETFGLDSPDR Gold Shares$4,868,511$142,195 â–¼-2.8%13,2161.2%ETFVYMVanguard High Dividend Yield ETF$4,820,039$54,204 â–¼-1.1%30,5011.1%ETFSPYVSPDR Portfolio S&P 500 Value ETF$4,734,553$10,949,946 â–¼-69.8%77,8841.1%ETFGOOGLAlphabet$4,310,711$164,037 â–¼-3.7%12,0621.0%Communication ServicesVVVanguard Large-Cap ETF$4,033,762$15,476 â–¼-0.4%11,7291.0%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$3,791,695$59,613 â–¼-1.5%31,8660.9%ETFNVDANVIDIA$3,577,744$199,886 â–¼-5.3%17,8810.9%TechnologyIJRiShares Core S&P Small-Cap ETF$3,542,957$273,185 â–¼-7.2%23,8890.8%ETFPMAYInnovator U.S. Equity Power Buffer ETF - May$3,488,735$263,824 â–¼-7.0%84,4730.8%ETFAVGOBroadcom$3,431,736$31,730 â–¼-0.9%9,0850.8%TechnologySHViShares Short Treasury Bond ETF$3,378,800$1,386,766 â–²69.6%30,6190.8%ETFAMZNAmazon.com$3,209,487$100,818 â–¼-3.0%13,4660.8%Consumer DiscretionaryEFAiShares MSCI EAFE ETF$3,101,884$86,741 â–²2.9%29,8600.7%ETFAMATApplied Materials$3,006,758$2,169 â–¼-0.1%4,1590.7%TechnologyVGTVanguard Information Technology ETF$2,948,862$2,582,779 â–²705.5%24,6730.7%ETFPMARInnovator U.S. Equity Power Buffer ETF - March$2,843,880$148,086 â–¼-4.9%59,5330.7%ETFETF SER SOLUTIONS$2,785,853$678,230 â–²32.2%16,8450.7%DEFIA QUANT ETFCOSTCostco Wholesale$2,779,182$95,415 â–¼-3.3%2,9710.7%Consumer StaplesVIGVanguard Dividend Appreciation ETF$2,483,635$6,626 â–²0.3%10,4960.6%ETFPNOVInnovator U.S. Equity Power Buffer ETF - November$2,422,752$17,740 â–¼-0.7%54,6280.6%ETFJPMJPMorgan Chase & Co.$2,407,243$19,313 â–¼-0.8%7,3540.6%FinanceEEMiShares MSCI Emerging Markets ETF$2,381,419$89,480 â–²3.9%34,8110.6%ETFTSLATesla$2,250,210$6,730 â–²0.3%5,3500.5%Consumer DiscretionaryEMXCiShares MSCI Emerging Markets ex China ETF$2,224,689$292,574 â–¼-11.6%21,7470.5%ETFJ P MORGAN EXCHANGE TRADED F$2,201,248$596,020 â–²37.1%19,7330.5%U S TEC LEA ETFGOOGAlphabet$2,160,424$126,855 â–²6.2%6,1140.5%Communication ServicesTPRTapestry$2,154,465$22,689 â–¼-1.0%14,7180.5%Consumer DiscretionaryPDECInnovator U.S. Equity Power Buffer ETF - December$2,103,965$9,178 â–¼-0.4%45,8480.5%ETFPALANTIR TECHNOLOGIES INC$2,083,260$857,175 â–²69.9%17,8560.5%CL AIVViShares Core S&P 500 ETF$2,002,283$532,395 â–²36.2%2,6740.5%ETFLLYEli Lilly and Company$1,995,938$10,795 â–²0.5%1,6640.5%HealthcareIJHiShares Core S&P Mid-Cap ETF$1,907,440$15,884 â–¼-0.8%24,7370.5%ETFHDHome Depot$1,879,701$57,132 â–¼-2.9%5,3300.4%Consumer DiscretionaryQQQMInvesco NASDAQ 100 ETF$1,854,156$1,589,363 â–²600.2%6,1200.4%ETFNEENextEra Energy$1,812,025$34,231 â–¼-1.9%20,6450.4%UtilitiesIWMiShares Russell 2000 ETF$1,799,349$2,704 â–¼-0.2%5,9890.4%ETFVVisa$1,678,257$21,613 â–²1.3%4,8920.4%FinanceXLYConsumer Discretionary Select Sector SPDR Fund$1,479,168$104,733 â–¼-6.6%12,6120.4%ETFPFEBInnovator U.S. Equity Power Buffer ETF - February$1,476,786$5,383 â–¼-0.4%34,2960.4%ETFMSMorgan Stanley$1,469,818$208,421 â–²16.5%7,0310.3%FinanceMETAMeta Platforms$1,467,340$159,408 â–²12.2%2,6050.3%Communication ServicesVOOVanguard S&P 500 ETF$1,306,191$50,132 â–²4.0%1,9020.3%ETFXLVHealth Care Select Sector SPDR Fund$1,289,170$97,422 â–¼-7.0%8,1250.3%ETFAMDAdvanced Micro Devices$1,267,634$205,076 â–²19.3%2,1820.3%TechnologyCSCOCisco Systems$1,227,003$10,102 â–¼-0.8%10,4460.3%TechnologyFTNTFortinet$1,222,0480.0%7,9550.3%TechnologyINDAiShares MSCI India ETF$1,194,168$151,926 â–²14.6%24,1780.3%ETFAIQGlobal X Artificial Intelligence & Technology ETF$1,182,426$241,117 â–¼-16.9%18,0220.3%ETFGE VERNOVA INC$1,134,359$5,871 â–¼-0.5%9660.3%COMADIAnalog Devices$1,117,548$794 â–¼-0.1%2,8140.3%TechnologyIWPiShares Russell Mid-Cap Growth ETF$1,085,953$10,103 â–¼-0.9%7,4170.3%ETFQMOMAlpha Architect U.S. Quantitative Momentum ETF$1,085,239$157,542 â–²17.0%13,7840.3%ETFHFXINYLI FTSE International Equity Currency Neutral ETF$1,084,270$539,507 â–²99.0%28,4660.3%ETFIVWiShares S&P 500 Growth ETF$1,071,531$26,819 â–¼-2.4%7,7910.3%ETFCMICummins$1,020,286$713 â–²0.1%1,4310.2%IndustrialsSPYDSPDR Portfolio S&P 500 High Dividend ETF$989,115$3,626 â–²0.4%20,7320.2%ETFVXFVanguard Extended Market ETF$967,382$1,231 â–²0.1%3,9290.2%ETFVRTVertiv$947,250$5,357 â–¼-0.6%2,8290.2%IndustrialsPEGPublic Service Enterprise Group$944,914$41,147 â–²4.6%11,6430.2%UtilitiesPGProcter & Gamble$937,762$167,463 â–¼-15.2%6,3950.2%Consumer StaplesASMLASML$895,248$45,757 â–²5.4%4500.2%TechnologyUNOVInnovator U.S. Equity Ultra Buffer ETF - November$874,6050.0%21,7780.2%ETFPANWPalo Alto Networks$864,827$61,725 â–¼-6.7%2,5360.2%TechnologyMAMastercard$844,970$22,601 â–²2.7%1,6450.2%FinanceABBVAbbVie$801,056$8,053 â–¼-1.0%3,1830.2%HealthcareCVXChevron$795,540$1,492 â–¼-0.2%4,7990.2%EnergyORCLOracle$789,632$86,906 â–²12.4%5,3880.2%TechnologySDYSPDR S&P Dividend ETF$789,0660.0%5,1850.2%ETFTFCTruist Financial$778,8860.0%15,6340.2%FinanceMRKMerck & Co., Inc.$739,608$7,196 â–²1.0%5,7560.2%HealthcareSPROTT ASSET MANAGEMENT LP$724,543$25,023 â–²3.6%18,0100.2%PHYSICAL GOLD ANJEPIJPMorgan Equity Premium Income ETF$714,714$17,961 â–²2.6%12,6540.2%ETFORIOld Republic International$714,155$8,593 â–²1.2%17,4520.2%FinanceJGROJPMorgan Active Growth ETF$700,857$1,296,028 â–¼-64.9%7,1090.2%ETFJNJJohnson & Johnson$685,086$13,458 â–²2.0%2,6980.2%HealthcareWALMART INC$660,249$5,210 â–²0.8%5,8290.2%COMLAMRLamar Advertising$655,593$39,619 â–¼-5.7%4,2030.2%Real EstateIBMInternational Business Machines$648,027$373,234 â–²135.8%2,3040.2%TechnologyNFLXNetflix$631,248$56,263 â–¼-8.2%8,8410.2%Communication ServicesPJUNInnovator U.S. Equity Power Buffer ETF - June$629,386$55,291 â–¼-8.1%14,5590.1%ETFPAPRInnovator U.S. Equity Power Buffer ETF - April$611,394$90,814 â–¼-12.9%14,4880.1%ETFVBRVanguard Small-Cap Value ETF$578,223$19,193 â–¼-3.2%2,3800.1%ETFNOCNorthrop Grumman$571,5290.0%1,1220.1%IndustrialsVZVerizon Communications$571,494$61,349 â–¼-9.7%13,4980.1%Communication ServicesPJANInnovator U.S. Equity Power Buffer ETF - January$567,502$57,705 â–¼-9.2%11,4670.1%ETFMPCMarathon Petroleum$553,902$1,279 â–²0.2%2,1660.1%EnergyPSXPhillips 66$552,990$5,410 â–¼-1.0%3,2710.1%EnergySCHXSchwab US Large-Cap ETF$549,657$78,018 â–²16.5%18,6770.1%ETFShowing largest 100 holdings. 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