Q2 2026 13F · SEC CIK 1800234

Atticus Wealth Management, LLC

Wealth managerFiled 2026-07-15 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $420.1M
Reported positions: 177
Top holdings a year, 3 yrs: +15.3%
Assets under management: $565.3M

Atticus Wealth Management, LLC is a wealth manager that reported 177 positions worth $420.1M in its Q2 2026 13F, filed 2026-07-15. Its largest holdings were Spdr S&p 500 ETF Tr (SPY, 22.7%), Ishares Russell 1000 Growth ETF (IWF, 6.1%), Innovator Etfs Trust (SFLR, 5.9%). A portfolio copying its top holdings returned 15.3% a year over the last 3 years, against 20.4% for the S&P 500.

Atticus Wealth Management, LLC holdings largest 50 of 177 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Atticus Wealth Management, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SPYSpdr S&p 500 ETF Tr	22.7%	23.0%	127,732	-2.2%	$95.4M
IWFIshares Russell 1000 Growth ETF	6.1%	5.9%	204,824	+302.6%	$25.4M
SFLRInnovator Etfs Trust	5.9%	—	644,710	—	$24.9M
CSHINeos ETF Trust	5.1%	4.5%	432,170	+28.4%	$21.5M
HTRBHartford Fds Exchange Traded	4.1%	4.3%	507,709	+7.0%	$17.1M
AAPLApple Inc	3.4%	3.4%	48,843	-0.9%	$14.1M
OEFIshares S&p 100 ETF	2.4%	2.5%	27,944	-3.1%	$10.2M
XMHQInvesco Exchange Traded Fd T	1.9%	1.9%	70,473	+2.0%	$8.0M
QQQInvesco Qqq Tr	1.9%	1.6%	10,799	+3.6%	$8.0M
KOCoca Cola Co	1.4%	1.4%	70,278	-0.0%	$5.7M
MSFTMicrosoft Corp	1.3%	1.5%	14,907	+0.5%	$5.6M
XLKState Street Technology Select Sector Sp	1.2%	1.0%	26,292	-2.3%	$5.0M
GLDSpdr Gold Shares	1.2%	1.6%	13,216	-2.8%	$4.9M
VYMVym	1.1%	1.2%	30,501	-1.1%	$4.8M
SPYVSpdr Series Trust	1.1%	4.0%	77,884	-69.8%	$4.7M
GOOGLAlphabet Inc	1.0%	1.0%	12,062	-3.7%	$4.3M
VVVanguard Inx Lrg	1.0%	1.0%	11,729	-0.4%	$4.0M
SPYGSpdr Series Trust	0.9%	0.9%	31,866	-1.5%	$3.8M
NVDANvidia Corporation Com	0.9%	0.9%	17,881	-5.3%	$3.6M
IJRIshares Core S&p Small Cap ETF	0.8%	0.9%	23,889	-7.2%	$3.5M
PMAYInnovator Etfs Trust	0.8%	1.0%	84,473	-7.0%	$3.5M
AVGOBroadcom Inc	0.8%	0.8%	9,085	-0.9%	$3.4M
SHVIshares Tr	0.8%	0.5%	30,619	+69.6%	$3.4M
AMZNAmazon Com Inc Com	0.8%	0.8%	13,466	-3.0%	$3.2M
EFAiShs MSCI EAFE	0.7%	0.8%	29,860	+2.9%	$3.1M
AMATApplied Matls Inc	0.7%	0.4%	4,159	-0.1%	$3.0M
VGTVanguard Info Tech	0.7%	0.6%	24,673	+705.5%	$2.9M
PMARInnovator Etfs Trust	0.7%	0.8%	59,533	-4.9%	$2.8M
QTUMETF Ser Solutions	0.7%	0.4%	16,845	+32.2%	$2.8M
COSTCostco Whsl Corp New	0.7%	0.8%	2,971	-3.3%	$2.8M
VIGVanguard Dividend Appreciation ETF	0.6%	0.6%	10,496	+0.3%	$2.5M
PNOVInnovator Etfs Trust	0.6%	0.6%	54,628	-0.7%	$2.4M
JPMJpmorgan Chase & Co	0.6%	0.6%	7,354	-0.8%	$2.4M
EEMIshares	0.6%	0.5%	34,811	+3.9%	$2.4M
TSLATesla Inc Com	0.5%	0.5%	5,350	+0.3%	$2.3M
EMXCIshares Inc	0.5%	0.5%	21,747	-11.6%	$2.2M
JTEKJ P Morgan Exchange Traded F	0.5%	—	19,733	—	$2.2M
GOOGAlphabet Inc	0.5%	0.4%	6,114	+6.2%	$2.2M
TPRTapestry Inc	0.5%	0.6%	14,718	-1.0%	$2.2M
PDECInnovator U.s. Equity Power Buffer ETF -	0.5%	0.5%	45,848	-0.4%	$2.1M
PLTRPalantir Technologies Inclass Class A	0.5%	0.4%	17,856	+69.9%	$2.1M
IVVIshares Core S&p 500 ETF	0.5%	—	2,674	—	$2.0M
LLYLilly Eli & Co	0.5%	0.4%	1,664	+0.5%	$2.0M
IJHIshares Tr	0.5%	0.5%	24,737	-0.8%	$1.9M
HDHome Depot Inc Com	0.4%	0.5%	5,330	-2.9%	$1.9M
QQQMInvesco Nasdaq 100 ETF	0.4%	—	6,120	—	$1.9M
NEENextera Energy Inc Com	0.4%	0.5%	20,645	-1.9%	$1.8M
IWMIshares	0.4%	0.4%	5,989	-0.2%	$1.8M
VVisa Inc Com Cl A	0.4%	0.4%	4,892	+1.3%	$1.7M
XLYConsumer Discretionary Select S	0.4%	0.4%	12,612	-6.6%	$1.5M

What Atticus Wealth Management, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +15.9% /yr; S&P 500 +20.1%
3 years: +15.3% /yr; S&P 500 +20.4%
5 years: +8.3% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$420.1M	177
Q1 2026	$368.9M	181
Q4 2025	$404.9M	204
Q3 2025	$396.2M	197
Q2 2025	$370.3M	678
Q1 2025	$306.4M	512
Q4 2024	$321.6M	530
Q3 2024	$311.4M	521
Q2 2024	$305.8M	534
Q1 2024	$305.8M	549
Q4 2023	$283.4M	562
Q3 2023	$261.0M	583

Questions about Atticus Wealth Management, LLC's portfolio

What stocks does Atticus Wealth Management, LLC own?

Atticus Wealth Management, LLC's latest 13F, for Q2 2026 and filed Jul 15, 2026, lists 177 positions worth $420.1M. The largest are Spdr S&p 500 ETF Tr (SPY) at 22.7%, Ishares Russell 1000 Growth ETF (IWF) at 6.1%, Innovator Etfs Trust (SFLR) at 5.9%, Neos ETF Trust (CSHI) at 5.1% and Hartford Fds Exchange Traded (HTRB) at 4.1%.

What did Atticus Wealth Management, LLC buy last quarter?

In Q2 2026, Atticus Wealth Management, LLC added Vanguard Info Tech (VGT) (+705.5% shares), Ishares Russell 1000 Growth ETF (IWF) (+302.6% shares) and Palantir Technologies Inclass Class A (PLTR) (+69.9% shares), compared with its Q1 2026 filing.

What did Atticus Wealth Management, LLC sell last quarter?

In Q2 2026, Atticus Wealth Management, LLC cut from its top 50 Invesco Exch Traded Fd Tr II (SPLV), cut from its top 50 J P Morgan Exchange Traded F (JGRO), cut from its top 50 Invesco S&p 500 Equal Weight ETF (RSP), cut from its top 50 Innovator Etfs Trust (PFEB), Spdr Series Trust (SPYV) (-69.8% shares), Ishares Inc (EMXC) (-11.6% shares) and Ishares Core S&p Small Cap ETF (IJR) (-7.2% shares), compared with its Q1 2026 filing.

How has Atticus Wealth Management, LLC's portfolio performed?

A portfolio copying Atticus Wealth Management, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +15.3% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +15.9% against +20.1%. Over 5 years: +8.3% a year against +11.6%.

When is Atticus Wealth Management, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Atticus Wealth Management, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Atticus Wealth Management, LLC manage?

Atticus Wealth Management, LLC reported $565.3M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $420.1M.