Atticus Wealth Management, LLC 13F Holdings · Q2 2026
Atticus Wealth Management, LLC reported 177 securities worth $420.12M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SPY (22.70%), IWF (6.05%), SFLR (5.92%). Among its top 25 positions this quarter: 9 added, 16 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $95.4M | 22.70% | 127,732 | Trimmed |
| 2 | IWF | ISHARES TR | $25.4M | 6.05% | 204,824 | Added |
| 3 | SFLR | INNOVATOR ETFS TRUST | $24.9M | 5.92% | 644,710 | Added |
| 4 | CSHI | NEOS ETF TRUST | $21.5M | 5.12% | 432,170 | Added |
| 5 | HTRB | HARTFORD FDS EXCHANGE TRADED | $17.1M | 4.08% | 507,709 | Added |
| 6 | AAPL | APPLE INC | $14.1M | 3.36% | 48,843 | Trimmed |
| 7 | OEF | ISHARES TR | $10.2M | 2.43% | 27,944 | Trimmed |
| 8 | QQQ | INVESCO QQQ TR | $8.0M | 1.89% | 10,799 | Added |
| 9 | XMHQ | INVESCO EXCHANGE TRADED FD T | $8.0M | 1.89% | 70,473 | Added |
| 10 | KO | COCA COLA CO | $5.7M | 1.36% | 70,278 | Trimmed |
| 11 | MSFT | MICROSOFT CORP | $5.6M | 1.32% | 14,907 | Added |
| 12 | XLK | SELECT SECTOR SPDR TR | $5.0M | 1.19% | 26,292 | Trimmed |
| 13 | GLD | SPDR GOLD TR | $4.9M | 1.16% | 13,216 | Trimmed |
| 14 | VYM | VANGUARD WHITEHALL FDS | $4.8M | 1.15% | 30,501 | Trimmed |
| 15 | SPYV | SPDR SERIES TRUST | $4.7M | 1.13% | 77,884 | Trimmed |
| 16 | GOOGL | ALPHABET INC | $4.3M | 1.03% | 12,062 | Trimmed |
| 17 | VV | VANGUARD INDEX FDS | $4.0M | 0.96% | 11,729 | Trimmed |
| 18 | SPYG | SPDR SERIES TRUST | $3.8M | 0.90% | 31,866 | Trimmed |
| 19 | NVDA | NVIDIA CORPORATION | $3.6M | 0.85% | 17,881 | Trimmed |
| 20 | IJR | ISHARES TR | $3.5M | 0.84% | 23,889 | Trimmed |
| 21 | PMAY | INNOVATOR ETFS TRUST | $3.5M | 0.83% | 84,473 | Trimmed |
| 22 | AVGO | BROADCOM INC | $3.4M | 0.82% | 9,085 | Trimmed |
| 23 | SHV | ISHARES TR | $3.4M | 0.80% | 30,619 | Added |
| 24 | AMZN | AMAZON COM INC | $3.2M | 0.76% | 13,466 | Trimmed |
| 25 | EFA | ISHARES TR | $3.1M | 0.74% | 29,860 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR