Q3 2026 13F · SEC CIK 1800234

Atticus Wealth Management, LLC

Wealth managerFiled 2026-10-20 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $451.7M
Reported positions: 185
Top holdings a year, 3 yrs: +15.3%
Assets under management: $565.3M

Atticus Wealth Management, LLC is a wealth manager that reported 185 positions worth $451.7M in its Q3 2026 13F, filed 2026-10-20. Its largest holdings were State Str Spdr S&p 500 ETF T (SPY, 21.9%), Neos ETF Trust (CSHI, 11.0%), Innovator Etfs Trust (SFLR, 6.3%). 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 185 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 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	Q2 2026	Shares	Share change	Reported value
SPYState Str Spdr S&p 500 ETF T	21.9%	22.7%	129,437	+1.3%	$98.7M
CSHINeos ETF Trust	11.0%	5.1%	996,067	+130.5%	$49.5M
SFLRInnovator Etfs Trust	6.3%	5.9%	726,727	+12.7%	$28.3M
IWFIshares Tr	5.7%	6.1%	204,544	-0.1%	$25.6M
AAPLApple Inc	3.8%	3.4%	51,290	+5.0%	$17.1M
OEFIshares Tr	2.3%	2.4%	27,594	-1.3%	$10.5M
XMHQInvesco Exchange Traded Fd T	2.0%	1.9%	82,628	+17.2%	$9.2M
MSFTMicrosoft Corp	1.8%	1.3%	16,171	+8.5%	$8.3M
QQQInvesco Qqq Tr	1.7%	1.9%	10,272	-4.9%	$7.6M
KOCoca Cola Co	1.4%	1.4%	71,233	+1.4%	$6.1M
XLKSelect Sector Spdr Tr	1.1%	1.2%	26,044	-0.9%	$5.1M
IVVIshares Tr	1.1%	0.5%	6,456	+141.4%	$4.9M
NVDANvidia Corporation	1.1%	0.9%	21,141	+18.2%	$4.8M
VYMVanguard Whitehall Fds	1.1%	1.1%	30,578	+0.3%	$4.7M
SPYVState Street Spdr Portfolio S&p 500 Valu	1.0%	1.1%	73,690	-5.4%	$4.5M
GOOGLAlphabet Inc	1.0%	1.0%	13,070	+8.4%	$4.5M
SPYGState Street Spdr Portfolio S&p 500 Grow	0.9%	0.9%	31,966	+0.3%	$3.9M
VVVanguard Index Fds	0.9%	1.0%	11,087	-5.5%	$3.9M
AMZNAmazon Com Inc	0.8%	0.8%	15,269	+13.4%	$3.8M
AVGOBroadcom Inc	0.8%	0.8%	10,530	+15.9%	$3.7M
SHVIshares Tr	0.8%	0.8%	32,267	+5.4%	$3.6M
IJRIshares Tr	0.8%	0.8%	25,585	+7.1%	$3.5M
PMAYInnovator Etfs Trust	0.8%	0.8%	81,546	-3.5%	$3.4M
EFAIshares Tr	0.8%	0.7%	32,880	+10.1%	$3.4M
PLTRPalantir Technologies Inc	0.7%	0.5%	18,057	+1.1%	$3.4M
QQQMInvesco Exch Traded Fd Tr II	0.7%	0.4%	11,005	+79.8%	$3.4M
VGTVanguard World Fd	0.7%	0.7%	24,275	-1.6%	$3.1M
PMARInnovator Etfs Trust	0.6%	0.7%	59,433	-0.2%	$2.9M
EMXCIshares Inc	0.6%	0.5%	26,742	+23.0%	$2.6M
COSTCostco Wholesale Corporation	0.6%	0.7%	2,867	-3.5%	$2.6M
QTUMETF Ser Solutions	0.6%	0.7%	17,060	+1.3%	$2.6M
JPMJpmorgan Chase & Co	0.6%	0.6%	7,795	+6.0%	$2.6M
PNOVInnovator Etfs Trust	0.5%	0.6%	53,953	-1.2%	$2.5M
VIGVanguard Specialized Funds	0.5%	0.6%	10,376	-1.1%	$2.4M
EEMIshares Tr	0.5%	0.6%	35,593	+2.2%	$2.4M
AMATApplied Matls Inc	0.5%	0.7%	4,487	+7.9%	$2.3M
GOOGAlphabet Inc	0.5%	0.5%	6,712	+9.8%	$2.3M
PDECInnovator Etfs Trust	0.5%	0.5%	45,673	-0.4%	$2.2M
METAMeta Platforms Inc	0.5%	—	2,897	—	$2.1M
LLYEli Lilly & Co	0.5%	0.5%	1,782	+7.1%	$2.1M
TSLATesla Inc	0.5%	0.5%	5,808	+8.6%	$2.1M
VOOVanguard Index Fds	0.5%	—	2,907	—	$2.0M
VVisa Inc	0.4%	0.4%	5,007	+2.4%	$1.8M
IJHIshares Tr	0.4%	0.5%	24,784	+0.2%	$1.8M
IWMIshares Tr	0.4%	0.4%	5,956	-0.6%	$1.7M
JTEKJpmorgan U.s. Tech Leaders ETF	0.4%	0.5%	15,399	-22.0%	$1.6M
NEENextera Energy Inc	0.4%	0.4%	21,096	+2.2%	$1.6M
TPRTapestry Inc	0.4%	0.5%	13,811	-6.2%	$1.6M
PFEBInnovator Etfs Trust	0.3%	—	33,766	—	$1.5M
AMDAdvanced Micro Devices Inc	0.3%	—	2,400	—	$1.5M

What Atticus Wealth Management, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 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, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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
Q3 2026	$451.7M	185
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

Questions about Atticus Wealth Management, LLC's portfolio

What stocks does Atticus Wealth Management, LLC own?

Atticus Wealth Management, LLC's latest 13F, for Q3 2026 and filed Oct 20, 2026, lists 185 positions worth $451.7M. The largest are State Str Spdr S&p 500 ETF T (SPY) at 21.9%, Neos ETF Trust (CSHI) at 11.0%, Innovator Etfs Trust (SFLR) at 6.3%, Ishares Tr (IWF) at 5.7% and Apple Inc (AAPL) at 3.8%.

What did Atticus Wealth Management, LLC buy last quarter?

In Q3 2026, Atticus Wealth Management, LLC added Ishares Tr (IVV) (+141.4% shares), Neos ETF Trust (CSHI) (+130.5% shares) and Invesco Exch Traded Fd Tr II (QQQM) (+79.8% shares), compared with its Q2 2026 filing.

What did Atticus Wealth Management, LLC sell last quarter?

In Q3 2026, Atticus Wealth Management, LLC cut from its top 50 Hartford Fds Exchange Traded (HTRB), cut from its top 50 Spdr Gold Tr (GLD), cut from its top 50 Home Depot Inc (HD), cut from its top 50 Select Sector Spdr Tr (XLY), Jpmorgan U.s. Tech Leaders ETF (JTEK) (-22.0% shares), Tapestry Inc (TPR) (-6.2% shares) and Vanguard Index Fds (VV) (-5.5% shares), compared with its Q2 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 Dec 31, 2026 is due by Feb 14, 2027; 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 $451.7M.