Atticus Wealth Management, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 7, 2025), Atticus Wealth Management, LLC reported 197 stock positions worth $396.2 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 23.7% of the portfolio, followed by iShares Russell 1000 Growth (IWF, 5.8%) and Neos Enhanced Income 1-3 Mon (CSHI, 4.7%). Compared with Q2 2025, it opened 2 new positions, sold out of 483, added to 129 and reduced 42. The biggest buy was Hartford TTL RTRN BND ETF (HTRB, shares +28%) and the biggest sale SS SPDR S&P 500 ETF Trust-US (SPY, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- Palm Beach Gardens, FL
- CIK
- 0001800234
- Portfolio Value
- $396.2M (Q3 2025)
- SEC Filing
- 0001800234-25-000004 ↗ filed Nov 7, 2025
Holdings Value
Holdings 197 stocks · $396.2M
| SPY SS SPDR S&P 500 ETF Trust-US | 23.70% | 140,927 | $93.9M | Reduce -5.1% |
| IWF iShares Russell 1000 Growth | 5.80% | 49,018 | $23.0M | Reduce -9.7% |
| CSHI Neos Enhanced Income 1-3 Mon | 4.75% | 378,154 | $18.8M | Add +12.5% |
| HTRB Hartford TTL RTRN BND ETF | 3.90% | 450,133 | $15.4M | Add +27.6% |
| SPYV SS SPDR P S&P 500 Value ETF | 3.66% | 262,067 | $14.5M | Reduce -3.8% |
| AAPL Apple Inc. | 3.29% | 51,206 | $13.0M | Add +2.1% |
| SPLV Invesco S&P 500 Low Volatili | 2.58% | 138,989 | $10.2M | Add +9.8% |
| OEF iShares S&P 100 ETF | 2.50% | 29,747 | $9.9M | Reduce -4.6% |
| MSFT Microsoft Corp. | 2.16% | 16,501 | $8.5M | Add +3.8% |
| XMHQ Invesco S&P Midcap Qual ETF | 1.93% | 72,866 | $7.6M | Reduce -0.3% |
| QQQ Invesco QQQ Trust Series 1 | 1.53% | 10,071 | $6.0M | Add +2.8% |
| GLD SPDR Gold Shares | 1.34% | 14,904 | $5.3M | Add +0.5% |
| KO The Coca-Cola Co. | 1.18% | 70,241 | $4.7M | No change |
| VYM Vanguard High DVD Yield ETF | 1.11% | 31,179 | $4.4M | Add +0.9% |
| PMAY Innovator U.S. Equity Power | 1.07% | 108,604 | $4.2M | No change |
| XLK SS Technology Select Sector | 1.04% | 14,664 | $4.1M | Reduce -3.6% |
| NVDA Nvidia Corp. | 1.03% | 21,908 | $4.1M | Add +11.8% |
| VIG Vanguard Dividend Apprec ETF | 0.94% | 17,323 | $3.7M | Add +1.4% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.93% | 11,916 | $3.7M | Reduce -2.9% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.87% | 32,954 | $3.4M | Reduce -15.9% |
| GOOGL Alphabet Inc. Class A | 0.86% | 14,094 | $3.4M | Reduce -0.3% |
| COST Costco Wholesale Corp. | 0.84% | 3,591 | $3.3M | Reduce -0.2% |
| AMZN Amazon.com Inc. | 0.84% | 15,073 | $3.3M | Add +4.5% |
| IJR iShares Core S&P Small-Cap E | 0.80% | 26,702 | $3.2M | Add +2.8% |
| AVGO Broadcom Inc. | 0.79% | 9,532 | $3.1M | Add +38.7% |
| PMAR Innovator U.S. Equity Power | 0.73% | 65,615 | $2.9M | No change |
| SHV iShares 0-1 Year Treasury Bo | 0.71% | 25,404 | $2.8M | Add +41.0% |
| VGT Vanguard Info Tech ETF | 0.63% | 3,331 | $2.5M | Reduce -0.2% |
| JPM JPMorgan Chase & Co. | 0.62% | 7,829 | $2.5M | Add +21.3% |
| TSLA Tesla Inc. | 0.60% | 5,327 | $2.4M | Add +146.7% |
| PNOV Innovator U.S. Equity Power | 0.57% | 55,028 | $2.3M | Reduce -2.4% |
| EFA iShares MSCI Eafe ETF | 0.53% | 22,612 | $2.1M | Reduce -5.4% |
| HD Home Depot Inc. | 0.52% | 5,108 | $2.1M | Add +13.6% |
| PDEC Innovator U.S. Equity Power | 0.51% | 47,728 | $2.0M | No change |
| META Meta Platforms Inc. Class A | 0.48% | 2,577 | $1.9M | Add +38.5% |
| IJH iShares Core S&P Midcap ETF | 0.47% | 28,420 | $1.9M | Reduce -10.3% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.46% | 27,190 | $1.8M | Reduce -5.6% |
| XLY SS Consumer Disc Select Sect | 0.46% | 7,522 | $1.8M | Reduce -0.2% |
| IWM iShares Russell 2000 ETF | 0.45% | 7,424 | $1.8M | Reduce -12.6% |
| PLTR Palantir Technologies Inc. Class A | 0.45% | 9,840 | $1.8M | Add +194.6% |
| EEM iShares MSCI Emerging Market | 0.45% | 33,281 | $1.8M | Reduce -5.5% |
| V Visa Inc. Class A | 0.43% | 5,030 | $1.7M | Add +10.4% |
| TPR Tapestry Inc. | 0.42% | 14,820 | $1.7M | Add +53.0% |
| NEE Nextera Energy Inc. | 0.42% | 22,168 | $1.7M | Reduce -6.5% |
| ORCL Oracle Corp. | 0.41% | 5,745 | $1.6M | Add +9.1% |
| RSP Invesco S&P 500 Equal Weight | 0.38% | 7,891 | $1.5M | Add +73.8% |
| GOOG Alphabet Inc. Class C | 0.37% | 5,985 | $1.5M | Add +16.6% |
| PFEB Innovator U.S. Equity Power | 0.35% | 34,596 | $1.4M | No change |
| JGRO JPMorgan Active Growth ETF | 0.33% | 13,971 | $1.3M | Add +94.6% |
| LLY Eli Lilly & Co. | 0.32% | 1,676 | $1.3M | Reduce -1.8% |
| PG The Procter & Gamble Co. | 0.31% | 8,100 | $1.2M | Add +17.5% |
| NFLX Netflix Inc. | 0.30% | 989 | $1.2M | Add +10.0% |
| XLV SS Health Care Select Sector | 0.30% | 8,410 | $1.2M | Reduce -2.6% |
| AIQ Global X Art Intel & Tech | 0.29% | 22,972 | $1.1M | Add +1.3% |
| SPIB SS SPDR P Int C Corp. ETF | 0.28% | 33,045 | $1.1M | Add +0.2% |
| VOO Vanguard S&P 500 ETF | 0.27% | 1,768 | $1.1M | Add +2.3% |
| IWP iShares Russell Mid-Cap Grow | 0.27% | 7,509 | $1.1M | Reduce -0.9% |
| INDA iShares MSCI India ETF | 0.27% | 20,502 | $1.1M | Add +5.8% |
| IVW iShares S&P 500 Growth ETF | 0.27% | 8,726 | $1.1M | Reduce -0.1% |
| MA Mastercard Inc. Class A | 0.26% | 1,796 | $1.0M | Add +8.8% |
| MS Morgan Stanley | 0.24% | 6,049 | $962K | Add +46.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.24% | 5,114 | $954K | No change |
| PEG Public Service Enterprise GP | 0.24% | 11,209 | $935K | Add +28.4% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.23% | 20,507 | $902K | Add +0.3% |
| AMAT Applied Materials Inc. | 0.23% | 4,404 | $902K | Add +12.5% |
| PJUL Innovator U.S. Equity Power | 0.22% | 19,190 | $875K | No change |
| ABBV Abbvie Inc. | 0.22% | 3,722 | $862K | Add +0.7% |
| VXF Vanguard Extended Market ETF | 0.21% | 3,911 | $819K | Add +0.6% |
| UNOV Innovator U.S. Equity Ultra | 0.21% | 21,778 | $816K | No change |
| MCD McDonald's Corp. | 0.20% | 2,615 | $795K | Reduce -5.0% |
| PAPR Innovator U.S. Equity Power | 0.19% | 19,888 | $763K | No change |
| WMT Walmart Inc. | 0.19% | 7,287 | $751K | Add +21.4% |
| CSCO Cisco Systems Inc. | 0.19% | 10,874 | $744K | Add +48.3% |
| SDY SS SPDR S&P Dividend ETF | 0.18% | 5,185 | $726K | No change |
| GS Goldman Sachs Group Inc. | 0.18% | 906 | $721K | Add +45.9% |
| ORI Old Republic Intl Corp. | 0.18% | 16,858 | $716K | Add +59.0% |
| ARES Ares Management Corp. Class A | 0.18% | 4,474 | $715K | Add +64.5% |
| TFC Truist Financial Corp. | 0.18% | 15,634 | $715K | No change |
| CVX Chevron Corp. | 0.18% | 4,564 | $709K | Add +3.1% |
| ADI Analog Devices Inc. | 0.18% | 2,878 | $707K | Add +61.6% |
| JTEK JPMorgan US Tech Leaders | 0.17% | 7,500 | $690K | Add +3954.1% |
| QMOM Alpha US Quant Mom ETF | 0.17% | 10,612 | $684K | Add +75.9% |
| NOC Northrop Grumman Corp. | 0.17% | 1,121 | $683K | Add +6.9% |
| XOM Exxon Mobil Corp. | 0.17% | 5,999 | $676K | Add +0.5% |
| FTNT Fortinet Inc. | 0.17% | 7,955 | $669K | No change |
| PANW Palo Alto Networks Inc. | 0.17% | 3,221 | $656K | Add +2.1% |
| ISRG Intuitive Surgical Inc. | 0.17% | 1,466 | $656K | Add +42.3% |
| PJUN Innovator U.S. Equity Power | 0.16% | 15,838 | $652K | No change |
| VZ Verizon Communications Inc. | 0.16% | 14,740 | $648K | Add +56.0% |
| XLF SS Financial Select Sector | 0.16% | 11,883 | $640K | Reduce -3.7% |
| MDT Medtronic PLC | 0.16% | 6,545 | $623K | Add +52.4% |
| COWZ Pacer US Cash Cows 100 ETF | 0.15% | 10,683 | $614K | Add +80.6% |
| PJAN Innovator U.S. Equity Power | 0.15% | 13,348 | $611K | No change |
| IVV iShares Core S&P 500 ETF | 0.15% | 907 | $607K | Add +58.6% |
| QTUM Defiance Quantum ETF | 0.15% | 5,771 | $605K | New |
| ABT Abbott Laboratories | 0.15% | 4,515 | $605K | Add +28.6% |
| CMI Cummins Inc. | 0.15% | 1,431 | $604K | Add +4.5% |
| GEV GE Vernova Inc. | 0.15% | 974 | $599K | Add +65.7% |
| JEPI JPMorgan Equity Premium Inco | 0.14% | 9,893 | $565K | Add +28.3% |
| O Realty Income Corp. | 0.14% | 9,188 | $559K | Add +56.3% |
Portfolio Sells Q2 2025 → Q3 2025
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -5.1% | 23.70% | −1.08 |
| IWF iShares Russell 1000 Growth | Reduce -9.7% | 5.80% | −0.43 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -3.8% | 3.66% | −0.19 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -15.9% | 0.87% | −0.14 |
| COST Costco Wholesale Corp. | Reduce -0.2% | 0.84% | −0.12 |
| TTD Trade Desk Inc./the Class A | Sold out | 0.00% | −0.09 |
| XBIL F/M US Treasury 6 Month Bill | Reduce -34.0% | 0.11% | −0.07 |
| OEF iShares S&P 100 ETF | Reduce -4.6% | 2.50% | −0.06 |
| IJH iShares Core S&P Midcap ETF | Reduce -10.3% | 0.47% | −0.06 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.06 |
| DHR Danaher Corp. | Sold out | 0.00% | −0.05 |
| MELI MercadoLibre Inc. | Sold out | 0.00% | −0.05 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.05 |
| JPST JPMorgan Ultra-Short Income | Reduce -29.1% | 0.10% | −0.05 |
| AMGN Amgen Inc. | Sold out | 0.00% | −0.05 |
| BDX Becton Dickinson and Co. | Sold out | 0.00% | −0.05 |
| CTVA Corteva Inc. | Sold out | 0.00% | −0.05 |
| PWR Quanta Services Inc. | Sold out | 0.00% | −0.05 |
| ECL Ecolab Inc. | Sold out | 0.00% | −0.05 |
| SPGI S&P Global Inc. | Sold out | 0.00% | −0.05 |
| XLC SS Comm Select Sector SPDR | Sold out | 0.00% | −0.05 |
| EMR Emerson Electric Co. | Sold out | 0.00% | −0.05 |
| VOOV Vanguard S&P 500 Value ETF | Sold out | 0.00% | −0.05 |
| TXN Texas Instruments Inc. | Sold out | 0.00% | −0.04 |
| EFA iShares MSCI Eafe ETF | Reduce -5.4% | 0.53% | −0.04 |
| SCHX Schwab US Large-Cap ETF | Sold out | 0.00% | −0.04 |
| UDEC Innovator U.S. Equity Ultra | Sold out | 0.00% | −0.04 |
| LH Labcorp Holdings Inc. | Sold out | 0.00% | −0.04 |
| FISV Fiserv Inc. | Sold out | 0.00% | −0.04 |
| VPU Vanguard Utilities ETF | Sold out | 0.00% | −0.04 |
| IWM iShares Russell 2000 ETF | Reduce -12.6% | 0.45% | −0.04 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.04 |
| BX Blackstone Inc. | Sold out | 0.00% | −0.04 |
| T AT&T Inc. | Sold out | 0.00% | −0.04 |
| IWO iShares Russell 2000 Growth | Sold out | 0.00% | −0.04 |
| PGR Progressive Corp. | Sold out | 0.00% | −0.04 |
| DVN Devon Energy Corp. | Sold out | 0.00% | −0.04 |
| IGSB iShares 1-5Y Inv Grade Corp. | Sold out | 0.00% | −0.04 |
| EQT Eqt Corp. | Sold out | 0.00% | −0.04 |
| KD Kyndryl Holdings Inc. | Sold out | 0.00% | −0.04 |
| MMM 3M Co. | Sold out | 0.00% | −0.04 |
| LLY Eli Lilly & Co. | Reduce -1.8% | 0.32% | −0.04 |
| TJX TJX Companies Inc. | Sold out | 0.00% | −0.04 |
| BRO Brown & Brown Inc. | Sold out | 0.00% | −0.04 |
| VLUE iShares MSCI USA Value Facto | Sold out | 0.00% | −0.03 |
| BLK BlackRock Inc. | Sold out | 0.00% | −0.03 |
| CLH Clean Harbors Inc. | Sold out | 0.00% | −0.03 |
| SCHW Schwab (charles) Corp. | Sold out | 0.00% | −0.03 |
| CAT Caterpillar Inc. | Sold out | 0.00% | −0.03 |
| INTU Intuit Inc. | Reduce -2.3% | 0.12% | −0.03 |
Portfolio Buys Q2 2025 → Q3 2025
| HTRB Hartford TTL RTRN BND ETF | Add +27.6% | 3.90% | +0.67 |
| AAPL Apple Inc. | Add +2.1% | 3.29% | +0.51 |
| TSLA Tesla Inc. | Add +146.7% | 0.60% | +0.41 |
| PLTR Palantir Technologies Inc. Class A | Add +194.6% | 0.45% | +0.33 |
| AVGO Broadcom Inc. | Add +38.7% | 0.79% | +0.28 |
| CSHI Neos Enhanced Income 1-3 Mon | Add +12.5% | 4.75% | +0.23 |
| NVDA Nvidia Corp. | Add +11.8% | 1.03% | +0.20 |
| TPR Tapestry Inc. | Add +53.0% | 0.42% | +0.19 |
| SHV iShares 0-1 Year Treasury Bo | Add +41.0% | 0.71% | +0.17 |
| JTEK JPMorgan US Tech Leaders | Add +3954.1% | 0.17% | +0.17 |
| JGRO JPMorgan Active Growth ETF | Add +94.6% | 0.33% | +0.16 |
| RSP Invesco S&P 500 Equal Weight | Add +73.8% | 0.38% | +0.15 |
| QTUM Defiance Quantum ETF | New | 0.15% | +0.15 |
| GOOG Alphabet Inc. Class C | Add +16.6% | 0.37% | +0.12 |
| JPM JPMorgan Chase & Co. | Add +21.3% | 0.62% | +0.12 |
| GLD SPDR Gold Shares | Add +0.5% | 1.34% | +0.12 |
| META Meta Platforms Inc. Class A | Add +38.5% | 0.48% | +0.11 |
| ORCL Oracle Corp. | Add +9.1% | 0.41% | +0.10 |
| SPLV Invesco S&P 500 Low Volatili | Add +9.8% | 2.58% | +0.09 |
| MS Morgan Stanley | Add +46.8% | 0.24% | +0.09 |
| JAVA JPMorgan Active Value ETF | Add +215.1% | 0.12% | +0.08 |
| HD Home Depot Inc. | Add +13.6% | 0.52% | +0.08 |
| ORI Old Republic Intl Corp. | Add +59.0% | 0.18% | +0.07 |
| QQQ Invesco QQQ Trust Series 1 | Add +2.8% | 1.53% | +0.07 |
| GEV GE Vernova Inc. | Add +65.7% | 0.15% | +0.07 |
| COWZ Pacer US Cash Cows 100 ETF | Add +80.6% | 0.15% | +0.07 |
| QMOM Alpha US Quant Mom ETF | Add +75.9% | 0.17% | +0.07 |
| ADVISOR MANAGED PORTFOLIOS | New | 0.07% | +0.07 |
| ADI Analog Devices Inc. | Add +61.6% | 0.18% | +0.06 |
| GS Goldman Sachs Group Inc. | Add +45.9% | 0.18% | +0.06 |
| TOL Toll Brothers Inc. | Add +110.1% | 0.10% | +0.06 |
| ETN Eaton Corp. PLC | Add +127.7% | 0.10% | +0.06 |
| PSX Phillips 66 | Add +60.9% | 0.14% | +0.06 |
| IVV iShares Core S&P 500 ETF | Add +58.6% | 0.15% | +0.06 |
| UPS United Parcel Service Class B | Add +205.8% | 0.10% | +0.06 |
| MDT Medtronic PLC | Add +52.4% | 0.16% | +0.06 |
| AZO AutoZone Inc. | Add +69.2% | 0.12% | +0.05 |
| WRB WR Berkley Corp. | Add +99.3% | 0.11% | +0.05 |
| ARES Ares Management Corp. Class A | Add +64.5% | 0.18% | +0.05 |
| VZ Verizon Communications Inc. | Add +56.0% | 0.16% | +0.05 |
| GHC Graham Holdings Co. Class B | Add +56.9% | 0.11% | +0.05 |
| MPC Marathon Petroleum Corp. | Add +74.0% | 0.11% | +0.05 |
| CSCO Cisco Systems Inc. | Add +48.3% | 0.19% | +0.05 |
| GRBK Green Brick Partners Inc. | Add +102.8% | 0.09% | +0.05 |
| O Realty Income Corp. | Add +56.3% | 0.14% | +0.05 |
| BSX Boston Scientific Corp. | Add +127.6% | 0.10% | +0.05 |
| NOW ServiceNow Inc. | Add +100.0% | 0.12% | +0.05 |
| IBKR Interactive Brokers Gro Class A | Add +93.8% | 0.08% | +0.05 |
| LAMR Lamar Advertising Co. Class A | Add +55.5% | 0.14% | +0.04 |
| LHX L3HARRIS Technologies Inc. | Add +29.9% | 0.13% | +0.04 |
Options Activity Q2 2025 → Q3 2025
| TTD Trade Desk Inc./the Class A | call | Sold out | 500 | $36Kbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 177 | $420.1M | SPY, IWF, SFLR, CSHI, HTRB |
| Q1 2026 | 181 | $368.9M | SPY, IWF, CSHI, HTRB, SPYV |
| Q4 2025 | 204 | $404.9M | SPY, IWF, CSHI, HTRB, SPYV |
| Q3 2025 | 197 | $396.2M | SPY, IWF, CSHI, HTRB, SPYV |
| Q2 2025 | 678 | $370.3M | SPY, IWF, CSHI, SPYV, HTRB |
| Q1 2025 | 507 | $306.4M | SPY, CSHI, IWF, SPYV, HTRB |
| Q4 2024 | 524 | $321.6M | SPY, SPYV, CSHI, AGG, AAPL |
| Q3 2024 | 519 | $311.4M | SPY, SPYV, CSHI, HTRB, AAPL |
| Q2 2024 | 529 | $305.8M | SPY, CSHI, SPYV, SHV, AAPL |
| Q1 2024 | 544 | $305.8M | SPY, CSHI, SPYV, SHV, OEF |