Atticus Wealth Management, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 9, 2026), Atticus Wealth Management, LLC reported 204 stock positions worth $404.9 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 23.5% of the portfolio, followed by iShares Russell 1000 Growth (IWF, 5.8%) and Neos Enhanced Income 1-3 Mon (CSHI, 4.7%). Compared with Q3 2025, it opened 13 new positions, sold out of 6, added to 74 and reduced 86. The biggest buy was a new position in Berkshire Hathaway Class A (BRK.A) and the biggest sale Microsoft (MSFT, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- Palm Beach Gardens, FL
- CIK
- 0001800234
- Portfolio Value
- $404.9M (Q4 2025)
- SEC Filing
- 0001800234-26-000001 ↗ filed Feb 9, 2026
Holdings Value
Holdings 204 stocks · $404.9M
| SPY SS SPDR S&P 500 ETF Trust-US | 23.54% | 139,805 | $95.3M | Reduce -0.8% |
| IWF iShares Russell 1000 Growth | 5.77% | 49,388 | $23.4M | Add +0.8% |
| CSHI Neos Enhanced Income 1-3 Mon | 4.68% | 380,707 | $18.9M | Add +0.7% |
| HTRB Hartford TTL RTRN BND ETF | 4.04% | 479,488 | $16.4M | Add +6.5% |
| SPYV SS SPDR P S&P 500 Value ETF | 3.81% | 271,841 | $15.4M | Add +3.7% |
| AAPL Apple Inc. | 3.37% | 50,162 | $13.6M | Reduce -2.0% |
| OEF iShares S&P 100 ETF | 2.48% | 29,316 | $10.1M | Reduce -1.4% |
| SPLV Invesco S&P 500 Low Volatili | 2.45% | 138,966 | $9.9M | Reduce -0.0% |
| MSFT Microsoft Corp. | 1.92% | 16,079 | $7.8M | Reduce -2.6% |
| XMHQ Invesco S&P Midcap Qual ETF | 1.83% | 72,520 | $7.4M | Reduce -0.5% |
| QQQ Invesco QQQ Trust Series 1 | 1.61% | 10,627 | $6.5M | Add +5.5% |
| GLD SPDR Gold Shares | 1.45% | 14,822 | $5.9M | Reduce -0.6% |
| KO The Coca-Cola Co. | 1.21% | 70,246 | $4.9M | Add +0.0% |
| VYM Vanguard High DVD Yield ETF | 1.13% | 31,860 | $4.6M | Add +2.2% |
| PMAY Innovator U.S. Equity Power | 1.06% | 107,937 | $4.3M | Reduce -0.6% |
| GOOGL Alphabet Inc. Class A | 1.04% | 13,401 | $4.2M | Reduce -4.9% |
| XLK SS Technology Select Sector | 1.03% | 28,928 | $4.2M | Reduce -1.4% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.92% | 11,874 | $3.7M | Reduce -0.3% |
| NVDA Nvidia Corp. | 0.92% | 20,006 | $3.7M | Reduce -8.7% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.86% | 32,825 | $3.5M | Reduce -0.4% |
| AMZN Amazon.com Inc. | 0.84% | 14,725 | $3.4M | Reduce -2.3% |
| AVGO Broadcom Inc. | 0.81% | 9,485 | $3.3M | Reduce -0.5% |
| IJR iShares Core S&P Small-Cap E | 0.79% | 26,726 | $3.2M | Add +0.1% |
| COST Costco Wholesale Corp. | 0.76% | 3,579 | $3.1M | Reduce -0.3% |
| VIG Vanguard Dividend Apprec ETF | 0.74% | 13,648 | $3.0M | Reduce -21.2% |
| PMAR Innovator U.S. Equity Power | 0.72% | 65,268 | $2.9M | Reduce -0.5% |
| SHV iShares 0-1 Year Treasury Bo | 0.63% | 23,143 | $2.5M | Reduce -8.9% |
| JPM JPMorgan Chase & Co. | 0.62% | 7,822 | $2.5M | Reduce -0.1% |
| TSLA Tesla Inc. | 0.59% | 5,327 | $2.4M | No change |
| VGT Vanguard Info Tech ETF | 0.58% | 3,112 | $2.3M | Reduce -6.6% |
| PNOV Innovator U.S. Equity Power | 0.57% | 55,028 | $2.3M | No change |
| EFA iShares MSCI Eafe ETF | 0.56% | 23,668 | $2.3M | Add +4.7% |
| PDEC Innovator U.S. Equity Power | 0.51% | 47,638 | $2.1M | Reduce -0.2% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.48% | 26,992 | $2.0M | Reduce -0.7% |
| TPR Tapestry Inc. | 0.47% | 14,848 | $1.9M | Add +0.2% |
| IJH iShares Core S&P Midcap ETF | 0.46% | 28,357 | $1.9M | Reduce -0.2% |
| HD Home Depot Inc. | 0.46% | 5,435 | $1.9M | Add +6.4% |
| EEM iShares MSCI Emerging Market | 0.46% | 33,935 | $1.9M | Add +2.0% |
| GOOG Alphabet Inc. Class C | 0.45% | 5,819 | $1.8M | Reduce -2.8% |
| IWM iShares Russell 2000 ETF | 0.45% | 7,398 | $1.8M | Reduce -0.3% |
| LLY Eli Lilly & Co. | 0.44% | 1,672 | $1.8M | Reduce -0.2% |
| META Meta Platforms Inc. Class A | 0.44% | 2,721 | $1.8M | Add +5.6% |
| NEE Nextera Energy Inc. | 0.44% | 22,205 | $1.8M | Add +0.2% |
| V Visa Inc. Class A | 0.44% | 5,036 | $1.8M | Add +0.1% |
| PLTR Palantir Technologies Inc. Class A | 0.43% | 9,760 | $1.7M | Reduce -0.8% |
| RSP Invesco S&P 500 Equal Weight | 0.42% | 8,943 | $1.7M | Add +13.3% |
| XLY SS Consumer Disc Select Sect | 0.41% | 13,914 | $1.7M | Reduce -7.5% |
| JGRO JPMorgan Active Growth ETF | 0.41% | 17,821 | $1.7M | Add +27.6% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.37% | 2 | $1.5M | New |
| PFEB Innovator U.S. Equity Power | 0.35% | 34,596 | $1.4M | No change |
| XLV SS Health Care Select Sector | 0.34% | 8,936 | $1.4M | Add +6.3% |
| PG The Procter & Gamble Co. | 0.28% | 8,016 | $1.1M | Reduce -1.0% |
| AIQ Global X Art Intel & Tech | 0.28% | 22,577 | $1.1M | Reduce -1.7% |
| VOO Vanguard S&P 500 ETF | 0.28% | 1,805 | $1.1M | Add +2.1% |
| AMAT Applied Materials Inc. | 0.28% | 4,406 | $1.1M | Add +0.1% |
| ORCL Oracle Corp. | 0.28% | 5,743 | $1.1M | Reduce -0.0% |
| INDA iShares MSCI India ETF | 0.27% | 20,593 | $1.1M | Add +0.4% |
| SPIB SS SPDR P Int C Corp. ETF | 0.27% | 32,799 | $1.1M | Reduce -0.7% |
| IVW iShares S&P 500 Growth ETF | 0.27% | 8,827 | $1.1M | Add +1.2% |
| MS Morgan Stanley | 0.27% | 6,068 | $1.1M | Add +0.3% |
| IWP iShares Russell Mid-Cap Grow | 0.26% | 7,715 | $1.1M | Add +2.7% |
| MA Mastercard Inc. Class A | 0.25% | 1,781 | $1.0M | Reduce -0.8% |
| IVV iShares Core S&P 500 ETF | 0.25% | 1,465 | $1.0M | Add +61.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.24% | 5,114 | $977K | No change |
| NFLX Netflix Inc. | 0.22% | 9,671 | $907K | Reduce -2.2% |
| PJUL Innovator U.S. Equity Power | 0.22% | 19,190 | $891K | No change |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.22% | 20,590 | $891K | Add +0.4% |
| PEG Public Service Enterprise GP | 0.22% | 10,990 | $882K | Reduce -1.9% |
| ADI Analog Devices Inc. | 0.21% | 3,199 | $868K | Add +11.2% |
| QTUM Defiance Quantum ETF | 0.21% | 7,600 | $833K | Add +31.7% |
| UNOV Innovator U.S. Equity Ultra | 0.20% | 21,778 | $829K | No change |
| CSCO Cisco Systems Inc. | 0.20% | 10,753 | $828K | Reduce -1.1% |
| ABBV Abbvie Inc. | 0.20% | 3,609 | $825K | Reduce -3.0% |
| VXF Vanguard Extended Market ETF | 0.20% | 3,917 | $819K | Add +0.1% |
| JTEK JPMorgan US Tech Leaders | 0.20% | 9,083 | $818K | Add +21.1% |
| WMT Walmart Inc. | 0.20% | 7,272 | $810K | Reduce -0.2% |
| GS Goldman Sachs Group Inc. | 0.20% | 906 | $797K | No change |
| MCD McDonald's Corp. | 0.20% | 2,604 | $796K | Reduce -0.4% |
| PAPR Innovator U.S. Equity Power | 0.19% | 19,838 | $776K | Reduce -0.3% |
| ORI Old Republic Intl Corp. | 0.19% | 16,921 | $772K | Add +0.4% |
| TFC Truist Financial Corp. | 0.19% | 15,634 | $769K | No change |
| ISRG Intuitive Surgical Inc. | 0.19% | 1,355 | $767K | Reduce -7.6% |
| QMOM Alpha US Quant Mom ETF | 0.19% | 11,660 | $761K | Add +9.9% |
| CMI Cummins Inc. | 0.18% | 1,429 | $729K | Reduce -0.1% |
| ARES Ares Management Corp. Class A | 0.18% | 4,489 | $726K | Add +0.3% |
| CVX Chevron Corp. | 0.18% | 4,759 | $725K | Add +4.3% |
| XOM Exxon Mobil Corp. | 0.18% | 6,006 | $723K | Add +0.1% |
| SDY SS SPDR S&P Dividend ETF | 0.18% | 5,185 | $722K | No change |
| XLF SS Financial Select Sector | 0.17% | 12,307 | $674K | Add +3.6% |
| PJUN Innovator U.S. Equity Power | 0.16% | 15,838 | $663K | No change |
| VZ Verizon Communications Inc. | 0.16% | 15,900 | $648K | Add +7.9% |
| JEPI JPMorgan Equity Premium Inco | 0.16% | 11,287 | $646K | Add +14.1% |
| NOC Northrop Grumman Corp. | 0.16% | 1,122 | $640K | Add +0.1% |
| GEV GE Vernova Inc. | 0.16% | 967 | $632K | Reduce -0.7% |
| FTNT Fortinet Inc. | 0.16% | 7,955 | $632K | No change |
| PJAN Innovator U.S. Equity Power | 0.15% | 13,348 | $628K | No change |
| MDT Medtronic PLC | 0.15% | 6,532 | $627K | Reduce -0.2% |
| MRK Merck & Co. Inc. | 0.15% | 5,673 | $597K | Add +0.5% |
| PANW Palo Alto Networks Inc. | 0.14% | 3,101 | $571K | Reduce -3.7% |
| JNJ Johnson & Johnson | 0.14% | 2,747 | $569K | Reduce -5.0% |
Portfolio Sells Q3 2025 → Q4 2025
| MSFT Microsoft Corp. | Reduce -2.6% | 1.92% | −0.24 |
| VIG Vanguard Dividend Apprec ETF | Reduce -21.2% | 0.74% | −0.20 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.8% | 23.54% | −0.15 |
| ORCL Oracle Corp. | Reduce -0.0% | 0.28% | −0.13 |
| SPLV Invesco S&P 500 Low Volatili | Reduce -0.0% | 2.45% | −0.13 |
| NVDA Nvidia Corp. | Reduce -8.7% | 0.92% | −0.11 |
| XMHQ Invesco S&P Midcap Qual ETF | Reduce -0.5% | 1.83% | −0.10 |
| RA Brookfield Real Assets Incom | Sold out | 0.00% | −0.08 |
| APD Air Products & Chemicals Inc. | Sold out | 0.00% | −0.08 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -8.9% | 0.63% | −0.08 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -52.0% | 0.08% | −0.08 |
| COST Costco Wholesale Corp. | Reduce -0.3% | 0.76% | −0.08 |
| NFLX Netflix Inc. | Reduce -2.2% | 0.22% | −0.08 |
| CDNS Cadence Design SYS Inc. | Sold out | 0.00% | −0.06 |
| POOL Pool Corp. | Sold out | 0.00% | −0.06 |
| CMCSA Comcast Corp. Class A | Reduce -38.2% | 0.07% | −0.05 |
| XBIL F/M US Treasury 6 Month Bill | Reduce -46.3% | 0.06% | −0.05 |
| SNPS Synopsys Inc. | Sold out | 0.00% | −0.05 |
| VWO Vanguard Ftse Emerging Marke | Sold out | 0.00% | −0.05 |
| VGT Vanguard Info Tech ETF | Reduce -6.6% | 0.58% | −0.05 |
| O Realty Income Corp. | Reduce -26.3% | 0.09% | −0.05 |
| XLY SS Consumer Disc Select Sect | Reduce -7.5% | 0.41% | −0.04 |
| FANG Diamondback Energy Inc. | Reduce -36.5% | 0.08% | −0.04 |
| COP Conocophillips | Reduce -33.7% | 0.07% | −0.04 |
| PG The Procter & Gamble Co. | Reduce -1.0% | 0.28% | −0.03 |
| IWS iShares Russell Mid-Cap Valu | Reduce -19.2% | 0.11% | −0.03 |
| PSX Phillips 66 | Reduce -11.9% | 0.11% | −0.03 |
| PLTR Palantir Technologies Inc. Class A | Reduce -0.8% | 0.43% | −0.02 |
| PANW Palo Alto Networks Inc. | Reduce -3.7% | 0.14% | −0.02 |
| NOW ServiceNow Inc. | Reduce -2.0% | 0.09% | −0.02 |
| PSA Public Storage | Reduce -12.4% | 0.08% | −0.02 |
| GRMN Garmin Ltd. | Reduce -14.5% | 0.05% | −0.02 |
| VGSH Vanguard Short-Term Treasury | Reduce -16.6% | 0.08% | −0.02 |
| PEG Public Service Enterprise GP | Reduce -1.9% | 0.22% | −0.02 |
| MCHP Microchip Technology Inc. | Reduce -23.5% | 0.05% | −0.02 |
| ANET Arista Networks Inc. | Reduce -5.0% | 0.09% | −0.02 |
| TSCO Tractor Supply Company | Reduce -6.2% | 0.07% | −0.02 |
| OEF iShares S&P 100 ETF | Reduce -1.4% | 2.48% | −0.02 |
| XLK SS Technology Select Sector | Reduce -1.4% | 1.03% | −0.01 |
| GD General Dynamics Corp. | Reduce -9.8% | 0.09% | −0.01 |
| MSI Motorola Solutions Inc. | Reduce -2.5% | 0.06% | −0.01 |
| ABBV Abbvie Inc. | Reduce -3.0% | 0.20% | −0.01 |
| JAVA JPMorgan Active Value ETF | Reduce -12.0% | 0.11% | −0.01 |
| NXPI NXP Semiconductors NV | Reduce -11.3% | 0.06% | −0.01 |
| PMAY Innovator U.S. Equity Power | Reduce -0.6% | 1.06% | −0.01 |
| TNYA Tenaya Therapeutics Inc. | Reduce -3.6% | 0.01% | −0.01 |
| RS Reliance Inc. | Reduce -11.0% | 0.09% | −0.01 |
| IWD iShares Russell 1000 Value E | Reduce -9.6% | 0.11% | −0.01 |
| UNP Union Pacific Corp. | Reduce -7.7% | 0.07% | −0.01 |
| SPIB SS SPDR P Int C Corp. ETF | Reduce -0.7% | 0.27% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| BRK.A Berkshire Hathaway Inc. Class A | New | 0.37% | +0.37 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +3.7% | 3.81% | +0.15 |
| HTRB Hartford TTL RTRN BND ETF | Add +6.5% | 4.04% | +0.15 |
| SFLR Innovator Eqty MGD Floor ETF | New | 0.10% | +0.10 |
| IVV iShares Core S&P 500 ETF | Add +61.5% | 0.25% | +0.09 |
| QQQ Invesco QQQ Trust Series 1 | Add +5.5% | 1.61% | +0.09 |
| JGRO JPMorgan Active Growth ETF | Add +27.6% | 0.41% | +0.08 |
| SCHX Schwab US Large-Cap ETF | New | 0.07% | +0.07 |
| CEF Sprott Physical Gold and Sil | Add +53.5% | 0.14% | +0.06 |
| DHR Danaher Corp. | New | 0.06% | +0.06 |
| QQQM Invesco Nasdaq 100 ETF | New | 0.06% | +0.06 |
| APH Amphenol Corp. Class A | New | 0.05% | +0.05 |
| QTUM Defiance Quantum ETF | Add +31.7% | 0.21% | +0.05 |
| VHT Vanguard Health Care ETF | New | 0.05% | +0.05 |
| AMAT Applied Materials Inc. | Add +0.1% | 0.28% | +0.05 |
| LRCX Lam Research Corp. | New | 0.05% | +0.05 |
| TMO Thermo Fisher Scientific Inc. | New | 0.05% | +0.05 |
| SPGI S&P Global Inc. | New | 0.05% | +0.05 |
| QFLR Innovator Nasdaq-100 MF ETF | New | 0.05% | +0.05 |
| PWR Quanta Services Inc. | New | 0.05% | +0.05 |
| TJX TJX Companies Inc. | New | 0.05% | +0.05 |
| XLV SS Health Care Select Sector | Add +6.3% | 0.34% | +0.05 |
| RSP Invesco S&P 500 Equal Weight | Add +13.3% | 0.42% | +0.05 |
| TPR Tapestry Inc. | Add +0.2% | 0.47% | +0.04 |
| KO The Coca-Cola Co. | Add +0.0% | 1.21% | +0.04 |
| ADI Analog Devices Inc. | Add +11.2% | 0.21% | +0.04 |
| EFA iShares MSCI Eafe ETF | Add +4.7% | 0.56% | +0.03 |
| JTEK JPMorgan US Tech Leaders | Add +21.1% | 0.20% | +0.03 |
| MRK Merck & Co. Inc. | Add +0.5% | 0.15% | +0.03 |
| MS Morgan Stanley | Add +0.3% | 0.27% | +0.02 |
| VYM Vanguard High DVD Yield ETF | Add +2.2% | 1.13% | +0.02 |
| NEE Nextera Energy Inc. | Add +0.2% | 0.44% | +0.02 |
| JEPI JPMorgan Equity Premium Inco | Add +14.1% | 0.16% | +0.02 |
| QMOM Alpha US Quant Mom ETF | Add +9.9% | 0.19% | +0.02 |
| HFXI Nylim Ftse Intr Eq CN ETF-Ui | Add +8.7% | 0.11% | +0.01 |
| ORI Old Republic Intl Corp. | Add +0.4% | 0.19% | +0.01 |
| EEM iShares MSCI Emerging Market | Add +2.0% | 0.46% | +0.01 |
| VRT Vertiv Holdings Co. Class A | Add +3.7% | 0.12% | +0.01 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +6.1% | 0.10% | +0.01 |
| RTX RTX Corp. | Add +0.1% | 0.13% | +0.01 |
| ASML ASML Holding NV-NY Reg SHS | Add +0.5% | 0.11% | +0.01 |
| XOM Exxon Mobil Corp. | Add +0.1% | 0.18% | +0.01 |
| VOO Vanguard S&P 500 ETF | Add +2.1% | 0.28% | +0.01 |
| INDA iShares MSCI India ETF | Add +0.4% | 0.27% | +0.01 |
| QYLD Global X Nasd 100 Cov Call | Add +9.5% | 0.05% | +0.01 |
| CB Chubb Ltd. | Add +0.2% | 0.07% | +0.01 |
| XLF SS Financial Select Sector | Add +3.6% | 0.17% | +0.00 |
| IVW iShares S&P 500 Growth ETF | Add +1.2% | 0.27% | +0.00 |
| V Visa Inc. Class A | Add +0.1% | 0.44% | +0.00 |
| IBM Intl Business Machines Corp. | Add +0.3% | 0.08% | +0.00 |
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 |