Atticus Wealth Management, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 28, 2026), Atticus Wealth Management, LLC reported 181 stock positions worth $368.9 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 23.0% of the portfolio, followed by iShares Russell 1000 Growth (IWF, 5.9%) and Neos Enhanced Income 1-3 Mon (CSHI, 4.5%). Compared with Q4 2025, it opened 2 new positions, sold out of 25, added to 61 and reduced 101. The biggest buy was Coca-Cola (KO, shares +0%) and the biggest sale SS SPDR S&P 500 ETF Trust-US (SPY, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- Palm Beach Gardens, FL
- CIK
- 0001800234
- Portfolio Value
- $368.9M (Q1 2026)
- SEC Filing
- 0001800234-26-000002 ↗ filed Apr 28, 2026
Holdings Value
Holdings 181 stocks · $368.9M
| SPY SS SPDR S&P 500 ETF Trust-US | 23.03% | 130,667 | $85.0M | Reduce -6.5% |
| IWF iShares Russell 1000 Growth | 5.88% | 50,876 | $21.7M | Add +3.0% |
| CSHI Neos Enhanced Income 1-3 Mon | 4.54% | 336,587 | $16.8M | Reduce -11.6% |
| HTRB Hartford TTL RTRN BND ETF | 4.34% | 474,703 | $16.0M | Reduce -1.0% |
| SPYV SS SPDR P S&P 500 Value ETF | 3.96% | 258,012 | $14.6M | Reduce -5.1% |
| AAPL Apple Inc. | 3.39% | 49,283 | $12.5M | Reduce -1.8% |
| SPLV Invesco S&P 500 Low Volatili | 2.69% | 135,924 | $9.9M | Reduce -2.2% |
| OEF iShares S&P 100 ETF | 2.49% | 28,844 | $9.2M | Reduce -1.6% |
| XMHQ Invesco S&P Midcap Qual ETF | 1.94% | 69,079 | $7.1M | Reduce -4.7% |
| QQQ Invesco QQQ Trust Series 1 | 1.63% | 10,428 | $6.0M | Reduce -1.9% |
| GLD SPDR Gold Shares | 1.59% | 13,602 | $5.9M | Reduce -8.2% |
| MSFT Microsoft Corp. | 1.49% | 14,840 | $5.5M | Reduce -7.7% |
| KO The Coca-Cola Co. | 1.45% | 70,282 | $5.3M | Add +0.1% |
| VYM Vanguard High DVD Yield ETF | 1.24% | 30,844 | $4.6M | Reduce -3.2% |
| PMAY Innovator U.S. Equity Power | 0.98% | 90,861 | $3.6M | Reduce -15.8% |
| GOOGL Alphabet Inc. Class A | 0.98% | 12,521 | $3.6M | Reduce -6.6% |
| XLK SS Technology Select Sector | 0.97% | 26,924 | $3.6M | Reduce -6.9% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.95% | 11,774 | $3.5M | Reduce -0.8% |
| NVDA Nvidia Corp. | 0.89% | 18,880 | $3.3M | Reduce -5.6% |
| IJR iShares Core S&P Small-Cap E | 0.87% | 25,731 | $3.2M | Reduce -3.7% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.86% | 32,367 | $3.2M | Reduce -1.4% |
| COST Costco Wholesale Corp. | 0.83% | 3,073 | $3.1M | Reduce -14.1% |
| AMZN Amazon.com Inc. | 0.78% | 13,889 | $2.9M | Reduce -5.7% |
| AVGO Broadcom Inc. | 0.77% | 9,169 | $2.8M | Reduce -3.3% |
| EFA iShares MSCI Eafe ETF | 0.76% | 29,025 | $2.8M | Add +22.6% |
| PMAR Innovator U.S. Equity Power | 0.76% | 62,633 | $2.8M | Reduce -4.0% |
| VIG Vanguard Dividend Apprec ETF | 0.61% | 10,468 | $2.3M | Reduce -23.3% |
| PNOV Innovator U.S. Equity Power | 0.61% | 55,028 | $2.2M | No change |
| JPM JPMorgan Chase & Co. | 0.59% | 7,413 | $2.2M | Reduce -5.2% |
| VGT Vanguard Info Tech ETF | 0.58% | 3,063 | $2.1M | Reduce -1.6% |
| TPR Tapestry Inc. | 0.57% | 14,873 | $2.1M | Add +0.2% |
| SHV iShares 0-1 Year Treasury Bo | 0.54% | 18,052 | $2.0M | Reduce -22.0% |
| TSLA Tesla Inc. | 0.54% | 5,334 | $2.0M | Add +0.1% |
| PDEC Innovator U.S. Equity Power | 0.53% | 46,048 | $2.0M | Reduce -3.3% |
| NEE Nextera Energy Inc. | 0.53% | 21,035 | $2.0M | Reduce -5.3% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.52% | 24,607 | $1.9M | Reduce -8.8% |
| EEM iShares MSCI Emerging Market | 0.52% | 33,503 | $1.9M | Reduce -1.3% |
| HD Home Depot Inc. | 0.49% | 5,492 | $1.8M | Add +1.1% |
| JGRO JPMorgan Active Growth ETF | 0.46% | 20,255 | $1.7M | Add +13.7% |
| IJH iShares Core S&P Midcap ETF | 0.46% | 24,943 | $1.7M | Reduce -12.0% |
| GOOG Alphabet Inc. Class C | 0.45% | 5,755 | $1.7M | Reduce -1.1% |
| RSP Invesco S&P 500 Equal Weight | 0.44% | 8,458 | $1.6M | Reduce -5.4% |
| PLTR Palantir Technologies Inc. Class A | 0.42% | 10,509 | $1.5M | Add +7.7% |
| LLY Eli Lilly & Co. | 0.41% | 1,655 | $1.5M | Reduce -1.0% |
| IWM iShares Russell 2000 ETF | 0.40% | 5,998 | $1.5M | Reduce -18.9% |
| XLY SS Consumer Disc Select Sect | 0.40% | 13,505 | $1.5M | Reduce -2.9% |
| V Visa Inc. Class A | 0.40% | 4,829 | $1.5M | Reduce -4.1% |
| AMAT Applied Materials Inc. | 0.39% | 4,162 | $1.4M | Reduce -5.5% |
| PFEB Innovator U.S. Equity Power | 0.37% | 34,421 | $1.4M | Reduce -0.5% |
| QTUM Defiance Quantum ETF | 0.37% | 12,744 | $1.4M | Add +67.7% |
| META Meta Platforms Inc. Class A | 0.36% | 2,322 | $1.3M | Reduce -14.7% |
| IVV iShares Core S&P 500 ETF | 0.35% | 1,963 | $1.3M | Add +34.0% |
| XLV SS Health Care Select Sector | 0.35% | 8,739 | $1.3M | Reduce -2.2% |
| JTEK JPMorgan US Tech Leaders | 0.31% | 14,390 | $1.1M | Add +58.4% |
| VOO Vanguard S&P 500 ETF | 0.30% | 1,829 | $1.1M | Add +1.3% |
| PG The Procter & Gamble Co. | 0.30% | 7,537 | $1.1M | Reduce -6.0% |
| XOM Exxon Mobil Corp. | 0.28% | 6,033 | $1.0M | Add +0.5% |
| AIQ Global X Art Intel & Tech | 0.27% | 21,697 | $1.0M | Reduce -3.9% |
| CVX Chevron Corp. | 0.27% | 4,808 | $995K | Add +1.0% |
| MS Morgan Stanley | 0.27% | 6,034 | $993K | Reduce -0.6% |
| INDA iShares MSCI India ETF | 0.27% | 21,102 | $988K | Add +2.5% |
| IWP iShares Russell Mid-Cap Grow | 0.26% | 7,486 | $959K | Reduce -3.0% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.25% | 20,656 | $940K | Add +0.3% |
| NFLX Netflix Inc. | 0.25% | 9,629 | $926K | Reduce -0.4% |
| IVW iShares S&P 500 Growth ETF | 0.24% | 7,986 | $903K | Reduce -9.5% |
| PEG Public Service Enterprise GP | 0.24% | 11,136 | $901K | Add +1.3% |
| ADI Analog Devices Inc. | 0.24% | 2,816 | $896K | Reduce -12.0% |
| GEV GE Vernova Inc. | 0.23% | 971 | $848K | Add +0.4% |
| CEF Sprott Physical Gold and Sil | 0.22% | 17,388 | $830K | Add +42.6% |
| CSCO Cisco Systems Inc. | 0.22% | 10,532 | $817K | Reduce -2.1% |
| UNOV Innovator U.S. Equity Ultra | 0.22% | 21,778 | $812K | No change |
| VXF Vanguard Extended Market ETF | 0.22% | 3,924 | $808K | Add +0.2% |
| QMOM Alpha US Quant Mom ETF | 0.22% | 11,783 | $805K | Add +1.1% |
| MA Mastercard Inc. Class A | 0.22% | 1,601 | $800K | Reduce -10.1% |
| PJUL Innovator U.S. Equity Power | 0.21% | 17,190 | $790K | Reduce -10.4% |
| CMI Cummins Inc. | 0.21% | 1,430 | $770K | Add +0.1% |
| NOC Northrop Grumman Corp. | 0.21% | 1,122 | $765K | No change |
| SDY SS SPDR S&P Dividend ETF | 0.21% | 5,185 | $757K | No change |
| VZ Verizon Communications Inc. | 0.20% | 14,947 | $750K | Reduce -6.0% |
| WMT Walmart Inc. | 0.19% | 5,783 | $719K | Reduce -20.5% |
| TFC Truist Financial Corp. | 0.19% | 15,634 | $719K | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 0.19% | 1 | $718K | Reduce -50.0% |
| VRT Vertiv Holdings Co. Class A | 0.19% | 2,845 | $713K | Reduce -2.9% |
| ORCL Oracle Corp. | 0.19% | 4,795 | $705K | Reduce -16.5% |
| ABBV Abbvie Inc. | 0.19% | 3,215 | $699K | Reduce -10.9% |
| JEPI JPMorgan Equity Premium Inco | 0.19% | 12,336 | $699K | Add +9.3% |
| ORI Old Republic Intl Corp. | 0.19% | 17,242 | $688K | Add +1.9% |
| MRK Merck & Co. Inc. | 0.19% | 5,700 | $686K | Add +0.5% |
| PJUN Innovator U.S. Equity Power | 0.18% | 15,838 | $662K | No change |
| PAPR Innovator U.S. Equity Power | 0.18% | 16,640 | $662K | Reduce -16.1% |
| MCD McDonald's Corp. | 0.18% | 2,115 | $657K | Reduce -18.8% |
| FTNT Fortinet Inc. | 0.18% | 7,955 | $650K | No change |
| JNJ Johnson & Johnson | 0.18% | 2,645 | $647K | Reduce -3.7% |
| SFLR Innovator Eqty MGD Floor ETF | 0.17% | 18,113 | $641K | Add +70.2% |
| PSX Phillips 66 | 0.16% | 3,303 | $602K | Reduce -6.4% |
| PJAN Innovator U.S. Equity Power | 0.16% | 12,633 | $583K | Reduce -5.4% |
| MDT Medtronic PLC | 0.15% | 6,554 | $568K | Add +0.3% |
| ISRG Intuitive Surgical Inc. | 0.15% | 1,226 | $565K | Reduce -9.5% |
| LAMR Lamar Advertising Co. Class A | 0.15% | 4,457 | $565K | Add +2.4% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.15% | 427 | $564K | Add +1.7% |
Portfolio Sells Q4 2025 → Q1 2026
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -6.5% | 23.03% | −0.51 |
| MSFT Microsoft Corp. | Reduce -7.7% | 1.49% | −0.43 |
| SPIB SS SPDR P Int C Corp. ETF | Sold out | 0.00% | −0.27 |
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -50.0% | 0.19% | −0.18 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -60.6% | 0.11% | −0.13 |
| CSHI Neos Enhanced Income 1-3 Mon | Reduce -11.6% | 4.54% | −0.13 |
| VIG Vanguard Dividend Apprec ETF | Reduce -23.3% | 0.61% | −0.13 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.12 |
| COKE Coca-Cola Consolidated Inc. | Sold out | 0.00% | −0.11 |
| O Realty Income Corp. | Sold out | 0.00% | −0.09 |
| AHR American Healthcare REIT Inc. | Sold out | 0.00% | −0.09 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -22.0% | 0.54% | −0.09 |
| RS Reliance Inc. | Sold out | 0.00% | −0.09 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.09 |
| ORCL Oracle Corp. | Reduce -16.5% | 0.19% | −0.09 |
| META Meta Platforms Inc. Class A | Reduce -14.7% | 0.36% | −0.08 |
| FANG Diamondback Energy Inc. | Sold out | 0.00% | −0.08 |
| COWZ Pacer US Cash Cows 100 ETF | Sold out | 0.00% | −0.08 |
| GS Goldman Sachs Group Inc. | Reduce -41.7% | 0.12% | −0.08 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.07 |
| PMAY Innovator U.S. Equity Power | Reduce -15.8% | 0.98% | −0.07 |
| COP Conocophillips | Sold out | 0.00% | −0.07 |
| ADVISOR MANAGED PORTFOLIOS | Sold out | 0.00% | −0.07 |
| XYL Xylem Inc. | Sold out | 0.00% | −0.06 |
| CRWD CrowdStrike Holdings Inc. Class A | Sold out | 0.00% | −0.06 |
| GOOGL Alphabet Inc. Class A | Reduce -6.6% | 0.98% | −0.06 |
| XLK SS Technology Select Sector | Reduce -6.9% | 0.97% | −0.06 |
| QQQI Neos Nasdaq-100 High Inc. ETF | Sold out | 0.00% | −0.06 |
| LOW Lowe's Cos Inc. | Sold out | 0.00% | −0.06 |
| DHR Danaher Corp. | Sold out | 0.00% | −0.06 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Sold out | 0.00% | −0.06 |
| AMZN Amazon.com Inc. | Reduce -5.7% | 0.78% | −0.06 |
| VHT Vanguard Health Care ETF | Sold out | 0.00% | −0.05 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.05 |
| SPGI S&P Global Inc. | Sold out | 0.00% | −0.05 |
| QFLR Innovator Nasdaq-100 MF ETF | Sold out | 0.00% | −0.05 |
| TJX TJX Companies Inc. | Sold out | 0.00% | −0.05 |
| IWM iShares Russell 2000 ETF | Reduce -18.9% | 0.40% | −0.05 |
| XLF SS Financial Select Sector | Reduce -25.8% | 0.12% | −0.04 |
| AVGO Broadcom Inc. | Reduce -3.3% | 0.77% | −0.04 |
| V Visa Inc. Class A | Reduce -4.1% | 0.40% | −0.04 |
| ISRG Intuitive Surgical Inc. | Reduce -9.5% | 0.15% | −0.04 |
| MA Mastercard Inc. Class A | Reduce -10.1% | 0.22% | −0.03 |
| JPM JPMorgan Chase & Co. | Reduce -5.2% | 0.59% | −0.03 |
| LLY Eli Lilly & Co. | Reduce -1.0% | 0.41% | −0.03 |
| ABT Abbott Laboratories | Reduce -13.3% | 0.11% | −0.03 |
| NVDA Nvidia Corp. | Reduce -5.6% | 0.89% | −0.03 |
| CION Cion Investment Corp. | Sold out | 0.00% | −0.03 |
| NOW ServiceNow Inc. | Reduce -2.4% | 0.07% | −0.02 |
| IVW iShares S&P 500 Growth ETF | Reduce -9.5% | 0.24% | −0.02 |
Portfolio Buys Q4 2025 → Q1 2026
| KO The Coca-Cola Co. | Add +0.1% | 1.45% | +0.24 |
| EFA iShares MSCI Eafe ETF | Add +22.6% | 0.76% | +0.20 |
| QTUM Defiance Quantum ETF | Add +67.7% | 0.37% | +0.16 |
| JTEK JPMorgan US Tech Leaders | Add +58.4% | 0.31% | +0.11 |
| IWF iShares Russell 1000 Growth | Add +3.0% | 5.88% | +0.11 |
| TPR Tapestry Inc. | Add +0.2% | 0.57% | +0.10 |
| IVV iShares Core S&P 500 ETF | Add +34.0% | 0.35% | +0.10 |
| XOM Exxon Mobil Corp. | Add +0.5% | 0.28% | +0.10 |
| CVX Chevron Corp. | Add +1.0% | 0.27% | +0.09 |
| CEF Sprott Physical Gold and Sil | Add +42.6% | 0.22% | +0.09 |
| SFLR Innovator Eqty MGD Floor ETF | Add +70.2% | 0.17% | +0.08 |
| GEV GE Vernova Inc. | Add +0.4% | 0.23% | +0.07 |
| XBIL F/M US Treasury 6 Month Bill | Add +93.2% | 0.12% | +0.07 |
| C Citigroup Inc. | New | 0.06% | +0.06 |
| CAT Caterpillar Inc. | New | 0.06% | +0.06 |
| JGRO JPMorgan Active Growth ETF | Add +13.7% | 0.46% | +0.06 |
| VLO Valero Energy Corp. | Add +0.5% | 0.12% | +0.05 |
| ASML ASML Holding NV-NY Reg SHS | Add +1.7% | 0.15% | +0.04 |
| SCHX Schwab US Large-Cap ETF | Add +51.0% | 0.11% | +0.04 |
| LB Landbridge Co. LLC-A | Add +2.7% | 0.11% | +0.04 |
| MRK Merck & Co. Inc. | Add +0.5% | 0.19% | +0.04 |
| SPYD SS SPDR P S&P 500 Hi Div ETF | Add +0.3% | 0.25% | +0.03 |
| AEM Agnico Eagle Mines Ltd. | Add +0.8% | 0.12% | +0.03 |
| QMOM Alpha US Quant Mom ETF | Add +1.1% | 0.22% | +0.03 |
| JEPI JPMorgan Equity Premium Inco | Add +9.3% | 0.19% | +0.03 |
| CMI Cummins Inc. | Add +0.1% | 0.21% | +0.03 |
| HD Home Depot Inc. | Add +1.1% | 0.49% | +0.03 |
| PEG Public Service Enterprise GP | Add +1.3% | 0.24% | +0.03 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +10.4% | 0.12% | +0.03 |
| LRCX Lam Research Corp. | Add +0.3% | 0.07% | +0.02 |
| TSM Taiwan Semiconductor-SP ADR | Add +4.6% | 0.08% | +0.02 |
| JCI Johnson Controls Internation | Add +1.2% | 0.10% | +0.02 |
| GHC Graham Holdings Co. Class B | Add +10.9% | 0.12% | +0.02 |
| LAMR Lamar Advertising Co. Class A | Add +2.4% | 0.15% | +0.02 |
| VOO Vanguard S&P 500 ETF | Add +1.3% | 0.30% | +0.02 |
| VXF Vanguard Extended Market ETF | Add +0.2% | 0.22% | +0.02 |
| HFXI Nylim Ftse Intr Eq CN ETF-Ui | Add +0.1% | 0.13% | +0.02 |
| GRMN Garmin Ltd. | Add +4.5% | 0.07% | +0.02 |
| MSI Motorola Solutions Inc. | Add +2.9% | 0.07% | +0.02 |
| TT Trane Technologies PLC | Add +2.9% | 0.08% | +0.01 |
| CME Cme Group Inc. | Add +6.3% | 0.07% | +0.01 |
| AZO AutoZone Inc. | Add +2.7% | 0.11% | +0.01 |
| IBKR Interactive Brokers Gro Class A | Add +0.1% | 0.09% | +0.01 |
| TOL Toll Brothers Inc. | Add +0.1% | 0.11% | +0.01 |
| TRV The Travelers Cos Inc. | Add +0.2% | 0.11% | +0.01 |
| VCIT Vanguard Int-Term Corporate | Add +0.8% | 0.11% | +0.01 |
| ALL Allstate Corp. | Add +0.3% | 0.09% | +0.01 |
| WRB WR Berkley Corp. | Add +2.6% | 0.11% | +0.01 |
| AGG iShares Core U.S. Aggregate | Add +0.1% | 0.07% | +0.01 |
| MCHP Microchip Technology Inc. | Add +0.5% | 0.06% | +0.01 |
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 |