Atticus Wealth Management, Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 20, 2026, Atticus Wealth Management, Llc disclosed 185 stock positions valued at approximately $451.67M as of quarter-end September 30, 2026. The largest holdings include STATE STR SPDR S&P 500 ETF T, NEOS ETF TRUST, and INNOVATOR ETFS TRUST.
- Report Period
- September 30, 2026
- No. of Stocks
- 185
- Portfolio Value
- $451.67M
Holdings by Sector
Atticus Wealth Management, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 21.85% | 129,437 | +1,705 | +1.33% | $98,712,805 |
| NEOS ETF TRUST | CSHI | Other | 10.96% | 996,067 | +563,897 | +130.48% | $49,514,514 |
| INNOVATOR ETFS TRUST | SFLR | Other | 6.27% | 726,727 | +82,017 | +12.72% | $28,306,008 |
| ISHARES TR | IWF | Other | 5.67% | 204,544 | -280 | -0.14% | $25,621,174 |
| APPLE INC | AAPL | Technology | 3.78% | 51,290 | +2,447 | +5.01% | $17,080,519 |
| ISHARES TR | OEF | Other | 2.33% | 27,594 | -350 | -1.25% | $10,543,142 |
| INVESCO EXCHANGE TRADED FD T | XMHQ | Other | 2.04% | 82,628 | +12,155 | +17.25% | $9,225,384 |
| MICROSOFT CORP | MSFT | Technology | 1.84% | 16,171 | +1,264 | +8.48% | $8,294,160 |
| INVESCO QQQ TR | QQQ | Other | 1.68% | 10,272 | -527 | -4.88% | $7,598,593 |
| COCA COLA CO | KO | Consumer Defensive | 1.36% | 71,233 | +955 | +1.36% | $6,131,745 |
| SELECT SECTOR SPDR TR | XLK | Other | 1.13% | 26,044 | -248 | -0.94% | $5,098,128 |
| ISHARES TR | IVV | Other | 1.09% | 6,456 | +3,782 | +141.44% | $4,944,336 |
| NVIDIA CORPORATION | NVDA | Technology | 1.07% | 21,141 | +3,260 | +18.23% | $4,828,243 |
| VANGUARD WHITEHALL FDS | VYM | Other | 1.05% | 30,578 | +77 | +0.25% | $4,745,655 |
| SPDR SERIES TRUST | SPYV | Other | 1.00% | 73,690 | -4,194 | -5.38% | $4,504,692 |
| ALPHABET INC | GOOGL | Communication Services | 1.00% | 13,070 | +1,008 | +8.36% | $4,497,284 |
| SPDR SERIES TRUST | SPYG | Other | 0.87% | 31,966 | +100 | +0.31% | $3,934,420 |
| VANGUARD INDEX FDS | VV | Other | 0.86% | 11,087 | -642 | -5.47% | $3,901,071 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.84% | 15,269 | +1,803 | +13.39% | $3,804,272 |
| BROADCOM INC | AVGO | Technology | 0.82% | 10,530 | +1,445 | +15.91% | $3,697,877 |
| ISHARES TR | SHV | Other | 0.79% | 32,267 | +1,648 | +5.38% | $3,559,678 |
| ISHARES TR | IJR | Other | 0.77% | 25,585 | +1,696 | +7.10% | $3,480,516 |
| INNOVATOR ETFS TRUST | PMAY | Other | 0.76% | 81,546 | -2,927 | -3.47% | $3,445,743 |
| ISHARES TR | EFA | Other | 0.76% | 32,880 | +3,020 | +10.11% | $3,415,940 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.75% | 18,057 | +201 | +1.13% | $3,377,562 |
| INVESCO EXCH TRADED FD TR II | QQQM | Other | 0.74% | 11,005 | +4,885 | +79.82% | $3,352,553 |
| VANGUARD WORLD FD | VGT | Other | 0.68% | 24,275 | -398 | -1.61% | $3,050,660 |
| INNOVATOR ETFS TRUST | PMAR | Other | 0.64% | 59,433 | -100 | -0.17% | $2,909,775 |
| ISHARES INC | EMXC | Other | 0.59% | 26,742 | +4,995 | +22.97% | $2,649,623 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.58% | 2,867 | -104 | -3.50% | $2,610,278 |
Showing 30 of 185 holdings in the latest reporting period.