Atticus Wealth Management, Llc Portfolio Stock Holdings
Atticus Wealth Management, Llc disclosed 181 stock positions valued at approximately $368.9 million in its latest SEC 13F filing. The largest holdings include STATE STR SPDR S&P 500 ETF T, ISHARES TR, and NEOS ETF TRUST. The filing reflects positions held as of March 31, 2026 and was filed on April 28, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 181
- Portfolio Value
- $368.9M
Holdings by Sector
Atticus Wealth Management, Llc Portfolio Holdings in Q1 2026
180 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 23.03% | 130,667 | -9,138 | -6.54% | $84,977,691 |
| ISHARES TR | IWF | Other | 5.88% | 50,876 | +1,488 | +3.01% | $21,693,573 |
| NEOS ETF TRUST | CSHI | Other | 4.54% | 336,587 | -44,120 | -11.59% | $16,755,290 |
| HARTFORD FDS EXCHANGE TRADED | HTRB | Other | 4.34% | 474,703 | -4,785 | -1.00% | $16,016,489 |
| SPDR SERIES TRUST | SPYV | Other | 3.96% | 258,012 | -13,829 | -5.09% | $14,598,303 |
| APPLE INC | AAPL | Technology | 3.39% | 49,283 | -879 | -1.75% | $12,507,514 |
| INVESCO EXCH TRADED FD TR II | SPLV | Other | 2.69% | 135,924 | -3,042 | -2.19% | $9,941,508 |
| ISHARES TR | OEF | Other | 2.49% | 28,844 | -472 | -1.61% | $9,174,531 |
| INVESCO EXCHANGE TRADED FD T | XMHQ | Other | 1.94% | 69,079 | -3,441 | -4.74% | $7,140,698 |
| INVESCO QQQ TR | QQQ | Other | 1.63% | 10,428 | -199 | -1.87% | $6,018,846 |
| SPDR GOLD TR | GLD | Other | 1.59% | 13,602 | -1,220 | -8.23% | $5,852,805 |
| MICROSOFT CORP | MSFT | Technology | 1.49% | 14,840 | -1,239 | -7.71% | $5,493,148 |
| COCA COLA CO | KO | Consumer Defensive | 1.45% | 70,282 | +36 | +0.05% | $5,344,922 |
| VANGUARD WHITEHALL FDS | VYM | Other | 1.24% | 30,844 | -1,016 | -3.19% | $4,567,930 |
| INNOVATOR ETFS TRUST | PMAY | Other | 0.98% | 90,861 | -17,076 | -15.82% | $3,628,989 |
| ALPHABET INC | GOOGL | Communication Services | 0.98% | 12,521 | -880 | -6.57% | $3,600,472 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.97% | 26,924 | -2,004 | -6.93% | $3,578,135 |
| VANGUARD INDEX FDS | VV | Other | 0.95% | 11,774 | -100 | -0.84% | $3,518,764 |
| NVIDIA CORPORATION | NVDA | Technology | 0.89% | 18,880 | -1,126 | -5.63% | $3,292,596 |
| ISHARES TR | IJR | Other | 0.87% | 25,731 | -995 | -3.72% | $3,198,562 |
| SPDR SERIES TRUST | SPYG | Other | 0.86% | 32,367 | -458 | -1.40% | $3,169,099 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.83% | 3,073 | -506 | -14.14% | $3,061,597 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.78% | 13,889 | -836 | -5.68% | $2,892,663 |
| BROADCOM INC | AVGO | Technology | 0.77% | 9,169 | -316 | -3.33% | $2,837,892 |
| ISHARES TR | EFA | Other | 0.76% | 29,025 | +5,357 | +22.63% | $2,819,196 |
| INNOVATOR ETFS TRUST | PMAR | Other | 0.76% | 62,633 | -2,635 | -4.04% | $2,794,685 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.61% | 10,468 | -3,180 | -23.30% | $2,251,274 |
| INNOVATOR ETFS TRUST | PNOV | Other | 0.61% | 55,028 | - | - | $2,248,445 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.59% | 7,413 | -409 | -5.23% | $2,180,752 |
| VANGUARD WORLD FD | VGT | Other | 0.58% | 3,063 | -49 | -1.57% | $2,137,248 |
| TAPESTRY INC | TPR | Consumer Cyclical | 0.57% | 14,873 | +25 | +0.17% | $2,098,664 |
| ISHARES TR | SHV | Other | 0.54% | 18,052 | -5,091 | -22.00% | $1,992,721 |
| TESLA INC | TSLA | Consumer Cyclical | 0.54% | 5,334 | +7 | +0.13% | $1,982,915 |
| INNOVATOR ETFS TRUST | PDEC | Other | 0.53% | 46,048 | -1,590 | -3.34% | $1,957,040 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.53% | 21,035 | -1,170 | -5.27% | $1,953,750 |
| ISHARES INC | EMXC | Other | 0.52% | 24,607 | -2,385 | -8.84% | $1,935,559 |
| ISHARES TR | EEM | Other | 0.52% | 33,503 | -432 | -1.27% | $1,902,626 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.49% | 5,492 | +57 | +1.05% | $1,806,110 |
| J P MORGAN EXCHANGE TRADED F | JGRO | Other | 0.46% | 20,255 | +2,434 | +13.66% | $1,711,915 |
| ISHARES TR | IJH | Other | 0.46% | 24,943 | -3,414 | -12.04% | $1,684,432 |
| ALPHABET INC | GOOG | Communication Services | 0.45% | 5,755 | -64 | -1.10% | $1,650,993 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 0.44% | 8,458 | -485 | -5.42% | $1,623,310 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.42% | 10,509 | +749 | +7.67% | $1,537,257 |
| ELI LILLY & CO | LLY | Healthcare | 0.41% | 1,655 | -17 | -1.02% | $1,522,536 |
| ISHARES TR | IWM | Other | 0.40% | 5,998 | -1,400 | -18.92% | $1,487,591 |
| SELECT SECTOR SPDR TR | XLY | Other | 0.40% | 13,505 | -409 | -2.94% | $1,471,826 |
| VISA INC | V | Financial Services | 0.40% | 4,829 | -207 | -4.11% | $1,459,616 |
| APPLIED MATLS INC | AMAT | Technology | 0.39% | 4,162 | -244 | -5.54% | $1,422,439 |
| INNOVATOR ETFS TRUST | PFEB | Other | 0.37% | 34,421 | -175 | -0.51% | $1,380,283 |
| ETF SER SOLUTIONS | QTUM | Other | 0.37% | 12,744 | +5,144 | +67.68% | $1,367,468 |
| META PLATFORMS INC | META | Communication Services | 0.36% | 2,322 | -399 | -14.66% | $1,328,501 |
| ISHARES TR | IVV | Other | 0.35% | 1,963 | +498 | +33.99% | $1,282,225 |
| SELECT SECTOR SPDR TR | XLV | Other | 0.35% | 8,739 | -197 | -2.20% | $1,281,281 |
| J P MORGAN EXCHANGE TRADED F | JTEK | Other | 0.31% | 14,390 | +5,307 | +58.43% | $1,144,581 |
| VANGUARD INDEX FDS | VOO | Other | 0.30% | 1,829 | +24 | +1.33% | $1,092,712 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.30% | 7,537 | -479 | -5.98% | $1,088,687 |
| EXXON MOBIL CORP | XOM | Energy | 0.28% | 6,033 | +27 | +0.45% | $1,023,551 |
| GLOBAL X FDS | AIQ | Other | 0.27% | 21,697 | -880 | -3.90% | $1,012,603 |
| CHEVRON CORPORATION | CVX | Energy | 0.27% | 4,808 | +49 | +1.03% | $994,702 |
| MORGAN STANLEY | MS | Financial Services | 0.27% | 6,034 | -34 | -0.56% | $993,028 |
| ISHARES TR | INDA | Other | 0.27% | 21,102 | +509 | +2.47% | $988,433 |
| ISHARES TR | IWP | Other | 0.26% | 7,486 | -229 | -2.97% | $959,058 |
| SPDR SERIES TRUST | SPYD | Other | 0.25% | 20,656 | +66 | +0.32% | $940,264 |
| NETFLIX INC. | NFLX | Communication Services | 0.25% | 9,629 | -42 | -0.43% | $925,829 |
| ISHARES TR | IVW | Other | 0.24% | 7,986 | -841 | -9.53% | $903,251 |
| PUBLIC SVC ENTERPRISE GROUP | PEG | Utilities | 0.24% | 11,136 | +146 | +1.33% | $901,449 |
| ANALOG DEVICES INC | ADI | Technology | 0.24% | 2,816 | -383 | -11.97% | $895,772 |
| GE VERNOVA INC | GEV | Utilities | 0.23% | 971 | +4 | +0.41% | $847,720 |
| SPROTT ASSET MANAGEMENT LP | CEF | Other | 0.22% | 17,388 | +5,198 | +42.64% | $829,756 |
| CISCO SYS INC | CSCO | Technology | 0.22% | 10,532 | -221 | -2.06% | $817,204 |
| INNOVATOR ETFS TRUST | UNOV | Other | 0.22% | 21,778 | - | - | $811,660 |
| VANGUARD INDEX FDS | VXF | Other | 0.22% | 3,924 | +7 | +0.18% | $807,581 |
| EA SERIES TRUST | QMOM | Other | 0.22% | 11,783 | +123 | +1.05% | $804,918 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.22% | 1,601 | -180 | -10.11% | $799,730 |
| INNOVATOR ETFS TRUST | PJUL | Other | 0.21% | 17,190 | -2,000 | -10.42% | $790,182 |
| CUMMINS INC | CMI | Industrials | 0.21% | 1,430 | +1 | +0.07% | $769,507 |
| NORTHROP GRUMMAN CORP | NOC | Industrials | 0.21% | 1,122 | - | - | $765,357 |
| SPDR SERIES TRUST | SDY | Other | 0.21% | 5,185 | - | - | $756,711 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.20% | 14,947 | -953 | -5.99% | $750,359 |
| WALMART INC | WMT | Consumer Defensive | 0.19% | 5,783 | -1,489 | -20.48% | $718,741 |
| TRUIST FINL CORP | TFC | Financial Services | 0.19% | 15,634 | - | - | $718,695 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.19% | 1 | -1 | -50.00% | $718,140 |
| VERTIV HOLDINGS CO | VRT | Industrials | 0.19% | 2,845 | -84 | -2.87% | $712,853 |
| ORACLE CORP | ORCL | Technology | 0.19% | 4,795 | -948 | -16.51% | $705,349 |
| ABBVIE INC | ABBV | Healthcare | 0.19% | 3,215 | -394 | -10.92% | $699,271 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 0.19% | 12,336 | +1,049 | +9.29% | $699,218 |
| OLD REP INTL CORP | ORI | Financial Services | 0.19% | 17,242 | +321 | +1.90% | $687,969 |
| MERCK & CO INC | MRK | Healthcare | 0.19% | 5,700 | +27 | +0.48% | $685,661 |
| INNOVATOR ETFS TRUST | PJUN | Other | 0.18% | 15,838 | - | - | $662,452 |
| INNOVATOR ETFS TRUST | PAPR | Other | 0.18% | 16,640 | -3,198 | -16.12% | $662,272 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.18% | 2,115 | -489 | -18.78% | $657,392 |
| FORTINET INC | FTNT | Technology | 0.18% | 7,955 | - | - | $650,083 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.18% | 2,645 | -102 | -3.71% | $646,510 |
| INNOVATOR ETFS TRUST | SFLR | Other | 0.17% | 18,113 | +7,473 | +70.23% | $641,382 |
| PHILLIPS 66 | PSX | Energy | 0.16% | 3,303 | -227 | -6.43% | $601,733 |
| INNOVATOR ETFS TRUST | PJAN | Other | 0.16% | 12,633 | -715 | -5.36% | $582,761 |
| MEDTRONIC PLC | MDT | Other | 0.15% | 6,554 | +22 | +0.34% | $567,905 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 0.15% | 1,226 | -129 | -9.52% | $565,174 |
| LAMAR ADVERTISING CO | LAMR | Real Estate | 0.15% | 4,457 | +106 | +2.44% | $564,503 |
| ASML HLDG NV | ASML | Other | 0.15% | 427 | +7 | +1.67% | $563,995 |