Atticus Wealth Management Q2 2026 Portfolio Activity

Atticus Wealth Management, LLC's portfolio saw significant changes during the second quarter ending June 30th, 2026. The firm engaged in both strategic purchases and sales of various ETFs, impacting its overall holdings structure.

Prominent Purchases This Quarter

Atticus Wealth Management demonstrated strong buying interest in several exchange-traded funds (ETFs) during Q2 2026. The firm significantly increased its position in INNOVATOR ETFS TRUST (SFLR), boosting its portfolio allocation to 5.92%. Similarly, there was a substantial increase in holdings of ISHARES TR (IWF) and ISHARES TR (SHV). Additionally, the firm added considerable weight to NEOS ETF TRUST (CSHI), increasing its stake by 28.4%, and also purchased shares of HARTFORD FDS EXCHANGE TRADED (HTRB) adding approximately 6.95% more to the portfolio.

Major Sales Observed

In contrast, Atticus Wealth Management also conducted notable sales during this period. The largest sale was of SPDR SERIES TRUST (SPYV), which saw a significant reduction in its portfolio weight by 69.81%. Another substantial exit occurred with shares of J P MORGAN EXCHANGE TRADED FUND (JGRO). The firm also sold considerable amounts from other ETFs, including exits from INVESCO EXCHANGE TRADED FD T II (RSP), INVESCO EXCH TRADED FD TR II (SPLV), and ISHARES TR (OEF).

Other Notable Changes

Beyond the major buys and sells, Atticus Wealth Management made several other adjustments to its portfolio. The firm added a small position in VANGUARD WORLD FD (VGT) increasing its allocation by 0.7%. Conversely, they reduced their stake in INNOVATOR ETFS TRUST (PJUL) by a significant percentage (-43.69%). Other ETFs like GLOBAL X FDS (QYLD), NEW YORK LIFE INVESTMENTS ET (HFXI), and INVESCO EXCHANGE TRADED FD T (XMHQ) also saw changes, albeit less dramatic than the primary transactions.

Portfolio Structure Overview

The portfolio of Atticus Wealth Management remains heavily concentrated in ETFs with a total value exceeding $419 million as of June 30th. The top holdings by weight include SPDR S&P 500 ETF (SPY) at 22.7%, followed closely by the substantial position in INNOVATOR ETFS TRUST (SFLR) and ISHARES TR (IWF). The portfolio encompasses a wide range of sectors, including Technology (APPLE INC) with an allocation of 9.9%, Consumer Defensive (COCA COLA CO) at 2.52%, and others like Financial Services, Utilities, and Energy.