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CIK: 0001800234
Total reported value
$420.1M
$420.1M
197 檔
39.4%
During the Q3 2025 filing period, Atticus Wealth Management, LLC (CIK: 0001800234) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $420.1M across 197 reported positions.
In Q3 2025, Atticus Wealth Management, LLC displayed an active expansion posture, initiating 9 new positions and adding to 35 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 23.70% | -0.33% | -5.11% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-Other | 5.80% | +0.17% | -9.66% | |
| 3 | CSHI | Neos Enhanced Income 1-3 Mon | ETF-Other | 4.75% | +0.58% | +12.53% | |
| 4 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 3.90% | -0.26% | +27.59% | |
| 5 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 3.66% | -2.83% | -3.82% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.29% | -0.03% | +2.12% | |
| 7 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 2.58% | -2.59% | +9.77% | |
| 8 | OEF | Ishares S&p 100 ETF | ETF-Other | 2.50% | -0.06% | -4.64% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.16% | -0.17% | +3.81% | |
| 10 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.93% | -0.05% | -0.33% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.53% | +0.26% | +2.84% | |
| 12 | GLD | Spdr Gold Shares | ETF-Commodities | 1.34% | -0.43% | +0.50% | |
| 13 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.18% | -0.09% | — | |
| 14 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.11% | -0.09% | +0.95% | |
| 15 | PMAY | Innovator U.s. Equity Power | ETF-Other | 1.07% | -0.15% | — | |
| 16 | XLK | Ss Technology Select Sector | ETF-Tech | 1.04% | +0.22% | -3.56% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.03% | -0.04% | +11.75% | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.94% | -0.02% | +1.44% | |
| 19 | VV | Vanguard Large-cap ETF | ETF-Other | 0.93% | +0.01% | -2.87% | |
| 20 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.87% | +0.04% | -15.87% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.86% | +0.05% | -0.27% | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.84% | -0.17% | -0.19% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.84% | -0.02% | +4.51% | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.80% | -0.03% | +2.82% | |
| 25 | AVGO | Broadcom Inc | Stock-Tech | 0.79% | +0.05% | +38.69% | |
| 26 | PMAR | Innovator U.s. Equity Power | ETF-Other | 0.73% | -0.08% | — | |
| 27 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.71% | +0.26% | +41.01% | |
| 28 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.63% | +0.12% | -0.21% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.62% | -0.02% | +21.32% | |
| 30 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.60% | — | +146.73% | |
| 31 | PNOV | Innovator U.s. Equity Power | ETF-Other | 0.57% | -0.03% | -2.36% | |
| 32 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.53% | -0.02% | -5.36% | |
| 33 | HD | Home Depot Inc | Stock-Consumer Disc | 0.52% | -0.04% | +13.59% | |
| 34 | PDEC | Innovator U.s. Equity Power | ETF-Other | 0.51% | -0.03% | — | |
| 35 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.48% | -0.01% | +38.55% | |
| 36 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.47% | -0.01% | -10.35% | |
| 37 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.46% | +0.01% | -5.57% | |
| 38 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.45% | -0.05% | -0.16% | |
| 39 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.45% | +0.03% | -12.64% | |
| 40 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.45% | +0.08% | +194.61% | |
| 41 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.45% | +0.05% | -5.52% | |
| 42 | V | Visa Inc-class A Shares | Stock-Financials | 0.43% | — | +10.40% | |
| 43 | TPR | Tapestry Inc | Stock-Consumer Disc | 0.42% | -0.06% | +52.99% | |
| 44 | NEE | Nextera Energy Inc | Stock-Utilities | 0.42% | -0.10% | -6.46% | |
| 45 | ORCL | Oracle CORP | Stock-Tech | 0.41% | — | +9.08% | |
| 46 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.38% | -0.33% | +73.81% | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.37% | +0.06% | +16.64% | |
| 48 | PFEB | Innovator U.s. Equity Power | ETF-Other | 0.35% | -0.02% | — | |
| 49 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 0.33% | -0.29% | +94.61% | |
| 50 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.32% | +0.07% | -1.82% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +0.6% | +38.69% | Add |
| 2 | NVDA | Nvidia CORP | +0.5% | +11.75% | Add |
| 3 | TSLA | Tesla Inc | +0.5% | +146.73% | Add |
| 4 | PLTR | Palantir Technologies Inc-a | +0.4% | +194.61% | Add |
| 5 | ORCL | Oracle CORP | +0.3% | +9.08% | Add |
| 6 | MSFT | Microsoft CORP | +0.3% | +3.81% | Add |
| 7 | JPM | Jpmorgan Chase & Co | +0.3% | +21.32% | Add |
| 8 | RSP | Invesco S&p 500 Equal Weight | +0.3% | +73.81% | Add |
| 9 | IWF | Ishares Russell 1000 Growth | +0.2% | -9.66% | Add |
| 10 | META | Meta Platforms Inc-class A | +0.2% | +38.55% | Add |
| 11 | MS | Morgan Stanley | +0.2% | +46.75% | Add |
| 12 | CSCO | Cisco Systems Inc | +0.2% | +48.27% | Add |
| 13 | GOOG | Alphabet Inc-cl C | +0.2% | +16.64% | Add |
| 14 | VZ | Verizon Communications Inc | +0.2% | +56.01% | Add |
| 15 | MDT | Medtronic plc | +0.2% | +52.39% | Add |
| 16 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +2.84% | Add |
| 17 | ADI | Analog Devices Inc | +0.2% | +61.59% | Add |
| 18 | GEV | GE Vernova Inc | +0.2% | +65.65% | Add |
| 19 | HTRB | Hartford Ttl Rtrn Bnd ETF | +0.1% | +27.59% | Add |
| 20 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.27% | Trim |
| 21 | HD | Home Depot Inc | +0.1% | +13.59% | Add |
| 22 | IVV | Ishares Core S&p 500 ETF | +0.1% | +58.57% | Add |
| 23 | O | Realty Income CORP | +0.1% | +56.31% | Add |
| 24 | PSX | Phillips 66 | +0.1% | +60.92% | Add |
| 25 | VOO | Vanguard S&p 500 ETF | +0.1% | +2.26% | Add |
| 26 | PEG | Public Service Enterprise Gp | +0.1% | +28.44% | Add |
| 27 | GS | Goldman Sachs Group Inc | +0.1% | +45.89% | Add |
| 28 | AMZN | Amazon.com Inc | +0.1% | +4.51% | Add |
| 29 | SHV | Ishares 0-1 Year Treasury Bo | +0.1% | +41.01% | Add |
| 30 | VGT | Vanguard Info Tech ETF | +0.1% | -0.21% | Add |
| 31 | SPLV | Invesco S&p 500 Low Volatili | 0% | +9.77% | Add |
| 32 | IJR | Ishares Core S&p Small-cap E | 0% | +2.82% | Add |
| 33 | XLK | Ss Technology Select Sector | — | -3.56% | Trim |
| 34 | XMHQ | Invesco S&p Midcap Qual ETF | 0% | -0.33% | Add |
| 35 | AAPL | Apple Inc | -0.1% | +2.12% | Add |
| 36 | GLD | Spdr Gold Shares | -0.1% | +0.50% | Trim |
| 37 | VYM | Vanguard High Dvd Yield ETF | -0.1% | +0.95% | Add |
| 38 | OEF | Ishares S&p 100 ETF | -0.2% | -4.64% | Trim |
| 39 | SPYV | Ss Spdr P S&p 500 Value ETF | -0.8% | -3.82% | Trim |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | -1.8% | -5.11% | Add |
| 41 | TPR | Tapestry Inc | — | NEW | New buy |
| 42 | JGRO | Jpmorgan Active Growth ETF | — | NEW | New buy |
| 43 | VDE | Vanguard Energy ETF | — | EXIT | Sold out |
| 44 | ORI | Old Republic Intl CORP | — | NEW | New buy |
| 45 | ARES | Ares Management CORP - A | — | NEW | New buy |
| 46 | JTEK | Jpmorgan US Tech Leaders | — | NEW | New buy |
| 47 | QMOM | Alpha US Quant Mom ETF | — | NEW | New buy |
| 48 | COWZ | Pacer US Cash Cows 100 ETF | — | NEW | New buy |
| 49 | QTUM | Defiance Quantum ETF | — | NEW | New buy |
| 50 | LAMR | Lamar Advertising Co-a | — | NEW | New buy |
According to official SEC Form 13F filings, Atticus Wealth Management, LLC reported a total U.S. public equity portfolio value of $420.1M across 197 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, IWF, CSHI) accounted for 39.4% of total reported equity market value during Q3 2025.
Top New Position Initiated
TPR
市值: $1.7M
Top Position Liquidated / Trimmed
VDE
前期市值: $813.7K
During Q3 2025, Atticus Wealth Management, LLC's top holdings by market value included SPY (23.7%)、IWF (5.8%)、CSHI (4.8%). The largest single position, SPY, represented 23.7% of total portfolio value.
In Q3 2025, Atticus Wealth Management, LLC made 50 total portfolio adjustments, initiating 9 new buys, adding to 35 positions, trimming 5 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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