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CIK: 0001800234
Total reported value
$451.7M
$451.7M
204 檔
37.5%
According to the latest 13F quarterly dataset, Atticus Wealth Management, LLC managed an equity portfolio of $451.7M at the end of Q4 2025, spanning 204 distinct U.S. exchange-listed positions.
Atticus Wealth Management, LLC executed strategic sector rebalancing during Q4 2025, establishing 14 new positions while fully exiting 7 holdings and trimming 78 positions.
Showing top 200 holdings (of 204 total)
| # | 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 | 23.54% | -0.84% | -0.80% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-Other | 5.77% | -0.38% | +0.75% | |
| 3 | CSHI | Neos Enhanced Income 1-3 Mon | ETF-Other | 4.68% | +5.84% | +0.68% | |
| 4 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 4.04% | -4.08% | EXIT | |
| 5 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 3.81% | -0.13% | +3.73% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.37% | +0.42% | -2.04% | |
| 7 | OEF | Ishares S&p 100 ETF | ETF-Other | 2.48% | -0.10% | -1.45% | |
| 8 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 2.45% | -0.03% | -0.02% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.92% | +0.52% | -2.56% | |
| 10 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.83% | +0.15% | -0.47% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.61% | -0.21% | +5.52% | |
| 12 | GLD | Spdr Gold Shares | ETF-Commodities | 1.45% | -1.05% | -0.55% | |
| 13 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.21% | — | +0.01% | |
| 14 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.13% | -0.10% | +2.18% | |
| 15 | PMAY | Innovator U.s. Equity Power | ETF-Other | 1.06% | -0.07% | -0.61% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.04% | -0.03% | -4.92% | |
| 17 | XLK | Ss Technology Select Sector | ETF-Tech | 1.03% | -0.06% | +97.27% | |
| 18 | VV | Vanguard Large-cap ETF | ETF-Other | 0.92% | -0.10% | -0.35% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 0.92% | +0.22% | -8.68% | |
| 20 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.86% | -0.03% | -0.39% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.84% | +0.08% | -2.31% | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 0.81% | — | -0.49% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.79% | -0.07% | +0.09% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.76% | -0.08% | -0.33% | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.74% | -0.05% | -21.21% | |
| 26 | PMAR | Innovator U.s. Equity Power | ETF-Other | 0.72% | -0.04% | -0.53% | |
| 27 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.63% | -0.01% | -8.90% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.62% | — | -0.09% | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.59% | -0.08% | — | |
| 30 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.58% | -0.02% | -6.57% | |
| 31 | PNOV | Innovator U.s. Equity Power | ETF-Other | 0.57% | -0.04% | — | |
| 32 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.56% | +0.02% | +4.67% | |
| 33 | PDEC | Innovator U.s. Equity Power | ETF-Other | 0.51% | -0.02% | -0.19% | |
| 34 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.48% | +0.06% | -0.73% | |
| 35 | TPR | Tapestry Inc | Stock-Consumer Disc | 0.47% | -0.16% | +0.19% | |
| 36 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.46% | -0.06% | -0.22% | |
| 37 | HD | Home Depot Inc | Stock-Consumer Disc | 0.46% | -0.15% | +6.40% | |
| 38 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.46% | -0.04% | +1.97% | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.45% | — | -2.77% | |
| 40 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.45% | -0.06% | -0.35% | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.44% | -0.02% | -0.24% | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.44% | +0.12% | +5.59% | |
| 43 | NEE | Nextera Energy Inc | Stock-Utilities | 0.44% | -0.08% | +0.17% | |
| 44 | V | Visa Inc-class A Shares | Stock-Financials | 0.44% | — | +0.12% | |
| 45 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.43% | +0.25% | -0.81% | |
| 46 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.42% | +0.09% | +13.33% | |
| 47 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.41% | -0.05% | +84.98% | |
| 48 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 0.41% | -0.06% | +27.56% | |
| 49 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.37% | — | — | |
| 50 | PFEB | Innovator U.s. Equity Power | ETF-Other | 0.35% | -0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.2% | -4.92% | Trim |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.2% | +3.73% | Add |
| 3 | HTRB | Hartford Ttl Rtrn Bnd ETF | +0.1% | +6.52% | Add |
| 4 | LLY | Eli Lilly & Co | +0.1% | -0.24% | Trim |
| 5 | GLD | Spdr Gold Shares | +0.1% | -0.55% | Trim |
| 6 | IVV | Ishares Core S&p 500 ETF | +0.1% | +61.52% | Add |
| 7 | AAPL | Apple Inc | +0.1% | -2.04% | Trim |
| 8 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +5.52% | Add |
| 9 | GOOG | Alphabet Inc-cl C | +0.1% | -2.77% | Trim |
| 10 | JGRO | Jpmorgan Active Growth ETF | +0.1% | +27.56% | Add |
| 11 | CEF | Sprott Physical Gold And Sil | +0.1% | +53.55% | Add |
| 12 | QTUM | Defiance Quantum ETF | +0.1% | +31.69% | Add |
| 13 | AMAT | Applied Materials Inc | +0.1% | +0.05% | Add |
| 14 | TPR | Tapestry Inc | +0.1% | +0.19% | Add |
| 15 | RSP | Invesco S&p 500 Equal Weight | 0% | +13.33% | Add |
| 16 | XLV | Ss Health Care Select Sector | 0% | +6.25% | Add |
| 17 | KO | Coca-cola Co/the | 0% | +0.01% | Add |
| 18 | EFA | Ishares Msci Eafe ETF | 0% | +4.67% | Add |
| 19 | ADI | Analog Devices Inc | 0% | +11.15% | Add |
| 20 | JTEK | Jpmorgan US Tech Leaders | 0% | +21.11% | Add |
| 21 | CMI | Cummins Inc | 0% | -0.14% | Trim |
| 22 | MRK | Merck & Co. Inc. | 0% | +0.46% | Add |
| 23 | MS | Morgan Stanley | 0% | +0.31% | Add |
| 24 | VYM | Vanguard High Dvd Yield ETF | 0% | +2.18% | Add |
| 25 | AVGO | Broadcom Inc | 0% | -0.49% | Trim |
| 26 | EMXC | Ishares Msci Emr Mrk Ex Chna | 0% | -0.73% | Trim |
| 27 | ISRG | Intuitive Surgical Inc | 0% | -7.57% | Trim |
| 28 | NEE | Nextera Energy Inc | 0% | +0.17% | Add |
| 29 | COKE | Coca-cola Consolidated Inc | 0% | — | Unchanged |
| 30 | AMD | Advanced Micro Devices | 0% | -2.35% | Trim |
| 31 | JEPI | Jpmorgan Equity Premium Inco | 0% | +14.09% | Add |
| 32 | QMOM | Alpha US Quant Mom ETF | 0% | +9.88% | Add |
| 33 | GS | Goldman Sachs Group Inc | 0% | — | Unchanged |
| 34 | CSCO | Cisco Systems Inc | 0% | -1.11% | Trim |
| 35 | EEM | Ishares Msci Emerging Market | 0% | +1.97% | Add |
| 36 | WMT | Walmart Inc | 0% | -0.21% | Trim |
| 37 | ORI | Old Republic Intl CORP | 0% | +0.37% | Add |
| 38 | HFXI | Nyli Ftse Intl Eq Cur Ntrl | 0% | +8.69% | Add |
| 39 | TFC | Truist Financial CORP | 0% | — | Unchanged |
| 40 | VOO | Vanguard S&p 500 ETF | 0% | +2.09% | Add |
| 41 | V | Visa Inc-class A Shares | 0% | +0.12% | Add |
| 42 | VRT | Vertiv Holdings Co-a | 0% | +3.72% | Add |
| 43 | XOM | Exxon Mobil CORP | 0% | +0.12% | Add |
| 44 | RTX | Rtx CORP | 0% | +0.14% | Add |
| 45 | ASML | ASML Holding N.V. | 0% | +0.48% | Add |
| 46 | VYMI | Vanguard Int High Dvd Yld In | 0% | +6.10% | Add |
| 47 | AHR | American Healthcare Reit Inc | 0% | — | Unchanged |
| 48 | XLF | Ss Financial Select Sector | 0% | +3.57% | Add |
| 49 | GEV | GE Vernova Inc | 0% | -0.72% | Trim |
| 50 | MKL | Markel Group Inc | 0% | — | Unchanged |
According to official SEC Form 13F filings, Atticus Wealth Management, LLC reported a total U.S. public equity portfolio value of $451.7M across 204 disclosed positions in Q4 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 37.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
BRK-A
市值: $1.5M
Top Position Liquidated / Trimmed
RA
前期市值: $332.3K
During Q4 2025, Atticus Wealth Management, LLC's top holdings by market value included SPY (23.5%)、IWF (5.8%)、CSHI (4.7%). The largest single position, SPY, represented 23.5% of total portfolio value.
In Q4 2025, Atticus Wealth Management, LLC made 172 total portfolio adjustments, initiating 14 new buys, adding to 73 positions, trimming 78 holdings, and fully liquidating 7 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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