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CIK: 0001800234
Total reported value
$420.1M
$420.1M
181 檔
36.7%
As reported in its official Q1 2026 Form 13F filing, Atticus Wealth Management, LLC's tracked investment portfolio stood at $420.1M with 181 total positions.
In Q1 2026, Atticus Wealth Management, LLC adopted a defensive or profit-taking posture, trimming 99 positions and completely liquidating 25 holdings to manage risk exposure.
| # | 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 | 23.03% | -0.33% | -6.54% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-Other | 5.88% | +0.17% | +3.01% | |
| 3 | CSHI | Neos Enhanced Income 1-3 Mon | ETF-Other | 4.54% | +0.58% | -11.59% | |
| 4 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 4.34% | -0.26% | -1.00% | |
| 5 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 3.96% | -2.83% | -5.09% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.39% | -0.03% | -1.75% | |
| 7 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 2.69% | -2.59% | -2.19% | |
| 8 | OEF | Ishares S&p 100 ETF | ETF-Other | 2.49% | -0.06% | -1.61% | |
| 9 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.94% | -0.05% | -4.74% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.63% | +0.26% | -1.87% | |
| 11 | GLD | Spdr Gold Shares | ETF-Commodities | 1.59% | -0.43% | -8.23% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.49% | -0.17% | -7.71% | |
| 13 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.45% | -0.09% | +0.05% | |
| 14 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.24% | -0.09% | -3.19% | |
| 15 | PMAY | Innovator U.s. Equity Power | ETF-Other | 0.98% | -0.15% | -15.82% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.98% | +0.05% | -6.57% | |
| 17 | XLK | Ss Technology Select Sector | ETF-Tech | 0.97% | +0.22% | -6.93% | |
| 18 | VV | Vanguard Large-cap ETF | ETF-Other | 0.95% | +0.01% | -0.84% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 0.89% | -0.04% | -5.63% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.87% | -0.03% | -3.72% | |
| 21 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.86% | +0.04% | -1.40% | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.83% | -0.17% | -14.14% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.78% | -0.02% | -5.68% | |
| 24 | AVGO | Broadcom Inc | Stock-Tech | 0.77% | +0.05% | -3.33% | |
| 25 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.76% | -0.02% | +22.63% | |
| 26 | PMAR | Innovator U.s. Equity Power | ETF-Other | 0.76% | -0.08% | -4.04% | |
| 27 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.61% | -0.02% | -23.30% | |
| 28 | PNOV | Innovator U.s. Equity Power | ETF-Other | 0.61% | -0.03% | — | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.59% | -0.02% | -5.23% | |
| 30 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.58% | +0.12% | -1.57% | |
| 31 | TPR | Tapestry Inc | Stock-Consumer Disc | 0.57% | -0.06% | +0.17% | |
| 32 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.54% | +0.26% | -22.00% | |
| 33 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.54% | — | +0.13% | |
| 34 | PDEC | Innovator U.s. Equity Power | ETF-Other | 0.53% | -0.03% | -3.34% | |
| 35 | NEE | Nextera Energy Inc | Stock-Utilities | 0.53% | -0.10% | -5.27% | |
| 36 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.52% | +0.01% | -8.84% | |
| 37 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.52% | +0.05% | -1.27% | |
| 38 | HD | Home Depot Inc | Stock-Consumer Disc | 0.49% | -0.04% | +1.05% | |
| 39 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 0.46% | -0.29% | +13.66% | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.46% | -0.01% | -12.04% | |
| 41 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.45% | +0.06% | -1.10% | |
| 42 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.44% | -0.33% | -5.42% | |
| 43 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.42% | +0.08% | +7.67% | |
| 44 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.41% | +0.07% | -1.02% | |
| 45 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.40% | +0.03% | -18.92% | |
| 46 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.40% | -0.05% | -2.94% | |
| 47 | V | Visa Inc-class A Shares | Stock-Financials | 0.40% | — | -4.11% | |
| 48 | AMAT | Applied Materials Inc | Stock-Tech | 0.39% | +0.33% | -5.54% | |
| 49 | PFEB | Innovator U.s. Equity Power | ETF-Other | 0.37% | -0.02% | -0.51% | |
| 50 | QTUM | Defiance Quantum ETF | ETF-Other | 0.37% | +0.29% | +67.68% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | HTRB | Hartford Ttl Rtrn Bnd ETF | +0.3% | -1.00% | Trim |
| 2 | KO | Coca-cola Co/the | +0.2% | +0.05% | Add |
| 3 | SPLV | Invesco S&p 500 Low Volatili | +0.2% | -2.19% | Trim |
| 4 | EFA | Ishares Msci Eafe ETF | +0.2% | +22.63% | Add |
| 5 | QTUM | Defiance Quantum ETF | +0.2% | +67.68% | Add |
| 6 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.2% | -5.09% | Trim |
| 7 | GLD | Spdr Gold Shares | +0.1% | -8.23% | Trim |
| 8 | IWF | Ishares Russell 1000 Growth | +0.1% | +3.01% | Add |
| 9 | JTEK | Jpmorgan US Tech Leaders | +0.1% | +58.43% | Add |
| 10 | AMAT | Applied Materials Inc | +0.1% | -5.54% | Trim |
| 11 | XMHQ | Invesco S&p Midcap Qual ETF | +0.1% | -4.74% | Trim |
| 12 | VYM | Vanguard High Dvd Yield ETF | +0.1% | -3.19% | Trim |
| 13 | XOM | Exxon Mobil CORP | +0.1% | +0.45% | Add |
| 14 | IVV | Ishares Core S&p 500 ETF | +0.1% | +33.99% | Add |
| 15 | TPR | Tapestry Inc | +0.1% | +0.17% | Add |
| 16 | CVX | Chevron CORP | +0.1% | +1.03% | Add |
| 17 | NEE | Nextera Energy Inc | +0.1% | -5.27% | Trim |
| 18 | CEF | Sprott Physical Gold And Sil | +0.1% | +42.64% | Add |
| 19 | IJR | Ishares Core S&p Small-cap E | +0.1% | -3.72% | Trim |
| 20 | SFLR | Innovator Eqty Mgd Floor ETF | +0.1% | +70.23% | Add |
| 21 | VRT | Vertiv Holdings Co-a | +0.1% | -2.87% | Trim |
| 22 | GEV | GE Vernova Inc | +0.1% | +0.41% | Add |
| 23 | COST | Costco Wholesale CORP | +0.1% | -14.14% | Trim |
| 24 | XBIL | F/m US Treasury 6 Month Bill | +0.1% | +93.20% | Add |
| 25 | EEM | Ishares Msci Emerging Market | +0.1% | -1.27% | Trim |
| 26 | MPC | Marathon Petroleum CORP | +0.1% | -3.18% | Trim |
| 27 | VLO | Valero Energy CORP | +0.1% | +0.54% | Add |
| 28 | PSX | Phillips 66 | +0.1% | -6.43% | Trim |
| 29 | NOC | Northrop Grumman CORP | +0.1% | — | Unchanged |
| 30 | JGRO | Jpmorgan Active Growth ETF | +0.1% | +13.66% | Add |
| 31 | PMAR | Innovator U.s. Equity Power | 0% | -4.04% | Trim |
| 32 | SCHX | Schwab US Large-cap ETF | 0% | +50.95% | Add |
| 33 | LB | Landbridge Co Llc-a | 0% | +2.74% | Add |
| 34 | ASML | ASML Holding N.V. | 0% | +1.67% | Add |
| 35 | VZ | Verizon Communications Inc | 0% | -5.99% | Trim |
| 36 | MRK | Merck & Co. Inc. | 0% | +0.48% | Add |
| 37 | JNJ | Johnson & Johnson | 0% | -3.71% | Trim |
| 38 | PNOV | Innovator U.s. Equity Power | 0% | — | Unchanged |
| 39 | EMXC | Ishares Msci Emr Mrk Ex Chna | 0% | -8.84% | Trim |
| 40 | VV | Vanguard Large-cap ETF | 0% | -0.84% | Trim |
| 41 | LMT | Lockheed Martin CORP | 0% | -2.05% | Trim |
| 42 | AEM | Agnico Eagle Mines LTD | 0% | +0.75% | Add |
| 43 | HD | Home Depot Inc | 0% | +1.05% | Add |
| 44 | JEPI | Jpmorgan Equity Premium Inco | 0% | +9.29% | Add |
| 45 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | 0% | +0.32% | Add |
| 46 | QMOM | Alpha US Quant Mom ETF | 0% | +1.05% | Add |
| 47 | CMI | Cummins Inc | 0% | +0.07% | Add |
| 48 | SDY | Ss Spdr S&p Dividend ETF | 0% | — | Unchanged |
| 49 | ADI | Analog Devices Inc | 0% | -11.97% | Trim |
| 50 | NFLX | Netflix Inc | 0% | -0.43% | Trim |
According to official SEC Form 13F filings, Atticus Wealth Management, LLC reported a total U.S. public equity portfolio value of $420.1M across 181 disclosed positions in Q1 2026.
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 36.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
C
市值: $226.0K
Top Position Liquidated / Trimmed
SPIB
前期市值: $1.1M
During Q1 2026, Atticus Wealth Management, LLC's top holdings by market value included SPY (23.0%)、IWF (5.9%)、CSHI (4.5%). The largest single position, SPY, represented 23.0% of total portfolio value.
In Q1 2026, Atticus Wealth Management, LLC made 184 total portfolio adjustments, initiating 2 new buys, adding to 58 positions, trimming 99 holdings, and fully liquidating 25 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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