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CIK: 0001800234
Total reported value
$451.7M
$451.7M
177 檔
40.8%
In Q2 2026, Atticus Wealth Management, LLC's U.S. equity holdings reached a combined market value of $451.7M, distributed across 177 disclosed stock positions.
Atticus Wealth Management, LLC executed strategic sector rebalancing during Q2 2026, establishing 9 new positions while fully exiting 13 holdings and trimming 76 positions.
| # | 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 | 22.70% | -0.84% | -2.25% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-Other | 6.05% | -0.38% | +302.59% | |
| 3 | SFLR | Innovator Eqty Mgd Floor ETF | ETF-Other | 5.92% | +0.35% | +3459.38% | |
| 4 | CSHI | Neos Enhanced Income 1-3 Mon | ETF-Other | 5.12% | +5.84% | +28.40% | |
| 5 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 4.08% | -4.08% | EXIT | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.36% | +0.42% | -0.89% | |
| 7 | OEF | Ishares S&p 100 ETF | ETF-Other | 2.43% | -0.10% | -3.12% | |
| 8 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.89% | +0.15% | +2.02% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.89% | -0.21% | +3.56% | |
| 10 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.36% | — | -0.01% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.32% | +0.52% | +0.45% | |
| 12 | XLK | Ss Technology Select Sector | ETF-Tech | 1.19% | -0.06% | -2.35% | |
| 13 | GLD | Spdr Gold Shares | ETF-Commodities | 1.16% | -1.05% | -2.84% | |
| 14 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.15% | -0.10% | -1.11% | |
| 15 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.13% | -0.13% | -69.81% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.03% | -0.03% | -3.67% | |
| 17 | VV | Vanguard Large-cap ETF | ETF-Other | 0.96% | -0.10% | -0.38% | |
| 18 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.90% | -0.03% | -1.55% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 0.85% | +0.22% | -5.29% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.84% | -0.07% | -7.16% | |
| 21 | PMAY | Innovator U.s. Equity Power | ETF-Other | 0.83% | -0.07% | -7.03% | |
| 22 | AVGO | Broadcom Inc | Stock-Tech | 0.82% | — | -0.92% | |
| 23 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.80% | -0.01% | +69.62% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.76% | +0.08% | -3.05% | |
| 25 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.74% | +0.02% | +2.88% | |
| 26 | AMAT | Applied Materials Inc | Stock-Tech | 0.72% | -0.21% | -0.07% | |
| 27 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.70% | -0.02% | +705.52% | |
| 28 | PMAR | Innovator U.s. Equity Power | ETF-Other | 0.68% | -0.04% | -4.95% | |
| 29 | QTUM | Defiance Quantum ETF | ETF-Other | 0.66% | -0.09% | +32.18% | |
| 30 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.66% | -0.08% | -3.32% | |
| 31 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.59% | -0.05% | +0.27% | |
| 32 | PNOV | Innovator U.s. Equity Power | ETF-Other | 0.58% | -0.04% | -0.73% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.57% | — | -0.80% | |
| 34 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.57% | -0.04% | +3.90% | |
| 35 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.54% | -0.08% | +0.30% | |
| 36 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.53% | +0.06% | -11.62% | |
| 37 | JTEK | Jpmorgan US Tech Leaders | ETF-Tech | 0.52% | -0.16% | +37.13% | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.51% | — | +6.24% | |
| 39 | TPR | Tapestry Inc | Stock-Consumer Disc | 0.51% | -0.16% | -1.04% | |
| 40 | PDEC | Innovator U.s. Equity Power | ETF-Other | 0.50% | -0.02% | -0.43% | |
| 41 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.50% | +0.25% | +69.91% | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.48% | +0.61% | +36.22% | |
| 43 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.48% | -0.02% | +0.54% | |
| 44 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.45% | -0.06% | -0.83% | |
| 45 | HD | Home Depot Inc | Stock-Consumer Disc | 0.45% | -0.15% | -2.95% | |
| 46 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.44% | +0.30% | +600.23% | |
| 47 | NEE | Nextera Energy Inc | Stock-Utilities | 0.43% | -0.08% | -1.85% | |
| 48 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.43% | -0.06% | -0.15% | |
| 49 | V | Visa Inc-class A Shares | Stock-Financials | 0.40% | — | +1.30% | |
| 50 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.35% | -0.05% | -6.61% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SFLR | Innovator Eqty Mgd Floor ETF | +5.8% | +3459.38% | Add |
| 2 | CSHI | Neos Enhanced Income 1-3 Mon | +0.6% | +28.40% | Add |
| 3 | QQQM | Invesco Nasdaq 100 ETF | +0.4% | +600.23% | Add |
| 4 | AMAT | Applied Materials Inc | +0.3% | -0.07% | Trim |
| 5 | QTUM | Defiance Quantum ETF | +0.3% | +32.18% | Add |
| 6 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | +3.56% | Add |
| 7 | SHV | Ishares 0-1 Year Treasury Bo | +0.3% | +69.62% | Add |
| 8 | XLK | Ss Technology Select Sector | +0.2% | -2.35% | Trim |
| 9 | JTEK | Jpmorgan US Tech Leaders | +0.2% | +37.13% | Add |
| 10 | AMD | Advanced Micro Devices | +0.2% | +19.30% | Add |
| 11 | IWF | Ishares Russell 1000 Growth | +0.2% | +302.59% | Add |
| 12 | IVV | Ishares Core S&p 500 ETF | +0.1% | +36.22% | Add |
| 13 | HFXI | Nyli Ftse Intl Eq Cur Ntrl | +0.1% | +99.04% | Add |
| 14 | VGT | Vanguard Info Tech ETF | +0.1% | +705.52% | Add |
| 15 | TXN | Texas Instruments Inc | +0.1% | NEW | New buy |
| 16 | FTNT | Fortinet Inc | +0.1% | — | Unchanged |
| 17 | PANW | Palo Alto Networks Inc | +0.1% | -6.66% | Trim |
| 18 | IBM | Intl Business Machines CORP | +0.1% | +135.82% | Add |
| 19 | INTC | Intel CORP | +0.1% | NEW | New buy |
| 20 | PLTR | Palantir Technologies Inc-a | +0.1% | +69.91% | Add |
| 21 | MS | Morgan Stanley | +0.1% | +16.52% | Add |
| 22 | LLY | Eli Lilly & Co | +0.1% | +0.54% | Add |
| 23 | CSCO | Cisco Systems Inc | +0.1% | -0.82% | Trim |
| 24 | GOOG | Alphabet Inc-cl C | +0.1% | +6.24% | Add |
| 25 | ASML | ASML Holding N.V. | +0.1% | +5.39% | Add |
| 26 | LRCX | Lam Research CORP | +0.1% | +0.16% | Add |
| 27 | CDNS | Cadence Design Sys Inc | +0.1% | NEW | New buy |
| 28 | GOOGL | Alphabet Inc-cl A | +0.1% | -3.67% | Trim |
| 29 | AVGO | Broadcom Inc | +0.1% | -0.92% | Trim |
| 30 | EEM | Ishares Msci Emerging Market | +0.1% | +3.90% | Add |
| 31 | APH | Amphenol Corp-cl A | +0.1% | +67.42% | Add |
| 32 | VLUE | Ishares Msci USA Value Facto | +0.1% | NEW | New buy |
| 33 | QFLR | Innovator Nasdaq-100 Mf ETF | +0.1% | NEW | New buy |
| 34 | SCHV | Schwab US Large-cap Value | +0.1% | NEW | New buy |
| 35 | IWO | Ishares Russell 2000 Growth | +0.1% | NEW | New buy |
| 36 | CTVA | Corteva Inc | +0.1% | NEW | New buy |
| 37 | ✓ | +0.1% | NEW | New buy | |
| 38 | SPYG | Ss Spdr P S&p 500 Growth ETF | 0% | -1.55% | Trim |
| 39 | GEV | GE Vernova Inc | 0% | -0.51% | Trim |
| 40 | QMOM | Alpha US Quant Mom ETF | 0% | +16.98% | Add |
| 41 | VRT | Vertiv Holdings Co-a | 0% | -0.56% | Trim |
| 42 | NXPI | NXP Semiconductors N.V. | 0% | +28.93% | Add |
| 43 | CAT | Caterpillar Inc | 0% | +20.90% | Add |
| 44 | IWM | Ishares Russell 2000 ETF | 0% | -0.15% | Trim |
| 45 | CMI | Cummins Inc | 0% | +0.07% | Add |
| 46 | ADI | Analog Devices Inc | 0% | -0.07% | Trim |
| 47 | QYLD | Global X Nasd 100 Cov Call | 0% | +68.97% | Add |
| 48 | IVW | Ishares S&p 500 Growth ETF | 0% | -2.44% | Trim |
| 49 | SCHX | Schwab US Large-cap ETF | 0% | +16.54% | Add |
| 50 | GRMN | Garmin Ltd. | 0% | +53.40% | Add |
According to official SEC Form 13F filings, Atticus Wealth Management, LLC reported a total U.S. public equity portfolio value of $451.7M across 177 disclosed positions in Q2 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, SFLR) accounted for 40.8% of total reported equity market value during Q2 2026.
Top New Position Initiated
TXN
市值: $514.9K
Top Position Liquidated / Trimmed
XOM
前期市值: $1.0M
During Q2 2026, Atticus Wealth Management, LLC's top holdings by market value included SPY (22.7%)、IWF (6.0%)、SFLR (5.9%). The largest single position, SPY, represented 22.7% of total portfolio value.
In Q2 2026, Atticus Wealth Management, LLC made 176 total portfolio adjustments, initiating 9 new buys, adding to 78 positions, trimming 76 holdings, and fully liquidating 13 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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