Atticus Wealth Management, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$368.9M
Q ending 2026-03-31
Prior quarter
$404.9M
Q ending 2025-12-31
Change
-8.9% QoQ · +20.4% YoY
Positions
181
reported holdings
Largest positions
Top 100 of 181 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| State Str Spdr S&P 500 Etf T | SPY | Shares | $85.0M | 131K |
| Ishares Tr | IWF | Shares | $21.7M | 51K |
| Neos Etf Trust | CSHI | Shares | $16.8M | 337K |
| Hartford Fds Exchange Traded | HTRB | Shares | $16.0M | 475K |
| Spdr Series Trust | SPYV | Shares | $14.6M | 258K |
| Apple Inc | AAPL | Shares | $12.5M | 49K |
| Invesco Exch Traded Fd Tr Ii | SPLV | Shares | $9.9M | 136K |
| Ishares Tr | OEF | Shares | $9.2M | 29K |
| Invesco Exchange Traded Fd T | XMHQ | Shares | $7.1M | 69K |
| Invesco Qqq Tr | QQQ | Shares | $6.0M | 10K |
| Spdr Gold Tr | GLD | Shares | $5.9M | 14K |
| Microsoft Corp | MSFT | Shares | $5.5M | 15K |
| Coca Cola Co | KO | Shares | $5.3M | 70K |
| Vanguard Whitehall Fds | VYM | Shares | $4.6M | 31K |
| Innovator Etfs Trust | PMAY | Shares | $3.6M | 91K |
| Alphabet Inc | GOOGL | Shares | $3.6M | 13K |
| Select Sector Spdr Tr | XLK | Shares | $3.6M | 27K |
| Vanguard Index Fds | VV | Shares | $3.5M | 12K |
| Nvidia Corporation | NVDA | Shares | $3.3M | 19K |
| Ishares Tr | IJR | Shares | $3.2M | 26K |
| Spdr Series Trust | SPYG | Shares | $3.2M | 32K |
| Costco Wholesale Corporation | COST | Shares | $3.1M | 3K |
| Amazon Com Inc | AMZN | Shares | $2.9M | 14K |
| Broadcom Inc | AVGO | Shares | $2.8M | 9K |
| Ishares Tr | EFA | Shares | $2.8M | 29K |
| Innovator Etfs Trust | PMAR | Shares | $2.8M | 63K |
| Vanguard Specialized Funds | VIG | Shares | $2.3M | 10K |
| Innovator Etfs Trust | PNOV | Shares | $2.2M | 55K |
| Jpmorgan Chase & Co | JPM | Shares | $2.2M | 7K |
| Vanguard World Fd | VGT | Shares | $2.1M | 3K |
| Tapestry Inc | TPR | Shares | $2.1M | 15K |
| Ishares Tr | SHV | Shares | $2.0M | 18K |
| Tesla Inc | TSLA | Shares | $2.0M | 5K |
| Innovator Etfs Trust | PDEC | Shares | $2.0M | 46K |
| Nextera Energy Inc | NEE | Shares | $2.0M | 21K |
| Ishares Inc | EMXC | Shares | $1.9M | 25K |
| Ishares Tr | EEM | Shares | $1.9M | 34K |
| Home Depot Inc | HD | Shares | $1.8M | 5K |
| J P Morgan Exchange Traded F | JGRO | Shares | $1.7M | 20K |
| Ishares Tr | IJH | Shares | $1.7M | 25K |
| Alphabet Inc | GOOG | Shares | $1.7M | 6K |
| Invesco Exchange Traded Fd T | RSP | Shares | $1.6M | 8K |
| Palantir Technologies Inc | PLTR | Shares | $1.5M | 11K |
| Eli Lilly & Co | LLY | Shares | $1.5M | 2K |
| Ishares Tr | IWM | Shares | $1.5M | 6K |
| Select Sector Spdr Tr | XLY | Shares | $1.5M | 14K |
| Visa Inc | V | Shares | $1.5M | 5K |
| Applied Matls Inc | AMAT | Shares | $1.4M | 4K |
| Innovator Etfs Trust | PFEB | Shares | $1.4M | 34K |
| Etf Ser Solutions | QTUM | Shares | $1.4M | 13K |
| Meta Platforms Inc | META | Shares | $1.3M | 2K |
| Ishares Tr | IVV | Shares | $1.3M | 2K |
| Select Sector Spdr Tr | XLV | Shares | $1.3M | 9K |
| J P Morgan Exchange Traded F | JTEK | Shares | $1.1M | 14K |
| Vanguard Index Fds | VOO | Shares | $1.1M | 2K |
| Procter & Gamble Co | PG | Shares | $1.1M | 8K |
| Exxon Mobil Corp | XOM | Shares | $1.0M | 6K |
| Global X Fds | AIQ | Shares | $1.0M | 22K |
| Chevron Corporation | CVX | Shares | $995K | 5K |
| Morgan Stanley | MS | Shares | $993K | 6K |
| Ishares Tr | INDA | Shares | $988K | 21K |
| Ishares Tr | IWP | Shares | $959K | 7K |
| Spdr Series Trust | SPYD | Shares | $940K | 21K |
| Netflix Inc. | NFLX | Shares | $926K | 10K |
| Ishares Tr | IVW | Shares | $903K | 8K |
| Public Svc Enterprise Group | PEG | Shares | $901K | 11K |
| Analog Devices Inc | ADI | Shares | $896K | 3K |
| Ge Vernova Inc | GEV | Shares | $848K | 971 |
| Sprott Asset Management Lp | CEF | Shares | $830K | 17K |
| Cisco Sys Inc | CSCO | Shares | $817K | 11K |
| Innovator Etfs Trust | UNOV | Shares | $812K | 22K |
| Vanguard Index Fds | VXF | Shares | $808K | 4K |
| Ea Series Trust | QMOM | Shares | $805K | 12K |
| Mastercard Incorporated | MA | Shares | $800K | 2K |
| Innovator Etfs Trust | PJUL | Shares | $790K | 17K |
| Cummins Inc | CMI | Shares | $770K | 1K |
| Northrop Grumman Corp | NOC | Shares | $765K | 1K |
| Spdr Series Trust | SDY | Shares | $757K | 5K |
| Verizon Communications Inc | VZ | Shares | $750K | 15K |
| Walmart Inc | WMT | Shares | $719K | 6K |
| Truist Finl Corp | TFC | Shares | $719K | 16K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $718K | 1 |
| Vertiv Holdings Co | VRT | Shares | $713K | 3K |
| Oracle Corp | ORCL | Shares | $705K | 5K |
| Abbvie Inc | ABBV | Shares | $699K | 3K |
| J P Morgan Exchange Traded F | JEPI | Shares | $699K | 12K |
| Old Rep Intl Corp | ORI | Shares | $688K | 17K |
| Merck & Co Inc | MRK | Shares | $686K | 6K |
| Innovator Etfs Trust | PJUN | Shares | $662K | 16K |
| Innovator Etfs Trust | PAPR | Shares | $662K | 17K |
| Mcdonalds Corp | MCD | Shares | $657K | 2K |
| Fortinet Inc | FTNT | Shares | $650K | 8K |
| Johnson & Johnson | JNJ | Shares | $647K | 3K |
| Innovator Etfs Trust | SFLR | Shares | $641K | 18K |
| Phillips 66 | PSX | Shares | $602K | 3K |
| Innovator Etfs Trust | PJAN | Shares | $583K | 13K |
| Medtronic Plc | Shares | $568K | 7K | |
| Intuitive Surgical Inc | ISRG | Shares | $565K | 1K |
| Lamar Advertising Co | LAMR | Shares | $565K | 4K |
| Asml Hldg Nv | Shares | $564K | 427 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.