Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| State Str SPDR S&P 500 ETF TTR UNIT | TR UNIT | $95.4M | 22.7% |
| iShares TRRUS 1000 GRW ETF | RUS 1000 GRW ETF | $25.4M | 6.1% |
| Innovator ETFS TrustQUITY MANAGD FLR | QUITY MANAGD FLR | $24.9M | 5.9% |
| Neos ETF TrustNEOS ENH INC 1-3 | NEOS ENH INC 1-3 | $21.5M | 5.1% |
| Hartford Fds Exchange TradedTOTAL RTRN ETF | TOTAL RTRN ETF | $17.1M | 4.1% |
| Apple Inc.COM | COM | $14.1M | 3.4% |
| iShares TRS&P 100 ETF | S&P 100 ETF | $10.2M | 2.4% |
| Invesco Exchange Traded FD TS&P MDCP QUALITY | S&P MDCP QUALITY | $7.95M | 1.9% |
| Invesco Qqq TRUNIT SER 1 | UNIT SER 1 | $7.95M | 1.9% |
| Coca Cola COCOM | COM | $5.71M | 1.4% |
| Microsoft Corp.COM | COM | $5.56M | 1.3% |
| Select Sector SPDR TRST STR TECHN ETF | ST STR TECHN ETF | $5.01M | 1.2% |
| SPDR Gold TRGOLD SHS | GOLD SHS | $4.87M | 1.2% |
| Vanguard Whitehall FdsHIGH DIV YLD | HIGH DIV YLD | $4.82M | 1.1% |
| SPDR Series TrustST STR P500VAL | ST STR P500VAL | $4.73M | 1.1% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $4.31M | 1.0% |
| Vanguard Index FdsLARGE CAP ETF | LARGE CAP ETF | $4.03M | 1.0% |
| SPDR Series TrustST STR P500GRW | ST STR P500GRW | $3.79M | 0.9% |
| Nvidia CorporationCOM | COM | $3.58M | 0.9% |
| iShares TRCORE S&P SCP ETF | CORE S&P SCP ETF | $3.54M | 0.8% |
| Innovator ETFS TrustUS EQTY PWR BUF | US EQTY PWR BUF | $3.49M | 0.8% |
| Broadcom Inc.COM | COM | $3.43M | 0.8% |
| iShares TRTRUST ISHARE 0-1 | TRUST ISHARE 0-1 | $3.38M | 0.8% |
| Amazon Com Inc.COM | COM | $3.21M | 0.8% |
| iShares TRMSCI EAFE ETF | MSCI EAFE ETF | $3.1M | 0.7% |
| Applied Matls Inc.COM | COM | $3.01M | 0.7% |
| Vanguard World FDINF TECH ETF | INF TECH ETF | $2.95M | 0.7% |
| Innovator ETFS TrustUS EQTY PWR BUF | US EQTY PWR BUF | $2.84M | 0.7% |
| ETF Ser SolutionsDEFIA QUANT ETF | DEFIA QUANT ETF | $2.79M | 0.7% |
| Costco Wholesale CorporationCOM | COM | $2.78M | 0.7% |
| Vanguard Specialized FundsDIV APP ETF | DIV APP ETF | $2.48M | 0.6% |
| Innovator ETFS TrustUS EQTY PWR BUF | US EQTY PWR BUF | $2.42M | 0.6% |
| JPMORGAN Chase & COCOM | COM | $2.41M | 0.6% |
| iShares TRMSCI EMG MKT ETF | MSCI EMG MKT ETF | $2.38M | 0.6% |
| Tesla Inc.COM | COM | $2.25M | 0.5% |
| iShares Inc.MSCI EMRG CHN | MSCI EMRG CHN | $2.22M | 0.5% |
| J P Morgan Exchange Traded FU S TEC LEA ETF | U S TEC LEA ETF | $2.2M | 0.5% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $2.16M | 0.5% |
| Tapestry Inc.COM | COM | $2.15M | 0.5% |
| Innovator ETFS TrustUS EQTY PWR BUF | US EQTY PWR BUF | $2.1M | 0.5% |
| Palantir Technologies Inc.CL A | CL A | $2.08M | 0.5% |
| iShares TRCORE S&P500 ETF | CORE S&P500 ETF | $2M | 0.5% |
| Eli Lilly & COCOM | COM | $2M | 0.5% |
| iShares TRCORE S&P MCP ETF | CORE S&P MCP ETF | $1.91M | 0.5% |
| Home Depot Inc.COM | COM | $1.88M | 0.4% |
| Invesco Exch Traded FD TR IINASDAQ 100 ETF | NASDAQ 100 ETF | $1.85M | 0.4% |
| Nextera Energy Inc.COM | COM | $1.81M | 0.4% |
| iShares TRRUSSELL 2000 ETF | RUSSELL 2000 ETF | $1.8M | 0.4% |
| Visa Inc.COM CL A | COM CL A | $1.68M | 0.4% |
| Select Sector SPDR TRST STR DISCR ETF | ST STR DISCR ETF | $1.48M | 0.4% |
State Str SPDR S&P 500 ETF TTR UNIT$95.4M
- Class
- TR UNIT
- Share
- 22.7%
iShares TRRUS 1000 GRW ETF$25.4M
- Class
- RUS 1000 GRW ETF
- Share
- 6.1%
Innovator ETFS TrustQUITY MANAGD FLR$24.9M
- Class
- QUITY MANAGD FLR
- Share
- 5.9%
Neos ETF TrustNEOS ENH INC 1-3$21.5M
- Class
- NEOS ENH INC 1-3
- Share
- 5.1%
Hartford Fds Exchange TradedTOTAL RTRN ETF$17.1M
- Class
- TOTAL RTRN ETF
- Share
- 4.1%
Apple Inc.COM$14.1M
- Class
- COM
- Share
- 3.4%
iShares TRS&P 100 ETF$10.2M
- Class
- S&P 100 ETF
- Share
- 2.4%
Invesco Exchange Traded FD TS&P MDCP QUALITY$7.95M
- Class
- S&P MDCP QUALITY
- Share
- 1.9%
Invesco Qqq TRUNIT SER 1$7.95M
- Class
- UNIT SER 1
- Share
- 1.9%
Coca Cola COCOM$5.71M
- Class
- COM
- Share
- 1.4%
Microsoft Corp.COM$5.56M
- Class
- COM
- Share
- 1.3%
Select Sector SPDR TRST STR TECHN ETF$5.01M
- Class
- ST STR TECHN ETF
- Share
- 1.2%
SPDR Gold TRGOLD SHS$4.87M
- Class
- GOLD SHS
- Share
- 1.2%
Vanguard Whitehall FdsHIGH DIV YLD$4.82M
- Class
- HIGH DIV YLD
- Share
- 1.1%
SPDR Series TrustST STR P500VAL$4.73M
- Class
- ST STR P500VAL
- Share
- 1.1%
Alphabet Inc.CAP STK CL A$4.31M
- Class
- CAP STK CL A
- Share
- 1.0%
Vanguard Index FdsLARGE CAP ETF$4.03M
- Class
- LARGE CAP ETF
- Share
- 1.0%
SPDR Series TrustST STR P500GRW$3.79M
- Class
- ST STR P500GRW
- Share
- 0.9%
Nvidia CorporationCOM$3.58M
- Class
- COM
- Share
- 0.9%
iShares TRCORE S&P SCP ETF$3.54M
- Class
- CORE S&P SCP ETF
- Share
- 0.8%
Innovator ETFS TrustUS EQTY PWR BUF$3.49M
- Class
- US EQTY PWR BUF
- Share
- 0.8%
Broadcom Inc.COM$3.43M
- Class
- COM
- Share
- 0.8%
iShares TRTRUST ISHARE 0-1$3.38M
- Class
- TRUST ISHARE 0-1
- Share
- 0.8%
Amazon Com Inc.COM$3.21M
- Class
- COM
- Share
- 0.8%
iShares TRMSCI EAFE ETF$3.1M
- Class
- MSCI EAFE ETF
- Share
- 0.7%
Applied Matls Inc.COM$3.01M
- Class
- COM
- Share
- 0.7%
Vanguard World FDINF TECH ETF$2.95M
- Class
- INF TECH ETF
- Share
- 0.7%
Innovator ETFS TrustUS EQTY PWR BUF$2.84M
- Class
- US EQTY PWR BUF
- Share
- 0.7%
ETF Ser SolutionsDEFIA QUANT ETF$2.79M
- Class
- DEFIA QUANT ETF
- Share
- 0.7%
Costco Wholesale CorporationCOM$2.78M
- Class
- COM
- Share
- 0.7%
Vanguard Specialized FundsDIV APP ETF$2.48M
- Class
- DIV APP ETF
- Share
- 0.6%
Innovator ETFS TrustUS EQTY PWR BUF$2.42M
- Class
- US EQTY PWR BUF
- Share
- 0.6%
JPMORGAN Chase & COCOM$2.41M
- Class
- COM
- Share
- 0.6%
iShares TRMSCI EMG MKT ETF$2.38M
- Class
- MSCI EMG MKT ETF
- Share
- 0.6%
Tesla Inc.COM$2.25M
- Class
- COM
- Share
- 0.5%
iShares Inc.MSCI EMRG CHN$2.22M
- Class
- MSCI EMRG CHN
- Share
- 0.5%
J P Morgan Exchange Traded FU S TEC LEA ETF$2.2M
- Class
- U S TEC LEA ETF
- Share
- 0.5%
Alphabet Inc.CAP STK CL C$2.16M
- Class
- CAP STK CL C
- Share
- 0.5%
Tapestry Inc.COM$2.15M
- Class
- COM
- Share
- 0.5%
Innovator ETFS TrustUS EQTY PWR BUF$2.1M
- Class
- US EQTY PWR BUF
- Share
- 0.5%
Palantir Technologies Inc.CL A$2.08M
- Class
- CL A
- Share
- 0.5%
iShares TRCORE S&P500 ETF$2M
- Class
- CORE S&P500 ETF
- Share
- 0.5%
Eli Lilly & COCOM$2M
- Class
- COM
- Share
- 0.5%
iShares TRCORE S&P MCP ETF$1.91M
- Class
- CORE S&P MCP ETF
- Share
- 0.5%
Home Depot Inc.COM$1.88M
- Class
- COM
- Share
- 0.4%
Invesco Exch Traded FD TR IINASDAQ 100 ETF$1.85M
- Class
- NASDAQ 100 ETF
- Share
- 0.4%
Nextera Energy Inc.COM$1.81M
- Class
- COM
- Share
- 0.4%
iShares TRRUSSELL 2000 ETF$1.8M
- Class
- RUSSELL 2000 ETF
- Share
- 0.4%
Visa Inc.COM CL A$1.68M
- Class
- COM CL A
- Share
- 0.4%
Select Sector SPDR TRST STR DISCR ETF$1.48M
- Class
- ST STR DISCR ETF
- Share
- 0.4%
The share class is shown on a wider screen.
The 50 largest of 177 positions by value, with holdings of the same security combined. The 177 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1800234
- File number
- 028-19728
- Options
- 0 call, 0 put
- In the 25 largest
- 69.3%
- Prior quarter
- $369M at 31 March 2026
- Positions opened
- 9
- Positions closed
- 13
Common questions
What are Atticus Wealth Management’s 13F holdings worth?
$420 million across 177 positions for the quarter ended 30 June 2026.
What is Atticus Wealth Management’s largest 13F holding?
STATE STR SPDR S&P 500 ETF T (TR UNIT) was the largest position at $95.4 million, or 22.7% of reported 13F value, as of 30 June 2026.
How concentrated is Atticus Wealth Management’s 13F portfolio?
The ten largest positions accounted for 54.8% of reported value and the twenty-five largest for 69.3%, across 177 positions as of 30 June 2026.
Does Form 13F show everything Atticus Wealth Management manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Atticus Wealth Management file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.