Atticus Wealth Management, LLC holds a focused book of 177 stocks worth $420.1M as of Q2 2026 (disclosed Jul 15, 2026, a ~15-day 13F lag). This quarter they opened Texas Instruments Inc and trimmed SS SPDR S&P 500 ETF Trust-US. Their largest long position is SS SPDR S&P 500 ETF Trust-US at 23% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
27% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Atticus Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| LPL Financial LLC | 80 / 80 | $97.3B |
| HighTower Advisors, LLC | 80 / 80 | $28.6B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $19.1B |
| MORGAN STANLEY | 79 / 80 | $602.0B |
| RAYMOND JAMES FINANCIAL INC | 79 / 80 | $108.3B |
| ENVESTNET ASSET MANAGEMENT INC | 79 / 80 | $93.5B |
| Cetera Investment Advisers | 79 / 80 | $24.1B |
| COMMONWEALTH EQUITY SERVICES, LLC | 79 / 80 | $21.5B |
Ranked by the share of each fund's own book sitting in the names it shares with Atticus Wealth Management, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | State STR SPDR S&P 500 ETF T TR UNIT | $95.4M | 127.7K | 22.7% | ▼−2.2% Reduced · −3K sh | |
| 2 | Ishares TR RUS 1000 GRW ETF | $25.4M | 204.8K | 6.1% | ▲+303% Added · +154K sh | |
| 3 | Innovator Etfs Trust QUITY MANAGD FLR | $24.9M | 644.7K | 5.9% | ▲36× Added · +627K sh | |
| 4 | NEOS ETF Trust NEOS ENH INC 1-3 | $21.5M | 432.2K | 5.1% | ▲+28% Added · +96K sh | |
| 5 | Hartford FDS Exchange Traded TOTAL RTRN ETF | $17.1M | 507.7K | 4.1% | ▲+7.0% Added · +33K sh | |
| 6 | Apple Inc COM | $14.1M | 48.8K | 3.4% | ▼−0.9% Reduced · −440 sh | |
| 7 | Ishares TR S&P 100 ETF | $10.2M | 27.9K | 2.4% | ▼−3.1% Reduced · −900 sh | |
| 8 | Invesco Exchange Traded FD T S&P MDCP QUALITY | $8.0M | 70.5K | 1.9% | ▲+2.0% Added · +1K sh | |
| 9 | Invesco QQQ TR UNIT SER 1 | $8.0M | 10.8K | 1.9% | ▲+3.5% Added · +371 sh | |
| 10 | Coca Cola Co COM | $5.7M | 70.3K | 1.4% | ▼~0% Reduced · −4 sh | |
| 11 | Microsoft Corp COM | $5.6M | 14.9K | 1.3% | ▲+0.5% Added · +67 sh | |
| 12 | Select Sector SPDR TR ST STR TECHN ETF | $5.0M | 26.3K | 1.2% | ▼−2.3% Reduced · −632 sh | |
| 13 | SPDR Gold TR GOLD SHS | $4.9M | 13.2K | 1.2% | ▼−2.8% Reduced · −386 sh | |
| 14 | Vanguard Whitehall FDS HIGH DIV YLD | $4.8M | 30.5K | 1.1% | ▼−1.1% Reduced · −343 sh | |
| 15 | SPDR Series Trust ST STR P500VAL | $4.7M | 77.9K | 1.1% | ▼−70% Reduced · −180K sh | |
| 16 | Alphabet Inc CAP STK CL A | $4.3M | 12.1K | 1.0% | ▼−3.7% Reduced · −459 sh | |
| 17 | Vanguard Index FDS LARGE CAP ETF | $4.0M | 11.7K | 1.0% | ▼−0.4% Reduced · −45 sh | |
| 18 | SPDR Series Trust ST STR P500GRW | $3.8M | 31.9K | 0.9% | ▼−1.5% Reduced · −501 sh | |
| 19 | Nvidia Corporation COM | $3.6M | 17.9K | 0.9% | ▼−5.3% Reduced · −999 sh | |
| 20 | Ishares TR CORE S&P SCP ETF | $3.5M | 23.9K | 0.8% | ▼−7.2% Reduced · −2K sh | |
| 21 | Innovator Etfs Trust US EQTY PWR BUF | $3.5M | 84.5K | 0.8% | ▼−7.0% Reduced · −6K sh | |
| 22 | Broadcom Inc COM | $3.4M | 9.1K | 0.8% | ▼−0.9% Reduced · −84 sh | |
| 23 | Ishares TR TRUST ISHARE 0-1 | $3.4M | 30.6K | 0.8% | ▲+70% Added · +13K sh | |
| 24 | Amazon Com Inc COM | $3.2M | 13.5K | 0.8% | ▼−3.0% Reduced · −423 sh | |
| 25 | Ishares TR MSCI EAFE ETF | $3.1M | 29.9K | 0.7% | ▲+2.9% Added · +835 sh | |
| 26 | Applied Matls Inc COM | $3.0M | 4.2K | 0.7% | ▼−0.1% Reduced · −3 sh | |
| 27 | Vanguard World FD INF TECH ETF | $2.9M | 24.7K | 0.7% | ▲+706% Added · +22K sh | |
| 28 | Innovator Etfs Trust US EQTY PWR BUF | $2.8M | 59.5K | 0.7% | ▼−4.9% Reduced · −3K sh | |
| 29 | ETF Ser Solutions DEFIA QUANT ETF | $2.8M | 16.8K | 0.7% | ▲+32% Added · +4K sh | |
| 30 | Costco Wholesale Corporation COM | $2.8M | 3.0K | 0.7% | ▼−3.3% Reduced · −102 sh | |
| 31 | Vanguard Specialized Funds DIV APP ETF | $2.5M | 10.5K | 0.6% | ▲+0.3% Added · +28 sh | |
| 32 | Innovator Etfs Trust US EQTY PWR BUF | $2.4M | 54.6K | 0.6% | ▼−0.7% Reduced · −400 sh | |
| 33 | JPMorgan Chase & Co COM | $2.4M | 7.4K | 0.6% | ▼−0.8% Reduced · −59 sh | |
| 34 | Ishares TR MSCI EMG MKT ETF | $2.4M | 34.8K | 0.6% | ▲+3.9% Added · +1K sh | |
| 35 | Tesla Inc COM | $2.3M | 5.3K | 0.5% | ▲+0.3% Added · +16 sh | |
| 36 | Ishares Inc MSCI EMRG CHN | $2.2M | 21.7K | 0.5% | ▼−12% Reduced · −3K sh | |
| 37 | J P Morgan Exchange Traded F U S TEC LEA ETF | $2.2M | 19.7K | 0.5% | ▲+37% Added · +5K sh | |
| 38 | Alphabet Inc CAP STK CL C | $2.2M | 6.1K | 0.5% | ▲+6.2% Added · +359 sh | |
| 39 | Tapestry Inc COM | $2.2M | 14.7K | 0.5% | ▼−1.0% Reduced · −155 sh | |
| 40 | Innovator Etfs Trust US EQTY PWR BUF | $2.1M | 45.8K | 0.5% | ▼−0.4% Reduced · −200 sh | |
| 41 | Palantir Technologies Inc CL A | $2.1M | 17.9K | 0.5% | ▲+70% Added · +7K sh | |
| 42 | Ishares TR CORE S&P500 ETF | $2.0M | 2.7K | 0.5% | ▲+36% Added · +711 sh | |
| 43 | Eli Lilly & Co COM | $2.0M | 1.7K | 0.5% | ▲+0.5% Added · +9 sh | |
| 44 | Ishares TR CORE S&P MCP ETF | $1.9M | 24.7K | 0.5% | ▼−0.8% Reduced · −206 sh | |
| 45 | Home Depot Inc COM | $1.9M | 5.3K | 0.4% | ▼−2.9% Reduced · −162 sh | |
| 46 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $1.9M | 6.1K | 0.4% | ▲+600% Added · +5K sh | |
| 47 | NextEra Energy Inc COM | $1.8M | 20.6K | 0.4% | ▼−1.9% Reduced · −390 sh | |
| 48 | Ishares TR RUSSELL 2000 ETF | $1.8M | 6.0K | 0.4% | ▼−0.1% Reduced · −9 sh | |
| 49 | Visa Inc COM CL A | $1.7M | 4.9K | 0.4% | ▲+1.3% Added · +63 sh | |
| 50 | Select Sector SPDR TR ST STR DISCR ETF | $1.5M | 12.6K | 0.4% | ▼−6.6% Reduced · −893 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1800234/holdings"
Use Arkolith to show ATTICUS WEALTH MANAGEMENT, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 15, 2026 | 177 | $420.1M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 28, 2026 | 181 | $368.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 9, 2026 | 204 | $404.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 7, 2025 | 197 | $396.2M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 10, 2025 | 679 | $370.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 22, 2025 | 514 | $306.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 22, 2025 | 531 | $321.6M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 15, 2024 | 522 | $311.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.