Atticus Wealth Management, LLC holds a focused book of 177 stocks worth $420.1M as of Q2 2026 (disclosed Jul 15, 2026, a ~45-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.
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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.
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
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 |
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 ~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.