StockDriftsStockDriftsTop 50 Atticus Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 22.7% | 127.7K | $95.4M | -2.25%(-2.94K) | $380.70(+103.66%) | 2026-06-30 | |
| IWF | ISHARES TR | 6.05% | 204.8K | $25.4M | +0.65%(+1.32K) | $89.10(+38.49%) | 2026-06-30 | |
| SFLR | INNOVATOR ETFS TRUST | 5.92% | 644.7K | $24.9M | +3459.38%(+626.60K) | $36.67(+7.36%) | 2026-06-30 | |
| CSHI | NEOS ETF TRUST | 5.12% | 432.2K | $21.5M | +28.40%(+95.58K) | $49.84(-0.31%) | 2026-06-30 | |
| HTRB | HARTFORD FDS EXCHANGE TRADED | 4.08% | 507.7K | $17.1M | +6.95%(+33.01K) | $33.96(-1.97%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.36% | 48.8K | $14.1M | -0.89%(-440) | $99.23(+207.76%) | 2026-06-30 | |
| OEF | ISHARES TR | 2.43% | 27.9K | $10.2M | -3.12%(-900) | $148.80(+157.07%) | 2026-06-30 | |
| XMHQ | INVESCO EXCHANGE TRADED FD T | 1.89% | 70.5K | $8.0M | +2.02%(+1.39K) | $94.72(+26.09%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 1.89% | 10.8K | $8.0M | +3.56%(+371) | $325.83(+124.82%) | 2026-06-30 | |
| KO | COCA COLA CO | 1.36% | 70.3K | $5.7M | -0.01%(-4) | $55.70(+57.27%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.21% | +48.98% | +7.64% | +44.48% |
| Top 20 Holdings Unweighted | +14.63% | +50.63% | +7.18% | +41.43% |
Atticus Wealth Management LLC reports $420.12M in US-listed equity holdings across 177 positions in its most recent 13F filing. Its largest disclosed positions are SPY (22.7%), IWF (6.0%) and SFLR (5.9%). The top 20 holdings account for 65.33% of reported assets. Its disclosed equity book has returned +48.98% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Atticus Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1800234). View Atticus Wealth Management LLC’s 13F filings on SEC