Atticus Wealth Management, LLC

13F filer · CIK 0001800234

Reported Jul 15, 2026

Net seller this quarter

13F portfolio value$420MU.S. long equity reported on 13F

Positions1096 new · 11 closed

Net flow last quarter-$2.72MBuys minus sells

Top 10 positions weight35.6%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 15, 2026109 positions
SPYSPDR S&P 500 ETF Trust	$95.4M	22.70%	Not reported	-2.3%	Q4 2019
AAPLApple Inc.	$14.1M	3.36%	0.00%	-0.9%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$7.95M	1.89%	Not reported	+3.6%	Q4 2019
KOCoca Cola Co	$5.71M	1.36%	0.00%	0.0%	Q4 2019
MSFTMicrosoft Corp	$5.56M	1.32%	0.00%	+0.5%	Q4 2019
GLDSPDR Gold Trust	$4.87M	1.16%	0.00%	-2.8%	Q4 2019
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$4.82M	1.15%	Not reported	-1.1%	Q4 2019
GOOGLAlphabet Inc.	$4.31M	1.03%	0.00%	-3.7%	Q4 2019
NVDANvidia Corp	$3.58M	0.85%	0.00%	-5.3%	Q4 2019
AVGOBroadcom Inc.	$3.43M	0.82%	0.00%	-0.9%	Q4 2019
AMZNAmazon Com Inc	$3.21M	0.76%	0.00%	-3.1%	Q4 2019
AMATApplied Materials Inc	$3.01M	0.72%	0.00%	-0.1%	Q4 2019
QTUMQuantum Group Inc	$2.79M	0.66%	Not reported	+32.2%	Q3 2025
COSTCostco Wholesale Corp	$2.78M	0.66%	0.00%	-3.3%	Q4 2019
JPMJPMorgan Chase & Co	$2.41M	0.57%	0.00%	-0.8%	Q4 2019
TSLATesla, Inc.	$2.25M	0.54%	0.00%	+0.3%	Q4 2019
EMXCEmax Holdings Corp	$2.22M	0.53%	Not reported	-11.6%	Q4 2023
GOOGAlphabet Inc.	$2.16M	0.51%	Not reported	+6.2%	Q4 2019
TPRTapestry, Inc.	$2.15M	0.51%	0.01%	-1.0%	Q2 2025
PDECPetals Decorative Accents, Inc.	$2.1M	0.50%	Not reported	-0.4%	Q4 2022
PLTRPalantir Technologies Inc.	$2.08M	0.50%	0.00%	+69.9%	Q1 2021
LLYELI LILLY & Co	$2M	0.48%	0.00%	+0.5%	Q4 2019
HDHome Depot, Inc.	$1.88M	0.45%	0.00%	-3.0%	Q4 2019
NEENextera Energy Inc	$1.81M	0.43%	0.00%	-1.9%	Q4 2019
VVisa Inc.	$1.68M	0.40%	0.00%	+1.3%	Q4 2019
MSMorgan Stanley	$1.47M	0.35%	0.00%	+16.5%	Q4 2019
METAMeta Platforms, Inc.	$1.47M	0.35%	Not reported	+12.2%	Q4 2019
AMDAdvanced Micro Devices Inc	$1.27M	0.30%	0.00%	+19.3%	Q4 2019
CSCOCisco Systems, Inc.	$1.23M	0.29%	0.00%	-0.8%	Q4 2019
FTNTFortinet, Inc.	$1.22M	0.29%	0.00%	Not reported	Q2 2020
AIQAlliance HealthCare Services, Inc	$1.18M	0.28%	0.17%	-16.9%	Q1 2025
GEVGE Vernova Inc.	$1.13M	0.27%	0.00%	-0.5%	Q3 2024
ADIAnalog Devices Inc	$1.12M	0.27%	0.00%	-0.1%	Q4 2021
CMICummins Inc	$1.02M	0.24%	0.00%	+0.1%	Q4 2019
VRTVertiv Holdings Co	$947K	0.23%	0.00%	-0.6%	Q1 2024
PEGPublic Service Enterprise Group Inc	$945K	0.22%	0.00%	+4.6%	Q3 2021
PGPROCTER & GAMBLE Co	$938K	0.22%	0.00%	-15.2%	Q4 2019
ASMLAsml Holding NV	$895K	0.21%	0.00%	+5.4%	Q3 2021
UNOVEarth Science Tech, Inc.	$875K	0.21%	Not reported	Not reported	Q4 2022
PANWPalo Alto Networks Inc	$865K	0.21%	0.00%	-6.7%	Q4 2019
MAMastercard Inc	$845K	0.20%	0.00%	+2.8%	Q4 2019
ABBVAbbVie Inc.	$801K	0.19%	0.00%	-1.0%	Q4 2019
CVXChevron Corp	$796K	0.19%	0.00%	-0.2%	Q4 2019
ORCLOracle Corp	$790K	0.19%	0.00%	+12.4%	Q4 2019
TFCTruist Financial Corp	$779K	0.19%	0.00%	Not reported	Q4 2019
MRKMerck & Co., Inc.	$740K	0.18%	0.00%	+1.0%	Q4 2019
CEFSprott Physical Gold & Silver Trust	$725K	0.17%	0.01%	+3.6%	Q2 2025
ORIOld Republic International Corp	$714K	0.17%	0.01%	+1.2%	Q2 2025
JNJJohnson & Johnson	$685K	0.16%	0.00%	+2.0%	Q4 2019
WMTWalmart Inc.	$660K	0.16%	0.00%	+0.8%	Q4 2019

Q1 2026Reported Apr 28, 2026114 positions
SPYSPDR S&P 500 ETF Trust	$85M	23.03%	Not reported	-6.5%	Q4 2019
AAPLApple Inc.	$12.5M	3.39%	0.00%	-1.8%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$6.02M	1.63%	Not reported	-1.9%	Q4 2019
GLDSPDR Gold Trust	$5.85M	1.59%	0.00%	-8.2%	Q4 2019
MSFTMicrosoft Corp	$5.49M	1.49%	0.00%	-7.7%	Q4 2019
KOCoca Cola Co	$5.34M	1.45%	0.00%	+0.1%	Q4 2019
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$4.57M	1.24%	Not reported	-3.2%	Q4 2019
GOOGLAlphabet Inc.	$3.6M	0.98%	0.00%	-6.6%	Q4 2019
NVDANvidia Corp	$3.29M	0.89%	0.00%	-5.6%	Q4 2019
COSTCostco Wholesale Corp	$3.06M	0.83%	0.00%	-14.1%	Q4 2019
AMZNAmazon Com Inc	$2.89M	0.78%	0.00%	-5.7%	Q4 2019
AVGOBroadcom Inc.	$2.84M	0.77%	0.00%	-3.3%	Q4 2019
JPMJPMorgan Chase & Co	$2.18M	0.59%	0.00%	-5.2%	Q4 2019
TPRTapestry, Inc.	$2.1M	0.57%	0.01%	+0.2%	Q2 2025
TSLATesla, Inc.	$1.98M	0.54%	0.00%	+0.1%	Q4 2019
PDECPetals Decorative Accents, Inc.	$1.96M	0.53%	Not reported	-3.3%	Q4 2022
NEENextera Energy Inc	$1.95M	0.53%	0.00%	-5.3%	Q4 2019
EMXCEmax Holdings Corp	$1.94M	0.52%	Not reported	-8.8%	Q4 2023
HDHome Depot, Inc.	$1.81M	0.49%	0.00%	+1.1%	Q4 2019
GOOGAlphabet Inc.	$1.65M	0.45%	Not reported	-1.1%	Q4 2019
PLTRPalantir Technologies Inc.	$1.54M	0.42%	0.00%	+7.7%	Q1 2021
LLYELI LILLY & Co	$1.52M	0.41%	0.00%	-1.0%	Q4 2019
VVisa Inc.	$1.46M	0.40%	0.00%	-4.1%	Q4 2019
AMATApplied Materials Inc	$1.42M	0.39%	0.00%	-5.5%	Q4 2019
QTUMQuantum Group Inc	$1.37M	0.37%	Not reported	+67.7%	Q3 2025
METAMeta Platforms, Inc.	$1.33M	0.36%	Not reported	-14.7%	Q4 2019
PGPROCTER & GAMBLE Co	$1.09M	0.30%	0.00%	-6.0%	Q4 2019
XOMExxonMobil Holdings Corp	$1.02M	0.28%	0.00%	+0.5%	Q4 2019
AIQAlliance HealthCare Services, Inc	$1.01M	0.27%	0.20%	-3.9%	Q1 2025
CVXChevron Corp	$995K	0.27%	0.00%	+1.0%	Q4 2019
MSMorgan Stanley	$993K	0.27%	0.00%	-0.6%	Q4 2019
NFLXNetflix Inc	$926K	0.25%	0.00%	-0.4%	Q4 2019
PEGPublic Service Enterprise Group Inc	$901K	0.24%	0.00%	+1.3%	Q3 2021
ADIAnalog Devices Inc	$896K	0.24%	0.00%	-12.0%	Q4 2021
GEVGE Vernova Inc.	$848K	0.23%	0.00%	+0.4%	Q3 2024
CEFSprott Physical Gold & Silver Trust	$830K	0.22%	0.01%	+42.6%	Q2 2025
CSCOCisco Systems, Inc.	$817K	0.22%	0.00%	-2.1%	Q4 2019
UNOVEarth Science Tech, Inc.	$812K	0.22%	Not reported	Not reported	Q4 2022
MAMastercard Inc	$800K	0.22%	0.00%	-10.1%	Q4 2019
CMICummins Inc	$770K	0.21%	0.00%	+0.1%	Q4 2019
NOCNorthrop Grumman Corp	$765K	0.21%	0.00%	Not reported	Q4 2019
VZVerizon Communications Inc	$750K	0.20%	0.00%	-6.0%	Q4 2019
WMTWalmart Inc.	$719K	0.19%	0.00%	-20.5%	Q4 2019
TFCTruist Financial Corp	$719K	0.19%	0.00%	Not reported	Q4 2019
BRK.ABerkshire Hathaway Inc	$718K	0.19%	Not reported	-50.0%	Q4 2025
VRTVertiv Holdings Co	$713K	0.19%	0.00%	-2.9%	Q1 2024
ORCLOracle Corp	$705K	0.19%	0.00%	-16.5%	Q4 2019
ABBVAbbVie Inc.	$699K	0.19%	0.00%	-10.9%	Q4 2019
ORIOld Republic International Corp	$688K	0.19%	0.01%	+1.9%	Q2 2025
MRKMerck & Co., Inc.	$686K	0.19%	0.00%	+0.5%	Q4 2019

Q4 2025Reported Feb 9, 2026130 positions
SPYSPDR S&P 500 ETF Trust	$95.3M	23.54%	Not reported	-0.8%	Q4 2019
AAPLApple Inc.	$13.6M	3.37%	0.00%	-2.0%	Q4 2019
MSFTMicrosoft Corp	$7.78M	1.92%	0.00%	-2.6%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$6.53M	1.61%	Not reported	+5.5%	Q4 2019
GLDSPDR Gold Trust	$5.87M	1.45%	0.00%	-0.6%	Q4 2019
KOCoca Cola Co	$4.91M	1.21%	0.00%	0.0%	Q4 2019
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$4.57M	1.13%	Not reported	+2.2%	Q4 2019
GOOGLAlphabet Inc.	$4.19M	1.04%	0.00%	-4.9%	Q4 2019
NVDANvidia Corp	$3.73M	0.92%	0.00%	-8.7%	Q4 2019
AMZNAmazon Com Inc	$3.4M	0.84%	0.00%	-2.3%	Q4 2019
AVGOBroadcom Inc.	$3.28M	0.81%	0.00%	-0.5%	Q4 2019
COSTCostco Wholesale Corp	$3.09M	0.76%	0.00%	-0.3%	Q4 2019
JPMJPMorgan Chase & Co	$2.52M	0.62%	0.00%	-0.1%	Q4 2019
TSLATesla, Inc.	$2.4M	0.59%	0.00%	Not reported	Q4 2019
PDECPetals Decorative Accents, Inc.	$2.07M	0.51%	Not reported	-0.2%	Q4 2022
EMXCEmax Holdings Corp	$1.96M	0.48%	Not reported	-0.7%	Q4 2023
TPRTapestry, Inc.	$1.9M	0.47%	0.01%	+0.2%	Q2 2025
HDHome Depot, Inc.	$1.87M	0.46%	0.00%	+6.4%	Q4 2019
GOOGAlphabet Inc.	$1.83M	0.45%	Not reported	-2.8%	Q4 2019
LLYELI LILLY & Co	$1.8M	0.44%	0.00%	-0.2%	Q4 2019
METAMeta Platforms, Inc.	$1.8M	0.44%	Not reported	+5.6%	Q4 2019
NEENextera Energy Inc	$1.78M	0.44%	0.00%	+0.2%	Q4 2019
VVisa Inc.	$1.77M	0.44%	0.00%	+0.1%	Q4 2019
PLTRPalantir Technologies Inc.	$1.73M	0.43%	0.00%	-0.8%	Q1 2021
BRK.ABerkshire Hathaway Inc	$1.51M	0.37%	Not reported	New	Q4 2025
PGPROCTER & GAMBLE Co	$1.15M	0.28%	0.00%	-1.0%	Q4 2019
AIQAlliance HealthCare Services, Inc	$1.15M	0.28%	0.21%	-1.7%	Q1 2025
AMATApplied Materials Inc	$1.13M	0.28%	0.00%	+0.1%	Q4 2019
ORCLOracle Corp	$1.12M	0.28%	0.00%	0.0%	Q4 2019
MSMorgan Stanley	$1.08M	0.27%	0.00%	+0.3%	Q4 2019
MAMastercard Inc	$1.02M	0.25%	0.00%	-0.8%	Q4 2019
NFLXNetflix Inc	$907K	0.22%	0.00%	-2.2%	Q4 2019
PEGPublic Service Enterprise Group Inc	$882K	0.22%	0.00%	-2.0%	Q3 2021
ADIAnalog Devices Inc	$868K	0.21%	0.00%	+11.2%	Q4 2021
QTUMQuantum Group Inc	$833K	0.21%	Not reported	+31.7%	Q3 2025
UNOVEarth Science Tech, Inc.	$829K	0.20%	Not reported	Not reported	Q4 2022
CSCOCisco Systems, Inc.	$828K	0.20%	0.00%	-1.1%	Q4 2019
ABBVAbbVie Inc.	$825K	0.20%	0.00%	-3.0%	Q4 2019
WMTWalmart Inc.	$810K	0.20%	0.00%	-0.2%	Q4 2019
GSGoldman Sachs Group Inc	$797K	0.20%	0.00%	Not reported	Q4 2019
MCDMcdonalds Corp	$796K	0.20%	0.00%	-0.4%	Q4 2019
ORIOld Republic International Corp	$772K	0.19%	0.01%	+0.4%	Q2 2025
TFCTruist Financial Corp	$769K	0.19%	0.00%	Not reported	Q4 2019
ISRGIntuitive Surgical Inc	$767K	0.19%	0.00%	-7.6%	Q4 2019
CMICummins Inc	$729K	0.18%	0.00%	-0.1%	Q4 2019
ARESAres Management Corp	$726K	0.18%	0.00%	+0.3%	Q3 2021
CVXChevron Corp	$725K	0.18%	0.00%	+4.3%	Q4 2019
XOMExxonMobil Holdings Corp	$723K	0.18%	0.00%	+0.1%	Q4 2019
VZVerizon Communications Inc	$648K	0.16%	0.00%	+7.9%	Q4 2019
NOCNorthrop Grumman Corp	$640K	0.16%	0.00%	+0.1%	Q4 2019

Q3 2025Reported Nov 7, 2025127 positions
SPYSPDR S&P 500 ETF Trust	$93.9M	23.70%	Not reported	-5.1%	Q4 2019
AAPLApple Inc.	$13M	3.29%	0.00%	+2.1%	Q4 2019
MSFTMicrosoft Corp	$8.55M	2.16%	0.00%	+3.8%	Q4 2019
QQQInvesco QQQ Trust, Series 1	$6.05M	1.53%	Not reported	+2.8%	Q4 2019
GLDSPDR Gold Trust	$5.3M	1.34%	0.00%	+0.5%	Q4 2019
KOCoca Cola Co	$4.66M	1.18%	0.00%	Not reported	Q4 2019
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$4.39M	1.11%	Not reported	+1.0%	Q4 2019
NVDANvidia Corp	$4.09M	1.03%	0.00%	+11.8%	Q4 2019
GOOGLAlphabet Inc.	$3.43M	0.86%	0.00%	-0.3%	Q4 2019
COSTCostco Wholesale Corp	$3.32M	0.84%	0.00%	-0.2%	Q4 2019
AMZNAmazon Com Inc	$3.31M	0.84%	0.00%	+4.5%	Q4 2019
AVGOBroadcom Inc.	$3.14M	0.79%	0.00%	+38.7%	Q4 2019
JPMJPMorgan Chase & Co	$2.47M	0.62%	0.00%	+21.3%	Q4 2019
TSLATesla, Inc.	$2.37M	0.60%	0.00%	+146.7%	Q4 2019
HDHome Depot, Inc.	$2.07M	0.52%	0.00%	+13.6%	Q4 2019
PDECPetals Decorative Accents, Inc.	$2.01M	0.51%	Not reported	Not reported	Q4 2022
METAMeta Platforms, Inc.	$1.89M	0.48%	Not reported	+38.6%	Q4 2019
EMXCEmax Holdings Corp	$1.84M	0.46%	Not reported	-5.6%	Q4 2023
PLTRPalantir Technologies Inc.	$1.8M	0.45%	0.00%	+194.6%	Q1 2021
VVisa Inc.	$1.72M	0.43%	0.00%	+10.4%	Q4 2019
TPRTapestry, Inc.	$1.68M	0.42%	0.01%	+53.0%	Q2 2025
NEENextera Energy Inc	$1.67M	0.42%	0.00%	-6.5%	Q4 2019
ORCLOracle Corp	$1.62M	0.41%	0.00%	+9.1%	Q4 2019
GOOGAlphabet Inc.	$1.46M	0.37%	Not reported	+16.6%	Q4 2019
LLYELI LILLY & Co	$1.28M	0.32%	0.00%	-1.8%	Q4 2019
PGPROCTER & GAMBLE Co	$1.24M	0.31%	0.00%	+17.5%	Q4 2019
NFLXNetflix Inc	$1.19M	0.30%	0.00%	+10.0%	Q4 2019
AIQAlliance HealthCare Services, Inc	$1.13M	0.29%	0.21%	+1.3%	Q1 2025
MAMastercard Inc	$1.02M	0.26%	0.00%	+8.8%	Q4 2019
MSMorgan Stanley	$962K	0.24%	0.00%	+46.8%	Q4 2019
PEGPublic Service Enterprise Group Inc	$935K	0.24%	0.00%	+28.4%	Q3 2021
AMATApplied Materials Inc	$902K	0.23%	0.00%	+12.5%	Q4 2019
ABBVAbbVie Inc.	$862K	0.22%	0.00%	+0.7%	Q4 2019
UNOVEarth Science Tech, Inc.	$816K	0.21%	Not reported	Not reported	Q4 2022
MCDMcdonalds Corp	$795K	0.20%	0.00%	-5.0%	Q4 2019
WMTWalmart Inc.	$751K	0.19%	0.00%	+21.4%	Q4 2019
CSCOCisco Systems, Inc.	$744K	0.19%	0.00%	+48.3%	Q4 2019
GSGoldman Sachs Group Inc	$721K	0.18%	0.00%	+45.9%	Q4 2019
ORIOld Republic International Corp	$716K	0.18%	0.01%	+59.0%	Q2 2025
ARESAres Management Corp	$715K	0.18%	0.00%	+64.5%	Q3 2021
TFCTruist Financial Corp	$715K	0.18%	0.00%	Not reported	Q4 2019
CVXChevron Corp	$709K	0.18%	0.00%	+3.1%	Q4 2019
ADIAnalog Devices Inc	$707K	0.18%	0.00%	+61.6%	Q4 2021
NOCNorthrop Grumman Corp	$683K	0.17%	0.00%	+6.9%	Q4 2019
XOMExxonMobil Holdings Corp	$676K	0.17%	0.00%	+0.5%	Q4 2019
FTNTFortinet, Inc.	$669K	0.17%	0.00%	Not reported	Q2 2020
PANWPalo Alto Networks Inc	$656K	0.17%	0.00%	+2.1%	Q4 2019
ISRGIntuitive Surgical Inc	$656K	0.17%	0.00%	+42.3%	Q4 2019
VZVerizon Communications Inc	$648K	0.16%	0.00%	+56.0%	Q4 2019
MDTMedtronic plc	$623K	0.16%	0.00%	+52.4%	Q4 2019

Premium opens every quarter this fund has filed