ATTICUS WEALTH MANAGEMENT, LLC

Est. AUM

$368.3M

13F long equity, this entity only

Positions

180

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	STATE STR SPDR S&P 500 ETF T	TR UNIT	$85.0M	130667	23.07%	SOLE
2	ISHARES TR	RUS 1000 GRW ETF	$21.7M	50876	5.89%	SOLE
3	NEOS ETF TRUST	NEOS ENH INC 1-3	$16.8M	336587	4.55%	SOLE
4	HARTFORD FDS EXCHANGE TRADED	TOTAL RTRN ETF	$16.0M	474703	4.35%	SOLE
5	SPDR SERIES TRUST	STATE STREET SPD	$14.6M	258012	3.96%	SOLE
6	APPLE INC	COM	$12.5M	49283	3.40%	SOLE
7	INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$9.9M	135924	2.70%	SOLE
8	ISHARES TR	S&P 100 ETF	$9.2M	28844	2.49%	SOLE
9	INVESCO EXCHANGE TRADED FD T	S&P MDCP QUALITY	$7.1M	69079	1.94%	SOLE
10	INVESCO QQQ TR	UNIT SER 1	$6.0M	10428	1.63%	SOLE
11	SPDR GOLD TR	GOLD SHS	$5.9M	13602	1.59%	SOLE
12	MICROSOFT CORP	COM	$5.5M	14840	1.49%	SOLE
13	COCA COLA CO	COM	$5.3M	70282	1.45%	SOLE
14	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$4.6M	30844	1.24%	SOLE
15	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$3.6M	90861	0.98%	SOLE
16	ALPHABET INC	CAP STK CL A	$3.6M	12521	0.98%	SOLE
17	SELECT SECTOR SPDR TR	STATE STREET TEC	$3.6M	26924	0.97%	SOLE
18	VANGUARD INDEX FDS	LARGE CAP ETF	$3.5M	11774	0.96%	SOLE
19	NVIDIA CORPORATION	COM	$3.3M	18880	0.89%	SOLE
20	ISHARES TR	CORE S&P SCP ETF	$3.2M	25731	0.87%	SOLE
21	SPDR SERIES TRUST	STATE STREET SPD	$3.2M	32367	0.86%	SOLE
22	COSTCO WHOLESALE CORPORATION	COM	$3.1M	3073	0.83%	SOLE
23	AMAZON COM INC	COM	$2.9M	13889	0.79%	SOLE
24	BROADCOM INC	COM	$2.8M	9169	0.77%	SOLE
25	ISHARES TR	MSCI EAFE ETF	$2.8M	29025	0.77%	SOLE
26	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$2.8M	62633	0.76%	SOLE
27	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$2.3M	10468	0.61%	SOLE
28	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$2.2M	55028	0.61%	SOLE
29	JPMORGAN CHASE & CO	COM	$2.2M	7413	0.59%	SOLE
30	VANGUARD WORLD FD	INF TECH ETF	$2.1M	3063	0.58%	SOLE
31	TAPESTRY INC	COM	$2.1M	14873	0.57%	SOLE
32	ISHARES TR	TRUST ISHARE 0-1	$2.0M	18052	0.54%	SOLE
33	TESLA INC	COM	$2.0M	5334	0.54%	SOLE
34	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$2.0M	46048	0.53%	SOLE
35	NEXTERA ENERGY INC	COM	$2.0M	21035	0.53%	SOLE
36	ISHARES INC	MSCI EMRG CHN	$1.9M	24607	0.53%	SOLE
37	ISHARES TR	MSCI EMG MKT ETF	$1.9M	33503	0.52%	SOLE
38	HOME DEPOT INC	COM	$1.8M	5492	0.49%	SOLE
39	J P MORGAN EXCHANGE TRADED F	ACTIVE GROWTH	$1.7M	20255	0.46%	SOLE
40	ISHARES TR	CORE S&P MCP ETF	$1.7M	24943	0.46%	SOLE
41	ALPHABET INC	CAP STK CL C	$1.6M	5755	0.45%	SOLE
42	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$1.6M	8458	0.44%	SOLE
43	PALANTIR TECHNOLOGIES INC	CL A	$1.5M	10509	0.42%	SOLE
44	ELI LILLY & CO	COM	$1.5M	1655	0.41%	SOLE
45	ISHARES TR	RUSSELL 2000 ETF	$1.5M	5998	0.40%	SOLE
46	SELECT SECTOR SPDR TR	STATE STREET CON	$1.5M	13505	0.40%	SOLE
47	VISA INC	COM CL A	$1.5M	4829	0.40%	SOLE
48	APPLIED MATLS INC	COM	$1.4M	4162	0.39%	SOLE
49	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$1.4M	34421	0.37%	SOLE
50	ETF SER SOLUTIONS	DEFIANCE QUANTUM	$1.4M	12744	0.37%	SOLE

1–50 of 180

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.