ATTICUS WEALTH MANAGEMENT, LLC

CIK 0001800234 • 7 13F filings • Apr 22, 2025 – Oct 20, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $368.9M170 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$403K	0.1%	3,925 SH	New
ABBVIE INC	COM	$699K	0.2%Prev: 0.3%	3,215 SH	Decreased-525 SH
ADVANCED MICRO DEVICES INC	COM	$372K	0.1%Prev: 0.0%	1,829 SH	Increased+1,415 SH
AGNICO EAGLE MINES LTD	COM	$461K	0.1%	2,269 SH	New
ALLSTATE CORP	COM	$349K	0.1%Prev: 0.0%	1,682 SH	Increased+1,298 SH
ALPHABET INC	CAP STK CL A	$3.6M	1.0%Prev: 0.7%	12,521 SH	Increased-1,650 SH
ALPHABET INC	CAP STK CL C	$1.7M	0.4%Prev: 0.2%	5,755 SH	Increased+1,579 SH
AMAZON COM INC	COM	$2.9M	0.8%Prev: 0.8%	13,889 SH	Increased+1,298 SH
AMPHENOL CORP	CL A	$206K	0.1%	1,633 SH	New
ANALOG DEVICES INC	COM	$896K	0.2%Prev: 0.0%	2,816 SH	Increased+2,295 SH
APPLE INC	COM	$12.5M	3.4%Prev: 3.4%	49,283 SH	Increased+2,555 SH
APPLIED MATLS INC	COM	$1.4M	0.4%Prev: 0.1%	4,162 SH	Increased+1,140 SH
ARES MANAGEMENT CORPORATION	CL A COM STK	$504K	0.1%	4,617 SH	New
ARISTA NETWORKS INC	COM SHS	$251K	0.1%Prev: 0.1%	2,046 SH	Increased-1,029 SH
ASML HLDG NV	N Y REGISTRY SHS	$564K	0.2%	427 SH	New
AUTODESK INC	COM	$236K	0.1%	987 SH	New
AUTOZONE INC	COM	$388K	0.1%	115 SH	New
BERKLEY W R CORP	COM	$388K	0.1%	5,858 SH	New
BERKSHIRE HATHAWAY INC DEL	CL A	$718K	0.2%	1 SH	New
BOSTON SCIENTIFIC CORP	COM	$256K	0.1%	4,086 SH	New
BROADCOM INC	COM	$2.8M	0.8%Prev: 0.2%	9,169 SH	Increased+6,336 SH
CATERPILLAR INC	COM	$220K	0.1%Prev: 0.0%	311 SH	Increased+5 SH
CHEVRON CORPORATION	COM	$995K	0.3%	4,808 SH	New
CHUBB LTD SWITZ	COM	$260K	0.1%	798 SH	New
CISCO SYS INC	COM	$817K	0.2%Prev: 0.0%	10,532 SH	Increased+9,927 SH
CITIGROUP INC	COM NEW	$226K	0.1%Prev: 0.0%	1,993 SH	Increased+1,770 SH
CME GROUP INC	COM	$250K	0.1%	845 SH	New
COCA COLA CO	COM	$5.3M	1.4%Prev: 1.7%	70,282 SH	Increased-1,408 SH
COSTCO WHOLESALE CORPORATION	COM	$3.1M	0.8%	3,073 SH	New
CUMMINS INC	COM	$770K	0.2%Prev: 0.1%	1,430 SH	Increased+167 SH
EA SERIES TRUST	STRIVE 1000 DIV	$233K	0.1%	6,563 SH	New
EA SERIES TRUST	US QUAN MOMENTUM	$805K	0.2%	11,783 SH	New
EATON CORP PLC	SHS	$390K	0.1%	1,091 SH	New
ELI LILLY & CO	COM	$1.5M	0.4%Prev: 0.4%	1,655 SH	Increased+6 SH
ETF SER SOLUTIONS	DEFIANCE QUANTUM	$1.4M	0.4%	12,744 SH	New
EXXON MOBIL CORP	COM	$1.0M	0.3%Prev: 0.1%	6,033 SH	Increased+2,994 SH
FORTINET INC	COM	$650K	0.2%Prev: 0.2%	7,955 SH	Decreased
GARMIN LTD	SHS	$243K	0.1%	1,045 SH	New
GE VERNOVA INC	COM	$848K	0.2%Prev: 0.0%	971 SH	Increased+936 SH
GENERAL DYNAMICS CORP	COM	$319K	0.1%Prev: 0.1%	929 SH	Decreased-286 SH
GLOBAL X FDS	ARTIFICIAL ETF	$1.0M	0.3%Prev: 0.2%	21,697 SH	Increased+2,061 SH
GLOBAL X FDS	NASDAQ 100 COVER	$190K	0.1%Prev: 0.0%	11,107 SH	Increased+10,027 SH
GOLDMAN SACHS GROUP INC	COM	$447K	0.1%Prev: 0.1%	528 SH	Increased+148 SH
GRAHAM HLDGS CO	COM CL B	$452K	0.1%	428 SH	New
GREEN BRICK PARTNERS INC	COM	$315K	0.1%	4,886 SH	New
HARTFORD FDS EXCHANGE TRADED	TOTAL RTRN ETF	$16.0M	4.3%Prev: 3.8%	474,703 SH	Increased+134,549 SH
HOME DEPOT INC	COM	$1.8M	0.5%Prev: 0.4%	5,492 SH	Increased+2,206 SH
INNOVATOR ETFS TRUST	QUITY MANAGD FLR	$641K	0.2%	18,113 SH	New
INNOVATOR ETFS TRUST	US EQT PWR BUF	$662K	0.2%Prev: 0.2%	16,640 SH	Decreased-3,248 SH
INNOVATOR ETFS TRUST	US EQTY PWR BF	$306K	0.1%Prev: 0.1%	7,155 SH	Increased
INNOVATOR ETFS TRUST	US EQTY PWR BUF	$14.4M	3.9%Prev: 4.4%	343,113 SH	Increased-15,226 SH
INNOVATOR ETFS TRUST	US EQTY ULTRA B	$387K	0.1%Prev: 0.2%	10,000 SH	Decreased-4,415 SH
INNOVATOR ETFS TRUST	US EQTY ULTRA BU	$812K	0.2%Prev: 0.2%	21,778 SH	Increased
INTERACTIVE BROKERS GROUP IN	COM CL A	$320K	0.1%	4,769 SH	New
INTERCONTINENTAL EXCHANGE IN	COM	$202K	0.1%Prev: 0.1%	1,284 SH	Increased+278 SH
INTERNATIONAL BUSINESS MACHS	COM	$237K	0.1%Prev: 0.0%	977 SH	Increased+525 SH
INTUITIVE SURGICAL INC	COM NEW	$565K	0.2%Prev: 0.1%	1,226 SH	Increased+701 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$208K	0.1%	874 SH	New
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$9.9M	2.7%Prev: 2.6%	135,924 SH	Increased+31,226 SH
INVESCO EXCHANGE TRADED FD T	S&P MDCP QUALITY	$7.1M	1.9%Prev: 2.0%	69,079 SH	Increased+3,205 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$1.6M	0.4%Prev: 0.1%	8,458 SH	Increased+6,868 SH
INVESCO QQQ TR	UNIT SER 1	$6.0M	1.6%Prev: 1.4%	10,428 SH	Increased+1,399 SH
ISHARES INC	MSCI EMRG CHN	$1.9M	0.5%Prev: 0.5%	24,607 SH	Increased-3,999 SH
ISHARES TR	CORE S&P MCP ETF	$1.7M	0.5%Prev: 0.7%	24,943 SH	Decreased-13,077 SH
ISHARES TR	CORE S&P SCP ETF	$3.2M	0.9%Prev: 0.8%	25,731 SH	Increased+2,697 SH
ISHARES TR	CORE S&P TTL STK	$352K	0.1%Prev: 0.1%	2,475 SH	Increased-15 SH
ISHARES TR	CORE S&P500 ETF	$1.3M	0.3%Prev: 0.0%	1,963 SH	Increased+1,838 SH
ISHARES TR	CORE US AGGBD ET	$263K	0.1%Prev: 0.2%	2,653 SH	Decreased-4,391 SH
ISHARES TR	ESG AWR MSCI USA	$286K	0.1%Prev: 0.1%	2,020 SH	Increased-171 SH
ISHARES TR	MSCI EAFE ETF	$2.8M	0.8%Prev: 0.6%	29,025 SH	Increased+6,398 SH
ISHARES TR	MSCI EMG MKT ETF	$1.9M	0.5%Prev: 0.5%	33,503 SH	Increased-962 SH
ISHARES TR	MSCI INDIA ETF	$988K	0.3%Prev: 0.3%	21,102 SH	Increased+3,892 SH
ISHARES TR	MSCI USA MMENTM	$204K	0.1%	849 SH	New
ISHARES TR	MSCI USA QLT FCT	$249K	0.1%Prev: 0.1%	1,300 SH	Decreased-321 SH
ISHARES TR	RUS 1000 GRW ETF	$21.7M	5.9%Prev: 5.6%	50,876 SH	Increased+3,466 SH
ISHARES TR	RUS 1000 VAL ETF	$408K	0.1%Prev: 0.2%	1,909 SH	Decreased-859 SH
ISHARES TR	RUS MD CP GR ETF	$959K	0.3%Prev: 0.3%	7,486 SH	Increased-84 SH
ISHARES TR	RUS MDCP VAL ETF	$377K	0.1%Prev: 0.2%	2,590 SH	Decreased-1,112 SH
ISHARES TR	RUSSELL 2000 ETF	$1.5M	0.4%Prev: 0.7%	5,998 SH	Decreased-4,276 SH
ISHARES TR	S&P 100 ETF	$9.2M	2.5%Prev: 2.7%	28,844 SH	Increased-1,651 SH
ISHARES TR	S&P 500 GRWT ETF	$903K	0.2%Prev: 0.3%	7,986 SH	Increased-1,238 SH
ISHARES TR	TRUST ISHARE 0-1	$2.0M	0.5%	18,052 SH	New
J P MORGAN EXCHANGE TRADED F	ACTIVE GROWTH	$1.7M	0.5%	20,255 SH	New
J P MORGAN EXCHANGE TRADED F	ACTIVE VALUE ETF	$419K	0.1%	5,834 SH	New
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$699K	0.2%Prev: 0.0%	12,336 SH	Increased+11,011 SH
J P MORGAN EXCHANGE TRADED F	U S TECH LEADERS	$1.1M	0.3%	14,390 SH	New
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$293K	0.1%Prev: 0.2%	5,787 SH	Decreased-3,989 SH
JOHNSON & JOHNSON	COM	$647K	0.2%Prev: 0.2%	2,645 SH	Increased-1,175 SH
JOHNSON CONTROLS INTERNATION	SHS	$376K	0.1%	2,874 SH	New
JPMORGAN CHASE & CO	COM	$2.2M	0.6%	7,413 SH	New
L3HARRIS TECHNOLOGIES INC	COM	$447K	0.1%Prev: 0.0%	1,296 SH	Increased+701 SH
LAM RESEARCH CORP	COM NEW	$261K	0.1%Prev: 0.0%	1,223 SH	Increased+58 SH
LAMAR ADVERTISING CO	CL A	$565K	0.2%	4,457 SH	New
LANDBRIDGE COMPANY LLC	CL A	$396K	0.1%	5,739 SH	New
LINDE PLC	SHS	$362K	0.1%Prev: 0.1%	730 SH	Decreased-70 SH
LOCKHEED MARTIN CORP	COM	$461K	0.1%Prev: 0.0%	763 SH	Increased+743 SH
MARATHON PETE CORP	COM	$528K	0.1%	2,161 SH	New
MARKEL GROUP INC	COM	$255K	0.1%	133 SH	New
MASTERCARD INCORPORATED	CL A	$800K	0.2%Prev: 0.3%	1,601 SH	Increased+203 SH
MCDONALDS CORP	COM	$657K	0.2%Prev: 0.3%	2,115 SH	Decreased-573 SH
MEDTRONIC PLC	SHS	$568K	0.2%Prev: 0.0%	6,554 SH	Increased+6,464 SH
MERCK & CO INC	COM	$686K	0.2%Prev: 0.1%	5,700 SH	Increased+1,657 SH
META PLATFORMS INC	CL A	$1.3M	0.4%Prev: 0.3%	2,322 SH	Increased+898 SH
MICROCHIP TECHNOLOGY INC.	COM	$206K	0.1%	3,193 SH	New
MICROSOFT CORP	COM	$5.5M	1.5%Prev: 1.8%	14,840 SH	Decreased-121 SH
MORGAN STANLEY	COM NEW	$993K	0.3%Prev: 0.0%	6,034 SH	Increased+5,184 SH
MOTOROLA SOLUTIONS INC	COM NEW	$262K	0.1%	603 SH	New
NEOS ETF TRUST	NEOS ENH INC 1-3	$16.8M	4.5%Prev: 6.1%	336,587 SH	Decreased-38,844 SH
NETFLIX INC.	COM	$926K	0.3%	9,629 SH	New
NEW YORK LIFE INVESTMENTS ET	NYLI FTSE INTERN	$480K	0.1%	14,302 SH	New
NEXTERA ENERGY INC	COM	$2.0M	0.5%Prev: 0.5%	21,035 SH	Increased+935 SH
NORTHROP GRUMMAN CORP	COM	$765K	0.2%Prev: 0.2%	1,122 SH	Increased+102 SH
NVIDIA CORPORATION	COM	$3.3M	0.9%Prev: 0.6%	18,880 SH	Increased+2,604 SH
NXP SEMICONDUCTORS N V	COM	$218K	0.1%Prev: 0.0%	1,106 SH	Increased+1,006 SH
OLD REP INTL CORP	COM	$688K	0.2%	17,242 SH	New
ORACLE CORP	COM	$705K	0.2%Prev: 0.1%	4,795 SH	Increased+3,259 SH
OREILLY AUTOMOTIVE INC	COM	$258K	0.1%Prev: 0.0%	2,794 SH	Increased+2,793 SH
PALANTIR TECHNOLOGIES INC	CL A	$1.5M	0.4%Prev: 0.0%	10,509 SH	Increased+9,428 SH
PALO ALTO NETWORKS INC	COM	$436K	0.1%Prev: 0.2%	2,717 SH	Decreased-214 SH
PARKER-HANNIFIN CORP	COM	$261K	0.1%Prev: 0.1%	291 SH	Increased+16 SH
PHILLIPS 66	COM	$602K	0.2%Prev: 0.0%	3,303 SH	Increased+3,143 SH
PROCTER & GAMBLE CO	COM	$1.1M	0.3%	7,537 SH	New
PUBLIC STORAGE OPER CO	COM	$231K	0.1%Prev: 0.1%	853 SH	Decreased-287 SH
PUBLIC SVC ENTERPRISE GROUP	COM	$901K	0.2%	11,136 SH	New
QUANTA SVCS INC	COM	$262K	0.1%Prev: 0.0%	477 SH	Increased+9 SH
RBB FD INC	US TRSRY 6 MNTH	$459K	0.1%Prev: 0.2%	9,181 SH	Decreased-3,900 SH
RTX CORPORATION	COM	$504K	0.1%Prev: 0.1%	2,612 SH	Increased+1,055 SH
SALESFORCE INC	COM	$249K	0.1%Prev: 0.0%	1,332 SH	Increased+1,319 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$411K	0.1%Prev: 0.0%	16,026 SH	Increased+10,483 SH
SELECT SECTOR SPDR TR	STATE STREET CON	$1.5M	0.4%	13,505 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$451K	0.1%	9,133 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$1.3M	0.3%	8,739 SH	New
SELECT SECTOR SPDR TR	STATE STREET REA	$213K	0.1%	5,207 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$3.6M	1.0%	26,924 SH	New
SERVICENOW INC	COM	$248K	0.1%Prev: 0.0%	2,371 SH	Increased+2,348 SH
SPDR GOLD TR	GOLD SHS	$5.9M	1.6%Prev: 1.5%	13,602 SH	Increased-2,110 SH
SPDR SERIES TRUST	STATE STREET SPD	$19.5M	5.3%	316,220 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD AN	$830K	0.2%	17,388 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$85.0M	23.0%	130,667 SH	New
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$310K	0.1%	917 SH	New
TAPESTRY INC	COM	$2.1M	0.6%	14,873 SH	New
TESLA INC	COM	$2.0M	0.5%Prev: 0.1%	5,334 SH	Increased+3,606 SH
TOLL BROTHERS INC	COM	$393K	0.1%	2,877 SH	New
TRACTOR SUPPLY CO	COM	$204K	0.1%Prev: 0.1%	4,500 SH	Decreased-363 SH
TRANE TECHNOLOGIES PLC	SHS	$306K	0.1%	735 SH	New
TRAVELERS COMPANIES INC	COM	$400K	0.1%	1,372 SH	New
TRUIST FINL CORP	COM	$719K	0.2%Prev: 0.2%	15,634 SH	Increased
UNILEVER PLC	SPON ADR NEW	$273K	0.1%Prev: 0.0%	4,787 SH	Increased+4,068 SH
UNION PAC CORP	COM	$287K	0.1%Prev: 0.1%	1,184 SH	Increased+529 SH
UNITED PARCEL SVCS INC	CL B	$318K	0.1%	3,236 SH	New
VALERO ENERGY CORP	COM	$460K	0.1%	1,861 SH	New
VANGUARD INDEX FDS	EXTEND MKT ETF	$808K	0.2%Prev: 0.2%	3,924 SH	Increased+49 SH
VANGUARD INDEX FDS	GROWTH ETF	$313K	0.1%Prev: 0.1%	716 SH	Increased+14 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$3.5M	1.0%Prev: 1.0%	11,774 SH	Increased-589 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$249K	0.1%Prev: 0.1%	1,352 SH	Increased+176 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.1M	0.3%Prev: 0.2%	1,829 SH	Increased+926 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$534K	0.1%Prev: 0.1%	2,459 SH	Increased-5 SH
VANGUARD INDEX FDS	VALUE ETF	$395K	0.1%Prev: 0.3%	2,014 SH	Decreased-3,146 SH
VANGUARD INTL EQUITY INDEX F	FTSE PACIFIC ETF	$293K	0.1%Prev: 0.1%	2,995 SH	Increased-257 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$417K	0.1%	5,041 SH	New
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$305K	0.1%Prev: 0.1%	5,208 SH	Decreased-581 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$2.3M	0.6%Prev: 1.1%	10,468 SH	Decreased-6,635 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$4.6M	1.2%Prev: 1.3%	30,844 SH	Increased+1,079 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$451K	0.1%Prev: 0.0%	4,784 SH	Increased+4,112 SH
VANGUARD WORLD FD	INF TECH ETF	$2.1M	0.6%Prev: 0.6%	3,063 SH	Increased-147 SH
VERIZON COMMUNICATIONS INC	COM	$750K	0.2%Prev: 0.0%	14,947 SH	Increased+14,677 SH
VERTIV HOLDINGS CO	COM CL A	$713K	0.2%Prev: 0.0%	2,845 SH	Increased+996 SH
VISA INC	COM CL A	$1.5M	0.4%Prev: 0.4%	4,829 SH	Increased+1,076 SH
WALMART INC	COM	$719K	0.2%Prev: 0.1%	5,783 SH	Increased+1,838 SH
WEC ENERGY GROUP INC	COM	$272K	0.1%Prev: 0.0%	2,350 SH	Increased+2,140 SH

Sold (vs prior filing)

3M CO — $18K
ABBOTT LABS — $352K
ABRDN TOTAL DYNAMIC DIVIDEND — $12K
ACCENTURE PLC IRELAND — $206K
ADOBE INC — $374K
ADVENT CONV & INCOME FD — $10K
AFLAC INC — $88K
AGREE RLTY CORP — $39K
AIR PRODS & CHEMS INC — $338K
AIRBNB INC — $4K
ALCOA CORP — $8K
ALIBABA GROUP HLDG LTD — $20K
ALIGN TECHNOLOGY INC — $3K
ALLIANCEBERNSTEIN HLDG L P — $90K
ALLY FINL INC — $30K
ALPS ETF TR — $39K
ALTRIA GROUP INC — $59K
AMC ENTMT HLDGS INC — $574
AMERICAN ELEC PWR CO INC — $55K
AMERICAN EXPRESS CO — $27K
… and 370 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 20, 2026	Q3 2026	13F-HR	0001800234-26-000005	—	View
Feb 9, 2026	Q4 2025	13F-HR	0001800234-26-000001	$404.9M	View
Nov 7, 2025	Q3 2025