ATTICUS WEALTH MANAGEMENT, LLC

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

Import this data to Google Sheets with:

=jivedata("atticus-wealth-management-llc","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

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: $420.1M169 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$259K	0.1%	2,850 SH	New
ABBVIE INC	COM	$801K	0.2%Prev: 0.2%	3,183 SH	Increased-515 SH
ADVANCED MICRO DEVICES INC	COM	$1.3M	0.3%Prev: 0.1%	2,182 SH	Increased+809 SH
AGNICO EAGLE MINES LTD	COM	$345K	0.1%Prev: 0.1%	2,224 SH	Increased+356 SH
ALLSTATE CORP	COM	$397K	0.1%Prev: 0.1%	1,670 SH	Increased+454 SH
ALPHABET INC	CAP STK CL A	$4.3M	1.0%Prev: 0.7%	12,062 SH	Increased-2,070 SH
ALPHABET INC	CAP STK CL C	$2.2M	0.5%Prev: 0.2%	6,114 SH	Increased+983 SH
AMAZON COM INC	COM	$3.2M	0.8%Prev: 0.9%	13,466 SH	Increased-956 SH
AMPHENOL CORP	CL A	$482K	0.1%	2,734 SH	New
ANALOG DEVICES INC	COM	$1.1M	0.3%Prev: 0.1%	2,814 SH	Increased+1,033 SH
APPLE INC	COM	$14.1M	3.4%Prev: 2.8%	48,843 SH	Increased-1,298 SH
APPLIED MATLS INC	COM	$3.0M	0.7%Prev: 0.2%	4,159 SH	Increased+243 SH
ARES MANAGEMENT CORPORATION	CL A COM STK	$453K	0.1%Prev: 0.1%	4,068 SH	Decreased+1,348 SH
ARISTA NETWORKS INC	COM SHS	$344K	0.1%Prev: 0.1%	2,023 SH	Decreased-1,436 SH
ASML HLDG NV	N Y REGISTRY SHS	$895K	0.2%	450 SH	New
AUTOZONE INC	COM	$384K	0.1%Prev: 0.1%	120 SH	Increased+55 SH
BERKLEY W R CORP	COM	$418K	0.1%Prev: 0.1%	5,933 SH	Increased+3,070 SH
BROADCOM INC	COM	$3.4M	0.8%Prev: 0.5%	9,085 SH	Increased+2,212 SH
CADENCE DESIGN SYSTEM INC	COM	$233K	0.1%Prev: 0.0%	621 SH	Increased+219 SH
CATERPILLAR INC	COM	$400K	0.1%Prev: 0.0%	376 SH	Increased+66 SH
CHEVRON CORPORATION	COM	$796K	0.2%	4,799 SH	New
CHUBB LIMITED	COM	$268K	0.1%Prev: 0.0%	786 SH	Increased+199 SH
CISCO SYS INC	COM	$1.2M	0.3%Prev: 0.1%	10,446 SH	Increased+3,112 SH
CITIGROUP INC	COM NEW	$279K	0.1%Prev: 0.0%	1,994 SH	Increased+1,769 SH
COCA COLA CO	COM	$5.7M	1.4%Prev: 1.3%	70,278 SH	Increased+37 SH
CORTEVA INC	COM	$202K	0.0%Prev: 0.0%	2,387 SH	Increased+2 SH
COSTCO WHOLESALE CORPORATION	COM	$2.8M	0.7%	2,971 SH	New
CUMMINS INC	COM	$1.0M	0.2%Prev: 0.1%	1,431 SH	Increased+61 SH
EA SERIES TRUST	US QUAN MOMENTUM	$1.1M	0.3%Prev: 0.1%	13,784 SH	Increased+7,752 SH
EATON CORP PLC	SHS	$470K	0.1%Prev: 0.0%	1,103 SH	Increased+616 SH
ELI LILLY & CO	COM	$2.0M	0.5%Prev: 0.4%	1,664 SH	Increased-43 SH
ETF SER SOLUTIONS	DEFIA QUANT ETF	$2.8M	0.7%	16,845 SH	New
FORTINET INC	COM	$1.2M	0.3%Prev: 0.2%	7,955 SH	Increased
GARMIN LTD	SHS	$381K	0.1%Prev: 0.0%	1,603 SH	Increased+874 SH
GE VERNOVA INC	COM	$1.1M	0.3%Prev: 0.1%	966 SH	Increased+378 SH
GENERAL DYNAMICS CORP	COM	$329K	0.1%Prev: 0.1%	930 SH	Decreased-290 SH
GLOBAL X FDS	ARTIFICIAL ETF	$1.2M	0.3%Prev: 0.3%	18,022 SH	Increased-4,661 SH
GLOBAL X FDS	NASDAQ 100 COVER	$346K	0.1%Prev: 0.0%	18,767 SH	Increased+11,522 SH
GOLDMAN SACHS GROUP INC	COM	$536K	0.1%Prev: 0.1%	530 SH	Increased-91 SH
GRAHAM HLDGS CO	COM CL B	$500K	0.1%Prev: 0.1%	438 SH	Increased+192 SH
GREEN BRICK PARTNERS INC	COM	$397K	0.1%Prev: 0.0%	4,964 SH	Increased+2,569 SH
HARTFORD FDS EXCHANGE TRADED	TOTAL RTRN ETF	$17.1M	4.1%Prev: 3.2%	507,709 SH	Increased+154,904 SH
HOME DEPOT INC	COM	$1.9M	0.4%Prev: 0.4%	5,330 SH	Increased+833 SH
INNOVATOR ETFS TRUST	NASDAQ 100 MANA	$214K	0.1%	5,865 SH	New
INNOVATOR ETFS TRUST	QUITY MANAGD FLR	$24.9M	5.9%	644,710 SH	New
INNOVATOR ETFS TRUST	US EQT PWR BUF	$611K	0.1%Prev: 0.2%	14,488 SH	Decreased-5,400 SH
INNOVATOR ETFS TRUST	US EQTY PWR BF	$326K	0.1%Prev: 0.1%	7,135 SH	Increased-20 SH
INNOVATOR ETFS TRUST	US EQTY PWR BUF	$14.4M	3.4%Prev: 4.0%	322,945 SH	Decreased-46,793 SH
INNOVATOR ETFS TRUST	US EQTY ULTRA B	$413K	0.1%Prev: 0.1%	10,000 SH	Decreased-4,415 SH
INNOVATOR ETFS TRUST	US EQTY ULTRA BU	$875K	0.2%Prev: 0.2%	21,778 SH	Increased
INTEL CORP	COM	$385K	0.1%Prev: 0.0%	2,754 SH	Increased-137 SH
INTERACTIVE BROKERS GROUP IN	COM CL A	$420K	0.1%Prev: 0.0%	4,829 SH	Increased+2,373 SH
INTERNATIONAL BUSINESS MACHS	COM	$648K	0.2%Prev: 0.1%	2,304 SH	Increased+1,277 SH
INTUITIVE SURGICAL INC	COM NEW	$468K	0.1%Prev: 0.2%	1,177 SH	Decreased+147 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$1.9M	0.4%Prev: 0.0%	6,120 SH	Increased+5,719 SH
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$399K	0.1%Prev: 2.5%	5,326 SH	Decreased-121,297 SH
INVESCO EXCHANGE TRADED FD T	S&P MDCP QUALITY	$8.0M	1.9%Prev: 1.9%	70,473 SH	Increased-2,631 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$464K	0.1%Prev: 0.2%	2,183 SH	Decreased-2,357 SH
INVESCO QQQ TR	UNIT SER 1	$8.0M	1.9%Prev: 1.5%	10,799 SH	Increased+1,006 SH
ISHARES INC	MSCI EMRG CHN	$2.2M	0.5%Prev: 0.5%	21,747 SH	Increased-7,047 SH
ISHARES TR	CORE S&P MCP ETF	$1.9M	0.5%Prev: 0.5%	24,737 SH	Decreased-6,964 SH
ISHARES TR	CORE S&P SCP ETF	$3.5M	0.8%Prev: 0.8%	23,889 SH	Increased-2,081 SH
ISHARES TR	CORE S&P TTL STK	$407K	0.1%Prev: 0.1%	2,478 SH	Increased-16 SH
ISHARES TR	CORE S&P500 ETF	$2.0M	0.5%Prev: 0.1%	2,674 SH	Increased+2,102 SH
ISHARES TR	ESG AWR MSCI USA	$304K	0.1%Prev: 0.1%	1,858 SH	Decreased-495 SH
ISHARES TR	MSCI EAFE ETF	$3.1M	0.7%Prev: 0.6%	29,860 SH	Increased+5,968 SH
ISHARES TR	MSCI EMG MKT ETF	$2.4M	0.6%Prev: 0.5%	34,811 SH	Increased-414 SH
ISHARES TR	MSCI INDIA ETF	$1.2M	0.3%Prev: 0.3%	24,178 SH	Increased+4,796 SH
ISHARES TR	MSCI USA MMENTM	$291K	0.1%Prev: 0.1%	850 SH	Increased+20 SH
ISHARES TR	MSCI USA QLT FCT	$230K	0.1%Prev: 0.1%	1,048 SH	Decreased-683 SH
ISHARES TR	MSCI USA VALUE	$227K	0.1%Prev: 0.0%	1,137 SH	Increased+22 SH
ISHARES TR	RUS 1000 GRW ETF	$25.4M	6.1%Prev: 6.2%	204,824 SH	Increased+150,564 SH
ISHARES TR	RUS 1000 VAL ETF	$463K	0.1%Prev: 0.1%	1,909 SH	Decreased-809 SH
ISHARES TR	RUS 2000 GRW ETF	$203K	0.0%Prev: 0.0%	516 SH	Increased+2 SH
ISHARES TR	RUS MD CP GR ETF	$1.1M	0.3%Prev: 0.3%	7,417 SH	Increased-160 SH
ISHARES TR	RUS MDCP VAL ETF	$397K	0.1%Prev: 0.1%	2,415 SH	Decreased-1,352 SH
ISHARES TR	RUSSELL 2000 ETF	$1.8M	0.4%Prev: 0.5%	5,989 SH	Decreased-2,509 SH
ISHARES TR	S&P 100 ETF	$10.2M	2.4%Prev: 2.6%	27,944 SH	Increased-3,250 SH
ISHARES TR	S&P 500 GRWT ETF	$1.1M	0.3%Prev: 0.3%	7,791 SH	Increased-946 SH
ISHARES TR	TRUST ISHARE 0-1	$3.4M	0.8%	30,619 SH	New
J P MORGAN EXCHANGE TRADED F	ACTIVE GROWTH	$701K	0.2%Prev: 0.2%	7,109 SH	Increased-70 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$715K	0.2%Prev: 0.1%	12,654 SH	Increased+4,943 SH
J P MORGAN EXCHANGE TRADED F	U S TEC LEA ETF	$2.2M	0.5%	19,733 SH	New
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$292K	0.1%Prev: 0.1%	5,775 SH	Decreased-5,022 SH
JOHNSON & JOHNSON	COM	$685K	0.2%Prev: 0.1%	2,698 SH	Increased-914 SH
JOHNSON CONTROLS INTERNATION	SHS	$386K	0.1%	2,645 SH	New
JPMORGAN CHASE & CO	COM	$2.4M	0.6%	7,354 SH	New
L3HARRIS TECHNOLOGIES INC	COM	$382K	0.1%Prev: 0.1%	1,315 SH	Increased+36 SH
LAM RESEARCH CORP	COM NEW	$531K	0.1%Prev: 0.0%	1,225 SH	Increased+10 SH
LAMAR ADVERTISING CO	CL A	$656K	0.2%	4,203 SH	New
LANDBRIDGE COMPANY LLC	CL A	$461K	0.1%Prev: 0.0%	5,819 SH	Increased+3,893 SH
LINDE PLC	SHS	$379K	0.1%Prev: 0.1%	730 SH	Increased-70 SH
LOCKHEED MARTIN CORP	COM	$395K	0.1%Prev: 0.1%	776 SH	Increased+254 SH
MARATHON PETE CORP	COM	$554K	0.1%Prev: 0.1%	2,166 SH	Increased+887 SH
MARKEL GROUP INC	COM	$262K	0.1%Prev: 0.0%	134 SH	Increased+65 SH
MASTERCARD INCORPORATED	CL A	$845K	0.2%Prev: 0.3%	1,645 SH	Decreased-6 SH
MCDONALDS CORP	COM	$539K	0.1%Prev: 0.2%	1,993 SH	Decreased-759 SH
MEDTRONIC PLC	SHS	$422K	0.1%Prev: 0.1%	5,391 SH	Increased+1,096 SH
MERCK & CO INC	COM	$740K	0.2%Prev: 0.1%	5,756 SH	Increased-384 SH
META PLATFORMS INC	CL A	$1.5M	0.3%Prev: 0.4%	2,605 SH	Increased+745 SH
MICROCHIP TECHNOLOGY INC.	COM	$293K	0.1%Prev: 0.1%	3,218 SH	Increased+441 SH
MICROSOFT CORP	COM	$5.6M	1.3%Prev: 2.1%	14,907 SH	Decreased-988 SH
MORGAN STANLEY	COM NEW	$1.5M	0.3%Prev: 0.2%	7,031 SH	Increased+2,909 SH
MOTOROLA SOLUTIONS INC	COM NEW	$254K	0.1%Prev: 0.0%	610 SH	Increased+203 SH
NEOS ETF TRUST	NEOS ENH INC 1-3	$21.5M	5.1%Prev: 4.5%	432,170 SH	Increased+96,114 SH
NETFLIX INC.	COM	$631K	0.2%	8,841 SH	New
NEW YORK LIFE INVESTMENTS ET	FTSE INTL EQTY C	$1.1M	0.3%	28,466 SH	New
NEXTERA ENERGY INC	COM	$1.8M	0.4%Prev: 0.4%	20,645 SH	Increased-3,053 SH
NORTHROP GRUMMAN CORP	COM	$572K	0.1%Prev: 0.1%	1,122 SH	Increased+73 SH
NVIDIA CORPORATION	COM	$3.6M	0.9%Prev: 0.8%	17,881 SH	Increased-1,724 SH
NXP SEMICONDUCTORS N V	COM	$401K	0.1%Prev: 0.1%	1,426 SH	Increased+564 SH
OLD REP INTL CORP	COM	$714K	0.2%Prev: 0.1%	17,452 SH	Increased+6,852 SH
ORACLE CORP	COM	$790K	0.2%Prev: 0.3%	5,388 SH	Decreased+121 SH
OREILLY AUTOMOTIVE INC	COM	$257K	0.1%Prev: 0.0%	2,794 SH	Increased+1,129 SH
PALANTIR TECHNOLOGIES INC	CL A	$2.1M	0.5%Prev: 0.1%	17,856 SH	Increased+14,516 SH
PALO ALTO NETWORKS INC	COM	$865K	0.2%Prev: 0.2%	2,536 SH	Increased-618 SH
PARKER-HANNIFIN CORP	COM	$285K	0.1%Prev: 0.1%	291 SH	Increased
PHILLIPS 66	COM	$553K	0.1%Prev: 0.1%	3,271 SH	Increased+781 SH
PROCTER & GAMBLE CO	COM	$938K	0.2%	6,395 SH	New
PROSHARES TR II	ULSHT BLOOMB OIL	$202K	0.0%	5,758 SH	New
PUBLIC STORAGE	COM	$273K	0.1%	856 SH	New
PUBLIC SVC ENTERPRISE GROUP	COM	$945K	0.2%	11,643 SH	New
QUANTA SVCS INC	COM	$343K	0.1%Prev: 0.0%	477 SH	Increased+9 SH
RBB FD INC	US TRSRY 6 MNTH	$293K	0.1%Prev: 0.2%	5,858 SH	Decreased-7,549 SH
RTX CORPORATION	COM	$502K	0.1%Prev: 0.1%	2,644 SH	Increased+265 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$212K	0.1%Prev: 0.0%	6,102 SH	Increased+4,152 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$550K	0.1%Prev: 0.0%	18,677 SH	Increased+12,069 SH
SELECT SECTOR SPDR TR	ST STR CARE ETF	$1.3M	0.3%	8,125 SH	New
SELECT SECTOR SPDR TR	ST STR DISCR ETF	$1.5M	0.4%	12,612 SH	New
SELECT SECTOR SPDR TR	ST STR FINL ETF	$486K	0.1%	9,074 SH	New
SELECT SECTOR SPDR TR	ST STR REAL ETF	$205K	0.0%	4,651 SH	New
SELECT SECTOR SPDR TR	ST STR TECHN ETF	$5.0M	1.2%	26,292 SH	New
SPDR GOLD TR	GOLD SHS	$4.9M	1.2%Prev: 1.2%	13,216 SH	Increased-1,614 SH
SPDR SERIES TRUST	ST STR P500GRW	$3.8M	0.9%	31,866 SH	New
SPDR SERIES TRUST	ST STR P500VAL	$4.7M	1.1%	77,884 SH	New
SPDR SERIES TRUST	ST STR SP DIV	$789K	0.2%	5,185 SH	New
SPDR SERIES TRUST	ST STR SP500DIV	$989K	0.2%	20,732 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD AN	$725K	0.2%	18,010 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$95.4M	22.7%	127,732 SH	New
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$438K	0.1%	917 SH	New
TAPESTRY INC	COM	$2.2M	0.5%Prev: 0.2%	14,718 SH	Increased+5,031 SH
TESLA INC	COM	$2.3M	0.5%Prev: 0.2%	5,350 SH	Increased+3,191 SH
TEXAS INSTRS INC	COM	$515K	0.1%Prev: 0.0%	1,728 SH	Increased+941 SH
TOLL BROTHERS INC	COM	$481K	0.1%Prev: 0.0%	2,918 SH	Increased+1,552 SH
TRANE TECHNOLOGIES PLC	SHS	$366K	0.1%Prev: 0.1%	745 SH	Increased+277 SH
TRAVELERS COMPANIES INC	COM	$459K	0.1%Prev: 0.1%	1,391 SH	Increased+492 SH
TRUIST FINL CORP	COM	$779K	0.2%Prev: 0.2%	15,634 SH	Increased
UNILEVER PLC	SPON ADR NEW	$249K	0.1%Prev: 0.1%	4,136 SH	Increased+549 SH
UNION PAC CORP	COM	$323K	0.1%Prev: 0.1%	1,187 SH	Increased+139 SH
UNITED PARCEL SVCS INC	CL B	$333K	0.1%	3,102 SH	New
VALERO ENERGY CORP	COM	$485K	0.1%Prev: 0.0%	1,863 SH	Increased+736 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$967K	0.2%Prev: 0.2%	3,929 SH	Increased+43 SH
VANGUARD INDEX FDS	GROWTH ETF	$370K	0.1%Prev: 0.1%	4,298 SH	Increased+3,537 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$4.0M	1.0%Prev: 0.9%	11,729 SH	Increased-539 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$281K	0.1%Prev: 0.1%	1,420 SH	Increased+9 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.3M	0.3%Prev: 0.3%	1,902 SH	Increased+173 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$578K	0.1%Prev: 0.1%	2,380 SH	Increased-84 SH
VANGUARD INDEX FDS	VALUE ETF	$439K	0.1%Prev: 0.2%	2,014 SH	Decreased-3,100 SH
VANGUARD INTL EQUITY INDEX F	FTSE PACIFIC ETF	$292K	0.1%Prev: 0.1%	2,520 SH	Increased-553 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$416K	0.1%Prev: 0.1%	5,033 SH	Decreased-245 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$436K	0.1%Prev: 0.1%	7,492 SH	Increased+406 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$2.5M	0.6%Prev: 0.9%	10,496 SH	Decreased-6,581 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$4.8M	1.1%Prev: 1.1%	30,501 SH	Increased-386 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$475K	0.1%Prev: 0.1%	4,834 SH	Increased+1,353 SH
VANGUARD WORLD FD	INF TECH ETF	$2.9M	0.7%Prev: 0.6%	24,673 SH	Increased+21,335 SH
VERIZON COMMUNICATIONS INC	COM	$571K	0.1%Prev: 0.1%	13,498 SH	Increased+4,050 SH
VERTIV HOLDINGS CO	COM CL A	$947K	0.2%Prev: 0.1%	2,829 SH	Increased-12 SH
VISA INC	COM CL A	$1.7M	0.4%Prev: 0.4%	4,892 SH	Increased+336 SH
WALMART INC	COM	$660K	0.2%Prev: 0.2%	5,829 SH	Increased-173 SH

Sold (vs prior filing)

3M CO — $138K
ABBOTT LABS — $478K
ABRDN TOTAL DYNAMIC DIVIDEND — $13K
ACCENTURE PLC IRELAND — $151K
ADOBE INC — $425K
ADVENT CONV & INCOME FD — $10K
AFLAC INC — $83K
AGREE RLTY CORP — $37K
AIR PRODS & CHEMS INC — $331K
AIRBNB INC — $4K
ALCOA CORP — $7K
ALIBABA GROUP HLDG LTD — $17K
ALIGN TECHNOLOGY INC — $3K
ALLIANCEBERNSTEIN HLDG L P — $96K
ALLY FINL INC — $32K
ALPS ETF TR — $39K
ALTRIA GROUP INC — $86K
AMC ENTMT HLDGS INC — $620
AMERICAN CENTY ETF TR — $3K
AMERICAN CENTY ETF TR — $4K
… and 511 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