Institutional Fund
Atticus Wealth Management, LLC
Palm Beach Gardens, FLCIK 18002345 filings on record
Portfolio Value
$368.91M
Q1 2026
Holdings
181
Reported positions
New Buys
2
Opened this quarter
QoQ Change
-8.9%
from $404.91M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr S&P 500 ETF Tr23.0%
- Ishares Tr5.9%
- Neos ETF Trust4.5%
- Hartford Fds Exchange Traded4.3%
- Spdr Series Trust4.0%
- Apple Inc3.4%
- Other54.9%
Portfolio Holdings
181 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 130.7K | $84.98M | 23.0% | −9.1K | Reduced |
| 2 | Ishares Tr | 50.9K | $21.69M | 5.9% | +1.5K | Added |
| 3 | Neos ETF Trust | 336.6K | $16.76M | 4.5% | −44.1K | Reduced |
| 4 | Hartford Fds Exchange Traded | 474.7K | $16.02M | 4.3% | −4.8K | Reduced |
| 5 | Spdr Series Trust | 258.0K | $14.60M | 4.0% | −13.8K | Reduced |
| 6 | Apple Inc | 49.3K | $12.51M | 3.4% | −879 | Reduced |
| 7 | Invesco Exch Traded Fd Tr II | 135.9K | $9.94M | 2.7% | −3.0K | Reduced |
| 8 | Ishares Tr | 28.8K | $9.17M | 2.5% | −472 | Reduced |
| 9 | Invesco Exchange Traded Fd T | 69.1K | $7.14M | 1.9% | −3.4K | Reduced |
| 10 | Invesco Qqq Tr | 10.4K | $6.02M | 1.6% | −199 | Reduced |
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