Atticus Wealth Management, LLC
177 holdingsFiling period: 2026-06-30Current AUM: $427.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPY | State Str Spdr S&P 500 ETF T | 127.7K | $95.4M | $98.2M | 23.00% | -2,935 | 2026-06-30 |
| 2 | IWF | iShares TR | 204.8K | $25.4M | $25.1M | 5.87% | +153.9K | 2026-06-30 |
| 3 | SFLR | Innovator ETFs Trust | 644.7K | $24.9M | $25.3M | 5.93% | +626.6K | 2026-06-30 |
| 4 | CSHI | Neos ETF Trust | 432.2K | $21.5M | $21.4M | 5.02% | +95.6K | 2026-06-30 |
| 5 | HTRB | Hartford Fds Exchange Traded | 507.7K | $17.1M | $16.4M | 3.84% | +33.0K | 2026-06-30 |
| 6 | AAPL | Apple Inc | 48.8K | $14.1M | $16.6M | 3.88% | -440 | 2026-06-30 |
| 7 | OEF | iShares TR | 27.9K | $10.2M | $10.7M | 2.51% | -900 | 2026-06-30 |
| 8 | XMHQ | Invesco Exchange Traded FD T | 70.5K | $8.0M | $8.2M | 1.91% | +1.4K | 2026-06-30 |
| 9 | QQQ | Invesco Qqq TR | 10.8K | $8.0M | $7.7M | 1.81% | +371 | 2026-06-30 |
| 10 | KO | Coca Cola Co | 70.3K | $5.7M | $6.6M | 1.54% | -4 | 2026-06-30 |
| 11 | MSFT | Microsoft Corp | 14.9K | $5.6M | $7.9M | 1.86% | +67 | 2026-06-30 |
| 12 | XLK | Select Sector Spdr TR | 26.3K | $5.0M | $4.9M | 1.14% | -632 | 2026-06-30 |
| 13 | GLD | Spdr Gold TR | 13.2K | $4.9M | $5.0M | 1.17% | -386 | 2026-06-30 |
| 14 | VYM | Vanguard Whitehall Fds | 30.5K | $4.8M | $4.9M | 1.15% | -343 | 2026-06-30 |
| 15 | SPYV | Spdr Series Trust | 77.9K | $4.7M | $4.9M | 1.16% | -180,128 | 2026-06-30 |
| 16 | GOOGL | Alphabet Inc | 12.1K | $4.3M | $4.1M | 0.96% | -459 | 2026-06-30 |
| 17 | VV | Vanguard Index Fds | 11.7K | $4.0M | $4.2M | 0.97% | -45 | 2026-06-30 |
| 18 | SPYG | Spdr Series Trust | 31.9K | $3.8M | $3.9M | 0.90% | -501 | 2026-06-30 |
| 19 | NVDA | NVIDIA Corporation | 17.9K | $3.6M | $3.9M | 0.91% | -999 | 2026-06-30 |
| 20 | IJR | iShares TR | 23.9K | $3.5M | $3.3M | 0.77% | -1,842 | 2026-06-30 |
| 21 | PMAY | Innovator ETFs Trust | 84.5K | $3.5M | $3.6M | 0.84% | -6,388 | 2026-06-30 |
| 22 | AVGO | Broadcom Inc | 9.1K | $3.4M | $3.0M | 0.71% | -84 | 2026-06-30 |
| 23 | SHV | iShares TR | 30.6K | $3.4M | $3.4M | 0.79% | +12.6K | 2026-06-30 |
| 24 | AMZN | Amazon.com Inc | 13.5K | $3.2M | $3.5M | 0.83% | -423 | 2026-06-30 |
| 25 | EFA | iShares TR | 29.9K | $3.1M | $3.1M | 0.72% | +835 | 2026-06-30 |
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