§ 13F · FUND PROFILE
ATTICUS WEALTH MANAGEMENT, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $370.3T (13F)Positions · 679Turnover · — · Q4Filed · Feb 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | 140K | $95.3T | 23.5% | −1% |
| 2 | IWF | ISHARES TR | 49K | $23.4T | 5.8% | +1% |
| 3 | CSHI | NEOS ETF TRUST | 381K | $18.9T | 4.7% | +1% |
| 4 | HTRB | HARTFORD FDS EXCHANGE TRADED | 479K | $16.4T | 4.0% | +7% |
| 5 | SPYV | SPDR SERIES TRUST | 272K | $15.4T | 3.8% | +4% |
| 6 | AAPL | APPLE INC | 50K | $13.6T | 3.4% | −2% |
| 7 | OEF | ISHARES TR | 29K | $10.1T | 2.5% | −1% |
| 8 | SPLV | INVESCO EXCH TRADED FD TR II | 139K | $9.9T | 2.5% | ±0% |
| 9 | MSFT | MICROSOFT CORP | 16K | $7.8T | 1.9% | −3% |
| 10 | XMHQ | INVESCO EXCHANGE TRADED FD T | 73K | $7.4T | 1.8% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ATTICUS SIGNAL
AC read
ATTICUS WEALTH MANAGEMENT, LLC is a Other fund managing $370341.3 trillion in assets. The fund runs a broad portfolio of 679 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed