§ 13F · FUND PROFILE
ATTICUS WEALTH MANAGEMENT, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $396M (13F)Positions · 197Turnover · — · Q1Filed · Apr 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$446K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 131K | $85M | 23.0% | −7% |
| 2 | IWF | ISHARES TR | 51K | $22M | 5.9% | +3% |
| 3 | CSHI | NEOS ETF TRUST | 337K | $17M | 4.5% | −12% |
| 4 | HTRB | HARTFORD FDS EXCHANGE TRADED | 475K | $16M | 4.3% | −1% |
| 5 | SPYV | SPDR SERIES TRUST | 258K | $15M | 4.0% | −5% |
| 6 | AAPL | APPLE INC | 49K | $13M | 3.4% | −2% |
| 7 | SPLV | INVESCO EXCH TRADED FD TR II | 136K | $10M | 2.7% | −2% |
| 8 | OEF | ISHARES TR | 29K | $9M | 2.5% | −2% |
| 9 | XMHQ | INVESCO EXCHANGE TRADED FD T | 69K | $7M | 1.9% | −5% |
| 10 | QQQ | INVESCO QQQ TR | 10K | $6M | 1.6% | −2% |
§ 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 $396 million in assets. The fund runs a portfolio of 197 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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