§ 13F · FUND PROFILE
ATTICUS WEALTH MANAGEMENT, LLC.
AUM · $420M (13F)Positions · 177Turnover · n/a · Q2Filed · Jul 15, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 128K | $95M | 22.7% | −2% |
| 2 | IWF | ISHARES TR | 205K | $25M | 6.1% | +303% |
| 3 | SFLR | INNOVATOR ETFS TRUST | 645K | $25M | 5.9% | +3459% |
| 4 | CSHI | NEOS ETF TRUST | 432K | $22M | 5.1% | +28% |
| 5 | HTRB | HARTFORD FDS EXCHANGE TRADED | 508K | $17M | 4.1% | +7% |
| 6 | AAPL | APPLE INC | 49K | $14M | 3.4% | −1% |
| 7 | OEF | ISHARES TR | 28K | $10M | 2.4% | −3% |
| 8 | XMHQ | INVESCO EXCHANGE TRADED FD T | 70K | $8M | 1.9% | +2% |
| 9 | QQQ | INVESCO QQQ TR | 11K | $8M | 1.9% | +4% |
| 10 | KO | COCA COLA CO | 70K | $6M | 1.4% | ±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 $420 million in assets. The fund runs a portfolio of 177 positions.
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