Investor
ATTICUS WEALTH MANAGEMENT, LLC
CIK 0001800234 · filed 2026-04-28 · SEC filing
13F book
$368.9M
Positions
181
2 new · 25 sold
Largest name
23.0%
Spdr S&P 500 Etf Tr
Est. mark
−$11.2M
Price effect on 179 names still held. Flow −$24.8M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Spdr S&P 500 Etf Tr | — | 130.7K | $85M | 23.0% | −$4.13M | Cut−$10.4M |
| Ishares Tr | — | 50.9K | $21.7M | 5.9% | −$2.32M | Added−$1.68M |
| Neos Etf Trust | — | 336.6K | $16.8M | 4.5% | $16.8K | Cut−$2.18M |
| Hartford Fds Exchange Traded | — | 474.7K | $16M | 4.3% | −$194.6K | Cut−$358K |
| Spdr Series Trust | — | 258K | $14.6M | 4.0% | −$59.4K | Cut−$845K |
| Apple Inc. | AAPL | 49.3K | $12.5M | 3.4% | −$890.6K | Cut−$1.13M |
| Invesco Exch Traded Fd Tr Ii | — | 135.9K | $9.94M | 2.7% | $233.8K | Cut$16.5K |
| Ishares Tr | — | 28.8K | $9.17M | 2.5% | −$718.2K | Cut−$880.1K |
| Invesco Exchange Traded Fd T | — | 69.1K | $7.14M | 1.9% | $65.6K | Cut−$286.9K |
| Invesco Qqq Tr | — | 10.4K | $6.02M | 1.6% | −$387.4K | Cut−$509.7K |
| Spdr Gold Tr | — | 13.6K | $5.85M | 1.6% | $462.2K | Cut−$21.3K |
| Microsoft Corp | MSFT | 14.8K | $5.49M | 1.5% | −$1.68M | Cut−$2.28M |
| Coca Cola Co | KO | 70.3K | $5.34M | 1.4% | $431.3K | Added$434K |
| Vanguard Whitehall Fds | — | 30.8K | $4.57M | 1.2% | $141.2K | Cut−$4.59K |
| Innovator Etfs Trust | — | 90.9K | $3.63M | 1.0% | $31.8K | Cut−$644.2K |
| Alphabet Inc | — | 12.5K | $3.6M | 1.0% | −$318.6K | Cut−$594K |
| Select Sector Spdr Tr | — | 26.9K | $3.58M | 1.0% | −$298.1K | Cut−$586.6K |
| Vanguard Index Fds | — | 11.8K | $3.52M | 1.0% | −$187.6K | Cut−$219.1K |
| Nvidia Corp | NVDA | 18.9K | $3.29M | 0.9% | −$228.5K | Cut−$438.5K |
| Ishares Tr | — | 25.7K | $3.2M | 0.9% | $106.3K | Cut−$13.3K |
| Spdr Series Trust | — | 32.4K | $3.17M | 0.9% | −$284.5K | Cut−$333.3K |
| Costco Whsl Corp New | — | 3.07K | $3.06M | 0.8% | $411.9K | Cut−$24.4K |
| Amazon Com Inc | AMZN | 13.9K | $2.89M | 0.8% | −$313.2K | Cut−$506.2K |
| Broadcom Inc. | AVGO | 9.17K | $2.84M | 0.8% | −$335.6K | Cut−$444.9K |
| Ishares Tr | — | 29K | $2.82M | 0.8% | $26K | Added$546.4K |
| Innovator Etfs Trust | — | 62.6K | $2.79M | 0.8% | −$20.2K | Cut−$138.6K |
| Vanguard Specialized Funds | — | 10.5K | $2.25M | 0.6% | −$49.3K | Cut−$748.2K |
| Innovator Etfs Trust | — | 55K | $2.25M | 0.6% | −$50.6K | Held |
| Jpmorgan Chase & Co. | — | 7.41K | $2.18M | 0.6% | −$207.7K | Cut−$339.5K |
| Vanguard World Fd | — | 3.06K | $2.14M | 0.6% | −$171.5K | Cut−$208.5K |
| Tapestry, Inc. | TPR | 14.9K | $2.1M | 0.6% | $198K | Added$201.5K |
| Ishares Tr | — | 18.1K | $1.99M | 0.5% | $4.33K | Cut−$556.4K |
| Tesla, Inc. | TSLA | 5.33K | $1.98M | 0.5% | −$415.3K | Added−$412.7K |
| Innovator Etfs Trust | — | 46K | $1.96M | 0.5% | −$40.5K | Cut−$109.5K |
| Nextera Energy Inc | — | 21K | $1.95M | 0.5% | $265.1K | Cut$171.1K |
| Ishares Inc | — | 24.6K | $1.94M | 0.5% | $147.1K | Cut−$26.2K |
| Ishares Tr | — | 33.5K | $1.9M | 0.5% | $69.7K | Cut$46.1K |
| Home Depot, Inc. | HD | 5.49K | $1.81M | 0.5% | −$82.8K | Added−$64.1K |
| J P Morgan Exchange Traded F | — | 20.3K | $1.71M | 0.5% | −$147.5K | Added$58.2K |
| Ishares Tr | — | 24.9K | $1.68M | 0.5% | $38.2K | Cut−$187.1K |
| Alphabet Inc | — | 5.75K | $1.65M | 0.4% | −$154.9K | Cut−$175K |
| Invesco Exchange Traded Fd T | — | 8.46K | $1.62M | 0.4% | $3.15K | Cut−$89.8K |
| Palantir Technologies Inc. | PLTR | 10.5K | $1.54M | 0.4% | −$307.1K | Added−$197.6K |
| Eli Lilly & Co | LLY | 1.66K | $1.52M | 0.4% | −$255.7K | Cut−$274K |
| Ishares Tr | — | 6K | $1.49M | 0.4% | $11.1K | Cut−$333.6K |
| Select Sector Spdr Tr | — | 13.5K | $1.47M | 0.4% | −$140.8K | Cut−$189.6K |
| Visa Inc. | V | 4.83K | $1.46M | 0.4% | −$234.1K | Cut−$306.7K |
| Applied Matls Inc | — | 4.16K | $1.42M | 0.4% | $352.9K | Cut$290.2K |
| Innovator Etfs Trust | — | 34.4K | $1.38M | 0.4% | −$21.3K | Cut−$28.4K |
| Etf Ser Solutions | — | 12.7K | $1.37M | 0.4% | −$17.9K | Added$534.1K |
| Meta Platforms, Inc. | META | 2.32K | $1.33M | 0.4% | −$204.4K | Cut−$467.8K |
| Ishares Tr | — | 1.96K | $1.28M | 0.3% | −$46.5K | Added$278.7K |
| Select Sector Spdr Tr | — | 8.74K | $1.28M | 0.3% | −$71.5K | Cut−$102K |
| J P Morgan Exchange Traded F | — | 14.4K | $1.14M | 0.3% | −$95.7K | Added$326.4K |
| Vanguard Index Fds | — | 1.83K | $1.09M | 0.3% | −$53.9K | Added−$39.5K |
| Procter And Gamble Co | PG | 7.54K | $1.09M | 0.3% | $8.59K | Cut−$60.1K |
| Exxon Mobil Corp | — | 6.03K | $1.02M | 0.3% | $296.2K | Added$300.8K |
| Global X Fds | — | 21.7K | $1.01M | 0.3% | −$90.9K | Cut−$135.7K |
| Chevron Corp New | CVX | 4.81K | $994.7K | 0.3% | $259.3K | Added$269.4K |
| Morgan Stanley | — | 6.03K | $993K | 0.3% | −$78.2K | Cut−$84.2K |
| Ishares Tr | — | 21.1K | $988.4K | 0.3% | −$148.4K | Added−$124.6K |
| Ishares Tr | — | 7.49K | $959.1K | 0.3% | −$66K | Cut−$97.4K |
| Spdr Series Trust | — | 20.7K | $940.3K | 0.3% | $46.7K | Added$49.7K |
| Netflix Inc | NFLX | 9.63K | $925.8K | 0.3% | $23K | Cut$19.1K |
| Ishares Tr | — | 7.99K | $903.3K | 0.2% | −$81.1K | Cut−$184.8K |
| Public Svc Enterprise Grp In | — | 11.1K | $901.4K | 0.2% | $7.15K | Added$19K |
| Analog Devices Inc | ADI | 2.82K | $895.8K | 0.2% | $132.1K | Cut$28.2K |
| GE Vernova Inc. | GEV | 971 | $847.7K | 0.2% | $212.4K | Added$215.9K |
| Sprott Asset Management Lp | — | 17.4K | $829.8K | 0.2% | $23.4K | Added$271.5K |
| Cisco Sys Inc | — | 10.5K | $817.2K | 0.2% | $5.93K | Cut−$11.1K |
| Innovator Etfs Trust | — | 21.8K | $811.7K | 0.2% | −$17.1K | Held |
| Vanguard Index Fds | — | 3.92K | $807.6K | 0.2% | −$13K | Added−$11.6K |
| Ea Series Trust | — | 11.8K | $804.9K | 0.2% | $35.2K | Added$43.6K |
| Mastercard Inc | MA | 1.6K | $799.7K | 0.2% | −$114.4K | Cut−$217.2K |
| Innovator Etfs Trust | — | 17.2K | $790.2K | 0.2% | −$7.95K | Cut−$100.8K |
| Cummins Inc | CMI | 1.43K | $769.5K | 0.2% | $39.6K | Added$40.1K |
| Northrop Grumman Corp | — | 1.12K | $765.4K | 0.2% | $125.8K | Held |
| Spdr Series Trust | — | 5.18K | $756.7K | 0.2% | $35.2K | Held |
| Verizon Communications Inc | VZ | 14.9K | $750.4K | 0.2% | $141.6K | Cut$102.8K |
| Walmart Inc. | WMT | 5.78K | $718.7K | 0.2% | $74.5K | Cut−$91.4K |
| Truist Finl Corp | — | 15.6K | $718.7K | 0.2% | −$50.7K | Held |
| Berkshire Hathaway Inc Del | — | 1 | $718.1K | 0.2% | −$36.7K | Cut−$791.5K |
| Vertiv Holdings Co | VRT | 2.85K | $712.9K | 0.2% | $251.9K | Cut$238.3K |
| Oracle Corp | — | 4.79K | $705.3K | 0.2% | −$229.2K | Cut−$413.9K |
| AbbVie Inc. | ABBV | 3.21K | $699.3K | 0.2% | −$35.4K | Cut−$125.5K |
| J P Morgan Exchange Traded F | — | 12.3K | $699.2K | 0.2% | −$6.28K | Added$53.2K |
| Old Rep Intl Corp | — | 17.2K | $688K | 0.2% | −$97.1K | Added−$84.3K |
| Merck & Co., Inc. | MRK | 5.7K | $685.7K | 0.2% | $85.2K | Added$88.5K |
| Innovator Etfs Trust | — | 15.8K | $662.5K | 0.2% | −$844 | Held |
| Innovator Etfs Trust | — | 16.6K | $662.3K | 0.2% | $11.3K | Cut−$113.8K |
| Mcdonalds Corp | MCD | 2.12K | $657.4K | 0.2% | $11.1K | Cut−$138.4K |
| Fortinet, Inc. | FTNT | 7.96K | $650.1K | 0.2% | $18.4K | Held |
| Johnson & Johnson | JNJ | 2.65K | $646.5K | 0.2% | $99.1K | Cut$78K |
| Innovator Etfs Trust | — | 18.1K | $641.4K | 0.2% | −$15.4K | Added$249.2K |
| Phillips 66 | PSX | 3.3K | $601.7K | 0.2% | $175.5K | Cut$146.3K |
| Innovator Etfs Trust | — | 12.6K | $582.8K | 0.2% | −$11.2K | Cut−$44.9K |
| Medtronic Plc | MDT | 6.55K | $567.9K | 0.2% | −$61.5K | Added−$59.6K |
| Intuitive Surgical Inc | ISRG | 1.23K | $565.2K | 0.2% | −$129.2K | Cut−$202.2K |
| Lamar Advertising Co/New | LAMR | 4.46K | $564.5K | 0.2% | $388 | Added$13.8K |
| Asml Holding N V | — | 427 | $564K | 0.2% | $105.4K | Added$114.7K |
| Vanguard Index Fds | — | 2.46K | $534.3K | 0.1% | $13.6K | Cut$4.06K |
| Marathon Pete Corp | — | 2.16K | $527.8K | 0.1% | $176.3K | Cut$164.8K |
| RTX Corp | RTX | 2.61K | $503.9K | 0.1% | $24.9K | Cut−$11.6K |
| Ares Management Corporation | — | 4.62K | $503.7K | 0.1% | −$235.8K | Added−$221.8K |
| New York Life Investments Et | — | 14.3K | $480.3K | 0.1% | $16.1K | Added$16.5K |
| Lockheed Martin Corp | LMT | 763 | $461.1K | 0.1% | $91.8K | Cut$84.1K |
| Agnico Eagle Mines Ltd | AEM | 2.27K | $460.6K | 0.1% | $75.3K | Added$78.8K |
| Valero Energy Corp | — | 1.86K | $459.8K | 0.1% | $156K | Added$158.5K |
| Rbb Fd Inc | — | 9.18K | $459.3K | 0.1% | −$212 | Added$221.4K |
| Graham Hldgs Co | — | 428 | $452.3K | 0.1% | −$16.6K | Added$27.8K |
| Select Sector Spdr Tr | — | 9.13K | $450.9K | 0.1% | −$49.3K | Cut−$223.1K |
| Vanguard Whitehall Fds | — | 4.78K | $450.8K | 0.1% | $18.3K | Added$60.8K |
| L3harris Technologies Inc | — | 1.3K | $447.3K | 0.1% | $66.8K | Cut−$38.9K |
| Goldman Sachs Group Inc | — | 528 | $447K | 0.1% | −$17.3K | Cut−$349.7K |
| Palo Alto Networks Inc | PANW | 2.72K | $435.6K | 0.1% | −$64.9K | Cut−$135.6K |
| J P Morgan Exchange Traded F | — | 5.83K | $418.6K | 0.1% | $196 | Cut−$20.4K |
| Vanguard Scottsdale Fds | — | 5.04K | $417.1K | 0.1% | −$5.01K | Added−$1.87K |
| Schwab Strategic Tr | — | 16K | $410.9K | 0.1% | −$13.5K | Added$125.2K |
| Ishares Tr | — | 1.91K | $407.9K | 0.1% | $6.36K | Cut−$29.4K |
| Abbott Labs | ABT | 3.92K | $402.9K | 0.1% | −$88.8K | Cut−$164.3K |
| Travelers Companies, Inc. | TRV | 1.37K | $400.1K | 0.1% | $2.29K | Added$3.16K |
| Landbridge Company Llc | — | 5.74K | $396.3K | 0.1% | $112K | Added$122.6K |
| Vanguard Index Fds | — | 2.01K | $395.1K | 0.1% | $10.5K | Cut−$581.6K |
| Toll Brothers, Inc. | TOL | 2.88K | $392.7K | 0.1% | $3.67K | Added$4.08K |
| Eaton Corp Plc | ETN | 1.09K | $390.2K | 0.1% | $42.7K | Cut$37K |
| Autozone Inc | AZO | 115 | $388.4K | 0.1% | −$1.54K | Added$8.6K |
| Berkley W R Corp | — | 5.86K | $388.3K | 0.1% | −$22K | Added−$12.2K |
| Innovator Etfs Trust | — | 10K | $386.7K | 0.1% | −$6.62K | Held |
| Ishares Tr | — | 2.59K | $377.4K | 0.1% | $12.2K | Cut−$50.5K |
| Johnson Ctls Intl Plc | — | 2.87K | $376.4K | 0.1% | $31.8K | Added$36.4K |
| Advanced Micro Devices Inc | AMD | 1.83K | $372.1K | 0.1% | −$19.6K | Added−$19K |
| Innovator Etfs Trust | — | 8.46K | $364.8K | 0.1% | −$6.85K | Held |
| Linde Plc | LIN | 730 | $361.9K | 0.1% | $50.6K | Cut$20.8K |
| Ishares Tr | — | 2.48K | $352.5K | 0.1% | −$15.5K | Added−$15.1K |
| Allstate Corp | — | 1.68K | $348.8K | 0.1% | −$1.3K | Added−$267 |
| Interactive Brokers Group In | — | 4.77K | $319.9K | 0.1% | $13.2K | Added$13.5K |
| General Dynamics Corp | GD | 929 | $319K | 0.1% | $6.17K | Cut−$64.5K |
| United Parcel Service Inc | UPS | 3.24K | $318.3K | 0.1% | −$2.62K | Cut−$48.4K |
| Green Brick Partners Inc | — | 4.89K | $314.9K | 0.1% | $8.75K | Held |
| Vanguard Growth Etf | — | 716 | $312.9K | 0.1% | −$36.5K | Held |
| Taiwan Semiconductor Mfg Ltd | — | 917 | $309.9K | 0.1% | $29.9K | Added$43.4K |
| Trane Technologies Plc | TT | 735 | $306.3K | 0.1% | $19.7K | Added$28.4K |
| Innovator Etfs Trust | — | 7.16K | $305.7K | 0.1% | −$3.79K | Held |
| Vanguard Scottsdale Fds | — | 5.21K | $304.9K | 0.1% | −$957 | Cut−$24.4K |
| J P Morgan Exchange Traded F | — | 5.79K | $292.9K | 0.1% | $122 | Cut−$106.6K |
| Vanguard Intl Equity Index F | — | 3K | $292.7K | 0.1% | $21.9K | Cut$12.1K |
| Union Pac Corp | — | 1.18K | $287.3K | 0.1% | $13.4K | Cut−$5.37K |
| Ishares Tr | — | 2.02K | $285.6K | 0.1% | −$15.2K | Added−$14.5K |
| Unilever Plc | — | 4.79K | $272.7K | 0.1% | −$40.4K | Held |
| Wec Energy Group, Inc. | WEC | 2.35K | $272K | 0.1% | $24.2K | Cut$4.09K |
| Ishares Tr | — | 2.65K | $263.3K | 0.1% | −$1.62K | Added−$1.32K |
| Quanta Svcs Inc | — | 477 | $261.9K | 0.1% | $60.6K | Held |
| Motorola Solutions, Inc. | MSI | 603 | $261.8K | 0.1% | $29.8K | Added$37.2K |
| Lam Research Corp | LRCX | 1.22K | $261.4K | 0.1% | $51.9K | Added$52.6K |
| Parker-Hannifin Corp | PH | 291 | $260.7K | 0.1% | $4.79K | Held |
| Chubb Limited | — | 798 | $260K | 0.1% | $10.9K | Cut−$13.4K |
| Oreilly Automotive Inc | — | 2.79K | $257.9K | 0.1% | $3.07K | Cut$1.71K |
| Boston Scientific Corp | BSX | 4.09K | $256.4K | 0.1% | −$133.2K | Held |
| Markel Group Inc. | MKL | 133 | $254.6K | 0.1% | −$30.4K | Added−$22.7K |
| Arista Networks, Inc. | ANET | 2.05K | $251.2K | 0.1% | −$16.9K | Cut−$104.4K |
| Cme Group Inc. | CME | 845 | $249.5K | 0.1% | $17.6K | Added$32.3K |
| Ishares Tr | — | 1.3K | $249.4K | 0.1% | −$8.8K | Cut−$87.3K |
| Vanguard Index Fds | — | 1.35K | $249.1K | 0.1% | $9.34K | Cut$1.71K |
| Salesforce, Inc. | CRM | 1.33K | $248.7K | 0.1% | −$104.1K | Cut−$118.4K |
| ServiceNow, Inc. | NOW | 2.37K | $247.9K | 0.1% | −$115.3K | Cut−$124.4K |
| Garmin Ltd | GRMN | 1.04K | $242.5K | 0.1% | $29.2K | Added$39.6K |
| International Business Machs | — | 977 | $236.8K | 0.1% | −$52.6K | Cut−$69.8K |
| Autodesk, Inc. | ADSK | 987 | $236.3K | 0.1% | −$55.9K | Held |
| Ea Series Trust | — | 6.56K | $233K | 0.1% | −$10.2K | Cut−$43.3K |
| Public Storage Oper Co | — | 853 | $231K | 0.1% | $9.7K | Cut−$75.1K |
| Citigroup Inc | — | 1.99K | $226K | 0.1% | — | New |
| Caterpillar Inc | CAT | 311 | $220.4K | 0.1% | — | New |
| NXP Semiconductors N.V. | NXPI | 1.11K | $217.7K | 0.1% | −$21.5K | Added−$13K |
| Select Sector Spdr Tr | — | 5.21K | $212.6K | 0.1% | $2.51K | Cut−$12.6K |
| Invesco Exch Traded Fd Tr Ii | — | 874 | $207.6K | 0.1% | −$13.4K | Cut−$19.5K |
| Amphenol Corp New | — | 1.63K | $206.4K | 0.1% | −$14.1K | Added−$10.7K |
| Microchip Technology Inc. | — | 3.19K | $206.3K | 0.1% | $2.81K | Added$3.78K |
| Tractor Supply Co | — | 4.5K | $203.9K | 0.1% | −$21.2K | Cut−$72.5K |
| Ishares Tr | — | 849 | $203.8K | 0.1% | −$8.81K | Added−$8.57K |
| Intercontinental Exchange In | — | 1.28K | $201.9K | 0.1% | −$6.02K | Cut−$45.2K |
| Global X Fds | — | 11.1K | $190.5K | 0.1% | −$5.78K | Cut−$19.1K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.