ATTICUS WEALTH MANAGEMENT, LLC

CIK

1800234

Location

Palm Beach Gardens, FL

Portfolio Value

Small $192,460,002

Diversification

Moderately concentrated

Filing Date

Global Rank

#3,944 / 8,232 ▼ 16

Top Industry

Consumer Electronics 13.1%

3Y Alpha vs SPY

-1.8%

Period ended 2 months ago

Filed Apr 28, 2026 · 47d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+69.0%

SPY

+76.3%

Annualised alpha

-1.7%

Max drawdown

−18.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

103 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

44.2%

−0.3 pts

Top 5

59.7%

−0.5 pts

Top 10

69.1%

−0.1 pts

HHI

2,055

Moderately concentrated−21

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	50.3%	$96,849,613	3
Technology	17.9%	$34,457,932	25
Financial Services	5.9%	$11,269,153	18
Consumer Cyclical	5.7%	$10,995,622	10
Consumer Defensive	5.7%	$10,939,552	6
Industrials	3.8%	$7,247,710	16
Communication Services	3.4%	$6,605,190	4
Healthcare	2.8%	$5,346,097	8
Energy	2.1%	$4,003,837	6
Utilities	1.6%	$3,127,248	3
Basic Materials	0.4%	$822,465	2
Real Estate	0.4%	$795,583	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CEF	Sprott Physical Gold & Silver Trust	+5,198	17,388	$829,755
PLTR	Palantir Technologies Inc.	+749	10,509	$1,537,256
ORI	Old Republic International Corp	+321	17,242	$687,955
LB	LandBridge Co LLC	+153	5,739	$396,277
WRB	Berkley W R Corp	+147	5,858	$388,268
PEG	Public Service Enterprise Group Inc	+146	11,136	$901,459
ARES	Ares Management Corp	+128	4,617	$503,714
LAMR	Lamar Advertising Co/New	+106	4,457	$564,523
HD	Home Depot, Inc.	+57	5,492	$1,806,263
CME	Cme Group Inc.	+50	845	$249,570
CVX	Chevron Corp	+49	4,808	$994,775
GRMN	Garmin Ltd	+45	1,045	$242,450
NXPI	NXP Semiconductors N.V.	+43	1,106	$217,727
GHC	Graham Holdings Co	+42	428	$452,507
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+40	917	$309,900
KO	Coca Cola Co	+36	70,282	$5,344,946
JCI	Johnson Controls International plc	+35	2,874	$376,350
MRK	Merck & Co., Inc.	+27	5,700	$685,653
APH	Amphenol Corp /De/	+27	1,633	$206,329
XOM	Exxon Mobil Corp	+27	6,033	$1,023,558
TPR	Tapestry, Inc.	+25	14,873	$2,098,729
MDT	Medtronic plc	+22	6,554	$567,904
TT	Trane Technologies plc	+21	735	$306,303
MSI	Motorola Solutions, Inc.	+17	603	$261,683
AEM	Agnico Eagle Mines Ltd	+17	2,269	$460,561
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SPY	Spdr S&P 500 ETF Trust	−9,138	130,667	$84,977,976
WMT	Walmart Inc.	−1,489	5,783	$718,711
MSFT	Microsoft Corp	−1,239	14,840	$5,493,322
GLD	Spdr Gold Trust	−1,220	13,602	$5,852,804
NEE	Nextera Energy Inc	−1,170	21,035	$1,953,730
NVDA	Nvidia Corp	−1,126	18,880	$3,292,672
TSCO	Tractor Supply Co /De/	−1,025	4,500	$203,850
VZ	Verizon Communications Inc	−953	14,947	$750,339
ORCL	Oracle Corp	−948	4,795	$705,392
GOOGL	Alphabet Inc.	−880	12,521	$3,600,538
AAPL	Apple Inc.	−879	49,283	$12,507,532
AMZN	Amazon Com Inc	−836	13,889	$2,892,662
ANET	Arista Networks, Inc.	−668	2,046	$251,207
ABT	Abbott Laboratories	−603	3,925	$402,979
COST	Costco Wholesale Corp /New	−506	3,073	$3,062,029
MCD	Mcdonalds Corp	−489	2,115	$657,320
PG	PROCTER & GAMBLE Co	−479	7,537	$1,088,644
UPS	United Parcel Service Inc	−462	3,236	$318,357
JPM	Jpmorgan Chase & Co	−409	7,413	$2,180,608
META	Meta Platforms, Inc.	−399	2,322	$1,328,485
ABBV	AbbVie Inc.	−394	3,215	$699,230
PANW	Palo Alto Networks Inc	−384	2,717	$435,589
ADI	Analog Devices Inc	−383	2,816	$895,882
GS	Goldman Sachs Group Inc	−378	528	$446,682
LHX	L3harris Technologies, Inc. /De/	−360	1,296	$447,314
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
C	Citigroup Inc	1,993	$226,026
CAT	Caterpillar Inc	311	$220,331
No positions match the current search.

Sold Out

Positions the filer fully exited

18 positions

Ticker	Company	Shares	Value
INTU	Intuit Inc.	707	$468,330
COKE	Coca-Cola Consolidated, Inc.	3,000	$459,900
O	Realty Income Corp	6,772	$381,737
AHR	American Healthcare REIT, Inc.	7,811	$367,585
RS	Reliance, Inc.	1,236	$357,043
ADBE	Adobe Inc.	1,019	$356,639
FANG	Diamondback Energy, Inc.	2,126	$319,601
COP	Conocophillips	2,982	$279,145
CMCSA	Comcast Corp	9,784	$274,080
XYL	Xylem Inc.	1,904	$259,286
CRWD	CrowdStrike Holdings, Inc.	547	$256,411
LOW	Lowes Companies Inc	954	$230,066
DHR	Danaher Corp /De/	1,002	$229,377
TMO	Thermo Fisher Scientific Inc.	357	$206,863
SPGI	S&P Global Inc.	388	$202,764
TJX	Tjx Companies Inc /De/	1,308	$200,921
CION	CION Investment Corp	10,594	$102,443
TNYA	Tenaya Therapeutics, Inc.	43,237	$30,784
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

103 positions · $192,460,002 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 103 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Reduced	130,667	-9,138	$84,977,976	−10.9%	44.15%
AAPL	Apple Inc. Technology	Reduced	49,283	-879	$12,507,532	−8.3%	6.50%
QQQ	Invesco Qqq Trust, Series 1	Reduced	10,428	-199	$6,018,833	−7.8%	3.13%
GLD	Spdr Gold Trust	Reduced	13,602	-1,220	$5,852,804	−0.4%	3.04%
MSFT	Microsoft Corp Technology	Reduced	14,840	-1,239	$5,493,322	−29.4%	2.85%
KO	Coca Cola Co Consumer Defensive	Added	70,282	+36	$5,344,946	+8.8%	2.78%
GOOGL	Alphabet Inc. Communication Services	Reduced	12,521	-880	$3,600,538	−14.2%	1.87%
NVDA	Nvidia Corp Technology	Reduced	18,880	-1,126	$3,292,672	−11.8%	1.71%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	3,073	-506	$3,062,029	−0.8%	1.59%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	13,889	-836	$2,892,662	−14.9%	1.50%
AVGO	Broadcom Inc. Technology	Reduced	9,169	-316	$2,837,897	−13.6%	1.47%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	7,413	-409	$2,180,608	−13.5%	1.13%
TPR	Tapestry, Inc. Consumer Cyclical	Added	14,873	+25	$2,098,729	+10.6%	1.09%
TSLA	Tesla, Inc. Consumer Cyclical	Added	5,334	+7	$1,982,914	−17.2%	1.03%
NEE	Nextera Energy Inc Utilities	Reduced	21,035	-1,170	$1,953,730	+9.6%	1.02%
HD	Home Depot, Inc. Consumer Cyclical	Added	5,492	+57	$1,806,263	−3.4%	0.94%
PLTR	Palantir Technologies Inc. Technology	Added	10,509	+749	$1,537,256	−11.4%	0.80%
LLY	ELI LILLY & Co Healthcare	Reduced	1,655	-17	$1,522,219	−15.3%	0.79%
V	Visa Inc. Financial Services	Reduced	4,829	-207	$1,459,516	−17.4%	0.76%
AMAT	Applied Materials Inc /De Technology	Reduced	4,162	-244	$1,422,529	+25.6%	0.74%
META	Meta Platforms, Inc. Communication Services	Reduced	2,322	-399	$1,328,485	−26.0%	0.69%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	7,537	-479	$1,088,644	−5.2%	0.57%
XOM	Exxon Mobil Corp Energy	Added	6,033	+27	$1,023,558	+41.6%	0.53%
CVX	Chevron Corp Energy	Added	4,808	+49	$994,775	+37.1%	0.52%
MS	Morgan Stanley Financial Services	Reduced	6,034	-34	$993,015	−7.8%	0.52%
NFLX	Netflix Inc Communication Services	Reduced	9,629	-42	$925,828	+2.1%	0.48%
PEG	Public Service Enterprise Group Inc Utilities	Added	11,136	+146	$901,459	+2.1%	0.47%
ADI	Analog Devices Inc Technology	Reduced	2,816	-383	$895,882	+3.3%	0.47%
GEV	GE Vernova Inc. Industrials	Added	971	+4	$847,585	+34.1%	0.44%
CEF	Sprott Physical Gold & Silver Trust Financial Services	Added	17,388	+5,198	$829,755	+48.6%	0.43%
CSCO	Cisco Systems, Inc. Technology	Reduced	10,532	-221	$817,177	−1.3%	0.42%
MA	Mastercard Inc Financial Services	Reduced	1,601	-180	$799,955	−21.3%	0.42%
CMI	Cummins Inc Industrials	Added	1,430	+1	$769,368	+5.5%	0.40%
NOC	Northrop Grumman Corp /De/ Industrials	Held	1,122	0	$765,473	+19.6%	0.40%
VZ	Verizon Communications Inc Communication Services	Reduced	14,947	-953	$750,339	+15.9%	0.39%
WMT	Walmart Inc. Consumer Defensive	Reduced	5,783	-1,489	$718,711	−11.3%	0.37%
TFC	Truist Financial Corp Financial Services	Held	15,634	0	$718,694	−6.6%	0.37%
VRT	Vertiv Holdings Co Industrials	Reduced	2,845	-84	$712,900	+50.2%	0.37%
ORCL	Oracle Corp Technology	Reduced	4,795	-948	$705,392	−37.0%	0.37%
ABBV	AbbVie Inc. Healthcare	Reduced	3,215	-394	$699,230	−15.2%	0.36%
ORI	Old Republic International Corp Financial Services	Added	17,242	+321	$687,955	−10.9%	0.36%
MRK	Merck & Co., Inc. Healthcare	Added	5,700	+27	$685,653	+14.8%	0.36%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	2,115	-489	$657,320	−17.4%	0.34%
FTNT	Fortinet, Inc. Technology	Held	7,955	0	$650,082	+2.9%	0.34%
JNJ	Johnson & Johnson Healthcare	Reduced	2,645	-102	$646,543	+13.7%	0.34%
PSX	Phillips 66 Energy	Reduced	3,303	-227	$601,740	+32.1%	0.31%
MDT	Medtronic plc Healthcare	Added	6,554	+22	$567,904	−9.5%	0.30%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	1,226	-129	$565,173	−26.4%	0.29%
LAMR	Lamar Advertising Co/New Real Estate	Added	4,457	+106	$564,523	+2.5%	0.29%
ASML	Asml Holding NV Technology	Added	427	+7	$563,994	+25.5%	0.29%