ATTICUS WEALTH MANAGEMENT, LLC

CIK

1800234

Location

Palm Beach Gardens, FL

Portfolio Value

Small $214,787,940

Diversification

Moderately concentrated

Filing Date

Global Rank

#4,298 / 8,517 ▲ 114

Top Industry

Consumer Electronics 13.3%

3Y Alpha vs SPY

+7.1%

Period ended 46 days ago

Filed Jul 15, 2026 · 31d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+107.4%

SPY

+75.3%

Annualised alpha

+7.0%

Max drawdown

−18.2%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

98 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

44.4%

+1.5 pts

Top 5

59.9%

+2.0 pts

Top 10

69.0%

+1.0 pts

HHI

2,078

Moderately concentrated+134

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	50.4%	$108,207,318	3
Technology	20.5%	$44,081,002	25
Financial Services	5.6%	$12,110,538	16
Consumer Cyclical	5.4%	$11,551,496	9
Consumer Defensive	4.8%	$10,337,384	5
Industrials	4.0%	$8,689,868	17
Communication Services	3.3%	$6,980,718	4
Healthcare	2.5%	$5,370,093	7
Energy	1.3%	$2,848,521	5
Utilities	1.3%	$2,756,956	2
Real Estate	0.4%	$928,056	2
Basic Materials	0.4%	$925,990	3

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
PLTR	Palantir Technologies Inc.	+7,347	17,856	$2,083,259
IBM	International Business Machines Corp	+1,327	2,304	$647,907
APH	Amphenol Corp /De/	+1,101	2,734	$482,058
MS	Morgan Stanley	+997	7,031	$1,469,760
CEF	Sprott Physical Gold & Silver Trust	+622	18,010	$724,542
ORCL	Oracle Corp	+593	5,388	$789,611
GRMN	Garmin Ltd	+558	1,603	$380,776
PEG	Public Service Enterprise Group Inc	+507	11,643	$944,945
QQQ	Invesco Qqq Trust, Series 1	+371	10,799	$7,952,383
AMD	Advanced Micro Devices Inc	+353	2,182	$1,267,545
NXPI	NXP Semiconductors N.V.	+320	1,426	$400,748
META	Meta Platforms, Inc.	+283	2,605	$1,467,370
ORI	Old Republic International Corp	+210	17,452	$714,135
LB	LandBridge Co LLC	+80	5,819	$461,097
GRBK	Green Brick Partners, Inc.	+78	4,964	$397,318
WRB	Berkley W R Corp	+75	5,933	$418,454
MSFT	Microsoft Corp	+67	14,907	$5,560,609
CAT	Caterpillar Inc	+65	376	$400,402
V	Visa Inc.	+63	4,892	$1,678,396
IBKR	Interactive Brokers Group, Inc.	+60	4,829	$420,316
MRK	Merck & Co., Inc.	+56	5,756	$739,646
JNJ	Johnson & Johnson	+53	2,698	$685,211
WMT	Walmart Inc.	+46	5,829	$660,192
MA	Mastercard Inc	+44	1,645	$844,872
TOL	Toll Brothers, Inc.	+41	2,918	$480,740
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−6,214	12,062	$4,310,596
SPY	Spdr S&P 500 ETF Trust	−2,935	127,732	$95,386,425
VZ	Verizon Communications Inc	−1,449	13,498	$571,505
MDT	Medtronic plc	−1,163	5,391	$421,737
PG	PROCTER & GAMBLE Co	−1,142	6,395	$937,762
ABT	Abbott Laboratories	−1,075	2,850	$258,609
NVDA	Nvidia Corp	−999	17,881	$3,577,809
NFLX	Netflix Inc	−788	8,841	$631,247
UL	Unilever PLC	−651	4,136	$248,656
ARES	Ares Management Corp	−549	4,068	$452,809
AAPL	Apple Inc.	−440	48,843	$14,133,210
AMZN	Amazon Com Inc	−423	13,466	$3,209,486
NEE	Nextera Energy Inc	−390	20,645	$1,812,011
GLD	Spdr Gold Trust	−386	13,216	$4,868,510
LAMR	Lamar Advertising Co/New	−254	4,203	$655,583
JCI	Johnson Controls International plc	−229	2,645	$386,460
PANW	Palo Alto Networks Inc	−181	2,536	$864,826
HD	Home Depot, Inc.	−162	5,330	$1,879,784
TPR	Tapestry, Inc.	−155	14,718	$2,154,420
UPS	United Parcel Service Inc	−134	3,102	$333,465
MCD	Mcdonalds Corp	−122	1,993	$538,727
COST	Costco Wholesale Corp /New	−102	2,971	$2,779,281
CSCO	Cisco Systems, Inc.	−86	10,446	$1,226,987
AVGO	Broadcom Inc.	−84	9,085	$3,431,858
JPM	Jpmorgan Chase & Co	−59	7,354	$2,407,184
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
TXN	Texas Instruments Inc	1,728	$515,064
INTC	Intel Corp	2,754	$384,541
CDNS	Cadence Design Systems Inc	621	$233,073
CTVA	Corteva, Inc.	2,387	$202,155
No positions match the current search.

Sold Out

Positions the filer fully exited

13 positions

Ticker	Company	Shares	Value
VIG	Vanguard Dividend Appreciation ETF	10,468	$2,251,248
XOM	ExxonMobil Holdings Corp	6,033	$1,023,558
VXF	Vanguard Extended Market ETF	3,924	$807,559
BRK-B	Berkshire Hathaway Inc	1	$718,140
HFXI	NYLI FTSE International Equity Currency Neutral ETF	14,302	$480,261
WEC	Wec Energy Group, Inc.	2,350	$272,059
BSX	Boston Scientific Corp	4,086	$256,396
CME	Cme Group Inc.	845	$249,570
CRM	Salesforce, Inc.	1,332	$248,644
NOW	ServiceNow, Inc.	2,371	$247,888
ADSK	Autodesk, Inc.	987	$236,287
TSCO	Tractor Supply Co /De/	4,500	$203,850
ICE	Intercontinental Exchange, Inc.	1,284	$201,947
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

98 tracked positions · $214,787,940 total · as of Jun 30, 2026

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

Showing 1–50 of 98 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Reduced	127,732	-2,935	$95,386,425	+12.2%	44.41%
AAPL	Apple Inc. Technology	Reduced	48,843	-440	$14,133,210	+13.0%	6.58%
QQQ	Invesco Qqq Trust, Series 1	Added	10,799	+371	$7,952,383	+32.1%	3.70%
KO	Coca Cola Co Consumer Defensive	Reduced	70,278	-4	$5,711,493	+6.9%	2.66%
MSFT	Microsoft Corp Technology	Added	14,907	+67	$5,560,609	+1.2%	2.59%
GLD	Spdr Gold Trust	Reduced	13,216	-386	$4,868,510	−16.8%	2.27%
GOOGL	Alphabet Inc. Communication Services	Reduced	12,062	-6,214	$4,310,596	−17.9%	2.01%
NVDA	Nvidia Corp Technology	Reduced	17,881	-999	$3,577,809	+8.7%	1.67%
AVGO	Broadcom Inc. Technology	Reduced	9,085	-84	$3,431,858	+20.9%	1.60%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	13,466	-423	$3,209,486	+11.0%	1.49%
AMAT	Applied Materials Inc /De Technology	Reduced	4,159	-3	$3,006,957	+111.4%	1.40%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	2,971	-102	$2,779,281	−9.2%	1.29%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	7,354	-59	$2,407,184	+10.4%	1.12%
TSLA	Tesla, Inc. Consumer Cyclical	Added	5,350	+16	$2,250,210	+13.5%	1.05%
TPR	Tapestry, Inc. Consumer Cyclical	Reduced	14,718	-155	$2,154,420	+2.7%	1.00%
PLTR	Palantir Technologies Inc. Technology	Added	17,856	+7,347	$2,083,259	+35.5%	0.97%
LLY	ELI LILLY & Co Healthcare	Added	1,664	+9	$1,995,851	+31.1%	0.93%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	5,330	-162	$1,879,784	+4.1%	0.88%
NEE	Nextera Energy Inc Utilities	Reduced	20,645	-390	$1,812,011	−7.3%	0.84%
V	Visa Inc. Financial Services	Added	4,892	+63	$1,678,396	+15.0%	0.78%
MS	Morgan Stanley Financial Services	Added	7,031	+997	$1,469,760	+48.0%	0.68%
META	Meta Platforms, Inc. Communication Services	Added	2,605	+283	$1,467,370	+10.5%	0.68%
AMD	Advanced Micro Devices Inc Technology	Added	2,182	+353	$1,267,545	+240.7%	0.59%
CSCO	Cisco Systems, Inc. Technology	Reduced	10,446	-86	$1,226,987	+50.1%	0.57%
FTNT	Fortinet, Inc. Technology	Held	7,955	0	$1,222,047	+88.0%	0.57%
GEV	GE Vernova Inc. Industrials	Reduced	966	-5	$1,134,914	+33.9%	0.53%
ADI	Analog Devices Inc Technology	Reduced	2,814	-2	$1,117,636	+24.8%	0.52%
CMI	Cummins Inc Industrials	Added	1,431	+1	$1,020,603	+32.7%	0.48%
VRT	Vertiv Holdings Co Industrials	Reduced	2,829	-16	$947,205	+32.9%	0.44%
PEG	Public Service Enterprise Group Inc Utilities	Added	11,643	+507	$944,945	+4.8%	0.44%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	6,395	-1,142	$937,762	−13.9%	0.44%
ASML	Asml Holding NV Technology	Added	450	+23	$895,247	+58.7%	0.42%
PANW	Palo Alto Networks Inc Technology	Reduced	2,536	-181	$864,826	+98.5%	0.40%
MA	Mastercard Inc Financial Services	Added	1,645	+44	$844,872	+5.6%	0.39%
ABBV	AbbVie Inc. Healthcare	Reduced	3,183	-32	$800,970	+14.6%	0.37%
CVX	Chevron Corp Energy	Reduced	4,799	-9	$795,482	−20.0%	0.37%
ORCL	Oracle Corp Technology	Added	5,388	+593	$789,611	+11.9%	0.37%
TFC	Truist Financial Corp Financial Services	Held	15,634	0	$778,885	+8.4%	0.36%
MRK	Merck & Co., Inc. Healthcare	Added	5,756	+56	$739,646	+7.9%	0.34%
CEF	Sprott Physical Gold & Silver Trust Financial Services	Added	18,010	+622	$724,542	−12.7%	0.34%
ORI	Old Republic International Corp Financial Services	Added	17,452	+210	$714,135	+3.8%	0.33%
JNJ	Johnson & Johnson Healthcare	Added	2,698	+53	$685,211	+6.0%	0.32%
WMT	Walmart Inc. Consumer Defensive	Added	5,829	+46	$660,192	−8.1%	0.31%
LAMR	Lamar Advertising Co/New Real Estate	Reduced	4,203	-254	$655,583	+16.1%	0.31%
IBM	International Business Machines Corp Technology	Added	2,304	+1,327	$647,907	+173.6%	0.30%
NFLX	Netflix Inc Communication Services	Reduced	8,841	-788	$631,247	−31.8%	0.29%
VZ	Verizon Communications Inc Communication Services	Reduced	13,498	-1,449	$571,505	−23.8%	0.27%
NOC	Northrop Grumman Corp /De/ Industrials	Held	1,122	0	$571,445	−25.3%	0.27%
MPC	Marathon Petroleum Corp Energy	Added	2,166	+5	$553,781	+4.9%	0.26%
PSX	Phillips 66 Energy	Reduced	3,271	-32	$552,962	−8.1%	0.26%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.