ATTICUS WEALTH MANAGEMENT, LLC

CIK

1800234

Location

Palm Beach Gardens, FL

Portfolio Value

Small $420,606,097

Diversification

Diversified

Filing Date

Global Rank

#4,276 / 8,794 ▲ 62 · as of Jun 2026

Top Industry

Consumer Electronics 12.6%

Period ended 3 months ago

Filed Jul 15, 2026 · 3mo

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

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

Top Position

22.7%

−3.9 pts

Top 5

54.0%

+7.5 pts

Top 10

65.4%

+5.2 pts

HHI

864

Diversified−18

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	73.3%	$308,167,920	30
Technology	10.6%	$44,563,061	25
Financial Services	3.4%	$14,451,171	18
Consumer Cyclical	2.7%	$11,551,496	9
Consumer Defensive	2.5%	$10,337,384	5
Communication Services	2.2%	$9,140,977	4
Industrials	2.1%	$8,689,868	17
Healthcare	1.5%	$6,244,697	8
Energy	0.7%	$2,848,521	5
Utilities	0.7%	$2,756,956	2
Real Estate	0.2%	$928,056	2
Basic Materials	0.2%	$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
AAPR	Innovator Equity Defined Protection ETF - 2 Yr to April 2028	+619,218	922,233	$37,046,993
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+166,400	394,716	$56,178,848
AAPY	Kurv Yield Premium Strategy Apple (AAPL) ETF	+95,583	432,170	$21,526,387
ACGO	Hartford Alpha Capture Growth ETF	+33,006	507,709	$17,127,563
EDV	Vanguard World Funds Extended Duration ETF	+21,610	24,673	$2,948,916
HFXI	NYLI FTSE International Equity Currency Neutral ETF	+14,164	28,466	$1,084,269
FNDA	Schwab Fundamental U.S. Small Company ETF	+8,753	24,779	$762,074
PLTR	Palantir Technologies Inc.	+7,347	17,856	$2,083,259
IVZ	Invesco Ltd.	+5,246	6,120	$1,854,176
—		+4,101	16,845	$2,785,826
AGNG	Global X Funds Global X Aging Population ETF	+3,985	36,789	$1,528,298
VB	Vanguard Morningstar Small-Cap ETF	+3,599	23,743	$7,008,080
BNDW	Vanguard Total World Bond ETF	+2,276	12,525	$852,011
IBM	International Business Machines Corp	+1,327	2,304	$647,907
APH	Amphenol Corp /De/	+1,101	2,734	$964,117
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
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	−180,629	114,935	$9,315,356
BAB	Invesco Taxable Municipal Bond ETF	−130,598	5,326	$398,917
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	−13,331	45,271	$3,908,869
BAPR	Innovator U.S. Equity Buffer ETF - April	−9,096	82,910	$3,788,373
ABI	VictoryShares Pioneer Asset-Based Income ETF	−4,881	72,656	$8,419,468
AAAA	Amplius Aggressive Asset Allocation ETF	−4,562	13,784	$1,085,214
DYTA	SGI Dynamic Tactical ETF	−3,323	5,858	$292,900
SPY	Spdr S&P 500 ETF Trust	−2,935	127,732	$95,386,425
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	−2,695	51,680	$7,982,181
BKF	iShares MSCI BIC ETF	−1,552	56,558	$4,606,138
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
VEU	Vanguard FTSE All-World Ex-US ETF	−475	2,520	$291,538
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
VIGI	Vanguard International Dividend Appreciation ETF	−293	35,335	$5,294,771
LAMR	Lamar Advertising Co/New	−254	4,203	$655,583
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 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
AGQ	ProShares Trust II	5,758	$201,645
No positions match the current search.

Sold Out

Positions the filer fully exited

10 positions

Ticker	Company	Shares	Value
XOM	ExxonMobil Holdings Corp	6,033	$1,023,558
BRK-B	Berkshire Hathaway Inc	1	$718,140
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

128 tracked positions · $420,606,097 total · filing declares 177 positions · $420,122,882 · 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 128 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	127,732	-2,935	$95,386,425	+12.2%	22.68%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	394,716	+166,400	$56,178,848	—	13.36%
AAPR	Innovator Equity Defined Protection ETF - 2 Yr to April 2028	Added	922,233	+619,218	$37,046,993	+196.9%	8.81%
AAPY	Kurv Yield Premium Strategy Apple (AAPL) ETF	Added	432,170	+95,583	$21,526,387	+28.5%	5.12%
ACGO	Hartford Alpha Capture Growth ETF	Added	507,709	+33,006	$17,127,563	+6.9%	4.07%
AAPL	Apple Inc. Technology	Reduced	48,843	-440	$14,133,210	+13.0%	3.36%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Reduced	114,935	-180,629	$9,315,356	−49.7%	2.21%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Reduced	72,656	-4,881	$8,419,468	−3.9%	2.00%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Reduced	51,680	-2,695	$7,982,181	+22.0%	1.90%
QQQ	Invesco Qqq Trust, Series 1	Added	10,799	+371	$7,952,383	+32.1%	1.89%
VB	Vanguard Morningstar Small-Cap ETF	Added	23,743	+3,599	$7,008,080	+20.0%	1.67%
GOOGL	Alphabet Inc. Communication Services	Reduced	18,176	-100	$6,470,855	+23.2%	1.54%
KO	Coca Cola Co Consumer Defensive	Reduced	70,278	-4	$5,711,493	+6.9%	1.36%
MSFT	Microsoft Corp Technology	Added	14,907	+67	$5,560,609	+1.2%	1.32%
VIGI	Vanguard International Dividend Appreciation ETF	Reduced	35,335	-293	$5,294,771	+5.5%	1.26%
GLD	Spdr Gold Trust	Reduced	13,216	-386	$4,868,510	−16.8%	1.16%
BKF	iShares MSCI BIC ETF	Reduced	56,558	-1,552	$4,606,138	+20.0%	1.10%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Reduced	45,271	-13,331	$3,908,869	−8.4%	0.93%
BAPR	Innovator U.S. Equity Buffer ETF - April	Reduced	82,910	-9,096	$3,788,373	−3.5%	0.90%
NVDA	Nvidia Corp Technology	Reduced	17,881	-999	$3,577,809	+8.7%	0.85%
AVGO	Broadcom Inc. Technology	Reduced	9,085	-84	$3,431,858	+20.9%	0.82%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	13,466	-423	$3,209,486	+11.0%	0.76%
AMAT	Applied Materials Inc /De Technology	Reduced	4,159	-3	$3,006,957	+111.4%	0.71%
EDV	Vanguard World Funds Extended Duration ETF	Added	24,673	+21,610	$2,948,916	+1003.9%	0.70%
		Added	16,845	+4,101	$2,785,826	+103.7%	0.66%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	2,971	-102	$2,779,281	−9.2%	0.66%
VIG	Vanguard Dividend Appreciation ETF	Added	10,496	+28	$2,483,563	+10.3%	0.59%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	7,354	-59	$2,407,184	+10.4%	0.57%
TSLA	Tesla, Inc. Consumer Cyclical	Added	5,350	+16	$2,250,210	+13.5%	0.53%
TPR	Tapestry, Inc. Consumer Cyclical	Reduced	14,718	-155	$2,154,420	+2.7%	0.51%
PLTR	Palantir Technologies Inc. Technology	Added	17,856	+7,347	$2,083,259	+35.5%	0.50%
LLY	ELI LILLY & Co Healthcare	Added	1,664	+9	$1,995,851	+31.1%	0.47%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	5,330	-162	$1,879,784	+4.1%	0.45%
IVZ	Invesco Ltd. Financial Services	Added	6,120	+5,246	$1,854,176	+792.8%	0.44%
NEE	Nextera Energy Inc Utilities	Reduced	20,645	-390	$1,812,011	−7.3%	0.43%
V	Visa Inc. Financial Services	Added	4,892	+63	$1,678,396	+15.0%	0.40%
AGNG	Global X Funds Global X Aging Population ETF	Added	36,789	+3,985	$1,528,298	+27.0%	0.36%
MS	Morgan Stanley Financial Services	Added	7,031	+997	$1,469,760	+48.0%	0.35%
META	Meta Platforms, Inc. Communication Services	Added	2,605	+283	$1,467,370	+10.5%	0.35%
AMD	Advanced Micro Devices Inc Technology	Added	2,182	+353	$1,267,545	+240.7%	0.30%
CSCO	Cisco Systems, Inc. Technology	Reduced	10,446	-86	$1,226,987	+50.1%	0.29%
FTNT	Fortinet, Inc. Technology	Held	7,955	0	$1,222,047	+88.0%	0.29%
GEV	GE Vernova Inc. Industrials	Reduced	966	-5	$1,134,914	+33.9%	0.27%
ADI	Analog Devices Inc Technology	Reduced	2,814	-2	$1,117,636	+24.8%	0.27%
		Reduced	7,417	-69	$1,085,922	+13.2%	0.26%
AAAA	Amplius Aggressive Asset Allocation ETF	Reduced	13,784	-4,562	$1,085,214	+4.6%	0.26%
HFXI	NYLI FTSE International Equity Currency Neutral ETF	Added	28,466	+14,164	$1,084,269	+125.8%	0.26%
CMI	Cummins Inc Industrials	Added	1,431	+1	$1,020,603	+32.7%	0.24%
		Added	20,732	+76	$989,123	+5.2%	0.24%
		Added	3,929	+5	$967,359	+19.8%	0.23%

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.