13F Insight
DOSSIER · 13F-HR · Q2 2026

ATTICUS WEALTH MANAGEMENT, LLC

$420M in tracked AUM across 177 positions as of Q2 2026.

AW
CIK 0001800234 · last filed Jun 30, 2026
Total AUM
$420M
as of Q2 2026
Holdings
177
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

ATTICUS WEALTH MANAGEMENT, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPY
STATE STR SPDR S&P 500 ETF T
$95M128K22.7%02
IWF
ISHARES TR
$25M205K6.1%03
SFLR
INNOVATOR ETFS TRUST
$25M645K5.9%04
CSHI
NEOS ETF TRUST
$22M432K5.1%05
HTRB
HARTFORD FDS EXCHANGE TRADED
$17M508K4.1%06
AAPL
APPLE INC
$14M49K3.4%07
OEF
ISHARES TR
$10M28K2.4%08
XMHQ
INVESCO EXCHANGE TRADED FD T
$8M70K1.9%09
QQQ
INVESCO QQQ TR
$8M11K1.9%10
KO
COCA COLA CO
$6M70K1.4%

Filing history

2026Q2Jun 30
$420M▲ 13.9%
177 positionsView →2026Q1Mar 31
$369M▼ 8.9%
181 positionsView →2025Q4Dec 31
$405M▲ 2.2%
204 positionsView →2025Q3Sep 30
$396M▲ 7.0%
197 positionsView →2025Q2Jun 30
$370M▲ 20.9%
679 positionsLocked2025Q1Mar 31
$306M▼ 4.7%
514 positionsLocked2024Q4Dec 31
$322M▲ 3.3%
531 positionsLocked2024Q3Sep 30
$311M▲ 1.8%
522 positionsLocked2024Q2Jun 30
$306M▲ 0.1%
535 positionsLocked2024Q1Mar 31
$306M▲ 7.9%
549 positionsLocked2023Q4Dec 31
$283M▲ 4.5%
563 positionsLocked2023Q3Sep 30
$271M▼ 0.0%
584 positionsLocked
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