DOSSIER · 13F-HR · Q1 2026

ATTICUS WEALTH MANAGEMENT, LLC

ATTICUS WEALTH's pension fund based in Chicago, IL $369M in tracked AUM across 181 positions as of Q1 2026.

AW
ATTICUS WEALTH·Chicago, IL·Pension Fund
CIK 0001800234 · last filed Mar 31, 2026
Total AUM
$369M
15.5%
vs prior
Holdings
181
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
Top sector
Tech
29% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

ATTICUS WEALTH MANAGEMENT, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SPY
STATE STR SPDR S&P 500 ETF T
$85M131K23.0%
02
IWF
ISHARES TR
$22M51K5.9%
03
CSHI
NEOS ETF TRUST
$17M337K4.5%
04
HTRB
HARTFORD FDS EXCHANGE TRADED
$16M475K4.3%
05
SPYV
SPDR SERIES TRUST
$15M258K4.0%
06
AAPL
APPLE INC
$13M49K3.4%
07
SPLV
INVESCO EXCH TRADED FD TR II
$10M136K2.7%
08
OEF
ISHARES TR
$9M29K2.5%
09
XMHQ
INVESCO EXCHANGE TRADED FD T
$7M69K1.9%
10
QQQ
INVESCO QQQ TR
$6M10K1.6%

Filing history

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