ATTICUS WEALTH MANAGEMENT, LLC: 13F holdings
CIK 18002342026Q2
| Positions | 177 |
|---|
| Reported value | $420.1m |
|---|
| Filed | 2026-07-15 |
|---|
Change since last quarter
| Positions | 177 (-4 vs prior quarter) |
|---|
| Reported value | $420.1m (+13.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPY STATE STR SPDR S&P 500 ETF T | 127,732 | $95.4m | 22.7% |
| IWF ISHARES TR | 204,824 | $25.4m | 6.1% |
| SFLR INNOVATOR ETFS TRUST | 644,710 | $24.9m | 5.9% |
| CSHI NEOS ETF TRUST | 432,170 | $21.5m | 5.1% |
| HTRB HARTFORD FDS EXCHANGE TRADED | 507,709 | $17.1m | 4.1% |
| AAPL APPLE INC | 48,843 | $14.1m | 3.4% |
| VTI ISHARES TR | 27,944 | $10.2m | 2.4% |
| XMHQ INVESCO EXCHANGE TRADED FD T | 70,473 | $8.0m | 1.9% |
| QQQ INVESCO QQQ TR | 10,799 | $8.0m | 1.9% |
| KO COCA COLA CO | 70,278 | $5.7m | 1.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1800234")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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