Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
ATTICUS WEALTH MANAGEMENT, LLC (CIK 1800234) reported $368.9M across 181 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($85.0M, 23.03%), IWF ($21.7M, 5.88%), CSHI ($16.8M, 4.54%), HTRB ($16.0M, 4.34%), SPYV ($14.6M, 3.96%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $85.0M | 23.03% | 130,667 | Trimmed |
| 2 | IWF | ISHARES TR | $21.7M | 5.88% | 50,876 | Added |
| 3 | CSHI | NEOS ETF TRUST | $16.8M | 4.54% | 336,587 | Trimmed |
| 4 | HTRB | HARTFORD FDS EXCHANGE TRADED | $16.0M | 4.34% | 474,703 | Trimmed |
| 5 | SPYV | SPDR SERIES TRUST | $14.6M | 3.96% | 258,012 | Trimmed |
| 6 | AAPL | APPLE INC | $12.5M | 3.39% | 49,283 | Trimmed |
| 7 | SPLV | INVESCO EXCH TRADED FD TR II | $9.9M | 2.69% | 135,924 | Trimmed |
| 8 | OEF | ISHARES TR | $9.2M | 2.49% | 28,844 | Trimmed |
| 9 | XMHQ | INVESCO EXCHANGE TRADED FD T | $7.1M | 1.94% | 69,079 | Trimmed |
| 10 | QQQ | INVESCO QQQ TR | $6.0M | 1.63% | 10,428 | Trimmed |
| 11 | GLD | SPDR GOLD TR | $5.9M | 1.59% | 13,602 | Trimmed |
| 12 | MSFT | MICROSOFT CORP | $5.5M | 1.49% | 14,840 | Trimmed |
| 13 | KO | COCA COLA CO | $5.3M | 1.45% | 70,282 | Added |
| 14 | VYM | VANGUARD WHITEHALL FDS | $4.6M | 1.24% | 30,844 | Trimmed |
| 15 | GOOGL | ALPHABET INC | $3.6M | 0.98% | 12,521 | Trimmed |
| 16 | PMAY | INNOVATOR ETFS TRUST | $3.6M | 0.98% | 90,861 | Trimmed |
| 17 | XLK | SELECT SECTOR SPDR TR | $3.6M | 0.97% | 26,924 | Trimmed |
| 18 | VV | VANGUARD INDEX FDS | $3.5M | 0.95% | 11,774 | Trimmed |
| 19 | NVDA | NVIDIA CORPORATION | $3.3M | 0.89% | 18,880 | Trimmed |
| 20 | IJR | ISHARES TR | $3.2M | 0.87% | 25,731 | Trimmed |
| 21 | SPYG | SPDR SERIES TRUST | $3.2M | 0.86% | 32,367 | Trimmed |
| 22 | COST | COSTCO WHOLESALE CORPORATION | $3.1M | 0.83% | 3,073 | Trimmed |
| 23 | AMZN | AMAZON COM INC | $2.9M | 0.78% | 13,889 | Trimmed |
| 24 | AVGO | BROADCOM INC | $2.8M | 0.77% | 9,169 | Trimmed |
| 25 | EFA | ISHARES TR | $2.8M | 0.76% | 29,025 | Added |
Source: SEC Form 13F filings · as of 2026-03-31