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AWM

Atticus Wealth Management Portfolio holdings

AUM $420M
1-Year Est. Return 23.31%
This Fund
S&P 500
This Quarter Est. Return
+7.72%
1 Year Est. Return
+23.31%
3 Year Est. Return
+63.82%
5 Year Est. Return
+70.4%
10 Year Est. Return
–
AUM
$396M
AUM Growth
+$25.9M
Cap. Flow
-$24.9K
Cap. Flow %
-0.01%
Top 10 Hldgs %
54.25%
Holding
681
New
2
Increased
129
Reduced
42
Closed
483

Top Buys

Rank Stock Value
1
HTRB icon
Hartford Total Return Bond ETF
HTRB
+$3.31M
2
CSHI icon
NEOS Enhanced Income 1-3 Month T-Bill ETF
CSHI
+$2.1M
3
TSLA icon
Tesla
TSLA
+$1.1M
4
PLTR icon
Palantir
PLTR
+$1.05M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$904K

Top Sells

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$4.87M
2
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.33M
3
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$619K
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$561K
5
OEF icon
iShares S&P 100 ETF
OEF
+$460K

Sector Composition

Rank Sector Weight
1 Technology 10.43%
2 Consumer Discretionary 3.11%
3 Financials 2.93%
4 Consumer Staples 2.69%
5 Communication Services 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JRI icon
426
Nuveen Real Asset Income & Growth Fund
JRI
$353M
– –
-591
Closed -$7.98K
KD icon
427
Kyndryl
KD
$2.98B
– –
-3,337
Closed -$140K
KEY icon
428
KeyCorp
KEY
$24.2B
– –
-60
Closed -$1.05K
KKR icon
429
KKR & Co
KKR
$90.7B
– –
-133
Closed -$17.7K
KMB icon
430
Kimberly-Clark
KMB
$36.6B
– –
-781
Closed -$101K
KNF icon
431
Knife River
KNF
$4.15B
– –
-20
Closed -$1.63K
KNX icon
432
Knight Transportation
KNX
$11.3B
– –
-13
Closed -$575
KR icon
433
Kroger
KR
$35.4B
– –
-9
Closed -$646
KVUE icon
434
Kenvue
KVUE
$37.1B
– –
-80
Closed -$1.68K
LAC
435
Lithium Americas
LAC
$1.01B
– –
-145
Closed -$389
LAZR
436
DELISTED
Luminar Technologies
LAZR
– –
-2
Closed -$6
LEN icon
437
Lennar Class A
LEN
$20.2B
– –
-220
Closed -$24.4K
LEN.B icon
438
Lennar Class B
LEN.B
$19.7B
– –
-4
Closed -$421
LH icon
439
Labcorp
LH
$25.9B
– –
-605
Closed -$159K
LIT icon
440
Global X Lithium & Battery Tech ETF
LIT
$1.53B
– –
-450
Closed -$17.3K
LNG icon
441
Cheniere Energy
LNG
$54.1B
– –
-100
Closed -$24.4K
LPLA icon
442
LPL Financial
LPLA
$27.1B
– –
-1
Closed -$375
LRCX icon
443
Lam Research
LRCX
$372B
– –
-1,215
Closed -$118K
LUV icon
444
Southwest Airlines
LUV
$22.3B
– –
-336
Closed -$10.9K
LVS icon
445
Las Vegas Sands
LVS
$32.3B
– –
-189
Closed -$8.22K
MBLY icon
446
Mobileye
MBLY
$1.99B
– –
-77
Closed -$1.39K
MCK icon
447
McKesson
MCK
$101B
– –
-2
Closed -$1.47K
MCO icon
448
Moody's
MCO
$83.5B
– –
-78
Closed -$39.1K
MDB icon
449
MongoDB
MDB
$26.2B
– –
-12
Closed -$2.52K
MDLZ icon
450
Mondelez International
MDLZ
$80.5B
– –
-1,050
Closed -$70.8K
16 17
18
19 20

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AI
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IMA
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CMHI
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TFP
Triune Financial Partners Overland Park, Kansas $421M AUM 22.09% 1-Year Est. Return
BRM
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SCV
Sands Capital Ventures Arlington, Virginia $421M AUM 26.25% 1-Year Est. Return

Atticus Wealth Management's Q3 2025 Portfolio in Review

As of Q3 2025, Atticus Wealth Management held 681 positions worth $396M, up 7% from $370M the previous quarter. Its ten largest holdings account for 54% of the portfolio.

Atticus Wealth Management's Q3 2025 filing shows 2 new, 129 increased, 42 reduced and 483 closed positions. Its largest new stake was Defiance Quantum ETF: 5,771 shares worth $605K. The largest sale was State Street SPDR S&P 500 ETF Trust, an estimated $4.87M.

By sector, the portfolio is most concentrated in Technology at 10% of assets, up from 9.1% a quarter earlier, followed by Consumer Discretionary and Financials.

  • Atticus Wealth Management's largest Q3 2025 buy was Defiance Quantum ETF: 5,771 shares worth $605K.
  • Atticus Wealth Management added most to Hartford Total Return Bond ETF in Q3 2025, an estimated $3.31M increase.
  • Atticus Wealth Management's biggest Q3 2025 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $4.87M.
  • Atticus Wealth Management fully exited Trade Desk in Q3 2025, selling an estimated $321K.
  • Atticus Wealth Management's ten largest holdings make up 54% of its $396M portfolio in Q3 2025.
  • Atticus Wealth Management opened 2 new positions and closed 483 in Q3 2025.
  • Atticus Wealth Management's portfolio value rose 7% quarter-over-quarter to $396M.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.