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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
+2.27%
1 Year Est. Return
+23.31%
3 Year Est. Return
+63.82%
5 Year Est. Return
+70.4%
10 Year Est. Return
–
AUM
$405M
AUM Growth
+$8.71M
Cap. Flow
+$1.46M
Cap. Flow %
0.36%
Top 10 Hldgs %
53.91%
Holding
210
New
13
Increased
74
Reduced
86
Closed
6

Top Buys

Rank Stock Value
1
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.49M
2
HTRB icon
Hartford Total Return Bond ETF
HTRB
+$1.01M
3
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$549K
4
SFLR icon
Innovator Equity Managed Floor ETF
SFLR
+$388K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$379K

Top Sells

Rank Stock Value
1
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$803K
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$758K
3
NVDA icon
NVIDIA
NVDA
+$354K
4
RA
Brookfield Real Assets Income Fund
RA
+$332K
5
APD icon
Air Products & Chemicals
APD
+$331K

Sector Composition

Rank Sector Weight
1 Technology 10%
2 Financials 3.39%
3 Consumer Discretionary 3.06%
4 Consumer Staples 2.65%
5 Communication Services 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PMAR icon
26
Innovator US Equity Power Buffer ETF March
PMAR
$752M
$2.93M 0.72%
65,268
-347
-0.5% -$15.4K
SHV icon
27
iShares 0-1 Year Treasury Bond ETF
SHV
$20.8B
$2.55M 0.63%
23,143
-2,261
-9% -$249K
JPM icon
28
JPMorgan Chase
JPM
$916B
$2.52M 0.62%
7,822
-7
-0.1% -$2.17K
TSLA icon
29
Tesla
TSLA
$1.18T
$2.4M 0.59%
5,327
– –
VGT icon
30
Vanguard Information Technology ETF
VGT
$133B
$2.35M 0.58%
24,896
-1,752
-7% -$166K
PNOV icon
31
Innovator US Equity Power Buffer ETF November
PNOV
$874M
$2.3M 0.57%
55,028
– –
EFA icon
32
iShares MSCI EAFE ETF
EFA
$76.4B
$2.27M 0.56%
23,668
+1,056
+5% +$100K
PDEC icon
33
Innovator US Equity Power Buffer ETF December
PDEC
$973M
$2.07M 0.51%
47,638
-90
-0.2% -$3.84K
EMXC icon
34
iShares MSCI Emerging Markets ex China ETF
EMXC
$22.1B
$1.96M 0.48%
26,992
-198
-0.7% -$14K
TPR icon
35
Tapestry
TPR
$30.3B
$1.9M 0.47%
14,848
+28
+0.2% +$3.2K
IJH icon
36
iShares Core S&P Mid-Cap ETF
IJH
$121B
$1.87M 0.46%
28,357
-63
-0.2% -$4.13K
HD icon
37
Home Depot
HD
$337B
$1.87M 0.46%
5,435
+327
+6% +$120K
EEM icon
38
iShares MSCI Emerging Markets ETF
EEM
$27.5B
$1.86M 0.46%
33,935
+654
+2% +$35.6K
GOOG icon
39
Alphabet (Google) Class C
GOOG
$4.11T
$1.83M 0.45%
5,819
-166
-3% -$47.6K
IWM icon
40
iShares Russell 2000 ETF
IWM
$79.1B
$1.82M 0.45%
7,398
-26
-0.4% -$6.39K
LLY icon
41
Eli Lilly
LLY
$1.08T
$1.8M 0.44%
1,672
-4
-0.2% -$3.83K
META icon
42
Meta Platforms (Facebook)
META
$1.49T
$1.8M 0.44%
2,721
+144
+6% +$96.2K
NEE icon
43
NextEra Energy
NEE
$185B
$1.78M 0.44%
22,205
+37
+0.2% +$3.06K
V icon
44
Visa
V
$677B
$1.77M 0.44%
5,036
+6
+0.1% +$2.04K
PLTR icon
45
Palantir
PLTR
$295B
$1.73M 0.43%
9,760
-80
-0.8% -$14.5K
RSP icon
46
Invesco S&P 500 Equal Weight ETF
RSP
$97.3B
$1.71M 0.42%
8,943
+1,052
+13% +$200K
XLY icon
47
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.7B
$1.66M 0.41%
13,914
-1,130
-8% -$134K
JGRO icon
48
JPMorgan Active Growth ETF
JGRO
$9.01B
$1.65M 0.41%
17,821
+3,850
+28% +$361K
BRK.A icon
49
Berkshire Hathaway Class A
BRK.A
$1.1T
$1.51M 0.37%
+2
New +$1.49M
PFEB icon
50
Innovator US Equity Power Buffer ETF February
PFEB
$907M
$1.41M 0.35%
34,596
– –
1
2
3 4 5

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Atticus Wealth Management's Q4 2025 Portfolio in Review

As of Q4 2025, Atticus Wealth Management held 210 positions worth $405M, up 2.2% from $396M the previous quarter. Its ten largest holdings account for 54% of the portfolio.

Atticus Wealth Management's Q4 2025 filing shows 13 new, 74 increased, 86 reduced and 6 closed positions. Its largest new stake was Berkshire Hathaway Class A: 2 shares worth $1.51M. The largest sale was Vanguard Dividend Appreciation ETF, an estimated $803K.

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

  • Atticus Wealth Management's largest Q4 2025 buy was Berkshire Hathaway Class A: 2 shares worth $1.51M.
  • Atticus Wealth Management added most to Hartford Total Return Bond ETF in Q4 2025, an estimated $1.01M increase.
  • Atticus Wealth Management's biggest Q4 2025 reduction was Vanguard Dividend Appreciation ETF, cutting an estimated $803K.
  • Atticus Wealth Management fully exited Brookfield Real Assets Income Fund in Q4 2025, selling an estimated $332K.
  • Atticus Wealth Management's ten largest holdings make up 54% of its $405M portfolio in Q4 2025.
  • Atticus Wealth Management opened 13 new positions and closed 6 in Q4 2025.
  • Atticus Wealth Management's portfolio value rose 2.2% quarter-over-quarter to $405M.

Based on Atticus Wealth Management's 13F filing for Q4 2025, filed 9 Feb 2026.