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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
SHEL icon
551
Shell
SHEL
$244B
– –
-414
Closed -$29.1K
SHW icon
552
Sherwin-Williams
SHW
$83.5B
– –
-38
Closed -$13K
SIRI icon
553
SiriusXM
SIRI
$11B
– –
-1,138
Closed -$26.1K
SJM icon
554
J.M. Smucker
SJM
$13.5B
– –
-230
Closed -$22.6K
SLB icon
555
SLB Ltd
SLB
$72.7B
– –
-853
Closed -$28.8K
SLF icon
556
Sun Life Financial
SLF
$45.6B
– –
-491
Closed -$32.6K
SLV icon
557
iShares Silver Trust
SLV
$27.7B
– –
-1,066
Closed -$35K
SMCI icon
558
Super Micro Computer
SMCI
$16.6B
– –
-20
Closed -$981
SMH icon
559
VanEck Semiconductor ETF
SMH
$60.8B
– –
-6
Closed -$1.67K
SNA icon
560
Snap-on
SNA
$21.5B
– –
-34
Closed -$10.6K
SNAP icon
561
Snap
SNAP
$7.96B
– –
-299
Closed -$2.6K
SNOW icon
562
Snowflake
SNOW
$98.1B
– –
-26
Closed -$5.82K
SNX icon
563
TD Synnex
SNX
$19.9B
– –
-73
Closed -$9.91K
SNY icon
564
Sanofi
SNY
$107B
– –
-384
Closed -$18.6K
SO icon
565
Southern Company
SO
$108B
– –
-750
Closed -$68.9K
SPCE icon
566
Virgin Galactic
SPCE
$315M
– –
-37
Closed -$102
SPDW icon
567
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$39.3B
– –
-99
Closed -$4.01K
SPGI icon
568
S&P Global
SPGI
$124B
– –
-326
Closed -$172K
SPHD icon
569
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.41B
– –
-1,228
Closed -$58.4K
SPHR icon
570
Sphere Entertainment
SPHR
$5.02B
– –
-8
Closed -$335
SPSM icon
571
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$16.9B
– –
-439
Closed -$18.7K
SPTL icon
572
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.5B
– –
-11
Closed -$293
SPXU icon
573
ProShares UltraPro Short S&P 500
SPXU
$435M
– –
-200
Closed -$13.4K
SPYI icon
574
NEOS S&P 500 High Income ETF
SPYI
$10.5B
– –
-2,124
Closed -$107K
SQQQ icon
575
ProShares UltraPro Short QQQ
SQQQ
$2.31B
– –
-140
Closed -$13.7K
21 22
23
24 25

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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.