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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
XLV icon
51
State Street Health Care Select Sector SPDR ETF
XLV
$42.9B
$1.38M 0.34%
8,936
+526
+6% +$78.8K
PG icon
52
Procter & Gamble
PG
$340B
$1.15M 0.28%
8,016
-84
-1% -$12.4K
AIQ icon
53
Global X Artificial Intelligence & Technology ETF
AIQ
$8.89B
$1.15M 0.28%
22,577
-395
-2% -$20.1K
VOO icon
54
Vanguard S&P 500 ETF
VOO
$956B
$1.13M 0.28%
1,805
+37
+2% +$23K
AMAT icon
55
Applied Materials
AMAT
$347B
$1.13M 0.28%
4,406
+2
+0% +$479
ORCL icon
56
Oracle
ORCL
$339B
$1.12M 0.28%
5,743
-2
-0% -$476
INDA icon
57
iShares MSCI India ETF
INDA
$6.81B
$1.11M 0.27%
20,593
+91
+0.4% +$4.9K
SPIB icon
58
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$1.11M 0.27%
32,799
-246
-0.7% -$8.33K
IVW icon
59
iShares S&P 500 Growth ETF
IVW
$70.5B
$1.09M 0.27%
8,827
+101
+1% +$12.4K
MS icon
60
Morgan Stanley
MS
$319B
$1.08M 0.27%
6,068
+19
+0.3% +$3.17K
IWP icon
61
iShares Russell Mid-Cap Growth ETF
IWP
$19.4B
$1.06M 0.26%
7,715
+206
+3% +$28.8K
MA icon
62
Mastercard
MA
$498B
$1.02M 0.25%
1,781
-15
-0.8% -$8.38K
IVV icon
63
iShares Core S&P 500 ETF
IVV
$858B
$1M 0.25%
1,465
+558
+62% +$379K
VTV icon
64
Vanguard Value ETF
VTV
$188B
$977K 0.24%
5,114
– –
NFLX icon
65
Netflix
NFLX
$307B
$907K 0.22%
9,671
-219
-2% -$23.6K
PJUL icon
66
Innovator US Equity Power Buffer ETF July
PJUL
$1.22B
$891K 0.22%
19,190
– –
SPYD icon
67
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$7.76B
$891K 0.22%
20,590
+83
+0.4% +$3.6K
PEG icon
68
Public Service Enterprise Group
PEG
$38.7B
$882K 0.22%
10,990
-219
-2% -$17.9K
ADI icon
69
Analog Devices
ADI
$172B
$868K 0.21%
3,199
+321
+11% +$80.6K
QTUM icon
70
Defiance Quantum ETF
QTUM
$4.89B
$833K 0.21%
7,600
+1,829
+32% +$202K
UNOV icon
71
Innovator US Equity Ultra Buffer ETF November
UNOV
$107M
$829K 0.2%
21,778
– –
CSCO icon
72
Cisco
CSCO
$443B
$828K 0.2%
10,753
-121
-1% -$8.98K
ABBV icon
73
AbbVie
ABBV
$465B
$825K 0.2%
3,609
-113
-3% -$25.7K
VXF icon
74
Vanguard Extended Market ETF
VXF
$30B
$819K 0.2%
3,917
+6
+0.2% +$1.26K
JTEK icon
75
JPMorgan US Tech Leaders ETF
JTEK
$3.9B
$818K 0.2%
9,083
+1,583
+21% +$145K
1 2
3
4 5

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IMA
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CMHI
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TFP
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BRM
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SCV
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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.