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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
+9.37%
1 Year Est. Return
+23.31%
3 Year Est. Return
+63.82%
5 Year Est. Return
+70.4%
10 Year Est. Return
–
AUM
$370M
AUM Growth
+$63.9M
Cap. Flow
+$36.5M
Cap. Flow %
9.84%
Top 10 Hldgs %
54.49%
Holding
696
New
187
Increased
217
Reduced
71
Closed
17

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$4.98M
2
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.62M
3
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$1.59M
4
AVGO icon
Broadcom
AVGO
+$877K
5
TPR icon
Tapestry
TPR
+$734K

Top Sells

Rank Stock Value
1
CSHI icon
NEOS Enhanced Income 1-3 Month T-Bill ETF
CSHI
+$1.96M
2
VDE icon
Vanguard Energy ETF
VDE
+$664K
3
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$411K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$371K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$357K

Sector Composition

Rank Sector Weight
1 Technology 9.13%
2 Consumer Staples 3.12%
3 Financials 2.89%
4 Consumer Discretionary 2.45%
5 Communication Services 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CVX icon
76
Chevron
CVX
$374B
$634K 0.17%
4,428
+56
+1% +$7.89K
PJUN icon
77
Innovator US Equity Power Buffer ETF June
PJUN
$953M
$630K 0.17%
15,838
+6,929
+78% +$261K
JGRO icon
78
JPMorgan Active Growth ETF
JGRO
$9.24B
$618K 0.17%
+7,179
New +$558K
PJAN icon
79
Innovator US Equity Power Buffer ETF January
PJAN
$1.43B
$588K 0.16%
13,348
– –
WMT icon
80
Walmart Inc
WMT
$900B
$587K 0.16%
6,002
+2,057
+52% +$196K
MS icon
81
Morgan Stanley
MS
$333B
$581K 0.16%
4,122
+3,272
+385% +$402K
INTU icon
82
Intuit
INTU
$85.6B
$579K 0.16%
735
+33
+5% +$22.3K
ISRG icon
83
Intuitive Surgical
ISRG
$130B
$560K 0.15%
1,030
+505
+96% +$264K
JNJ icon
84
Johnson & Johnson
JNJ
$643B
$552K 0.15%
3,612
-208
-5% -$32K
JPST icon
85
JPMorgan Ultra-Short Income ETF
JPST
$40.1B
$547K 0.15%
10,797
+1,021
+10% +$51.6K
IWD icon
86
iShares Russell 1000 Value ETF
IWD
$82.2B
$528K 0.14%
2,718
-50
-2% -$9.26K
NOC icon
87
Northrop Grumman
NOC
$78B
$524K 0.14%
1,049
+29
+3% +$14.3K
CSCO icon
88
Cisco
CSCO
$456B
$509K 0.14%
7,334
+6,729
+1,112% +$414K
IWS icon
89
iShares Russell Mid-Cap Value ETF
IWS
$15.8B
$498K 0.13%
3,767
+65
+2% +$8.15K
MRK icon
90
Merck
MRK
$326B
$486K 0.13%
6,140
+2,097
+52% +$167K
VBR icon
91
Vanguard Small-Cap Value ETF
VBR
$37.7B
$480K 0.13%
2,464
– –
ABT icon
92
Abbott
ABT
$187B
$478K 0.13%
3,511
+860
+32% +$113K
ARES icon
93
Ares Management
ARES
$28.8B
$471K 0.13%
+2,720
New +$430K
PLTR icon
94
Palantir
PLTR
$296B
$455K 0.12%
3,340
+2,259
+209% +$265K
CMI icon
95
Cummins
CMI
$88.5B
$449K 0.12%
1,370
+107
+8% +$33.1K
GS icon
96
Goldman Sachs
GS
$305B
$440K 0.12%
621
+241
+63% +$140K
JEPI icon
97
JPMorgan Equity Premium Income ETF
JEPI
$45.9B
$438K 0.12%
7,711
+6,386
+482% +$354K
VCIT icon
98
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.4B
$438K 0.12%
+5,278
New +$429K
ADBE icon
99
Adobe
ADBE
$99B
$425K 0.11%
1,098
+124
+13% +$47.8K
ADI icon
100
Analog Devices
ADI
$178B
$424K 0.11%
1,781
+1,260
+242% +$262K
2 3
4
5 6

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MilWealth Group Milwaukee, Wisconsin $420M AUM 12.37% 1-Year Est. Return
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Hurlow Wealth Management Group Bloomington, Indiana $420M AUM 16.85% 1-Year Est. Return
AI
ArchPoint Investors Coral Gables, Florida $420M AUM 42.19% 1-Year Est. Return
CWM
Cordatus Wealth Management Newtown, Pennsylvania $420M AUM 24.63% 1-Year Est. Return
IMA
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CMHI
CVC Management Holdings II St. Helier, Jersey $420M AUM 0.05% 1-Year Est. Return
TFP
Triune Financial Partners Overland Park, Kansas $421M AUM 22.09% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return

Atticus Wealth Management's Q2 2025 Portfolio in Review

As of Q2 2025, Atticus Wealth Management held 696 positions worth $370M, up 21% from $306M the previous quarter. Its ten largest holdings account for 54% of the portfolio.

Atticus Wealth Management deployed $36.5M of net new capital in Q2 2025, opening 187 new positions and adding to 217 existing holdings. Its largest new stake was Tapestry: 9,687 shares worth $851K.

By sector, the portfolio is most concentrated in Technology at 9.1% of assets, up from 7.5% a quarter earlier, followed by Consumer Staples and Financials.

On the sell side, the largest reduction was NEOS Enhanced Income 1-3 Month T-Bill ETF, an estimated $1.96M trimmed.

  • Atticus Wealth Management's largest Q2 2025 buy was Tapestry: 9,687 shares worth $851K.
  • Atticus Wealth Management added most to State Street SPDR S&P 500 ETF Trust in Q2 2025, an estimated $4.98M increase.
  • Atticus Wealth Management's biggest Q2 2025 reduction was NEOS Enhanced Income 1-3 Month T-Bill ETF, cutting an estimated $1.96M.
  • Atticus Wealth Management fully exited Vanguard Short-Term Corporate Bond ETF in Q2 2025, selling an estimated $84.5K.
  • Atticus Wealth Management's ten largest holdings make up 54% of its $370M portfolio in Q2 2025.
  • Atticus Wealth Management opened 187 new positions and closed 17 in Q2 2025.
  • Atticus Wealth Management's portfolio value rose 21% quarter-over-quarter to $370M.

Based on Atticus Wealth Management's 13F filing for Q2 2025, filed 10 Jul 2025.