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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
WMT icon
76
Walmart Inc
WMT
$909B
$810K 0.2%
7,272
-15
-0.2% -$1.61K
GS icon
77
Goldman Sachs
GS
$289B
$797K 0.2%
906
– –
MCD icon
78
McDonald's
MCD
$193B
$796K 0.2%
2,604
-11
-0.4% -$3.37K
PAPR icon
79
Innovator US Equity Power Buffer ETF April
PAPR
$945M
$776K 0.19%
19,838
-50
-0.3% -$1.93K
ORI icon
80
Old Republic International
ORI
$10.9B
$772K 0.19%
16,921
+63
+0.4% +$2.73K
TFC icon
81
Truist Financial
TFC
$63.9B
$769K 0.19%
15,634
– –
ISRG icon
82
Intuitive Surgical
ISRG
$127B
$767K 0.19%
1,355
-111
-8% -$59.1K
QMOM icon
83
Alpha Architect US Quantitative Momentum ETF
QMOM
$408M
$761K 0.19%
11,660
+1,048
+10% +$68.2K
CMI icon
84
Cummins
CMI
$83.6B
$729K 0.18%
1,429
-2
-0.1% -$935
ARES icon
85
Ares Management
ARES
$28.1B
$726K 0.18%
4,489
+15
+0.3% +$2.34K
CVX icon
86
Chevron
CVX
$382B
$725K 0.18%
4,759
+195
+4% +$29.7K
XOM icon
87
ExxonMobil
XOM
$650B
$723K 0.18%
6,006
+7
+0.1% +$812
SDY icon
88
State Street SPDR S&P Dividend ETF
SDY
$22.1B
$722K 0.18%
5,185
– –
XLF icon
89
State Street Financial Select Sector SPDR ETF
XLF
$56.5B
$674K 0.17%
12,307
+424
+4% +$22.6K
PJUN icon
90
Innovator US Equity Power Buffer ETF June
PJUN
$945M
$663K 0.16%
15,838
– –
VZ icon
91
Verizon
VZ
$197B
$648K 0.16%
15,900
+1,160
+8% +$47.1K
JEPI icon
92
JPMorgan Equity Premium Income ETF
JEPI
$45.5B
$646K 0.16%
11,287
+1,394
+14% +$79.6K
NOC icon
93
Northrop Grumman
NOC
$76B
$640K 0.16%
1,122
+1
+0.1% +$580
GEV icon
94
GE Vernova
GEV
$240B
$632K 0.16%
967
-7
-0.7% -$4.26K
FTNT icon
95
Fortinet
FTNT
$112B
$632K 0.16%
7,955
– –
PJAN icon
96
Innovator US Equity Power Buffer ETF January
PJAN
$1.42B
$628K 0.16%
13,348
– –
MDT icon
97
Medtronic
MDT
$112B
$627K 0.16%
6,532
-13
-0.2% -$1.26K
MRK icon
98
Merck
MRK
$322B
$597K 0.15%
5,673
+26
+0.5% +$2.44K
PANW icon
99
Palo Alto Networks
PANW
$256B
$571K 0.14%
3,101
-120
-4% -$24.2K
JNJ icon
100
Johnson & Johnson
JNJ
$640B
$569K 0.14%
2,747
-143
-5% -$28.3K
2 3
4
5 6

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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.