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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
TOL icon
126
Toll Brothers
TOL
$14B
$389K 0.1%
2,874
+4
+0.1% +$543
GD icon
127
General Dynamics
GD
$103B
$384K 0.09%
1,139
-124
-10% -$42.3K
AEM icon
128
Agnico Eagle Mines
AEM
$72.2B
$382K 0.09%
2,252
– –
O icon
129
Realty Income
O
$61.1B
$382K 0.09%
6,772
-2,416
-26% -$140K
AZO icon
130
AutoZone
AZO
$51.3B
$380K 0.09%
112
+2
+2% +$7.56K
LMT icon
131
Lockheed Martin
LMT
$131B
$377K 0.09%
779
+4
+0.5% +$1.91K
NOW icon
132
ServiceNow
NOW
$120B
$372K 0.09%
2,430
-50
-2% -$8.58K
POCT icon
133
Innovator US Equity Power Buffer ETF October
POCT
$952M
$372K 0.09%
8,461
– –
AHR icon
134
American Healthcare REIT
AHR
$11.1B
$368K 0.09%
7,811
– –
ITOT icon
135
iShares Core S&P Total US Stock Market ETF
ITOT
$92.3B
$368K 0.09%
2,472
-26
-1% -$3.84K
CRM icon
136
Salesforce
CRM
$154B
$367K 0.09%
1,386
-65
-4% -$16.2K
UPS icon
137
United Parcel Service
UPS
$88.9B
$367K 0.09%
3,698
-931
-20% -$87.1K
MPC icon
138
Marathon Petroleum
MPC
$90.1B
$363K 0.09%
2,232
+7
+0.3% +$1.31K
RS icon
139
Reliance Steel & Aluminium
RS
$20.6B
$357K 0.09%
1,236
-153
-11% -$43K
ADBE icon
140
Adobe
ADBE
$105B
$357K 0.09%
1,019
-31
-3% -$10.5K
ANET icon
141
Arista Networks
ANET
$199B
$356K 0.09%
2,714
-143
-5% -$19.7K
ETN icon
142
Eaton
ETN
$141B
$353K 0.09%
1,109
– –
VUG icon
143
Vanguard Morningstar Growth ETF
VUG
$212B
$349K 0.09%
4,296
– –
ALL icon
144
Allstate
ALL
$70.6B
$349K 0.09%
1,677
+5
+0.3% +$1.02K
LIN icon
145
Linde
LIN
$236B
$341K 0.08%
800
– –
JCI icon
146
Johnson Controls International
JCI
$85.1B
$340K 0.08%
2,839
– –
QUAL icon
147
iShares MSCI USA Quality Factor ETF
QUAL
$45.7B
$337K 0.08%
1,695
-2
-0.1% -$393
VGSH icon
148
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$329K 0.08%
5,608
-1,112
-17% -$65.4K
FANG icon
149
Diamondback Energy
FANG
$56B
$320K 0.08%
2,126
-1,223
-37% -$180K
UL icon
150
Unilever
UL
$142B
$313K 0.08%
4,787
+15
+0.3% +$1.01K
4 5
6
7 8

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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.