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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
CRWD icon
176
CrowdStrike
CRWD
$183B
$256K 0.06%
2,188
– –
ORLY icon
177
O'Reilly Automotive
ORLY
$75.1B
$256K 0.06%
2,809
+19
+0.7% +$1.86K
PH icon
178
Parker-Hannifin
PH
$120B
$256K 0.06%
291
– –
VOE icon
179
Vanguard Mid-Cap Value ETF
VOE
$23.9B
$247K 0.06%
1,395
-72
-5% -$12.6K
ICE icon
180
Intercontinental Exchange
ICE
$87.2B
$247K 0.06%
1,526
-17
-1% -$2.66K
XBIL icon
181
US Treasury 6 Month Bill ETF
XBIL
$741M
$238K 0.06%
4,752
-4,096
-46% -$205K
QQQI icon
182
NEOS Nasdaq 100 High Income ETF
QQQI
$12.8B
$235K 0.06%
4,369
+65
+2% +$3.54K
NXPI icon
183
NXP Semiconductors
NXPI
$60.8B
$231K 0.06%
1,063
-136
-11% -$29.2K
LOW icon
184
Lowe's Companies
LOW
$121B
$230K 0.06%
954
– –
DHR icon
185
Danaher
DHR
$138B
$229K 0.06%
+1,002
New +$220K
XLU icon
186
State Street Utilities Select Sector SPDR ETF
XLU
$23.1B
$229K 0.06%
5,364
-112
-2% -$4.96K
QQQM icon
187
Invesco NASDAQ 100 ETF
QQQM
$93B
$227K 0.06%
+898
New +$227K
XLRE icon
188
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.72B
$225K 0.06%
5,581
-343
-6% -$14.1K
MSI icon
189
Motorola Solutions
MSI
$72.1B
$225K 0.06%
586
-15
-2% -$6.03K
CME icon
190
CME Group
CME
$95.4B
$217K 0.05%
795
+2
+0.3% +$543
APH icon
191
Amphenol
APH
$185B
$217K 0.05%
+1,606
New +$215K
VHT icon
192
Vanguard Health Care ETF
VHT
$18.5B
$213K 0.05%
+739
New +$206K
MTUM icon
193
iShares MSCI USA Momentum Factor ETF
MTUM
$23.6B
$212K 0.05%
848
+2
+0.2% +$502
QYLD icon
194
Global X NASDAQ-100 Covered Call ETF
QYLD
$7.88B
$210K 0.05%
11,863
+1,032
+10% +$18K
LRCX icon
195
Lam Research
LRCX
$316B
$209K 0.05%
+1,220
New +$190K
TMO icon
196
Thermo Fisher Scientific
TMO
$214B
$207K 0.05%
+357
New +$202K
GRMN
197
Garmin
GRMN
$56.9B
$203K 0.05%
1,000
-169
-14% -$36.7K
SPGI icon
198
S&P Global
SPGI
$124B
$203K 0.05%
+388
New +$192K
MCHP icon
199
Microchip Technology
MCHP
$38.8B
$202K 0.05%
3,178
-978
-24% -$60.3K
PWR icon
200
Quanta Services
PWR
$84.2B
$201K 0.05%
+477
New +$210K
5 6 7
8
9

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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
Sands Capital Ventures Arlington, Virginia $421M AUM 26.25% 1-Year Est. Return

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.