Atticus Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
+$676K |
| 2 |
Defiance Quantum ETF
QTUM
|
+$589K |
| 3 |
iShares MSCI EAFE ETF
EFA
|
+$536K |
| 4 |
JPMorgan US Tech Leaders ETF
JTEK
|
+$455K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$340K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$6.21M |
| 2 |
NEOS Enhanced Income 1-3 Month T-Bill ETF
CSHI
|
+$2.19M |
| 3 |
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
|
+$1.11M |
| 4 |
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$802K |
| 5 |
Berkshire Hathaway Class A
BRK.A
|
+$736K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 9.34% |
| 2 | Financials | 3.02% |
| 3 | Consumer Discretionary | 2.98% |
| 4 | Consumer Staples | 2.84% |
| 5 | Communication Services | 2.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Tenaya Therapeutics
TNYA
$159M
| – | – |
-43,237
| Closed | -$30.8K |
|
202
Vanguard Health Care ETF
VHT
$18.6B
| – | – |
-739
| Closed | -$213K |
|
203
State Street Utilities Select Sector SPDR ETF
XLU
$23.2B
| – | – |
-5,364
| Closed | -$229K |
|
204
Xylem
XYL
$28.6B
| – | – |
-1,904
| Closed | -$259K |
|
205
NEOS Nasdaq 100 High Income ETF
QQQI
$12.9B
| – | – |
-4,369
| Closed | -$235K |
|
206
American Healthcare REIT
AHR
$11.1B
| – | – |
-7,811
| Closed | -$368K |
|
Similar funds
Atticus Wealth Management's Q1 2026 Portfolio in Review
As of Q1 2026, Atticus Wealth Management held 206 positions worth $369M, down 8.9% from $405M the previous quarter. Its ten largest holdings account for 54% of the portfolio.
Atticus Wealth Management withdrew a net $24.8M in Q1 2026, closing 25 positions and reducing 101 holdings. Its most notable exit was State Street SPDR Portfolio Intermediate Term Corporate Bond ETF, an estimated $1.11M position sold in full.
By sector, the portfolio is most concentrated in Technology at 9.3% of assets, down from 10% a quarter earlier, followed by Financials and Consumer Discretionary.
Against the trend, Atticus Wealth Management opened a new position in Citigroup worth $226K.
- Atticus Wealth Management's largest Q1 2026 buy was Citigroup: 1,993 shares worth $226K.
- Atticus Wealth Management added most to iShares Russell 1000 Growth ETF in Q1 2026, an estimated $676K increase.
- Atticus Wealth Management's biggest Q1 2026 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $6.21M.
- Atticus Wealth Management fully exited State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q1 2026, selling an estimated $1.11M.
- Atticus Wealth Management's ten largest holdings make up 54% of its $369M portfolio in Q1 2026.
- Atticus Wealth Management opened 2 new positions and closed 25 in Q1 2026.
- Atticus Wealth Management's portfolio value fell 8.9% quarter-over-quarter to $369M.
Based on Atticus Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.