Atticus Wealth Management, LLC ETF holdings
Palm Beach Gardens, FL
Reported $311.4M in 81 ETFs in its Form 13F for June 30, 2026.
ETF value
$311.4M
ETFs held
81
Change from prior quarter
+14.9%
With price moves
ETFs as a share of its 13F
74.1%
of $420.1M
Top 10 of 81 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SPY | State Street SPDR S&P 500 ETF Trust | $95.4M | 127,732 | −2,935 shares |
| IWF | iShares Russell 1000 Growth ETF | $25.4M | 204,824 | +153,948 shares |
| SFLR | Innovator Equity Managed Floor ETF | $24.9M | 644,710 | +626,597 shares |
| CSHI | NEOS Enhanced Income 1-3 Month T-Bill ETF | $21.5M | 432,170 | +95,583 shares |
| HTRB | Hartford Total Return Bond ETF | $17.1M | 507,709 | +33,006 shares |
| OEF | iShares S&P 100 ETF | $10.2M | 27,944 | −900 shares |
| XMHQ | Invesco S&P MidCap Quality ETF | $8.0M | 70,473 | +1,394 shares |
| QQQ | Invesco QQQ Trust | $8.0M | 10,799 | +371 shares |
| XLK | State Street Technology Select Sector SPDR ETF | $5.0M | 26,292 | −632 shares |
| GLD | SPDR Gold Shares | $4.9M | 13,216 | −386 shares |
71 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001800234. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Atticus Wealth Management, LLC own?
Atticus Wealth Management, LLC reported 81 ETF positions worth $311.4M in its Form 13F for June 30, 2026. The largest was SPY, at $95.4M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.