2026 Q3 Portfolio Activity
In 2026 Q3, ATTICUS WEALTH MANAGEMENT, LLC maintained a portfolio of 192 distinct positions. The most significant new addition was EXXONMOBIL HOLDINGS CORP, now representing 0.24% of the total fund value. They heavily accumulated shares in NEOS ETF TRUST, increasing the position by 130.5%. Conversely, ATTICUS WEALTH MANAGEMENT, LLC completely exited their position in HARTFORD FDS EXCHANGE TRADED.
Position History
hover any row below to update
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Total Positions
192
Quarter
2026 Q3
Top Holding
SPY (21.9%)
Top 10 Concentration
57.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 192
ATTICUS WEALTH MANAGEMENT, LLC Full Holdings List — 2026 Q3
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SPY
STATE STR SPDR ...
|
ETF | 21.85% | 22.70% |
#1
Prev: #1
|
6.5 |
—
|
1,705 | 1.3% |
P
S
|
129,437 | $98,712,805 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
CSHI
NEOS ETF TRUST
|
ETF | 10.96% | 5.12% |
#2
2
Prev: #4
|
8.5 |
—
|
563,897 | 130.5% |
P
S
|
996,067 | $49,514,514 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
SFLR
INNOVATOR ETFS ...
|
ETF | 6.27% | 5.92% |
#3
Prev: #3
|
5.5 |
—
|
82,017 | 12.7% |
P
S
|
726,727 | $28,306,008 | 2025 Q4 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
IWF
ISHARES TR
|
ETF | 5.67% | 6.05% |
#4
2
Prev: #2
|
3.3 |
—
|
-280 | -0.1% |
P
S
|
204,544 | $25,621,174 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
AAPL
APPLE INC
|
Technology | 3.78% | 3.36% |
#5
1
Prev: #6
|
4.0 |
—
|
2,447 | 5.0% |
P
S
|
51,290 | $17,080,519 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
OEF
ISHARES TR
|
ETF | 2.33% | 2.43% |
#6
1
Prev: #7
|
1.4 |
—
|
-350 | -1.3% |
P
S
|
27,594 | $10,543,142 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
XMHQ
INVESCO EXCHANG...
|
ETF | 2.04% | 1.89% |
#7
1
Prev: #8
|
2.8 |
—
|
12,155 | 17.2% |
P
S
|
82,628 | $9,225,384 | 2025 Q1 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.84% | 1.32% |
#8
3
Prev: #11
|
2.7 |
—
|
1,264 | 8.5% |
P
S
|
16,171 | $8,294,160 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 1.68% | 1.89% |
#9
Prev: #9
|
1.2 |
—
|
-527 | -4.9% |
P
S
|
10,272 | $7,598,593 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
KO
COCA COLA CO
|
Consumer Defensive | 1.36% | 1.36% |
#10
Prev: #10
|
1.0 |
—
|
955 | 1.4% |
P
S
|
71,233 | $6,131,745 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
XLK
SELECT SECTOR S...
|
ETF | 1.13% | 1.19% |
#11
1
Prev: #12
|
1.0 |
—
|
-248 | -0.9% |
P
S
|
26,044 | $5,098,128 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
IVV
ISHARES TR
|
ETF | 1.09% | 0.48% |
#12
30
Prev: #42
|
3.4 |
—
|
3,782 | 141.4% |
P
S
|
6,456 | $4,944,336 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.07% | 0.85% |
#13
6
Prev: #19
|
2.4 |
—
|
3,260 | 18.2% |
P
S
|
21,141 | $4,828,243 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
VYM
VANGUARD WHITEH...
|
ETF | 1.05% | 1.15% |
#14
Prev: #14
|
0.9 |
—
|
77 | 0.3% |
P
S
|
30,578 | $4,745,655 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
SPYV
SPDR SERIES TRU...
|
Unknown | 1.00% | 1.13% |
#15
Prev: #15
|
0.9 |
—
|
-4,194 | -5.4% |
P
S
|
73,690 | $4,504,692 | 2020 Q3 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.00% | 1.03% |
#16
Prev: #16
|
2.4 |
—
|
1,008 | 8.4% |
P
S
|
13,070 | $4,497,284 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
SPYG
SPDR SERIES TRU...
|
Unknown | 0.87% | 0.90% |
#17
1
Prev: #18
|
0.8 |
—
|
100 | 0.3% |
P
S
|
31,966 | $3,934,420 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
VV
VANGUARD INDEX ...
|
ETF | 0.86% | 0.96% |
#18
1
Prev: #17
|
0.8 |
—
|
-642 | -5.5% |
P
S
|
11,087 | $3,901,071 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.84% | 0.76% |
#19
5
Prev: #24
|
2.3 |
—
|
1,803 | 13.4% |
P
S
|
15,269 | $3,804,272 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.82% | 0.82% |
#20
2
Prev: #22
|
2.3 |
—
|
1,445 | 15.9% |
P
S
|
10,530 | $3,697,877 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
SHV
ISHARES TR
|
ETF | 0.79% | 0.80% |
#21
2
Prev: #23
|
2.3 |
—
|
1,648 | 5.4% |
P
S
|
32,267 | $3,559,678 | 2020 Q1 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
IJR
ISHARES TR
|
ETF | 0.77% | 0.84% |
#22
2
Prev: #20
|
2.3 |
—
|
1,696 | 7.1% |
P
S
|
25,585 | $3,480,516 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
PMAY
INNOVATOR ETFS ...
|
ETF | 0.76% | 0.83% |
#23
2
Prev: #21
|
0.8 |
—
|
-2,927 | -3.5% |
P
S
|
81,546 | $3,445,743 | 2023 Q2 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
EFA
ISHARES TR
|
ETF | 0.76% | 0.74% |
#24
1
Prev: #25
|
2.3 |
—
|
3,020 | 10.1% |
P
S
|
32,880 | $3,415,940 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 0.75% | 0.50% |
#25
16
Prev: #41
|
0.8 |
—
|
201 | 1.1% |
P
S
|
18,057 | $3,377,562 | 2021 Q1 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
QQQM
INVESCO EXCH TR...
|
ETF | 0.74% | 0.44% |
#26
20
Prev: #46
|
3.3 |
—
|
4,885 | 79.8% |
P
S
|
11,005 | $3,352,553 | 2025 Q2 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
VGT
VANGUARD WORLD ...
|
ETF | 0.68% | 0.70% |
#27
Prev: #27
|
0.8 |
—
|
-398 | -1.6% |
P
S
|
24,275 | $3,050,660 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
PMAR
INNOVATOR ETFS ...
|
ETF | 0.64% | 0.68% |
#28
Prev: #28
|
0.8 |
—
|
-100 | -0.2% |
P
S
|
59,433 | $2,909,775 | 2023 Q1 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
EMXC
ISHARES INC
|
ETF | 0.59% | 0.53% |
#29
7
Prev: #36
|
2.7 |
—
|
4,995 | 23.0% |
P
S
|
26,742 | $2,649,623 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.58% | 0.66% |
#30
Prev: #30
|
0.7 |
—
|
-104 | -3.5% |
P
S
|
2,867 | $2,610,278 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
QTUM
ETF SER SOLUTIO...
|
Bond/Debt | 0.57% | 0.66% |
#31
2
Prev: #29
|
0.7 |
—
|
215 | 1.3% |
P
S
|
17,060 | $2,586,604 | 2025 Q3 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.57% | 0.57% |
#32
1
Prev: #33
|
2.2 |
—
|
441 | 6.0% |
P
S
|
7,795 | $2,578,800 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
PNOV
INNOVATOR ETFS ...
|
ETF | 0.54% | 0.58% |
#33
1
Prev: #32
|
0.7 |
—
|
-675 | -1.2% |
P
S
|
53,953 | $2,461,336 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 0.54% | 0.59% |
#34
3
Prev: #31
|
0.7 |
—
|
-120 | -1.1% |
P
S
|
10,376 | $2,420,824 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
EEM
ISHARES TR
|
ETF | 0.53% | 0.57% |
#35
1
Prev: #34
|
0.7 |
—
|
782 | 2.2% |
P
S
|
35,593 | $2,377,265 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
AMAT
APPLIED MATLS I...
|
Technology | 0.51% | 0.72% |
#36
10
Prev: #26
|
2.2 |
—
|
328 | 7.9% |
P
S
|
4,487 | $2,294,430 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.51% | 0.51% |
#37
1
Prev: #38
|
2.2 |
—
|
598 | 9.8% |
P
S
|
6,712 | $2,287,052 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
PDEC
INNOVATOR ETFS ...
|
ETF | 0.48% | 0.50% |
#38
2
Prev: #40
|
0.7 |
—
|
-175 | -0.4% |
P
S
|
45,673 | $2,151,701 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.47% | 0.35% |
#39
14
Prev: #53
|
2.2 |
—
|
292 | 11.2% |
P
S
|
2,897 | $2,100,871 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.46% | 0.48% |
#40
3
Prev: #43
|
2.2 |
—
|
118 | 7.1% |
P
S
|
1,782 | $2,061,641 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.46% | 0.54% |
#41
6
Prev: #35
|
2.2 |
—
|
458 | 8.6% |
P
S
|
5,808 | $2,060,737 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 0.45% | 0.31% |
#42
12
Prev: #54
|
3.2 |
—
|
1,005 | 52.8% |
P
S
|
2,907 | $2,037,366 | 2022 Q1 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
V
VISA INC
|
Financial Services | 0.40% | 0.40% |
#43
6
Prev: #49
|
0.7 |
—
|
115 | 2.4% |
P
S
|
5,007 | $1,799,171 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
IJH
ISHARES TR
|
ETF | 0.39% | 0.45% |
#44
Prev: #44
|
0.7 |
—
|
47 | 0.2% |
P
S
|
24,784 | $1,783,175 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
IWM
ISHARES TR
|
ETF | 0.37% | 0.43% |
#45
3
Prev: #48
|
0.6 |
—
|
-33 | -0.6% |
P
S
|
5,956 | $1,655,114 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
JTEK
J P MORGAN EXCH...
|
ETF | 0.36% | 0.52% |
#46
9
Prev: #37
|
0.1 |
—
|
-4,334 | -22.0% |
P
S
|
15,399 | $1,619,898 | 2025 Q2 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
NEE
NEXTERA ENERGY ...
|
Utilities | 0.35% | 0.43% |
#47
Prev: #47
|
0.6 |
—
|
451 | 2.2% |
P
S
|
21,096 | $1,597,822 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
TPR
TAPESTRY INC
|
Consumer Cyclical | 0.35% | 0.51% |
#48
9
Prev: #39
|
0.6 |
—
|
-907 | -6.2% |
P
S
|
13,811 | $1,588,862 | 2025 Q2 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
PFEB
INNOVATOR ETFS ...
|
ETF | 0.33% | 0.35% |
#49
2
Prev: #51
|
0.6 |
—
|
-530 | -1.5% |
P
S
|
33,766 | $1,487,393 | 2023 Q1 | 13F Filing | 2026-09-30 | 2026-10-20 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 0.33% | 0.30% |
#50
6
Prev: #56
|
2.1 |
—
|
218 | 10.0% |
P
S
|
2,400 | $1,468,224 | 2019 Q4 | 13F Filing | 2026-09-30 | 2026-10-20 |
Showing 1-50 of 192 holdings