ATTICUS WEALTH MANAGEMENT, LLC
ATTICUS WEALTH MANAGEMENT, LLC reported 177 positions worth $420.1M as of June 30, 2026 (13F filed July 15, 2026). Largest holding: SPY (22.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPY | SH | $95.4M | 22.70% | 127,732 | — | — | |
| ▸ 2 | IWF | SH | $25.4M | 6.05% | 204,824 | — | — | |
| ▸ 3 | SFLR | SH | $24.9M | 5.92% | 644,710 | — | — | |
| ▸ 4 | CSHI | SH | $21.5M | 5.12% | 432,170 | — | — | |
| ▸ 5 | HTRB | SH | $17.1M | 4.08% | 507,709 | — | — | |
| ▸ 6 | AAPL | SH | $14.1M | 3.36% | 48,843 | — | — | |
| ▸ 7 | OEF | SH | $10.2M | 2.43% | 27,944 | — | — | |
| ▸ 8 | XMHQ | SH | $8.0M | 1.89% | 70,473 | — | — | |
| ▸ 9 | QQQ | SH | $8.0M | 1.89% | 10,799 | — | — | |
| ▸ 10 | KO | SH | $5.7M | 1.36% | 70,278 | — | — |
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Frequently Asked Questions
What stocks does ATTICUS WEALTH MANAGEMENT, LLC hold as of Q2 2026?
ATTICUS WEALTH MANAGEMENT, LLC reported 177 positions worth $420.1M in its Q2 2026 13F filing. Largest positions: SPY (22.7%), IWF (6.1%), SFLR (5.9%), CSHI (5.1%) and HTRB (4.1%).
What did ATTICUS WEALTH MANAGEMENT, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did ATTICUS WEALTH MANAGEMENT, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.