Atticus Wealth Management
Atticus Wealth Management reported 185 stocks worth $452M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are SPY (21.9%), CSHI (11.0%) and SFLR (6.3%). Compared with Q2 2026, the fund opened new positions in XOM, SMMD and IAUM, added to SPY, CSHI and SFLR, trimmed IWF, OEF and QQQ and sold out of HTRB, VGSH and QFLR.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPY Spdr S&P 500 ETF TR | $98.7M | 21.9% | 129K | +1,705 (+1%) | 8 of 8 | |
| 2 |  CSHI Neos ETF Trust | $49.5M | 11.0% | 996K | +564K (+130%) | 8 of 8 | |
| 3 |  SFLR Innovator Etfs Trust | $28.3M | 6.3% | 727K | +82K (+13%) | 4 of 8 | |
| 4 |  IWF Ishares TR | $25.6M | 5.7% | 205K | −280 (−0%) | 8 of 8 | |
| 5 |  AAPL Apple Inc | $17.1M | 3.8% | 51K | +2,447 (+5%) | 8 of 8 | |
| 6 |  OEF Ishares S&P 100 ETF | $10.5M | 2.3% | 28K | −350 (−1%) | 8 of 8 | |
| 7 |  XMHQ Invesco S&P | $9.2M | 2.0% | 83K | +12K (+17%) | 7 of 8 | |
| 8 |  MSFT Microsoft Corp | $8.3M | 1.8% | 16K | +1,264 (+8%) | 8 of 8 | |
| 9 |  QQQ Invesco Qqq TR | $7.6M | 1.7% | 10K | −527 (−5%) | 8 of 8 | |
| 10 |  KO Coca Cola Co | $6.1M | 1.4% | 71K | +955 (+1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 HTRB Hartford Fds Exchange Traded | $17.1M | 508K |
 VGSH Vanguard Scottsdale Fds | $436K | 7,492 |
 QFLR Innovator Etfs Trust | $214K | 5,865 |
 XLRE Select Sector Spdr TR | $205K | 4,651 |
 IWO Ishares TR | $203K | 516 |
🔒 Free account: see all 7.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 20, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Atticus Wealth Management 13F FAQ
What does Atticus Wealth Management own?
Atticus Wealth Management reported 185 stocks worth $452M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are SPY (21.9%), CSHI (11.0%) and SFLR (6.3%). The table above lists every position in the filing (the top 10 without an account).
What did Atticus Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 15 new positions, 83 added to, 79 trimmed and 7 sold out. New positions include XOM, SMMD and IAUM. It sold all of HTRB, VGSH and QFLR.
When will Atticus Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Atticus Wealth Management's portfolio worth?
The Q3 2026 filing reports $452M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.