Atticus Wealth Management, LLC reported 108 positions worth $122.47M for the quarter ended Sep 30, 2026, up 7.6% on the prior quarter. It opened 12 new positions, added to 55, trimmed 38 and exited 2. Its largest holding is Apple Inc. at 13.9% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| XOM ExxonMobil Holdings Corp | +6,772 | – | $1.10M | 0.9% |
| AAPL Apple Inc. | +2,447 | +5.0% | $814.90K | 13.95% |
| NVDA Nvidia Corp | +3,260 | +18.2% | $744.53K | 3.94% |
| MSFT Microsoft Corp | +1,264 | +8.5% | $648.31K | 6.77% |
| IAUM iShares Gold Trust Micro | +15.0K | – | $621.30K | 0.507% |
| WMT Walmart Inc. | +4,922 | +84.4% | $511.52K | 0.912% |
| AVGO Broadcom Inc. | +1,445 | +15.9% | $507.45K | 3.02% |
| AMZN Amazon Com Inc | +1,803 | +13.4% | $449.22K | 3.11% |
| CVX Chevron Corp | +2,137 | +44.5% | $436.38K | 1.16% |
| CRWD CrowdStrike Holdings, Inc. | +1,472 | – | $389.71K | 0.318% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| GLD Spdr Gold Trust | -12.0K | -90.5% | $4.56M | 0.39% |
| CTVA Corteva, Inc. | -2,387 | -100.0% | $202.17K | Exited |
| SCO ProShares Trust II | -5,758 | -100.0% | $201.65K | Exited |
| PEG Public Service Enterprise Group Inc | -2,455 | -21.1% | $165.31K | 0.505% |
| HD Home Depot, Inc. | -541 | -10.2% | $153.92K | 1.11% |
| PG PROCTER & GAMBLE Co | -961 | -15.0% | $139.60K | 0.645% |
| TPR Tapestry, Inc. | -907 | -6.2% | $104.34K | 1.3% |
| COST Costco Wholesale Corp | -104 | -3.5% | $94.69K | 2.13% |
| ARES Ares Management Corp | -694 | -17.1% | $80.62K | 0.32% |
| CEF Sprott Physical Gold & Silver Trust | -1,846 | -10.2% | $76.69K | 0.548% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| XOM ExxonMobil Holdings Corp | +6,772 | $1.10M | 0.9% |
| IAUM iShares Gold Trust Micro | +15.0K | $621.30K | 0.507% |
| CRWD CrowdStrike Holdings, Inc. | +1,472 | $389.71K | 0.318% |
| SPCX Space Exploration Technologies Corp | +2,508 | $378.36K | 0.309% |
| MU Micron Technology Inc | +331 | $352.60K | 0.288% |
| TMO Thermo Fisher Scientific Inc. | +357 | $240.95K | 0.197% |
| ICE Intercontinental Exchange, Inc. | +1,500 | $227.98K | 0.186% |
| CME Cme Group Inc. | +856 | $224.23K | 0.183% |
| DHR Danaher Corp | +996 | $220.66K | 0.18% |
| ADBE Adobe Inc. | +880 | $211.15K | 0.172% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 51.3K | $17.08M | 13.95% | +2,447 | +5.0% | Added | 0% |
| 2 | MSFT Microsoft Corp | Technology | 16.2K | $8.29M | 6.77% | +1,264 | +8.5% | Added | 0% |
| 3 | KO Coca Cola Co | Consumer Staples | 71.2K | $6.13M | 5.01% | +955 | +1.4% | Added | 0% |
| 4 | NVDA Nvidia Corp | Technology | 21.1K | $4.83M | 3.94% | +3,260 | +18.2% | Added | 0% |
| 5 | GOOGL Alphabet Inc. | Technology | 13.1K | $4.50M | 3.67% | +1,008 | +8.4% | Added | 0% |
| 6 | AMZN Amazon Com Inc | Consumer Discretionary | 15.3K | $3.80M | 3.11% | +1,803 | +13.4% | Added | 0% |
| 7 | AVGO Broadcom Inc. | Technology | 10.5K | $3.70M | 3.02% | +1,445 | +15.9% | Added | 0% |
| 8 | PLTR Palantir Technologies Inc. | Technology | 18.1K | $3.38M | 2.76% | +201 | +1.1% | Added | 0% |
| 9 | COST Costco Wholesale Corp | Consumer Staples | 2,867 | $2.61M | 2.13% | -104 | -3.5% | Reduced | 0% |
| 10 | JPM Jpmorgan Chase & Co | Financial Services | 7,795 | $2.58M | 2.11% | +441 | +6.0% | Added | 0% |
| 11 | AMAT Applied Materials Inc | Technology | 4,487 | $2.29M | 1.87% | +328 | +7.9% | Added | 0% |
| 12 | GOOG Alphabet Inc. | Technology | 6,712 | $2.29M | 1.87% | +598 | +9.8% | Added | 0% |
| 13 | META Meta Platforms, Inc. | Technology | 2,897 | $2.10M | 1.72% | +292 | +11.2% | Added | 0% |
| 14 | LLY ELI LILLY & Co | Healthcare | 1,782 | $2.06M | 1.68% | +118 | +7.1% | Added | 0% |
| 15 | TSLA Tesla, Inc. | Consumer Discretionary | 5,808 | $2.06M | 1.68% | +458 | +8.6% | Added | 0% |
Tip. Select a row to see that position’s full history at Atticus Wealth Management.
As of its Q3 2026 13F filing, Atticus Wealth Management, LLC’s five largest positions were Apple Inc. (AAPL) at 13.9%, Microsoft Corp (MSFT) at 6.8%, Coca Cola Co (KO) at 5.0%, Nvidia Corp (NVDA) at 3.9%, Alphabet Inc. (GOOGL) at 3.7% of the reported portfolio.
Atticus Wealth Management, LLC reported a 13F portfolio worth $122.47M across 108 positions for Q3 2026. That is up 7.6% from the previous quarter.
Its largest purchases by value were ExxonMobil Holdings Corp ($1.10M), Apple Inc. ($814.90K), Nvidia Corp ($744.53K). It opened 12 new positions.
Its largest sales by value were Spdr Gold Trust ($4.56M), Corteva, Inc. ($202.17K), ProShares Trust II ($201.65K). It exited 2 positions entirely.
From the Form 13F-HR reports Atticus Wealth Management, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.