ATTICUS WEALTH MANAGEMENT, LLC
•CIK: 1800234•Filing: Q4 2025
**ATTICUS WEALTH MANAGEMENT, LLC** manages $405M across a diversified portfolio of 204 positions. The fund exhibits significant exposure to broad market indices, notably holding $95.3M in SPY and $15.4M in SPYV. Key allocations also include substantial positions in IWF ($23.4M), CSHI ($18.9M), and HTRB ($16.4M). This structure suggests a tactical approach emphasizing core market beta alongside targeted sector and thematic plays.
Total AUM
$404.9M
QoQ Performance
+2.2%
Positions
144
Top 10 Concentration
54.0%
Latest Filing
Q4 2025
Top Holdings Allocation
SPY
IWF
SPY23.5%
IWF5.8%
CSHI4.7%
HTRB4.0%
SPYV3.8%
AAPL3.4%
OEF2.5%
SPLV2.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other56.1%
ETF24.1%
Technology10.0%
Consumer3.1%
Financial2.1%
Healthcare1.3%
Consumer Staples1.2%
Utilities0.7%
🚪 Exited Positionssold since Q3 2025
+4 more exited positions
Changes from Q3 2025
NEW12 new positions
↑78 increased
↓80 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023