ATTICUS WEALTH MANAGEMENT, LLC

Q4 2025 13F-HR Holdings

Location
Palm Beach Gardens, FL
Holdings as of
12/31/2025
Date filed
2/9/2026
Form type
13F-HR
Num holdings
204
Total value ($000)
$404,911
Net value change ($000)
+8,711 (2.2%)
New positions
14
Sold out positions
7
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/7/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BRK-B 1,510 NEW
SPY 1,454 1.5%
SPYV 943 6.5%
HTRB 940 6.1%
GOOGL 769 22.4%
AAPL 598 4.6%
GLD 576 10.9%
LLY 517 40.4%
QQQ 482 8.0%
IWF 415 1.8%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -771 -9.0%
VIG -738 -19.7%
ORCL -497 -30.8%
NVDA -357 -8.7%
RA -332 -100.0%
APD -331 -100.0%
Unilever PLC -318 -100.0%
COWZ -306 -49.8%
SPLV -288 -2.8%
NFLX -279 -23.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type