ATTICUS WEALTH MANAGEMENT, LLC

Q1 2026 13F-HR Holdings

Location
Palm Beach Gardens, FL
Holdings as of
3/31/2026
Date filed
4/28/2026
Form type
13F-HR
Num holdings
181
Total value ($000)
$368,910
Net value change ($000)
-36,001 (-8.9%)
New positions
2
Sold out positions
25
Turnover %
2.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
EFA 546 24.0%
QTUM 534 64.1%
KO 434 8.8%
JTEK 327 40.0%
XOM 301 41.6%
AMAT 290 25.6%
IVV 279 27.8%
CEF 272 48.7%
CVX 270 37.2%
SFLR 249 63.5%
Top Reduces (Value $000, Stocks/ETFs)
SPY -10,358 -10.9%
MSFT -2,283 -29.4%
CSHI -2,178 -11.5%
IWF -1,681 -7.2%
AAPL -1,129 -8.3%
SPIB -1,109 -100.0%
OEF -880 -8.8%
SPYV -845 -5.5%
BRK-B -792 -52.5%
VIG -749 -25.0%
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