ATTICUS WEALTH MANAGEMENT, LLC

Q2 2026 13F-HR Holdings

Location
Palm Beach Gardens, FL
Holdings as of
6/30/2026
Date filed
7/15/2026
Form type
13F-HR
Num holdings
177
Total value ($000)
$420,123
Net value change ($000)
+51,213 (13.9%)
New positions
9
Sold out positions
13
Turnover %
1.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
SFLR 24,232 3780.3%
SPY 10,408 12.2%
CSHI 4,771 28.5%
IWF 3,739 17.2%
QQQ 1,933 32.1%
QQQM 1,646 791.3%
AAPL 1,625 13.0%
AMAT 1,585 111.5%
XLK 1,431 40.0%
QTUM 1,419 103.8%
Top Reduces (Value $000, Stocks/ETFs)
SPYV -9,863 -67.6%
SPLV -9,543 -96.0%
RSP -1,159 -71.4%
XOM -1,024 -100.0%
JGRO -1,011 -59.1%
GLD -984 -16.8%
BRK-B -718 -100.0%
JAVA -419 -100.0%
PJUL -318 -40.3%
NFLX -295 -31.9%
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