ATTICUS WEALTH MANAGEMENT, LLC

Q3 2026 13F-HR Holdings

Location
Palm Beach Gardens, FL
Holdings as of
9/30/2026
Date filed
10/20/2026
Form type
13F-HR
Num holdings
185
Total value ($000)
$451,672
Net value change ($000)
+31,549 (7.5%)
New positions
15
Sold out positions
7
Turnover %
5.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
CSHI 27,989 130.0%
SFLR 3,433 13.8%
SPY 3,327 3.5%
AAPL 2,948 20.9%
IVV 2,942 147.0%
MSFT 2,733 49.1%
QQQM 1,499 80.9%
PLTR 1,295 62.2%
XMHQ 1,270 16.0%
NVDA 1,250 34.9%
Top Reduces (Value $000, Stocks/ETFs)
HTRB -17,128 -100.0%
GLD -4,391 -90.2%
QMOM -804 -74.1%
AMAT -713 -23.7%
JTEK -581 -26.4%
TPR -565 -26.2%
HD -517 -27.5%
VGSH -436 -100.0%
SPYD -363 -36.7%
QQQ -353 -4.4%
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