ATTICUS WEALTH MANAGEMENT, LLC
All 13F Filings
- Location
- Palm Beach Gardens, FL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 404,911
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/9/2026 | 204 | 404,911 | 13F-HR | ATTICUS WEALTH MANAGEMENT, LLC |
| Q3 2025 | 11/7/2025 | 197 | 396,200 | 13F-HR | ATTICUS WEALTH MANAGEMENT, LLC |
| Q2 2025 | 7/10/2025 | 679 | 370,341 | 13F-HR | ATTICUS WEALTH MANAGEMENT, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 322.7 K | 79.7% | 7.421 K | 0 | 7.421 K |
| ETFs | 82.24 K | 20.3% | 1.286 K | 0 | 1.286 K |
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Fund Snapshot
Q4 2025
Latest filed
2/9/2026
Total value ($000)
404,911
Holdings
204
QoQ value change ($000)
8,711
(2.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.