ATTICUS WEALTH MANAGEMENT, LLC
All 13F Filings
- Location
- Palm Beach Gardens, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 420,123
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/15/2026 | 177 | 420,123 | 13F-HR | ATTICUS WEALTH MANAGEMENT, LLC |
| Q1 2026 | 4/28/2026 | 181 | 368,910 | 13F-HR | ATTICUS WEALTH MANAGEMENT, LLC |
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 152.9 K | 36.4% | 35.74 K | 0 | 35.74 K |
| ETFs | 267.2 K | 63.6% | 15.47 K | 0 | 15.47 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/15/2026
Total value ($000)
420,123
Holdings
177
QoQ value change ($000)
51,213
(13.9%)
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.