ATTICUS WEALTH MANAGEMENT, LLC
SEC Form 13F institutional filer · CIK 0001800234
13F-HR · 105 reported holdings · 2026-03-31
Reported long-US-equity value
$0.24B
Top-10 concentration
70.5%
ATTICUS WEALTH MANAGEMENT, LLC — $244M AUM allocation strategy
ATTICUS WEALTH MANAGEMENT, LLC files SEC Form 13F and reports $244M of long US equity value across 105 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 9.9%, followed by Financials 8.6% and Consumer Discretionary 3.6%.
The top 10 holdings account for 70% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
ATTICUS WEALTH MANAGEMENT, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$244M
total across 105 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
70% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$SCHW +5.41K sh · +$125K+$USB +4.43K sh · +$221K+$PLTR +749 sh · −$198K
Biggest trims (shares)
−$SPY −9.14K sh · −$10.4M−$IVZ −6.97K sh · −$360K−$IVV −3.9K sh · +$61.9K
Exited to nil (held last quarter, gone now)
$INTU ($468K last qtr)$O ($382K last qtr)$ADBE ($357K last qtr)$FANG ($320K last qtr)$CMCSA ($292K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Asset Management & Custody Banks7.7%—
- Technology Hardware, Storage & Peripherals5.1%—
- Semiconductors2.5%—
- Systems Software2.2%—
- Soft Drinks & Non-alcoholic Beverages2.2%—
- Interactive Media & Services2.2%—
- Consumer Staples Merchandise Retail1.3%—
- Broadline Retail1.2%—
- Other holdings75.6%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
5 of 5 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $IVZ | Invesco Ltd | 213K | $18.7M | -6.97K | 7.7% |
| $AAPL | Apple Inc | 49.3K | $12.5M | -879 | 5.1% |
| $MSFT | Microsoft Corporation | 14.8K | $5.49M | -1.24K | 2.3% |
| $KO | Coca-Cola Company | 70.3K | $5.34M | -2.96K | 2.2% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 12.5K | $3.6M | -880 | 1.5% |
…and 100 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
Newsletter signup
Free subscription. Daily trading day morning dispatch. No spam.