Atticus Wealth Management, LLC
Annual return '25
+12.2%
SPY '25
+17.7%
Alpha
-5.5ptsvs SPY
Invested
$368.9M
Holdings
181
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPY
STATE STR SPDR S&P 500 ETF T
Q4 2025: Sold 0.8% (140.9k → 139.8k shares)
23.0%
02
$IWF
ISHARES TR
Q4 2025: Increased +0.8% (49.0k → 49.4k shares)
5.9%
03
$CSHI
NEOS ETF TRUST
Q4 2025: Increased +0.7% (378.2k → 380.7k shares)
4.5%
04
$HTRB
HARTFORD FDS EXCHANGE TRADED
Q4 2025: Increased +6.5% (450.1k → 479.5k shares)
4.3%
05
$SPYV
SPDR SERIES TRUST
Q4 2025: Increased +3.7% (262.1k → 271.8k shares)
4.0%
06
$AAPL
APPLE INC
Q4 2025: Sold 2.0% (51.2k → 50.2k shares)
3.4%
07
$SPLV
INVESCO EXCH TRADED FD TR II
Q3 2025: Increased +9.8% (126.6k → 139.0k shares)
2.7%
08
$OEF
ISHARES TR
Q4 2025: Sold 1.4% (29.7k → 29.3k shares)
2.5%
09
$XMHQ
INVESCO EXCHANGE TRADED FD T
Q2 2025: Increased +11.0% (65.9k → 73.1k shares)
1.9%
10
$NDQ
INVESCO QQQ TR
Q4 2025: Increased +5.5% (10.1k → 10.6k shares)
1.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:10 UTC.