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Manager record

Atticus Wealth Management, Llc

Palm Beach Gardens, FL · CIK 1800234 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$451.67MReported 13F valueQ3 2026 · as filed
185Holdings listed
+7.5%vs prior quartervalue change includes market moves
6Quarters on record
Oct 20Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $370.3M$370.3MQ2 2025679 holdingsQ3 2025: $396.2M$396.2MQ3 2025197 holdingsQ4 2025: $404.9M$404.9MQ4 2025204 holdingsQ1 2026: $368.9M$368.9MQ1 2026181 holdingsQ2 2026: $420.1M$420.1MQ2 2026177 holdingsQ3 2026: $451.7M$451.7MQ3 2026185 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 20 2026 13F-HR · period Q3 2026

$451.67M · 185 holdings listed · View original SEC filing ↗
Jul 15 2026 13F-HR · period Q2 2026

$420.12M · 177 holdings listed · View original SEC filing ↗
Apr 28 2026 13F-HR · period Q1 2026

$368.91M · 181 holdings listed · View original SEC filing ↗
Feb 09 2026 13F-HR · period Q4 2025

$404.91M · 204 holdings listed · View original SEC filing ↗
Nov 07 2025 13F-HR · period Q3 2025

$396.20M · 197 holdings listed · View original SEC filing ↗
Jul 10 2025 13F-HR · period Q2 2025

$370.34M · 679 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 20, 2026 · Change methodology