ATTICUS WEALTH MANAGEMENT, LLC

CIK 0001800234 · Q2 2026

13F Equity AUM

$420.1M

+13.9% QoQ

Positions

177

-4 QoQ

AUM Rank

#4,103

Top 47%

Skill Alpha (FF)

-1.9%/yr

Underperformer

Rank #5,641 · Top 68%

vs S&P -3.8%/yr (unadj.)

Quarters Tracked

~6 years

Portfolio Concentration

Top 5: 43.9%Top 10: 54.8%Top 20: 65.3%

SPY22.7%

IWF6.0%

SFLR5.9%

CSHI5.1%

HTRB4.1%

AAPL3.4%

OEF2.4%

XMHQ1.9%

NDQ1.9%

KO1.4%

Others (167)45.2%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services76.7%

Technology10.5%

Consumer Cyclical2.8%

Consumer Defensive2.6%

Communication Services2.2%

Other5.3%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 177Median: 0.16%Avg: 0.56%

0–0.5%

137(21.9%)

0.5–1%

24(16.4%)

1–3%

10(14.6%)

3–5%

2(7.4%)

5%+

4(39.8%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 177vs 20 funds

0%Low

177

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New9Increased78Decreased76Exited13

New Positions

TXN0.1%

+2K

INTC0.1%

+3K

CDNS0.1%

+621

CTVA0.1%

+2K

QFLR0.1%

+6K

SCHV0.1%

+6K

VLUE0.1%

+1K

PROSHARES TR II0.1%

+6K

IWO0.1%

+516

Increased

SFLR5.9%

+627K(+3459%)

IWF6.0%

+154K(+303%)

CSHI5.1%

+96K(+28%)

HTRB4.1%

+33K(+7%)

VGT0.7%

+22K(+706%)

HFXI0.3%

+14K(+99%)

SHV0.8%

+13K(+70%)

QYLD0.1%

+8K(+69%)

PLTR0.5%

+7K(+70%)

JTEK0.5%

+5K(+37%)

Decreased

SPYV1.1%

-180,128(-70%)

SPLV0.1%

-130,598(-96%)

JGRO0.2%

-13,146(-65%)

PJUL0.1%

-7,510(-44%)

PMAY0.8%

-6,388(-7%)

RSP0.1%

-6,275(-74%)

AIQ0.3%

-3,675(-17%)

XBIL0.1%

-3,323(-36%)

PMAR0.7%

-3,100(-5%)

SPY22.7%

-2,935(-2%)

Exited

-6,033

-1

-5,834

-845

-2,653

-2,350

-4,086

-2,371

-1,332

-6,563

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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