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Stephan W. Zehner

Atticus Wealth Management, Llc

Assets Managed
$368.91M
Holdings
181
Last Quarter
2026 - Q1
Filed Date
28d ago
Growth Rate
-8.89%(2Q avg: -3.34%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Atticus Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 181 positions.

Assets under management

The assets under management (AUM) of Atticus Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 368.91M in assets, with a quarterly growth rate of -8.89% and a 2-quarter average growth rate of -3.34%. The portfolio is managed by Stephan W. Zehner, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -6.53%
23.04%
$84.978M
130,667 shares@ $650.34 avg price
IWF
Ishares Russell 1000 Growth
Recent Activity
Increased 3.02%
5.89%
$21.694M
50,876 shares@ $426.41 avg price
CSHI
Neos Enhanced Income 1-3 Mon
Recent Activity
Decreased -11.58%
4.55%
$16.755M
336,587 shares@ $49.78 avg price
HTRB
Hartford Ttl Rtrn Bnd Etf
Recent Activity
Decreased -0.99%
4.35%
$16.016M
474,703 shares@ $33.75 avg price
SPYV
Spdr Port S&p 500 Value
Recent Activity
Decreased -5.08%
3.96%
$14.598M
258,012 shares@ $56.58 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.75%
3.4%
$12.508M
49,283 shares@ $253.79 avg price
SPLV
Invesco S&p 500 Low Volatili
Recent Activity
Decreased -2.18%
2.7%
$9.942M
135,924 shares@ $73.15 avg price
OEF
Ishares S&p 100 Etf
Recent Activity
Decreased -1.61%
2.49%
$9.175M
28,844 shares@ $318.08 avg price
XMHQ
Invesco S&p Midcap Qual Etf
Recent Activity
Decreased -4.74%
1.94%
$7.141M
69,079 shares@ $103.38 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -1.87%
1.64%
$6.019M
10,428 shares@ $577.19 avg price

1-10 of 181