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Stephan W. Zehner

Atticus Wealth Management, Llc

Assets Managed
$420.123M
Holdings
177
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
13.89%(2Q avg: 2.5%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Atticus Wealth Management, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 177 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 420.123M in assets, with a quarterly growth rate of 13.89% and a 2-quarter average growth rate of 2.5%. 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 -2.24%
22.71%
$95.386M
127,732 shares@ $746.77 avg price
IWF
Ishares Russell 1000 Growth
Recent Activity
Increased 302.6%
6.06%
$25.433M
204,824 shares@ $124.18 avg price
SFLR
Innovator Eqty Mgd Floor Etf
Recent Activity
Increased 3459.38%
5.93%
$24.873M
644,710 shares@ $38.59 avg price
CSHI
Neos Enhanced Income 1-3 Mon
Recent Activity
Increased 28.4%
5.13%
$21.526M
432,170 shares@ $49.81 avg price
HTRB
Hartford Ttl Rtrn Bnd Etf
Recent Activity
Increased 6.96%
4.08%
$17.128M
507,709 shares@ $33.74 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.89%
3.37%
$14.133M
48,843 shares@ $289.37 avg price
OEF
Ishares S&p 100 Etf
Recent Activity
Decreased -3.12%
2.44%
$10.224M
27,944 shares@ $365.87 avg price
XMHQ
Invesco S&p Midcap Qual Etf
Recent Activity
Increased 2.02%
1.9%
$7.955M
70,473 shares@ $112.88 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 3.56%
1.9%
$7.952M
10,799 shares@ $736.38 avg price
KO
Coca-cola Co The
Recent Activity
Decreased 0%
1.36%
$5.711M
70,278 shares@ $81.27 avg price

1-10 of 177