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ALTERI WEALTH LLC 13F portfolio summary

ALTERI WEALTH LLC of ALTERI WEALTH LLC has 290 current stock holdings with a reported portfolio value of $308.6M. The portfolio 1 year return is +21.41%. Top holdings include BNDX (0.00%), ANNPX (0.00%), ANGL (0.00%), AGG (0.00%), FALN (0.00%).

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ALTERI WEALTH LLC

ALTERI WEALTH LLC
Latest filing: 2026-03-31

ALTERI WEALTH LLC runs ALTERI WEALTH LLC and currently holds 290 stock positions, which is more than the average of 229 among the investors we track. The portfolio is valued at approximately $308.63M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. ALTERI WEALTH LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, ALTERI WEALTH LLC's portfolio at ALTERI WEALTH LLC has delivered returns of +21.41%. Their 3-year annualized return is +17.96%. Looking at the 5-year horizon, ALTERI WEALTH LLC has achieved +17.96% annualized returns at ALTERI WEALTH LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+21.41%
#0/1000
3 Year
+17.96%
#0/1000
5 Year
+17.96%
#0/1000

Portfolio Value

$308.63M

Alpha Score

16.7

#0 of 1000

Holdings

290

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change