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ALTERI WEALTH LLC 13F Portfolio
ALTERI WEALTH LLC
Latest SEC 13F filing: 2026-06-30
ALTERI WEALTH LLC runs ALTERI WEALTH LLC and currently holds 296 stock positions, which is more than the average of 231 among the investors we track. The portfolio is valued at approximately $362.14M. Their top holdings are AAPL, NVDA, INTC, AVGO, GOOGL. The top five represent 23.7% of reported portfolio weight. ALTERI WEALTH LLC ranks #736 out of 1000 investors tracked by Alpha Score. They added to 61 existing positions. They trimmed 38 positions. Their current best-performing preview position is MU with returns of +241.71%.
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Top 5 Holdings
AAPL6.1%
NVDA6.0%
INTC4.6%
AVGO4.2%
GOOGL2.8%
Top 5: 23.7%
Portfolio Returns
1 Year
+28.69%
#385/10003 Year
+38.05%
#745/10005 Year
+38.05%
#740/1000Portfolio Value
$362.14M
Alpha Score
34.0
#736 of 1000
Holdings
296
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ALTERI WEALTH LLC Current 13F Holdings
Reported holdings from ALTERI WEALTH LLC's latest SEC 13F filing, ranked by portfolio weight.
296 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 AAPL APPLE INC COM | 6.15% | $251.68 | $336.68 | +33.77% | Added +2.49% |
 NVDA NVIDIA CORPORATION COM | 5.96% | $138.19 | $229.28 | +65.92% | Added +0.46% |
 INTC INTEL CORP COM | 4.57% | $20.20 | $104.70 | +418.32% | Trimmed -0.22% |
 AVGO BROADCOM INC COM | 4.19% | $235.94 | $361.54 | +53.23% | Added +0.55% |
 GOOGL ALPHABET INC CAP STK CL A | 2.85% | $200.01 | $351.66 | +75.82% | Added +2.92% |
 WMT WALMART INC COM | 2.54% | $90.44 | $111.35 | +23.12% | Added +0.60% |
 MSFT MICROSOFT CORP COM | 2.11% | $418.33 | $535.07 | +27.91% | Added +6.09% |
 AMZN AMAZON COM INC COM | 2.08% | $221.06 | $262.43 | +18.71% | Added +11.21% |
 JPM JPMORGAN CHASE & CO COM | 1.44% | $244.62 | $333.01 | +36.13% | Added +2.37% |
 AMGN AMGEN INC COM | 1.30% | $265.01 | $414.87 | +56.55% | Added +1.79% |
Showing 1-10 of 296