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Filers›Family Office›Alteri Wealth LLC
DOSSIER · 13F-HR · Q1 2026

Alteri Wealth LLC

Alteri Wealth's family office based in Stamford, CT — $309M in tracked AUM across 292 positions as of Q1 2026.

AW
Alteri Wealth·Stamford, CT·Family Office
CIK 0002054980 · last filed Mar 31, 2026
Total AUM
$309M
▼ 11.3%
vs prior
Holdings
292
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
Top sector
Tech
29% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Alteri Wealth LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC COM
$19M75K6.2%
02
NVDA
NVIDIA CORPORATION COM
$19M107K6.1%
03
AVGO
BROADCOM INC COM
$12M40K4.0%
04
WMT
WALMART INC COM
$10M81K3.2%
05
XOM
EXXON MOBIL CORP COM
$10M57K3.1%
06
GOOGL
ALPHABET INC CAP STK CL A
$8M28K2.6%
07
MSFT
MICROSOFT CORP COM
$7M19K2.3%
08
AMZN
AMAZON COM INC COM
$6M28K1.9%
09
INTC
INTEL CORP COM
$5M119K1.7%
10
JPM
JPMORGAN CHASE & CO COM
$5M16K1.5%

Filing history

Filing history loading…
AI Agent · grounded in Alteri
haiku-4-5 · 292 positions indexed
Sector mix
  • Tech29%
  • Health Care12%
  • Cons. Disc.7%
  • Industrials16%
  • Energy4%
  • Other32%
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