DOSSIER · 13F-HR · Q1 2026

Alteri Wealth LLC

$309M in tracked AUM across 292 positions as of Q1 2026.

AW
CIK 0002054980 · last filed Mar 31, 2026
Total AUM
$309M
as of Q1 2026
Holdings
292
positions
Whale Score
46
46
tracked
Activity
no data
changes this Q
AI Analysis · 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

2026Q1Mar 31
$309M 0.0%
292 positionsView →
2025Q4Dec 31
$309M 114.5%
286 positionsView →
2025Q3Sep 30
$144M 14.6%
147 positionsView →
2025Q2Jun 30
$125M 18.7%
141 positionsLocked
2025Q1Mar 31
$106M 70.7%
130 positionsLocked
2024Q4Dec 31
$361M
246 positionsLocked