DOSSIER · 13F-HR · Q2 2026

Alteri Wealth LLC

$362M in tracked AUM across 296 positions as of Q2 2026.

AW
CIK 0002054980 · last filed Jun 30, 2026
Total AUM
$362M
as of Q2 2026
Holdings
296
positions
Whale Score
48
48
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Alteri Wealth LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC COM
$22M77K6.1%
02
NVDA
NVIDIA CORPORATION COM
$22M108K6.0%
03
INTC
INTEL CORP COM
$17M118K4.6%
04
AVGO
BROADCOM INC COM
$15M40K4.2%
05
GOOGL
ALPHABET INC CAP STK CL A
$10M29K2.8%
06
WMT
WALMART INC COM
$9M81K2.5%
07
XOM
EXXONMOBIL HOLDINGS CORP COM SHS
$8M56K2.1%
08
MSFT
MICROSOFT CORP COM
$8M20K2.1%
09
AMZN
AMAZON COM INC COM
$8M32K2.1%
10
JPM
JPMORGAN CHASE & CO COM
$5M16K1.4%

Filing history

2026Q2Jun 30
$362M 17.3%
296 positionsView →
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