What does ALTERNA WEALTH MANAGEMENT, INC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Comprehensive Analysis of SEC 13F Filing: ALTERNA WEALTH MANAGEMENT, INC

1. Portfolio Overview

ALTERNA WEALTH MANAGEMENT, INC reported a significant expansion in assets under management, with the total portfolio value doubling from approximately $59.98 million to $119.95 million (+100.0%) between the quarters ending September 30, 2025, and December 31, 2025. The portfolio consists of 101 holdings, reflecting a highly diversified approach. The firm utilizes a "core-satellite" or "model por...

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

SLQD

ISHARES TR 0-5 YR INVT GRADE CORP BDETF

$7M147K5.6%

SHY

ISHARES TR 1-3 YR TREAS BD ETF

$7M84K5.2%

SHV

ISHARES TR 0-1 YR TREAS BD ETF

$6M56K4.7%

IUSB

ISHARES TR CORE UNIVERSAL USD BD ETF

$6M122K4.3%

IEMG

ISHARES INC CORE MSCI EMERGING MKTSETF

$5M74K3.9%

SGOV

ISHARES TR ISHARES 0-3 MNTH TREAS BDETF

$5M48K3.6%

IVW

ISHARES TR S&P 500 GROWTH ETF

$5M42K3.6%

IAGG

ISHARES TR CORE INTL AGGREGATE BD ETF

$4M76K2.9%

IVV

ISHARES TR CORE S&P 500 ETF

$4M6K2.8%

QQQ

INVESCO QQQ TR UNIT SER 1

$3M5K2.3%

Filing history

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