DOSSIER · 13F-HR · Q2 2026
ALTERNA WEALTH MANAGEMENT, INC
$174M in tracked AUM across 109 positions as of Q2 2026.
AW
CIK 0001767699 · last filed Jun 30, 2026
AI Analysis · Q2 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 — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.
Filing history
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