13F Insight
DOSSIER · 13F-HR · Q1 2026

AlTi Global, Inc.

AlTi Global's holding co. based in Stamford, CT — $4.6B in tracked AUM across 709 positions as of Q1 2026.

AG
AlTi Global·Stamford, CT·Holding Co.
CIK 0001838615 · last filed Mar 31, 2026
Total AUM
$4.6B
▼ 4.1%
vs prior
Holdings
709
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
Top sector
Tech
46% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

AlTi Global, Inc. 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
EFA
ISHARES TR
$604M6.2M13.1%
02
ITOT
ISHARES TR
$413M2.9M9.0%
03
SPY
STATE STR SPDR S&P 500 ETF T
$383M584K8.3%
04
SPMD
SPDR SERIES TRUST
$167M2.8M3.6%
05
AKRE
PROFESIONALLY MANAGED PORTFO
$165M3.1M3.6%
06
VTI
VANGUARD INDEX FDS
$161M501K3.5%
07
GLD
SPDR GOLD TR
$155M361K3.4%
08
EIPX
FIRST TR EXCHANGE-TRADED FD
$149M4.6M3.2%
09
IAU
ISHARES GOLD TR
$138M1.6M3.0%
10
XOM
EXXON MOBIL CORP
$136M800K3.0%

Filing history

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