DOSSIER · 13F-HR · Q3 2026

Altium Investment Strategies LLC

$87M in tracked AUM across 25 positions as of Q3 2026.

AI
CIK 0002131949 · last filed Sep 30, 2026
Total AUM
$87M
as of Q3 2026
Holdings
25
—
positions
Whale Score
58
58
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Altium Investment Strategies LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
BSJR
INVESCO EXCH TRD SLF IDX FD
$17M744K18.9%
02
PG
PROCTER & GAMBLE CO
$15M101K17.6%
03
FTSM
FIRST TR EXCHANGE-TRADED FD
$13M219K14.9%
04
XOM
EXXONMOBIL HOLDINGS CORP
$11M63K12.5%
05
CLIP
GLOBAL X FDS
$9M92K10.6%
06
BOXX
EA SERIES TRUST
$4M38K5.1%
07
AAPL
APPLE INC
$3M8K3.2%
08
BSJS
INVESCO EXCH TRD SLF IDX FD
$3M122K3.0%
09
BSJQ
INVESCO EXCH TRD SLF IDX FD
$2M109K2.8%
10
FSIG
FIRST TR EXCHANGE-TRADED FD
$2M88K1.8%

Filing history

2026Q3Sep 30
$87M▲ 25.9%
25 positionsView →
2026Q2Jun 30
$69M▲ 104.2%
20 positionsView →
2026Q1Mar 31
$34M—
13 positionsView →