Alchemi Wealth, LLC holds a diversified book of 167 stocks worth $213.4M as of Q2 2026 (disclosed Jul 29, 2026, a ~45-day 13F lag). This quarter they opened Iren Ltd and trimmed Apple Inc. Their largest long position is Apple Inc at 14% of the equity book. They also disclosed $8K in call options (bullish), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2026 would be +11% (+25.0%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Alchemi Wealth, LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 4.7 points over this window.
Growth of $10,000 cloning Alchemi Wealth, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
61% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COM | $28.9M | 99.7K | 13.5% | ▼−1.7% Reduced · −2K sh | |
| 2 | Nvidia Corporation COM | $9.0M | 44.8K | 4.2% | ▼−2.3% Reduced · −1K sh | |
| 3 | Amazon Com Inc COM | $6.4M | 26.8K | 3.0% | ▲+2.0% Added · +518 sh | |
| 4 | BlackRock Science & Technolo SHS | $5.8M | 114.6K | 2.7% | ▼−1.9% Reduced · −2K sh | |
| 5 | Columbia ETF TR I RESH ENHNC COR | $5.1M | 118.4K | 2.4% | ▲+6.0% Added · +7K sh | |
| 6 | State STR SPDR S&P 500 ETF T TR UNIT | $5.0M | 6.7K | 2.4% | ▲+8.6% Added · +530 sh | |
| 7 | Vanguard Instl Index FD 0 3 MO TR BI ETF | $4.8M | 62.8K | 2.2% | ▲+23% Added · +12K sh | |
| 8 | Microsoft Corp COM | $4.7M | 12.6K | 2.2% | ▼−2.0% Reduced · −264 sh | |
| 9 | SPDR Series Trust ST STR BLO 1 ETF | $4.6M | 50.0K | 2.1% | ▼−15% Reduced · −9K sh | |
| 10 | Alphabet Inc CAP STK CL A | $4.2M | 11.8K | 2.0% | ▲+0.8% Added · +93 sh | |
| 11 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $4.1M | 13.4K | 1.9% | ▼−0.9% Reduced · −128 sh | |
| 12 | Capital Group Growth ETF SHS CREAT UNIT | $3.9M | 82.2K | 1.8% | ▲+1.6% Added · +1K sh | |
| 13 | Ishares TR INTL EQTY FACTOR | $3.8M | 93.1K | 1.8% | ▲+3.5% Added · +3K sh | |
| 14 | Tesla Inc COM | $3.6M | 8.6K | 1.7% | ▼−6.2% Reduced · −568 sh | |
| 15 | Meta Platforms Inc CL A | $3.1M | 5.4K | 1.4% | ▼−2.9% Reduced · −164 sh | |
| 16 | Vanguard Index FDS VALUE ETF | $3.0M | 13.9K | 1.4% | ▲13× Added · +13K sh | |
| 17 | Direxion Shares ETF Trust DAI SEM BUL ETF | $3.0M | 11.2K | 1.4% | ▼−26% Reduced · −4K sh | |
| 18 | Advanced Micro Devices Inc COM | $3.0M | 5.1K | 1.4% | ▲+1.2% Added · +59 sh | |
| 19 | DNP Select Income FD Inc COM | $2.8M | 263.1K | 1.3% | ▲+5.3% Added · +13K sh | |
| 20 | Exxon Mobil Corp COM | $2.6M | 18.9K | 1.2% | ▼−1.8% Reduced · −341 sh | |
| 21 | Vaneck ETF Trust SEMICONDUCTR ETF | $2.4M | 3.7K | 1.1% | ▲+12% Added · +405 sh | |
| 22 | Cipher Digital Inc COM | $2.3M | 92.7K | 1.1% | ▲+1.0% Added · +919 sh | |
| 23 | Eli Lilly & Co COM | $2.2M | 1.8K | 1.0% | ▲+0.7% Added · +12 sh | |
| 24 | Duke Energy Corp New COM NEW | $2.2M | 17.1K | 1.0% | ▲+7.1% Added · +1K sh | |
| 25 | Alphabet Inc CAP STK CL C | $2.1M | 5.9K | 1.0% | ▲+1.6% Added · +91 sh | |
| 26 | Vanguard Specialized Funds DIV APP ETF | $2.1M | 8.7K | 1.0% | ▲+73% Added · +4K sh | |
| 27 | JPMorgan Chase & Co COM | $2.1M | 6.3K | 1.0% | ▲+5.1% Added · +307 sh | |
| 28 | Wisdomtree TR US VALUE FD | $2.0M | 19.8K | 0.9% | ▲+9.1% Added · +2K sh | |
| 29 | Immunovant Inc COM | $1.8M | 46.5K | 0.8% | ▼−14% Reduced · −8K sh | |
| 30 | Netflix Inc. COM | $1.8M | 25.0K | 0.8% | ▼−9.6% Reduced · −3K sh | |
| 31 | Select Sector SPDR TR ST STR INDL ETF | $1.8M | 9.5K | 0.8% | ▲+8.0% Added · +708 sh | |
| 32 | Vanguard Index FDS TOTAL STK MKT | $1.7M | 4.5K | 0.8% | ▲+72% Added · +2K sh | |
| 33 | Berkshire Hathaway Inc Del CL B NEW | $1.6M | 3.1K | 0.7% | ▼−5.4% Reduced · −180 sh | |
| 34 | Caterpillar Inc COM | $1.5M | 1.4K | 0.7% | ▲+10% Added · +134 sh | |
| 35 | RBB Fund Trust FIRST EAGLE GBL | $1.5M | 31.1K | 0.7% | ▼−0.1% Reduced · −16 sh | |
| 36 | Fidelity Wise Origin Bitcoin SHS | $1.4M | 28.1K | 0.7% | ▲+22% Added · +5K sh | |
| 37 | Johnson & Johnson COM | $1.4M | 5.6K | 0.7% | ▼−5.9% Reduced · −347 sh | |
| 38 | Emerson Elec Co COM | $1.4M | 9.8K | 0.7% | ▲+0.2% Added · +19 sh | |
| 39 | Capital Group Equity ETF TR US SM MI CA ETF | $1.4M | 41.6K | 0.6% | ▲+6.6% Added · +3K sh | |
| 40 | Micron Technology Inc COM | $1.2M | 1.1K | 0.6% | ▲+17% Added · +154 sh | |
| 41 | New Jersey Res Corp COM | $1.2M | 21.6K | 0.6% | —Held | |
| 42 | Philip Morris Intl Inc COM | $1.2M | 6.5K | 0.5% | ▲+0.4% Added · +26 sh | |
| 43 | Qualcomm Inc COM | $1.2M | 6.3K | 0.5% | ▲+8.6% Added · +501 sh | |
| 44 | Altria Group Inc COM | $1.2M | 16.1K | 0.5% | ▲+1.3% Added · +201 sh | |
| 45 | American Express Co COM | $1.2M | 3.4K | 0.5% | ▼−0.1% Reduced · −3 sh | |
| 46 | Amplify ETF TR CWP ENHANCED DIV | $1.1M | 25.0K | 0.5% | ▼−6.8% Reduced · −2K sh | |
| 47 | Visa Inc COM CL A | $1.1M | 3.3K | 0.5% | ▼−0.2% Reduced · −6 sh | |
| 48 | Capital Grp Fixed Incm ETF T CORE BOND ETF | $1.1M | 42.0K | 0.5% | ▲+14% Added · +5K sh | |
| 49 | Strategy Inc CL A NEW | $1.1M | 12.3K | 0.5% | ▲+20% Added · +2K sh | |
| 50 | Capital Grp Fixed Incm ETF T US MULTI-SECTOR | $1.1M | 38.7K | 0.5% | ▲+12% Added · +4K sh |
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| CALL · bullish | VANECK GOLD MINERS ETFGDX | $8K | 100 |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.