Arkolith/Funds/Alteri Wealth LLC

Alteri Wealth LLC

CIK 2054980Wealth platform
Holdings as of Jun 30, 2026·disclosed Jul 29, 2026·~29-day 13F lag·13F-HR
Active Filer

Alteri Wealth LLC holds a diversified book of 296 reported positions worth $362.1M as of Q2 2026 (disclosed Jul 29, 2026, a ~29-day 13F lag). This quarter they opened ExxonMobil Holdings Corp and trimmed Intel Corp. Their largest long position is Apple Inc at 6% of the reported non-option book. Cloning the disclosed picks since 2025 would be +31% (+18.6%/yr). That is a simulation of the disclosed long book, not audited returns.

Alteri Wealth LLC is a wealth platform: this book aggregates client accounts across many advisers.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+30.9%
+18.6%/yr · since Feb '25
Their reported book
+32.4%
held from quarter-end
S&P 500
+27.2%
same window
$8K$9K$11K$12K$13KFeb '25Jun '25Oct '25Jan '26May '26Sep '26
Alteri Wealth LLC (copied at disclosure) S&P 500

Growth of $10,000 cloning Alteri Wealth LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~29 days for the latest filing, with 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.

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
24%
Top 10 holdings
34%
Top 20 holdings
45%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

73% mapped to company sectors

Information Technology
36%
ETFs / funds
25%
Financials
9%
Consumer Discretionary
8%
Industrials
6%
Health Care
5%
Energy
3%
No sector on file yet
2%

+5 sectors below the cut, 7% together

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Alteri Wealth LLC

Manager / fundShared namesTheir $ in those
Innovator Capital Management, LLC8 / 80$2.9B
Donor Advised Charitable Giving, Inc.8 / 80$4.5B
BlueSpruce Investments, LP8 / 80$639.3M
United American Securities Inc. (d/b/a UAS Asset Management)10 / 80$453.6M
Swiss Re Ltd46 / 80$1.1B
Hoffman, Alan N Investment Management8 / 80$161.4M
Prospect Hill Management, LLC8 / 80$240.9M
Greenbrier Partners Capital Management, LLC8 / 80$1.2B

Ranked by the share of each fund's own book sitting in the names it shares with Alteri Wealth LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

296 positions
#SecurityValueShares% PortLast moveHistory
1Apple Inc Com
Stock
$22.3M76.9K
6.1%
+2.5%
Added · +2K sh
2Nvidia Corporation Com
Stock
$21.6M107.8K
6.0%
+0.5%
Added · +494 sh
3Intel Corp Com
Stock
$16.5M118.4K
4.6%
−0.2%
Reduced · −266 sh
4Broadcom Inc Com
Stock
$15.2M40.2K
4.2%
+0.5%
Added · +218 sh
5Alphabet Inc Cap STK CL A
Stock
$10.3M28.9K
2.8%
+2.9%
Added · +818 sh
6Walmart Inc Com
Stock
$9.2M81.2K
2.5%
+0.6%
Added · +486 sh
7ExxonMobil Holdings Corp Com SHS
Stock
$7.7M56.3K
2.1%
New
New position
8Microsoft Corp Com
Stock
$7.6M20.5K
2.1%
+6.1%
Added · +1K sh
9Amazon Com Inc Com
Stock
$7.5M31.6K
2.1%
+11%
Added · +3K sh
10JPMorgan Chase & Co Com
Stock
$5.2M15.9K
1.4%
+2.4%
Added · +369 sh
11Amgen Inc Com
Stock
$4.7M13.0K
1.3%
+1.8%
Added · +229 sh
12Bank Of Amer Corp Com
Stock
$4.6M81.6K
1.3%
−2.2%
Reduced · −2K sh
13State Street Blackstone Senior Loan ETF
ETF
$4.1M100.9K
1.1%
+3.2%
Added · +3K sh
14Meta Platforms Inc CL A
Stock
$3.8M6.7K
1.0%
+2.9%
Added · +187 sh
15Eli Lilly & Co Com
Stock
$3.8M3.1K
1.0%
+2.5%
Added · +77 sh
16Alphabet Inc Cap STK CL C
Stock
$3.7M10.6K
1.0%
−2.6%
Reduced · −282 sh
17Ishares Core S&P 500 ETF
ETF
$3.6M4.8K
1.0%
+1.6%
Added · +74 sh
18Tesla Inc Com
Stock
$3.5M8.2K
1.0%
+3.0%
Added · +241 sh
19Micron Technology Inc Com
Stock
$3.1M2.7K
0.9%
−4.0%
Reduced · −115 sh
20Boeing Co Com
Stock
$3.1M14.3K
0.9%
+0.3%
Added · +37 sh
21Zacks Earnings Consistent Portfolio ETF
ETF
$2.9M76.3K
0.8%
−1.9%
Reduced · −2K sh
22Ishares Semiconductor ETF
ETF
$2.6M4.1K
0.7%
+0.2%
Added · +7 sh
23Fortinet Inc Com
Stock
$2.4M15.7K
0.7%
+0.5%
Added · +83 sh
24Caterpillar Inc Com
Stock
$2.4M2.3K
0.7%
+0.3%
Added · +8 sh
25United Airls Hldgs Inc Com
Stock
$2.4M17.7K
0.7%
~0%
Reduced · −2 sh
26Applied Matls Inc Com
Stock
$2.4M3.3K
0.7%
+69%
Added · +1K sh
27Invesco QQQ Trust Series I
ETF
$2.4M3.2K
0.7%
−1.3%
Reduced · −43 sh
28Ishares Msci USA Quality Factor ETF
ETF
$2.3M10.5K
0.6%
−1.1%
Reduced · −112 sh
29State Street SPDR Portfolio S&P 500 ETF
ETF
$2.1M24.4K
0.6%
+45%
Added · +8K sh
30Ishares International Select Dividend ETF
ETF
$2.1M51.2K
0.6%
+7.4%
Added · +4K sh
31Johnson & Johnson Com
Stock
$2.1M8.3K
0.6%
+11%
Added · +818 sh
32JPMorgan Income ETF
ETF
$2.0M44.0K
0.6%
+8.4%
Added · +3K sh
33Western Digital Corp Com
Stock
$2.0M3.1K
0.6%
−25%
Reduced · −1K sh
34RTX Corporation Com
Stock
$2.0M10.5K
0.6%
−4.8%
Reduced · −526 sh
35SPDR Gold Shares
ETF
$1.9M5.2K
0.5%
+3.0%
Added · +151 sh
36Advanced Micro Devices Inc Com
Stock
$1.9M3.3K
0.5%
+1.5%
Added · +48 sh
37Lockheed Martin Corp Com
Stock
$1.9M3.7K
0.5%
−1.6%
Reduced · −59 sh
38Vanguard S&P 500 ETF
ETF
$1.8M2.7K
0.5%
+6.5%
Added · +163 sh
39Zacks Small/mid Cap ETF
ETF
$1.8M40.9K
0.5%
−2.7%
Reduced · −1K sh
40Ishares Core U.S. Aggregate Bond ETF
ETF
$1.8M18.4K
0.5%
+31%
Added · +4K sh
41Vanguard Small Cap Value ETF
ETF
$1.8M7.4K
0.5%
−2.6%
Reduced · −197 sh
42Costco Wholesale Corporation Com
Stock
$1.7M1.8K
0.5%
−3.3%
Reduced · −60 sh
43Visa Inc Com CL A
Stock
$1.6M4.8K
0.5%
−0.1%
Reduced · −4 sh
44Home Depot Inc Com
Stock
$1.6M4.6K
0.4%
+4.1%
Added · +179 sh
45Vanguard Value ETF
ETF
$1.6M7.4K
0.4%
+1.8%
Added · +128 sh
46Palo Alto Networks Inc Com
Stock
$1.6M4.7K
0.4%
−19%
Reduced · −1K sh
47Dell Technologies Inc CL C
Stock
$1.6M3.7K
0.4%
−36%
Reduced · −2K sh
48Disney Walt Co Com
Stock
$1.5M15.9K
0.4%
−1.4%
Reduced · −236 sh
49Ishares Core Dividend Growth ETF
ETF
$1.5M20.2K
0.4%
+2.3%
Added · +449 sh
50Parker-Hannifin Corp Com
Stock
$1.5M1.5K
0.4%
+5.9%
Added · +85 sh
Showing 50 of 296 positions
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Filing history

As-of date vs the date the SEC received each filing

$362.1M · Q2 2026Q4 2024 · $361.3MQ2 2026 · $362.1M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 29, 202629d296$362.1M13F-HR
Q1 2026Mar 31, 2026May 6, 202636d292$308.6M13F-HR
Q4 2025Dec 31, 2025Feb 11, 202642d286$308.5M13F-HR
Q3 2025Sep 30, 2025Nov 10, 202541d282$291.0M13F-HR
Q2 2025Jun 30, 2025Aug 11, 202542d271$257.8M13F-HR
Q1 2025Mar 31, 2025May 7, 202537d250$227.3M13F-HR
Q4 2024Dec 31, 2024Feb 14, 202545d246$361.3M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.