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Alchemi Wealth

Latest statistics and disclosures from Alchemi Wealth's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002110606

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Positions held by Alchemi Wealth consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Alchemi Wealth

Alchemi Wealth holds 155 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Apple (AAPL)	14.3	$26M	101k	253.79	View chart
NVIDIA Corporation (NVDA)	4.4	$8.0M	46k	174.40	View chart
Amazon (AMZN)	3.0	$5.5M	26k	208.27	View chart
Spdr Series Trust State Street Spd (BIL)	3.0	$5.4M	59k	91.64	View chart
Microsoft Corporation (MSFT)	2.6	$4.7M	13k	370.19	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	2.4	$4.4M	112k	38.98	View chart
Blackrock Science & Technolo SHS (BST)	2.4	$4.2M	117k	36.35	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	2.2	$4.0M	6.2k	650.45	View chart
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)	2.1	$3.9M	51k	75.65	View chart
Ishares Tr Intl Eqty Factor (INTF)	1.9	$3.5M	90k	38.96	View chart
Tesla Motors (TSLA)	1.9	$3.4M	9.2k	371.75	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.9	$3.4M	12k	287.60	View chart
Exxon Mobil Corporation (XOM)	1.8	$3.3M	19k	169.67	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	1.8	$3.3M	81k	40.19	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	1.8	$3.2M	14k	237.66	View chart
Meta Platforms Cl A (META)	1.8	$3.2M	5.6k	572.23	View chart
Netflix (NFLX)	1.5	$2.7M	28k	96.15	View chart
DNP Select Income Fund (DNP)	1.4	$2.6M	250k	10.30	View chart
Duke Energy Corp Com New (DUK)	1.2	$2.1M	16k	130.94	View chart
JPMorgan Chase & Co. (JPM)	1.0	$1.8M	6.0k	294.24	View chart
Wisdomtree Tr Wisdomtree Us Va (WTV)	1.0	$1.7M	18k	94.73	View chart
Alphabet Cap Stk Cl C (GOOG)	0.9	$1.7M	5.8k	286.91	View chart
Eli Lilly & Co. (LLY)	0.9	$1.7M	1.8k	919.77	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.9	$1.6M	3.3k	479.20	View chart
Rbb Fund Trust First Eagle Gbl (FEGE)	0.8	$1.5M	31k	47.00	View chart
Johnson & Johnson (JNJ)	0.8	$1.4M	5.9k	244.50	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.8	$1.4M	8.8k	161.75	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.8	$1.4M	23k	59.03	View chart
Immunovant (IMVT)	0.7	$1.3M	54k	24.84	View chart
Strategy Cl A New (MSTR)	0.7	$1.3M	10k	124.80	View chart
Emerson Electric (EMR)	0.7	$1.3M	9.8k	131.03	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.7	$1.3M	3.3k	383.44	View chart
Sprott Asset Management Physical Gold An (CEF)	0.7	$1.2M	25k	47.72	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.7	$1.2M	27k	44.85	View chart
New Jersey Resources Corporation (NJR)	0.7	$1.2M	22k	54.92	View chart
Cipher Mining (CIFR)	0.7	$1.2M	92k	12.87	View chart
Chevron Corporation (CVX)	0.6	$1.2M	5.6k	206.99	View chart
Capital Group Equity Etf Tr Us Small And Mid (CGMM)	0.6	$1.1M	39k	29.36	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.6	$1.1M	5.0k	215.06	View chart
Philip Morris International (PM)	0.6	$1.1M	6.5k	165.35	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.6	$1.1M	17k	62.57	View chart
Altria (MO)	0.6	$1.0M	16k	66.00	View chart
American Express Company (AXP)	0.6	$1.0M	3.4k	302.55	View chart
Advanced Micro Devices (AMD)	0.6	$1.0M	5.0k	203.43	View chart
Spdr Gold Tr Gold Shs (GLD)	0.6	$1.0M	2.3k	430.29	View chart
Visa Com Cl A (V)	0.6	$992k	3.3k	302.32	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.5	$971k	37k	26.26	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.5	$937k	34k	27.23	View chart
Caterpillar (CAT)	0.5	$922k	1.3k	708.97	View chart
Costco Wholesale Corporation (COST)	0.5	$861k	863.00	997.32	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.5	$853k	3.6k	234.03	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$844k	2.6k	320.91	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.5	$814k	13k	61.26	View chart
Verizon Communications (VZ)	0.4	$798k	16k	50.20	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	0.4	$778k	10k	76.02	View chart
Phillips 66 (PSX)	0.4	$757k	4.2k	182.23	View chart
Qualcomm (QCOM)	0.4	$753k	5.8k	128.79	View chart
Vanguard World Inf Tech Etf (VGT)	0.4	$731k	1.0k	698.29	View chart
Direxion Shares Etf Trust Daily Semiconduc (SOXL)	0.4	$724k	15k	47.91	View chart
Union Pacific Corporation (UNP)	0.4	$723k	3.0k	242.67	View chart
Broadcom (AVGO)	0.4	$697k	2.3k	309.61	View chart
Pacer Fds Tr Trendpilot 100 (PTNQ)	0.4	$688k	9.4k	72.96	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.4	$666k	18k	36.27	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$658k	1.1k	577.50	View chart
Fidelity Covington Trust Enhanced Large (FELV)	0.4	$649k	19k	34.91	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.4	$646k	3.1k	208.05	View chart
Wisdomtree Tr Dynamic Intl Eqt (DDWM)	0.4	$642k	15k	44.11	View chart
Ge Vernova (GEV)	0.4	$642k	735.00	872.90	View chart
United Rentals (URI)	0.4	$641k	878.00	729.45	View chart
Wal-Mart Stores (WMT)	0.3	$629k	5.1k	124.31	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.3	$614k	12k	50.37	View chart
At&t (T)	0.3	$594k	21k	28.99	View chart
Amgen (AMGN)	0.3	$590k	1.7k	352.00	View chart
General Dynamics Corporation (GD)	0.3	$579k	1.7k	343.34	View chart
Home Depot (HD)	0.3	$568k	1.7k	329.14	View chart
Trex Company (TREX)	0.3	$561k	15k	36.42	View chart
Pacer Fds Tr Aristotle Pacifi (FLRT)	0.3	$558k	12k	46.31	View chart
Honeywell International (HON)	0.3	$557k	2.5k	226.14	View chart
Abbvie (ABBV)	0.3	$552k	2.5k	217.61	View chart
Norfolk Southern (NSC)	0.3	$534k	1.9k	287.05	View chart
Marriott Intl Cl A (MAR)	0.3	$531k	1.6k	327.07	View chart
Palantir Technologies Cl A (PLTR)	0.3	$528k	3.6k	146.28	View chart
Vanguard World Health Car Etf (VHT)	0.3	$510k	1.9k	272.37	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.3	$510k	9.7k	52.46	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.3	$507k	4.5k	112.13	View chart
Bank of America Corporation (BAC)	0.3	$501k	10k	48.75	View chart
Procter & Gamble Company (PG)	0.3	$476k	3.3k	144.48	View chart
Cohen & Steers Etf Trust Real Estate Acti (CSRE)	0.3	$457k	17k	26.28	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.3	$452k	11k	40.10	View chart
Corning Incorporated (GLW)	0.3	$451k	3.3k	135.99	View chart
Canadian Pacific Kansas City (CP)	0.2	$445k	5.7k	78.66	View chart
Elevation Series Trust Clough Select Eq (CBSE)	0.2	$442k	11k	39.83	View chart
Pacer Fds Tr Metaurus Cap 400 (QDPL)	0.2	$441k	11k	40.14	View chart
Eversource Energy (ES)	0.2	$440k	6.3k	69.29	View chart
Linde SHS (LIN)	0.2	$432k	870.00	496.10	View chart
Hershey Company (HSY)	0.2	$432k	2.1k	207.89	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$427k	654.00	653.21	View chart
International Business Machines (IBM)	0.2	$414k	1.7k	242.50	View chart
Nextera Energy (NEE)	0.2	$411k	4.4k	92.92	View chart
3M Company (MMM)	0.2	$408k	2.8k	145.31	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.2	$406k	4.4k	91.77	View chart
Elevation Series Trust Clough Hedged Eq (CBLS)	0.2	$404k	14k	28.70	View chart
TJX Companies (TJX)	0.2	$403k	2.5k	159.75	View chart
Janus Detroit Str Tr Henderson Securi (JSI)	0.2	$400k	7.8k	51.56	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$393k	3.4k	115.03	View chart
Southern Company (SO)	0.2	$390k	4.0k	96.54	View chart
Deere & Company (DE)	0.2	$377k	669.00	563.86	View chart
Boeing Company (BA)	0.2	$375k	1.9k	199.03	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$374k	9.7k	38.42	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$372k	5.5k	68.14	View chart
Shell Spon Ads (SHEL)	0.2	$365k	3.9k	93.04	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.2	$359k	7.4k	48.16	View chart
CSX Corporation (CSX)	0.2	$358k	8.7k	41.05	View chart
Universal Display Corporation (OLED)	0.2	$357k	3.9k	91.69	View chart
Symbotic Class A Com (SYM)	0.2	$351k	6.6k	53.20	View chart
British Amern Tob Sponsored Adr (BTI)	0.2	$350k	6.0k	58.47	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.2	$346k	6.3k	54.55	View chart
McDonald's Corporation (MCD)	0.2	$340k	1.1k	311.03	View chart
Pfizer (PFE)	0.2	$337k	12k	28.08	View chart
Ge Aerospace Com New (GE)	0.2	$337k	1.2k	283.82	View chart
Pepsi (PEP)	0.2	$331k	2.1k	155.37	View chart
Corteva (CTVA)	0.2	$331k	4.0k	83.71	View chart
GSK Sponsored Adr (GSK)	0.2	$328k	5.9k	55.19	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$317k	3.6k	88.16	View chart
Cisco Systems (CSCO)	0.2	$313k	4.0k	77.60	View chart
Micron Technology (MU)	0.2	$311k	921.00	338.13	View chart
O'reilly Automotive (ORLY)	0.2	$299k	3.2k	92.31	View chart
Coca-Cola Company (KO)	0.2	$297k	3.9k	76.09	View chart
PPL Corporation (PPL)	0.2	$295k	7.7k	38.20	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.2	$288k	2.2k	132.93	View chart
Mastercard Incorporated Cl A (MA)	0.2	$280k	561.00	499.66	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.2	$275k	2.9k	94.24	View chart
Merck & Co (MRK)	0.1	$260k	2.2k	120.38	View chart
M&T Bank Corporation (MTB)	0.1	$260k	1.3k	206.87	View chart
Cohen & Steers Etf Trust Infrastructure (CSIO)	0.1	$254k	9.1k	27.74	View chart
Waste Management (WM)	0.1	$247k	1.1k	229.88	View chart
T. Rowe Price (TROW)	0.1	$246k	2.7k	90.16	View chart
Stryker Corporation (SYK)	0.1	$242k	735.00	328.99	View chart
Enbridge (ENB)	0.1	$241k	4.5k	54.14	View chart
Raytheon Technologies Corp (RTX)	0.1	$236k	1.2k	192.98	View chart
Vaneck Etf Trust Junior Gold Mine (GDXJ)	0.1	$233k	1.9k	120.04	View chart
Blackrock (BLK)	0.1	$231k	240.00	962.35	View chart
Wisdomtree Tr 7 10 Yr Laddered (USIN)	0.1	$227k	4.5k	50.10	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$225k	667.00	337.95	View chart
Goldman Sachs Physical Gold Unit (AAAU)	0.1	$222k	4.8k	46.19	View chart
Consolidated Edison (ED)	0.1	$219k	1.9k	113.27	View chart
Bristol Myers Squibb (BMY)	0.1	$217k	3.6k	60.67	View chart
Oracle Corporation (ORCL)	0.1	$217k	1.5k	147.23	View chart
Ford Motor Company (F)	0.1	$216k	19k	11.54	View chart
Digital Realty Trust (DLR)	0.1	$215k	1.2k	180.21	View chart
Xcel Energy (XEL)	0.1	$214k	2.7k	79.46	View chart
Goldman Sachs (GS)	0.1	$206k	243.00	848.49	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$203k	2.1k	96.70	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$202k	1.0k	196.20	View chart
Nuscale Pwr Corp Cl A Com (SMR)	0.1	$132k	12k	10.84	View chart

Past Filings by Alchemi Wealth

SEC 13F filings are viewable for Alchemi Wealth going back to 2026

Alchemi Wealth 2026 Q1 filed May 7, 2026

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