AlTi Global
Latest statistics and disclosures from AlTi Global's latest quarterly 13F-HR filing:
- Top 5 stock holdings are EFA, ITOT, SPY, SPMD, GEME, and represent 39.42% of AlTi Global's stock portfolio.
- Added to shares of these 10 stocks: GEME (+$70M), AEM (+$42M), TRGP (+$17M), XNTK (+$17M), ITOT (+$15M), QQQM (+$15M), PSLV (+$13M), EIPX (+$9.2M), ESGV (+$7.5M), IWF (+$7.5M).
- Started 97 new stock positions in SPCX, ICVT, SJNK, BAX, NTAP, CRWV, CB, IDV, PSLV, NEA.
- Reduced shares in these 10 stocks: AKRE (-$117M), IVV (-$93M), GLD (-$64M), EFA (-$38M), UBER (-$26M), GPGI (-$14M), XOM (-$13M), CCJ (-$11M), HTBK (-$7.1M), CMCSA (-$5.1M).
- Sold out of its positions in PPLT, AKAM, ADSK, Barrick Mng Corp, CTRA, COIN, GPGI, Dupont De Nemours, GNTA, SHLD.
- AlTi Global was a net seller of stock by $-72M.
- AlTi Global has $4.8B in assets under management (AUM), dropping by 5.13%.
- Central Index Key (CIK): 0001838615
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Portfolio Holdings for AlTi Global
AlTi Global holds 505 positions in its portfolio as reported in the June 2026 quarterly 13F filing
AlTi Global has 505 total positions. Only the first 250 positions are shown.
- Sign up to view all of the AlTi Global June 30, 2026 positions
- Download the AlTi Global June 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Msci Eafe Etf (EFA) | 12.6 | $608M | -5% | 5.9M | 103.88 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 10.2 | $492M | +3% | 3.0M | 164.27 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 9.0 | $435M | 581k | 748.67 |
|
|
| Spdr Series Trust St Str P400mid (SPMD) | 3.9 | $189M | 2.8M | 67.56 |
|
|
| 2023 Etf Series Trust Pac No Gl Em Etf (GEME) | 3.8 | $183M | +61% | 4.2M | 43.54 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 3.8 | $183M | 494k | 370.33 |
|
|
| First Tr Exchange-traded Energy Inm Partn (EIPX) | 3.2 | $154M | +6% | 4.9M | 31.30 |
|
| Ishares Gold Tr Ishares New (IAU) | 2.6 | $125M | +5% | 1.7M | 75.51 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 2.5 | $123M | 1.6M | 77.11 |
|
|
| First Tr Exchange-traded No Amer Energy (EMLP) | 2.5 | $122M | 2.8M | 43.50 |
|
|
| Exxon Mobil Corporation (XOM) | 2.0 | $97M | -11% | 706k | 136.72 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.9 | $92M | 256k | 357.37 |
|
|
| Apple (AAPL) | 1.8 | $89M | +6% | 309k | 289.36 |
|
| Spdr Gold Tr Gold Shs (GLD) | 1.4 | $68M | -48% | 186k | 368.38 |
|
| Spdr Series Trust St Str Nyse Tech (XNTK) | 1.2 | $59M | +40% | 150k | 390.65 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.2 | $58M | 84k | 686.81 |
|
|
| Ishares Gold Trust Micro Shs Repstg Un Tr (IAUM) | 1.2 | $57M | +5% | 1.4M | 40.00 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 1.1 | $51M | 502k | 102.16 |
|
|
| Profesionally Managed Portfo Akre Focus Etf (AKRE) | 1.0 | $49M | -70% | 924k | 53.19 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 1.0 | $48M | -2% | 554k | 86.45 |
|
| Agnico (AEM) | 0.9 | $43M | +2987% | 278k | 155.13 |
|
| Microsoft Corporation (MSFT) | 0.7 | $34M | 90k | 373.02 |
|
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.6 | $30M | 289k | 102.81 |
|
|
| Ishares Tr Pari Alig Ex Etf (PABD) | 0.6 | $29M | +5% | 423k | 69.27 |
|
| Ishares Tr Pari Ali Cli Etf (PABU) | 0.6 | $29M | +7% | 375k | 76.19 |
|
| Goldman Sachs (GS) | 0.6 | $28M | 27k | 1011.36 |
|
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.6 | $27M | +113% | 90k | 302.97 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $27M | -4% | 75k | 353.33 |
|
| Chevron Corporation (CVX) | 0.5 | $27M | -14% | 160k | 165.76 |
|
| Prologis (PLD) | 0.5 | $25M | 182k | 135.36 |
|
|
| Medtronic SHS (MDT) | 0.5 | $24M | 305k | 78.95 |
|
|
| Amazon (AMZN) | 0.5 | $24M | +2% | 99k | 238.34 |
|
| NVIDIA Corporation (NVDA) | 0.5 | $23M | +16% | 117k | 200.09 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.5 | $23M | 262k | 88.55 |
|
|
| Tesla Motors (TSLA) | 0.4 | $22M | +43% | 51k | 420.60 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.4 | $20M | 123k | 163.67 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $20M | -82% | 26k | 748.89 |
|
| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.4 | $20M | 113k | 173.52 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $19M | +4% | 26k | 736.63 |
|
| Walt Disney Company (DIS) | 0.4 | $19M | 193k | 97.00 |
|
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.4 | $17M | 40k | 426.40 |
|
|
| Targa Res Corp (TRGP) | 0.4 | $17M | NEW | 64k | 268.14 |
|
| Wal-Mart Stores (WMT) | 0.3 | $15M | +2% | 136k | 113.26 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.3 | $15M | +4% | 95k | 156.97 |
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $15M | +4% | 45k | 327.33 |
|
| Ishares Tr National Mun Etf (MUB) | 0.3 | $14M | +21% | 131k | 107.62 |
|
| Johnson & Johnson (JNJ) | 0.3 | $14M | 56k | 253.97 |
|
|
| Sprott Asset Management Physical Silver (PSLV) | 0.3 | $13M | NEW | 672k | 20.01 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.3 | $13M | 111k | 117.50 |
|
|
| Terawulf (WULF) | 0.3 | $13M | +96% | 510k | 24.70 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.3 | $12M | 79k | 156.30 |
|
|
| UnitedHealth (UNH) | 0.2 | $12M | -4% | 28k | 415.65 |
|
| Ishares Tr Msci Intl Qualty (IQLT) | 0.2 | $11M | 228k | 49.55 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $11M | +233% | 87k | 124.17 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $11M | -18% | 21k | 500.38 |
|
| Verizon Communications (VZ) | 0.2 | $10M | -6% | 246k | 42.34 |
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.2 | $10M | 326k | 31.10 |
|
|
| Micron Technology (MU) | 0.2 | $10M | -19% | 8.7k | 1154.57 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.2 | $9.9M | -26% | 298k | 33.29 |
|
| Pepsi (PEP) | 0.2 | $9.7M | 72k | 135.40 |
|
|
| Caterpillar (CAT) | 0.2 | $9.5M | 8.9k | 1064.98 |
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|
| Meta Platforms Cl A (META) | 0.2 | $9.5M | +5% | 17k | 563.29 |
|
| Oracle Corporation (ORCL) | 0.2 | $9.3M | -6% | 64k | 146.55 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $9.3M | 23k | 409.51 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $9.1M | 67k | 137.53 |
|
|
| Cme (CME) | 0.2 | $8.9M | 40k | 220.83 |
|
|
| Broadcom (AVGO) | 0.2 | $8.8M | -6% | 23k | 377.77 |
|
| Visa Com Cl A (V) | 0.2 | $8.6M | +3% | 25k | 343.09 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.2 | $8.5M | +805% | 64k | 132.24 |
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.2 | $8.3M | 165k | 50.35 |
|
|
| Philip Morris International (PM) | 0.2 | $8.2M | +2% | 45k | 181.67 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $8.0M | 96k | 83.75 |
|
|
| Amgen (AMGN) | 0.2 | $8.0M | +4% | 22k | 362.11 |
|
| Automatic Data Processing (ADP) | 0.2 | $8.0M | +312% | 36k | 223.95 |
|
| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.2 | $7.8M | -3% | 147k | 53.11 |
|
| Altria (MO) | 0.2 | $7.7M | +3% | 107k | 72.52 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $7.6M | -7% | 32k | 242.43 |
|
| Applied Materials (AMAT) | 0.2 | $7.5M | -23% | 10k | 722.89 |
|
| Intel Corporation (INTC) | 0.2 | $7.4M | +7% | 53k | 139.63 |
|
| Dycom Industries (DY) | 0.2 | $7.4M | +15% | 15k | 505.59 |
|
| Spdr Series Trust St Str Msci Usaq (QUS) | 0.2 | $7.4M | 40k | 186.86 |
|
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.2 | $7.4M | 178k | 41.25 |
|
|
| Phillips 66 (PSX) | 0.1 | $7.2M | 43k | 169.05 |
|
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| Oneok (OKE) | 0.1 | $7.1M | +2% | 82k | 86.94 |
|
| Coca-Cola Company (KO) | 0.1 | $7.1M | +6% | 87k | 81.41 |
|
| Ishares Tr Core Msci Euro (IEUR) | 0.1 | $7.0M | +6% | 93k | 75.17 |
|
| Snowflake Com Shs (SNOW) | 0.1 | $6.9M | +3% | 27k | 254.50 |
|
| Spdr Series Trust State Stret Spdr (CERY) | 0.1 | $6.8M | +181% | 204k | 33.41 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $6.7M | -18% | 9.00 | 748850.00 |
|
| Ishares Tr U S Equity Factr (LRGF) | 0.1 | $6.7M | -5% | 88k | 75.63 |
|
| Edison International (EIX) | 0.1 | $6.5M | 88k | 74.45 |
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| Paychex (PAYX) | 0.1 | $6.4M | NEW | 66k | 98.33 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $6.2M | +27% | 5.2k | 1199.38 |
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $6.2M | NEW | 56k | 110.94 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $5.9M | +374% | 311k | 19.12 |
|
| Omni (OMC) | 0.1 | $5.9M | +97% | 81k | 73.23 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $5.9M | +8% | 86k | 68.41 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $5.8M | 28k | 212.77 |
|
|
| Home Depot (HD) | 0.1 | $5.7M | 16k | 352.68 |
|
|
| Ishares Tr Low Ca Op Ms Etf (CRBN) | 0.1 | $5.6M | +10% | 22k | 252.97 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $5.5M | -15% | 56k | 98.98 |
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| Procter & Gamble Company (PG) | 0.1 | $5.5M | 37k | 146.64 |
|
|
| Charles Schwab Corporation (SCHW) | 0.1 | $5.4M | 58k | 92.27 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $5.3M | -4% | 18k | 300.45 |
|
| Dimensional Etf Trust Global Real Est (DFGR) | 0.1 | $5.2M | 180k | 28.97 |
|
|
| McDonald's Corporation (MCD) | 0.1 | $5.1M | -18% | 19k | 270.31 |
|
| Dimensional Etf Trust Us High Prof Etf (DUHP) | 0.1 | $4.9M | -33% | 118k | 41.73 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $4.8M | +500% | 56k | 86.14 |
|
| Ishares Tr Rusel 2500 Etf (SMMD) | 0.1 | $4.6M | 51k | 91.63 |
|
|
| Cameco Corporation (CCJ) | 0.1 | $4.6M | -70% | 47k | 97.64 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $4.6M | +2% | 22k | 205.02 |
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| Abbvie (ABBV) | 0.1 | $4.5M | 18k | 251.64 |
|
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| American Centy Etf Tr Avantis Respon U (AVSU) | 0.1 | $4.5M | 51k | 88.52 |
|
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.1 | $4.2M | 71k | 58.98 |
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| Ishares Silver Tr Ishares (SLV) | 0.1 | $4.0M | -3% | 74k | 53.47 |
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| Enbridge (ENB) | 0.1 | $3.9M | NEW | 72k | 54.21 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $3.9M | +2% | 7.5k | 513.58 |
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| Newmont Mining Corporation (NEM) | 0.1 | $3.8M | 41k | 93.40 |
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| Ishares Esg Awr Msci Em (ESGE) | 0.1 | $3.8M | +8% | 70k | 54.69 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $3.8M | 63k | 59.69 |
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| Ishares Tr Intl Eqty Factor (INTF) | 0.1 | $3.7M | -2% | 92k | 40.96 |
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| Cisco Systems (CSCO) | 0.1 | $3.7M | +27% | 32k | 117.46 |
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| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.1 | $3.7M | 93k | 40.21 |
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| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.1 | $3.7M | NEW | 14k | 271.94 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $3.6M | -45% | 51k | 71.25 |
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| Ishares Msci Japan Etf (EWJ) | 0.1 | $3.6M | 39k | 93.27 |
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| Select Sector Spdr Tr St Str Util Etf (XLU) | 0.1 | $3.5M | +1618% | 77k | 45.34 |
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| Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) | 0.1 | $3.5M | NEW | 51k | 67.50 |
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| Linde SHS (LIN) | 0.1 | $3.4M | NEW | 6.6k | 519.18 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $3.4M | +64% | 116k | 29.43 |
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| Sprott Asset Management Physical Gold Tr (PHYS) | 0.1 | $3.4M | NEW | 112k | 30.17 |
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| Smurfit Westrock SHS (SW) | 0.1 | $3.3M | NEW | 72k | 46.26 |
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| Etf Ser Solutions Defia Quant Etf (QTUM) | 0.1 | $3.3M | +91% | 20k | 165.38 |
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| Quanta Services (PWR) | 0.1 | $3.3M | +8% | 4.6k | 720.04 |
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| Morgan Stanley Com New (MS) | 0.1 | $3.3M | 16k | 209.04 |
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| Bank of America Corporation (BAC) | 0.1 | $3.3M | +3% | 58k | 56.98 |
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| Union Pacific Corporation (UNP) | 0.1 | $3.3M | -33% | 12k | 272.00 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $3.2M | +7% | 17k | 189.74 |
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| Merck & Co (MRK) | 0.1 | $3.1M | +2% | 24k | 129.35 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $3.1M | -2% | 14k | 219.42 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $3.1M | 59k | 52.41 |
|
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| Cummins (CMI) | 0.1 | $3.1M | 4.4k | 712.67 |
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| Canadian Pacific Kansas City (CP) | 0.1 | $3.1M | 36k | 86.65 |
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| Ishares Msci World Etf (URTH) | 0.1 | $3.1M | +146% | 15k | 202.64 |
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| First Tr Exchange-traded Wcm Intl Equity (WCMI) | 0.1 | $3.0M | 154k | 19.57 |
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| Nushares Etf Tr Nuveen Esg Midcp (NUMG) | 0.1 | $3.0M | 64k | 46.96 |
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| O'reilly Automotive (ORLY) | 0.1 | $3.0M | -33% | 33k | 92.09 |
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| Ishares Msci Em Asia Etf (EEMA) | 0.1 | $3.0M | -15% | 25k | 116.96 |
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| Astera Labs (ALAB) | 0.1 | $2.9M | -24% | 5.9k | 483.02 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $2.8M | +5% | 12k | 227.07 |
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| Flexshares Tr Mornstar Upstr (GUNR) | 0.1 | $2.8M | 57k | 49.28 |
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| Alti Global Cl A (ALTI) | 0.1 | $2.8M | 773k | 3.61 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.1 | $2.8M | 45k | 62.20 |
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| Blackrock Etf Trust Ishares Man Futu (ISMF) | 0.1 | $2.7M | +44% | 98k | 27.95 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $2.7M | -48% | 4.1k | 655.82 |
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| Advanced Micro Devices (AMD) | 0.1 | $2.7M | +207% | 4.6k | 580.57 |
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| Krispy Kreme (DNUT) | 0.1 | $2.6M | 749k | 3.53 |
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| Palo Alto Networks (PANW) | 0.1 | $2.6M | +17% | 7.7k | 341.02 |
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| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.1 | $2.6M | -47% | 17k | 158.66 |
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| Uber Technologies (UBER) | 0.1 | $2.6M | -90% | 36k | 72.10 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $2.6M | +700% | 21k | 119.52 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $2.5M | +5% | 16k | 156.95 |
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| Centrus Energy Corp Cl A (LEU) | 0.1 | $2.5M | NEW | 15k | 167.87 |
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| Costco Wholesale Corporation (COST) | 0.1 | $2.5M | -4% | 2.6k | 935.51 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $2.4M | 11k | 217.92 |
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| 3M Company (MMM) | 0.0 | $2.4M | 15k | 161.91 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $2.3M | +4% | 4.9k | 478.24 |
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| Incyte Corporation (INCY) | 0.0 | $2.3M | NEW | 20k | 113.36 |
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| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.0 | $2.3M | 3.2k | 705.04 |
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| TJX Companies (TJX) | 0.0 | $2.2M | +32% | 15k | 151.49 |
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| PNC Financial Services (PNC) | 0.0 | $2.2M | +3% | 9.0k | 246.06 |
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| Baxter International (BAX) | 0.0 | $2.1M | NEW | 101k | 21.33 |
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| salesforce (CRM) | 0.0 | $2.1M | -29% | 13k | 157.09 |
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| Netflix (NFLX) | 0.0 | $2.1M | +40% | 29k | 71.40 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $2.1M | +24% | 22k | 96.44 |
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| Ge Aerospace Com New (GE) | 0.0 | $2.1M | +16% | 5.5k | 373.75 |
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| Qualcomm (QCOM) | 0.0 | $2.1M | 11k | 184.81 |
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| CVB Financial (CVBF) | 0.0 | $2.0M | NEW | 89k | 22.55 |
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| Starbucks Corporation (SBUX) | 0.0 | $2.0M | 20k | 102.19 |
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| Federal Rlty Invt Tr Sh Ben Int New (FRT) | 0.0 | $2.0M | 16k | 123.44 |
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| Intercontinental Exchange (ICE) | 0.0 | $2.0M | 16k | 123.12 |
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.0 | $2.0M | +24% | 43k | 46.81 |
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| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.0 | $2.0M | 11k | 176.65 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $2.0M | 21k | 96.58 |
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| Everpure Cl A (P) | 0.0 | $2.0M | -17% | 25k | 78.78 |
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| Corteva (CTVA) | 0.0 | $1.9M | 23k | 84.69 |
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| Vaneck Etf Trust China Bond Etf (CBON) | 0.0 | $1.9M | NEW | 80k | 23.83 |
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| Kinder Morgan (KMI) | 0.0 | $1.9M | NEW | 59k | 31.97 |
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| Western Midstream Partners L Com Unit Lp Int (WES) | 0.0 | $1.9M | +234% | 43k | 43.76 |
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| First Majestic Silver Corp (AG) | 0.0 | $1.8M | 107k | 16.96 |
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| Church & Dwight (CHD) | 0.0 | $1.8M | 18k | 96.88 |
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| Citizens Financial (CFG) | 0.0 | $1.8M | 26k | 70.09 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $1.8M | +300% | 22k | 80.57 |
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| Airbnb Com Cl A (ABNB) | 0.0 | $1.8M | 12k | 143.10 |
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| Ssga Active Etf Tr St Str Bl Ln Etf (SRLN) | 0.0 | $1.8M | +27% | 44k | 40.29 |
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| Arista Networks Com Shs (ANET) | 0.0 | $1.8M | 10k | 169.87 |
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| Vistra Energy (VST) | 0.0 | $1.7M | NEW | 11k | 158.61 |
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| American Express Company (AXP) | 0.0 | $1.7M | 5.0k | 338.25 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $1.7M | +27% | 16k | 109.07 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.0 | $1.7M | +400% | 19k | 87.91 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $1.7M | 18k | 91.67 |
|
|
| Ark Etf Tr Autnmus Technlgy (ARKQ) | 0.0 | $1.6M | 12k | 132.22 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $1.6M | -9% | 11k | 148.31 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.0 | $1.6M | +100% | 29k | 54.02 |
|
| Clear Channel Outdoor Holdings (CCO) | 0.0 | $1.5M | NEW | 15k | 101.86 |
|
| Ishares Tr Ibonds 27 Etf (IBDS) | 0.0 | $1.5M | 64k | 24.22 |
|
|
| Ishares Tr Ibonds Dec2026 (IBDR) | 0.0 | $1.5M | 63k | 24.23 |
|
|
| SLB Com Stk (SLB) | 0.0 | $1.5M | 33k | 46.78 |
|
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.0 | $1.5M | +8% | 9.2k | 163.58 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $1.5M | +7% | 26k | 58.34 |
|
| Keysight Technologies (KEYS) | 0.0 | $1.4M | 4.1k | 349.40 |
|
|
| Ishares Tr Conv Bd Etf (ICVT) | 0.0 | $1.4M | NEW | 12k | 121.74 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $1.4M | NEW | 4.1k | 343.91 |
|
| Nike CL B (NKE) | 0.0 | $1.4M | 34k | 41.47 |
|
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $1.4M | 9.3k | 146.41 |
|
|
| Citigroup Com New (C) | 0.0 | $1.4M | +5% | 9.8k | 139.96 |
|
| Honeywell International (HON) | 0.0 | $1.4M | NEW | 6.1k | 223.88 |
|
| Honeywell Aerospace (HONA) | 0.0 | $1.3M | NEW | 6.1k | 221.06 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $1.3M | -19% | 4.0k | 334.82 |
|
| Wisdomtree Tr Emer Mkt High Fd (DEM) | 0.0 | $1.3M | NEW | 25k | 53.79 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $1.3M | NEW | 17k | 75.79 |
|
| Nextera Energy (NEE) | 0.0 | $1.3M | +34% | 15k | 87.77 |
|
| Nuveen Muni Value Fund (NUV) | 0.0 | $1.3M | +7% | 142k | 9.22 |
|
| Valero Energy Corporation (VLO) | 0.0 | $1.3M | -61% | 5.0k | 260.76 |
|
| Janus Henderson Group Ord Shs | 0.0 | $1.3M | 25k | 51.95 |
|
|
| Ge Vernova (GEV) | 0.0 | $1.3M | +12% | 1.1k | 1175.49 |
|
| Penumbra (PEN) | 0.0 | $1.3M | -8% | 4.1k | 315.75 |
|
| Iqvia Holdings (IQV) | 0.0 | $1.3M | 6.7k | 193.70 |
|
|
| Spdr Index Shs Fds St Str Infra Etf (GII) | 0.0 | $1.3M | NEW | 17k | 75.71 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $1.3M | +17% | 2.5k | 508.92 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $1.3M | -67% | 2.5k | 501.83 |
|
| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.0 | $1.3M | 50k | 25.25 |
|
|
| Golub Capital BDC (GBDC) | 0.0 | $1.2M | 97k | 12.88 |
|
|
| Paramount Skydance Corp Com Cl B (PSKY) | 0.0 | $1.2M | 126k | 9.86 |
|
|
| Ishares Tr Ibonds Dec 29 (IBDU) | 0.0 | $1.2M | NEW | 53k | 23.16 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $1.2M | +2% | 3.1k | 398.02 |
|
| Shell Spon Ads (SHEL) | 0.0 | $1.2M | +117% | 16k | 77.53 |
|
| Qxo Com New (QXO) | 0.0 | $1.2M | NEW | 70k | 17.28 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.0 | $1.2M | 12k | 100.35 |
|
|
| Neos Etf Trust Nasdaq 100 High (QQQI) | 0.0 | $1.2M | NEW | 21k | 56.79 |
|
| Totalenergies Se Act (TTE) | 0.0 | $1.2M | NEW | 15k | 77.89 |
|
| Establishment Labs Holdings Ord (ESTA) | 0.0 | $1.2M | -6% | 14k | 85.81 |
|
| Spdr Series Trust St Str Sp Div (SDY) | 0.0 | $1.2M | -2% | 7.8k | 152.18 |
|
| Broadstone Net Lease (BNL) | 0.0 | $1.2M | 56k | 20.96 |
|
|
| Spdr Index Shs Fds St S&p Intl Etf (DWX) | 0.0 | $1.2M | NEW | 26k | 45.96 |
|
| Lowe's Companies (LOW) | 0.0 | $1.2M | -50% | 5.3k | 220.49 |
|
| Barrick Mng Corp Com Shs (B) | 0.0 | $1.2M | NEW | 32k | 36.73 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $1.2M | 1.9k | 623.57 |
|
|
| Bwx Technologies (BWXT) | 0.0 | $1.1M | 5.8k | 194.65 |
|
|
| International Business Machines (IBM) | 0.0 | $1.1M | -14% | 4.0k | 281.14 |
|
Past Filings by AlTi Global
SEC 13F filings are viewable for AlTi Global going back to 2023
- AlTi Global 2026 Q2 filed Aug. 5, 2026
- AlTi Global 2026 Q1 filed May 7, 2026
- AlTi Global 2025 Q4 filed Feb. 13, 2026
- AlTi Global 2025 Q3 filed Nov. 6, 2025
- AlTi Global 2025 Q2 filed July 31, 2025
- AlTi Global 2025 Q1 filed May 15, 2025
- AlTi Global 2024 Q4 filed Feb. 14, 2025
- AlTi Global 2024 Q3 filed Nov. 14, 2024
- AlTi Global 2024 Q2 filed Aug. 14, 2024
- AlTi Global 2024 Q1 filed May 15, 2024
- AlTi Global 2023 Q4 filed Feb. 14, 2024