Alteri Wealth LLC: 13F holdings
CIK 20549802026Q2
| Positions | 296 |
|---|
| Reported value | $362.1m |
|---|
| Filed | 2026-07-29 |
|---|
Change since last quarter
| Positions | 296 (+4 vs prior quarter) |
|---|
| Reported value | $362.1m (+17.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL APPLE INC COM | 76,935 | $22.3m | 6.1% |
| NVDA NVIDIA CORPORATION COM | 107,840 | $21.6m | 6.0% |
| INTC INTEL CORP COM | 118,426 | $16.5m | 4.6% |
| AVGO BROADCOM INC COM | 40,195 | $15.2m | 4.2% |
| GOOGL ALPHABET INC CAP STK CL A | 28,875 | $10.3m | 2.8% |
| WMT WALMART INC COM | 81,161 | $9.2m | 2.5% |
| XOM EXXONMOBIL HOLDINGS CORP COM SHS | 56,283 | $7.7m | 2.1% |
| MSFT MICROSOFT CORP COM | 20,490 | $7.6m | 2.1% |
| AMZN AMAZON COM INC COM | 31,571 | $7.5m | 2.1% |
| JPM JPMORGAN CHASE & CO COM | 15,919 | $5.2m | 1.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2054980")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples