§ 13F · FUND PROFILE
Alteri Wealth LLC.
AUM · $362M (13F)Positions · 296Turnover · n/a · Q2Filed · Jul 29, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$14M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC COM | 77K | $22M | 6.1% | +2% |
| 2 | NVDA | NVIDIA CORPORATION COM | 108K | $22M | 6.0% | ±0% |
| 3 | INTC | INTEL CORP COM | 118K | $17M | 4.6% | ±0% |
| 4 | AVGO | BROADCOM INC COM | 40K | $15M | 4.2% | +1% |
| 5 | GOOGL | ALPHABET INC CAP STK CL A | 29K | $10M | 2.8% | +3% |
| 6 | WMT | WALMART INC COM | 81K | $9M | 2.5% | +1% |
| 7 | XOM | EXXONMOBIL HOLDINGS CORP COM SHS | 56K | $8M | 2.1% | NEW |
| 8 | MSFT | MICROSOFT CORP COM | 20K | $8M | 2.1% | +6% |
| 9 | AMZN | AMAZON COM INC COM | 32K | $8M | 2.1% | +11% |
| 10 | JPM | JPMORGAN CHASE & CO COM | 16K | $5M | 1.4% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ALTERI SIGNAL
AC read
Alteri Wealth LLC is a Other fund managing $362 million in assets. The fund runs a broad portfolio of 296 positions.
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