§ 13F · FUND PROFILE
Alteri Wealth LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $291M (13F)Positions · 282Turnover · — · Q1Filed · May 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$12M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC COM | 75K | $19M | 6.2% | ±0% |
| 2 | NVDA | NVIDIA CORPORATION COM | 107K | $19M | 6.1% | +4% |
| 3 | AVGO | BROADCOM INC COM | 40K | $12M | 4.0% | +2% |
| 4 | WMT | WALMART INC COM | 81K | $10M | 3.2% | −2% |
| 5 | XOM | EXXON MOBIL CORP COM | 57K | $10M | 3.1% | −4% |
| 6 | GOOGL | ALPHABET INC CAP STK CL A | 28K | $8M | 2.6% | +3% |
| 7 | MSFT | MICROSOFT CORP COM | 19K | $7M | 2.3% | ±0% |
| 8 | AMZN | AMAZON COM INC COM | 28K | $6M | 1.9% | ±0% |
| 9 | INTC | INTEL CORP COM | 119K | $5M | 1.7% | ±0% |
| 10 | JPM | JPMORGAN CHASE & CO COM | 16K | $5M | 1.5% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ALTERI SIGNAL
AC read
Alteri Wealth LLC is a Other fund managing $291 million in assets. The fund runs a broad portfolio of 282 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed