§ 13F · FUND PROFILE
Alteri Wealth LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $257.8T (13F)Positions · 271Turnover · — · Q4Filed · Feb 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4.5T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC COM | 75K | $20.4T | 6.6% | +3% |
| 2 | NVDA | NVIDIA CORPORATION COM | 103K | $19.2T | 6.2% | +4% |
| 3 | AVGO | BROADCOM INC COM | 39K | $13.6T | 4.4% | +2% |
| 4 | MSFT | MICROSOFT CORP COM | 19K | $9.3T | 3.0% | +2% |
| 5 | WMT | WALMART INC COM | 82K | $9.1T | 3.0% | −4% |
| 6 | GOOGL | ALPHABET INC CAP STK CL A | 27K | $8.5T | 2.8% | +2% |
| 7 | XOM | EXXON MOBIL CORP COM | 59K | $7.1T | 2.3% | +1% |
| 8 | AMZN | AMAZON COM INC COM | 28K | $6.6T | 2.1% | +1% |
| 9 | JPM | JPMORGAN CHASE & CO COM | 15K | $4.9T | 1.6% | ±0% |
| 10 | BAC | BANK AMERICA CORP COM | 81K | $4.4T | 1.4% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ALTERI SIGNAL
AC read
Alteri Wealth LLC is a Other fund managing $257765.3 trillion in assets. The fund runs a broad portfolio of 271 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed