§ 13F · FUND PROFILE
ALTERNA WEALTH MANAGEMENT, INC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $125M (13F)Positions · 105Turnover · — · Q1Filed · Apr 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4M 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 APR 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SLQD | ISHARES TR 0-5 YR INVT GRADE CORP BDETF | 147K | $7M | 5.6% | −1% |
| 2 | SHY | ISHARES TR 1-3 YR TREAS BD ETF | 84K | $7M | 5.2% | +10% |
| 3 | SHV | ISHARES TR 0-1 YR TREAS BD ETF | 56K | $6M | 4.7% | −15% |
| 4 | IUSB | ISHARES TR CORE UNIVERSAL USD BD ETF | 122K | $6M | 4.3% | +53% |
| 5 | IEMG | ISHARES INC CORE MSCI EMERGING MKTSETF | 74K | $5M | 3.9% | +32% |
| 6 | SGOV | ISHARES TR ISHARES 0-3 MNTH TREAS BDETF | 48K | $5M | 3.6% | +26% |
| 7 | IVW | ISHARES TR S&P 500 GROWTH ETF | 42K | $5M | 3.6% | +40% |
| 8 | IAGG | ISHARES TR CORE INTL AGGREGATE BD ETF | 76K | $4M | 2.9% | +43% |
| 9 | IVV | ISHARES TR CORE S&P 500 ETF | 6K | $4M | 2.8% | +26% |
| 10 | QQQ | INVESCO QQQ TR UNIT SER 1 | 5K | $3M | 2.3% | +8% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ALTERNA SIGNAL
AC read
ALTERNA WEALTH MANAGEMENT, INC is a Other fund managing $125 million in assets. The fund runs a portfolio of 105 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 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