§ 13F · FUND PROFILE
ALTFEST L J & CO INC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $848.0T (13F)Positions · 332Turnover · — · Q4Filed · Jan 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$73.8T 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 JAN 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | QQQM | INVESCO EXCH TRADED FD TR II | 193K | $48.9T | 5.3% | −3% |
| 2 | UTEN | RBB FD INC | 1.00M | $44.2T | 4.8% | +3% |
| 3 | STIP | ISHARES TR | 382K | $39.1T | 4.3% | ±0% |
| 4 | MINV | MATTHEWS ASIA FDS | 964K | $34.0T | 3.7% | ±0% |
| 5 | VTIP | VANGUARD MALVERN FDS | 624K | $30.9T | 3.4% | −2% |
| 6 | SCHP | SCHWAB STRATEGIC TR | 1.04M | $27.5T | 3.0% | +3% |
| 7 | AAPL | APPLE INC | 96K | $26.0T | 2.8% | ±0% |
| 8 | FHLC | FIDELITY COVINGTON TRUST | 346K | $25.7T | 2.8% | +19% |
| 9 | EMLP | FIRST TR EXCHANGE-TRADED FD | 572K | $21.7T | 2.4% | −2% |
| 10 | SPMB | SPDR SERIES TRUST | 853K | $19.1T | 2.1% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ALTFEST SIGNAL
AC read
ALTFEST L J & CO INC is a Other fund managing $848034.5 trillion in assets. The fund runs a broad portfolio of 332 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