§ 13F · FUND PROFILE
AlTi Global, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $4.3B (13F)Positions · 683Turnover · — · Q1Filed · May 7, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$26M 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 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | EFA | ISHARES TR | 6.18M | $600M | 13.0% | +1% |
| 2 | ITOT | ISHARES TR | 2.90M | $413M | 9.0% | +5% |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | 374K | $245M | 5.3% | +9% |
| 4 | SPMD | SPDR SERIES TRUST | 2.82M | $167M | 3.6% | −5% |
| 5 | AKRE | PROFESIONALLY MANAGED PORTFO | 3.13M | $165M | 3.6% | −47% |
| 6 | VTI | VANGUARD INDEX FDS | 501K | $161M | 3.5% | +2% |
| 7 | GLD | SPDR GOLD TR | 340K | $147M | 3.2% | ±0% |
| 8 | EIPX | FIRST TR EXCHANGE-TRADED FD | 4.38M | $141M | 3.1% | +5% |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | 211K | $138M | 3.0% | — |
| 10 | IAU | ISHARES GOLD TR | 1.52M | $134M | 2.9% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ALTI SIGNAL
AC read
AlTi Global, Inc. is a Other fund managing $4.3 billion in assets. The fund runs a broad portfolio of 683 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