Alteri Wealth LLC
Alteri Wealth LLC reported 296 positions worth $362.1M as of June 30, 2026 (13F filed July 29, 2026). Largest holding: AAPL (6.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AAPL | SH | $22.3M | 6.15% | 76,935 | — | — | |
| ▸ 2 | NVDA | SH | $21.6M | 5.96% | 107,840 | — | — | |
| ▸ 3 | INTC | SH | $16.5M | 4.57% | 118,426 | — | — | |
| ▸ 4 | AVGO | SH | $15.2M | 4.19% | 40,195 | — | — | |
| ▸ 5 | GOOGL | SH | $10.3M | 2.85% | 28,875 | — | — | |
| ▸ 6 | WMT | SH | $9.2M | 2.54% | 81,161 | — | — | |
| ▸ 7 | XOM | SH | $7.7M | 2.12% | 56,283 | — | — | |
| ▸ 8 | MSFT | SH | $7.6M | 2.11% | 20,490 | — | — | |
| ▸ 9 | AMZN | SH | $7.5M | 2.08% | 31,571 | — | — | |
| ▸ 10 | JPM | SH | $5.2M | 1.44% | 15,919 | — | — |
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Frequently Asked Questions
What stocks does Alteri Wealth LLC hold as of Q2 2026?
Alteri Wealth LLC reported 296 positions worth $362.1M in its Q2 2026 13F filing. Largest positions: AAPL (6.1%), NVDA (6.0%), INTC (4.6%), AVGO (4.2%) and GOOGL (2.8%).
What did Alteri Wealth LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Alteri Wealth LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.