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CIK: 0002110606
Total reported value
$213.4M
$213.4M
155 檔
23.1%
During the Q1 2026 filing period, Alchemi Wealth, LLC (CIK: 0002110606) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $213.4M across 155 reported positions.
In Q1 2026, Alchemi Wealth, LLC displayed an active expansion posture, initiating 11 new positions and adding to 78 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 14.29% | -0.77% | -2.19% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.44% | -0.24% | +4.16% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.04% | -0.05% | -0.24% | |
| 4 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 3.00% | -0.85% | -2.06% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.64% | -0.44% | -0.82% | |
| 6 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 2.42% | -0.02% | +2.48% | |
| 7 | BST | Blackrock Science & Tech Tr | Stock-Other | 2.36% | +0.36% | +0.87% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.23% | +0.12% | -0.24% | |
| 9 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 2.14% | +0.09% | +0.62% | |
| 10 | INTF | Ishares International Equity | ETF-Other | 1.94% | -0.15% | +4.02% | |
| 11 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.90% | -0.20% | -1.52% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.87% | +0.10% | -0.67% | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 1.82% | -0.61% | -2.80% | |
| 14 | CGGR | Cap Group Growth Equity | ETF-Other | 1.80% | +0.02% | +2.21% | |
| 15 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.79% | +0.12% | +2.59% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.77% | -0.34% | -3.32% | |
| 17 | NFLX | Netflix Inc | Stock-Comm Services | 1.48% | -0.64% | -10.65% | |
| 18 | DNP | Dnp Select Income Fund Inc | Stock-Financials | 1.43% | -0.10% | +0.23% | |
| 19 | DUK | Duke Energy CORP | Stock-Utilities | 1.16% | -0.15% | +2.11% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.97% | -0.01% | +4.54% | |
| 21 | WTV | Wisdomtree U.s. Value Fund | ETF-Other | 0.95% | -0.01% | +12.47% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.92% | +0.06% | -1.23% | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.92% | +0.10% | +0.39% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.89% | -0.15% | — | |
| 25 | FEGE | First Eagle Gl Equity ETF | ETF-Other | 0.81% | -0.10% | +39.77% | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.80% | -0.14% | +0.43% | |
| 27 | XLI | Ss Industrial Select Sector | ETF-Other | 0.79% | +0.04% | +52.68% | |
| 28 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.75% | -0.08% | +25.77% | |
| 29 | IMVT | Immunovant Inc | Stock-Other | 0.74% | +0.10% | -4.52% | |
| 30 | MSTR | Strategy Inc | Stock-Tech | 0.71% | -0.21% | +24.11% | |
| 31 | EMR | Emerson Electric Co | Stock-Industrials | 0.71% | -0.05% | +0.39% | |
| 32 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.69% | +0.44% | +13.77% | |
| 33 | CEF | Sprott Physical Gold And Sil | Stock-Other | 0.67% | -0.17% | -11.28% | |
| 34 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 0.67% | -0.14% | +0.57% | |
| 35 | NJR | New Jersey Resources CORP | Stock-Utilities | 0.66% | -0.09% | +0.40% | |
| 36 | CIFR | Cipher Digital Inc | Stock-Tech | 0.66% | +0.40% | +4.08% | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.64% | -0.20% | +29.35% | |
| 38 | CGMM | Cap Group Small And Mid Cap | ETF-Other | 0.64% | — | +8.70% | |
| 39 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.60% | +0.37% | +15.07% | |
| 40 | PM | Philip Morris International | Stock-Consumer Staples | 0.59% | -0.04% | -0.97% | |
| 41 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.59% | -0.16% | +1.44% | |
| 42 | MO | Altria Group Inc | Stock-Consumer Staples | 0.58% | -0.04% | -18.14% | |
| 43 | AXP | American Express Co | Stock-Financials | 0.57% | -0.03% | -0.67% | |
| 44 | AMD | Advanced Micro Devices | Stock-Tech | 0.57% | +0.81% | -0.06% | |
| 45 | GLD | Spdr Gold Shares | ETF-Commodities | 0.56% | -0.17% | -0.55% | |
| 46 | V | Visa Inc-class A Shares | Stock-Financials | 0.55% | -0.02% | -0.12% | |
| 47 | CGCB | Cap Group Core Bond | ETF-Other | 0.54% | -0.02% | +29.49% | |
| 48 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 0.52% | -0.02% | +29.53% | |
| 49 | CAT | Caterpillar Inc | Stock-Industrials | 0.51% | +0.21% | -0.08% | |
| 50 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.48% | -0.10% | +0.58% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +0.5% | -2.80% | Trim |
| 2 | XLI | Ss Industrial Select Sector | +0.3% | +52.68% | Add |
| 3 | CVX | Chevron CORP | +0.3% | +29.35% | Add |
| 4 | FEGE | First Eagle Gl Equity ETF | +0.3% | +39.77% | Add |
| 5 | DUK | Duke Energy CORP | +0.2% | +2.11% | Add |
| 6 | INTF | Ishares International Equity | +0.2% | +4.02% | Add |
| 7 | XLE | Ss Energy Select Sector | +0.1% | +1.54% | Add |
| 8 | PSX | Phillips 66 | +0.1% | +1.42% | Add |
| 9 | JNJ | Johnson & Johnson | +0.1% | +0.43% | Add |
| 10 | SMH | Vaneck Semiconductor ETF | +0.1% | +13.77% | Add |
| 11 | CGCB | Cap Group Core Bond | +0.1% | +29.49% | Add |
| 12 | WTV | Wisdomtree U.s. Value Fund | +0.1% | +12.47% | Add |
| 13 | CGMS | Cap Group US Multi-sect Bond | +0.1% | +29.53% | Add |
| 14 | NJR | New Jersey Resources CORP | +0.1% | +0.40% | Add |
| 15 | CAT | Caterpillar Inc | +0.1% | -0.08% | Trim |
| 16 | GLW | Corning Inc | +0.1% | +3.95% | Add |
| 17 | GEV | GE Vernova Inc | +0.1% | +1.38% | Add |
| 18 | VZ | Verizon Communications Inc | +0.1% | +0.22% | Add |
| 19 | COST | Costco Wholesale CORP | +0.1% | +0.58% | Add |
| 20 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +15.07% | Add |
| 21 | CGMM | Cap Group Small And Mid Cap | +0.1% | +8.70% | Add |
| 22 | DNP | Dnp Select Income Fund Inc | +0.1% | +0.23% | Add |
| 23 | XSMO | Invesco S&p Smallcap Momentu | +0.1% | +9.18% | Add |
| 24 | SLV | Ishares Silver Trust | +0.1% | +30.49% | Add |
| 25 | GDX | Vaneck Gold Miners ETF | +0.1% | +19.64% | Add |
| 26 | QDPL | Pacer Met US Lrg Cap Dvd 400 | +0.1% | +37.88% | Add |
| 27 | T | At&t Inc | +0.1% | +0.03% | Add |
| 28 | HON | Honeywell International Inc | +0.1% | -0.04% | Trim |
| 29 | GLD | Spdr Gold Shares | +0.1% | -0.55% | Trim |
| 30 | VBIL | Vanguard 0-3m T-bill ETF | +0.1% | +0.62% | Add |
| 31 | SHEL | Shell Plc-adr | 0% | +0.15% | Add |
| 32 | CSRE | C&s Real Estate Active ETF | 0% | +16.04% | Add |
| 33 | LIN | Linde plc | 0% | +3.08% | Add |
| 34 | JAAA | Janus Henderson Aaa Clo ETF | 0% | +13.25% | Add |
| 35 | FELV | Fidelity Enh Lrg Cap Val ETF | 0% | +10.99% | Add |
| 36 | CTVA | Corteva Inc | 0% | — | Unchanged |
| 37 | WMT | Walmart Inc | 0% | +0.10% | Add |
| 38 | DE | Deere & Co | 0% | -1.76% | Trim |
| 39 | HSY | Hershey Co/the | 0% | +1.07% | Add |
| 40 | NEE | Nextera Energy Inc | 0% | -0.05% | Trim |
| 41 | COWZ | Pacer US Cash Cows 100 ETF | 0% | +1.44% | Add |
| 42 | AMGN | Amgen Inc | 0% | +1.70% | Add |
| 43 | JSI | Jh Securitized Income ETF | 0% | +17.54% | Add |
| 44 | MU | Micron Technology Inc | 0% | +1.32% | Add |
| 45 | SO | Southern Co/the | 0% | +1.20% | Add |
| 46 | CSX | Csx CORP | 0% | — | Unchanged |
| 47 | IAU | Ishares Gold Trust | 0% | +5.46% | Add |
| 48 | PFE | Pfizer Inc | 0% | +0.06% | Add |
| 49 | VYMI | Vanguard Int High Dvd Yld In | 0% | +10.42% | Add |
| 50 | GSK | Gsk Plc-spon Adr | 0% | — | Unchanged |
According to official SEC Form 13F filings, Alchemi Wealth, LLC reported a total U.S. public equity portfolio value of $213.4M across 155 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, AMZN) accounted for 23.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
DDWM
市值: $641.9K
Top Position Liquidated / Trimmed
HYZD
前期市值: $373.5K
During Q1 2026, Alchemi Wealth, LLC's top holdings by market value included AAPL (14.3%)、NVDA (4.4%)、AMZN (3.0%). The largest single position, AAPL, represented 14.3% of total portfolio value.
In Q1 2026, Alchemi Wealth, LLC made 139 total portfolio adjustments, initiating 11 new buys, adding to 78 positions, trimming 44 holdings, and fully liquidating 6 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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