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CIK: 0001838615
Total reported value
$4.8B
$4.8B
415 檔
32.7%
According to the latest 13F quarterly dataset, AlTi Global, Inc. managed an equity portfolio of $4.8B at the end of Q2 2025, spanning 415 distinct U.S. exchange-listed positions.
During Q2 2025, AlTi Global, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 415 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | EFA | Ishares Msci Eafe ETF | ETF-Other | 13.14% | -0.57% | +1.06% | |
| 2 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 8.96% | +1.18% | +4.09% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 8.43% | +0.66% | +17.66% | |
| 4 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 5.05% | +0.27% | -30.63% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.08% | +0.16% | -58.12% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.88% | +0.28% | -4.62% | |
| 7 | GLD | Spdr Gold Shares | ETF-Commodities | 2.89% | -1.97% | -19.83% | |
| 8 | EMLP | First Trust North American E | ETF-Other | 2.76% | -0.13% | -2.90% | |
| 9 | EIPX | Ft Energy Inc Partners Strat | ETF-Other | 2.68% | -0.05% | +1.95% | |
| 10 | XOM | Exxon Mobil CORP | Stock-Energy | 2.59% | -0.96% | -0.53% | |
| 11 | IAU | Ishares Gold Trust | ETF-Commodities | 2.45% | -0.42% | +1.26% | |
| 12 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.56% | -0.07% | -4.84% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.53% | +0.25% | +3.12% | |
| 14 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.43% | -0.04% | +38.22% | |
| 15 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.38% | -0.08% | -7.49% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.31% | +0.11% | -2.33% | |
| 17 | UBER | Uber Technologies Inc | Stock-Industrials | 1.20% | -0.56% | +1.67% | |
| 18 | IAUM | Ishares Gold Trust Micro | ETF-Commodities | 1.16% | -0.21% | — | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.12% | +0.28% | +1.35% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 1.05% | -0.02% | +5.82% | |
| 21 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.67% | -0.15% | +49.65% | |
| 22 | MDT | Medtronic plc | Stock-Healthcare | 0.67% | -0.08% | +0.07% | |
| 23 | CVX | Chevron CORP | Stock-Energy | 0.62% | -0.28% | +2.88% | |
| 24 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.60% | -0.02% | -10.04% | |
| 25 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.57% | +0.02% | +64.81% | |
| 26 | PLD | Prologis Inc | Stock-Real Estate | 0.55% | -0.01% | +1.51% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.54% | -0.05% | +41.13% | |
| 28 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.51% | +0.01% | +36.38% | |
| 29 | PABU | Ishr Par-alnd Clim Opt Mue-u | ETF-Other | 0.51% | +0.09% | +17.07% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.50% | +0.05% | +7.97% | |
| 31 | MUB | Ishares National Muni Bond E | ETF-Other | 0.49% | +0.04% | +33.94% | |
| 32 | ORCL | Oracle CORP | Stock-Tech | 0.48% | -0.03% | -18.47% | |
| 33 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.40% | +0.04% | -2.60% | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.40% | +0.10% | +24.93% | |
| 35 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.40% | +0.06% | +6.14% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.38% | -1.78% | -2.13% | |
| 37 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.37% | — | -4.81% | |
| 38 | DFAI | Dimensional International Co | ETF-Other | 0.37% | — | +351.59% | |
| 39 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.36% | — | +2.48% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.36% | +0.08% | -8.21% | |
| 41 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.35% | +0.03% | -2.72% | |
| 42 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.35% | +0.02% | -40.02% | |
| 43 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.35% | +0.01% | -3.73% | |
| 44 | WMT | Walmart Inc | Stock-Consumer Staples | 0.32% | -0.04% | -2.08% | |
| 45 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.32% | +0.15% | +24.32% | |
| 46 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 0.30% | +0.01% | -4.64% | |
| 47 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.29% | -0.01% | +139.39% | |
| 48 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.29% | -0.07% | +0.83% | |
| 49 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.28% | +0.06% | +31.93% | |
| 50 | CME | Cme Group Inc | Stock-Financials | 0.27% | -0.08% | -3.84% |
According to official SEC Form 13F filings, AlTi Global, Inc. reported a total U.S. public equity portfolio value of $4.8B across 415 disclosed positions in Q2 2025.
During Q2 2025, AlTi Global, Inc.'s top holdings by market value included EFA (13.1%)、ITOT (9.0%)、SPY (8.4%). The largest single position, EFA, represented 13.1% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including EFA, ITOT, SPY) accounted for 32.7% of total reported equity market value during Q2 2025.
In Q2 2025, AlTi Global, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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