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CIK: 0001838615
Total reported value
$4.8B
$4.8B
430 檔
34.3%
In Q3 2025, AlTi Global, Inc.'s U.S. equity holdings reached a combined market value of $4.8B, distributed across 430 disclosed stock positions.
In Q3 2025, AlTi Global, Inc. displayed an active expansion posture, initiating 10 new positions and adding to 27 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 430 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | EFA | Ishares Msci Eafe ETF | ETF-Other | 13.14% | -0.57% | +2.41% | |
| 2 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 9.40% | +1.18% | +4.00% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 8.44% | +0.66% | +0.05% | |
| 4 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 4.18% | +0.27% | -15.83% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.79% | +0.28% | -3.13% | |
| 6 | GLD | Spdr Gold Shares | ETF-Commodities | 3.06% | -1.97% | -2.44% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.80% | +0.16% | -30.18% | |
| 8 | EIPX | Ft Energy Inc Partners Strat | ETF-Other | 2.69% | -0.05% | +5.12% | |
| 9 | IAU | Ishares Gold Trust | ETF-Commodities | 2.60% | -0.42% | -2.73% | |
| 10 | EMLP | First Trust North American E | ETF-Other | 2.57% | -0.13% | -2.37% | |
| 11 | XOM | Exxon Mobil CORP | Stock-Energy | 2.53% | -0.96% | -0.07% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.83% | -1.78% | +430.97% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.80% | +0.25% | +3.15% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.46% | +0.28% | +1.58% | |
| 15 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.30% | -0.08% | -0.11% | |
| 16 | IAUM | Ishares Gold Trust Micro | ETF-Commodities | 1.26% | -0.21% | — | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.22% | +0.11% | -7.97% | |
| 18 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.14% | -0.07% | -23.68% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.02% | -0.02% | -0.36% | |
| 20 | DUHP | Dimensional US High Profi Et | ETF-Other | 0.97% | -0.04% | -31.09% | |
| 21 | UBER | Uber Technologies Inc | Stock-Industrials | 0.92% | -0.56% | -21.64% | |
| 22 | MDT | Medtronic plc | Stock-Healthcare | 0.69% | -0.08% | +0.44% | |
| 23 | CVX | Chevron CORP | Stock-Energy | 0.63% | -0.28% | +1.01% | |
| 24 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.59% | +0.02% | +4.96% | |
| 25 | ORCL | Oracle CORP | Stock-Tech | 0.58% | -0.03% | +1.41% | |
| 26 | PLD | Prologis Inc | Stock-Real Estate | 0.56% | -0.01% | +0.10% | |
| 27 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.56% | +0.06% | +87.34% | |
| 28 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.54% | +0.15% | +30.20% | |
| 29 | PABU | Ishr Par-alnd Clim Opt Mue-u | ETF-Other | 0.54% | +0.09% | +5.17% | |
| 30 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.52% | -0.15% | -19.83% | |
| 31 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.51% | -0.02% | +0.25% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.51% | -0.05% | -1.65% | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.51% | +0.06% | -0.33% | |
| 34 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.49% | +0.01% | -0.26% | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.49% | +0.05% | +3.71% | |
| 36 | NVDA | Nvidia CORP | Stock-Tech | 0.47% | +0.10% | +7.32% | |
| 37 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.45% | — | +153.19% | |
| 38 | PABD | Ishares Paris-aligned Climat | ETF-Other | 0.43% | +0.06% | +1309.13% | |
| 39 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.40% | +0.04% | -1.53% | |
| 40 | GPGI | Gpgi Inc | Stock-Other | 0.39% | -0.30% | EXIT | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.39% | — | -4.73% | |
| 42 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.35% | +0.03% | -0.44% | |
| 43 | MUB | Ishares National Muni Bond E | ETF-Other | 0.35% | +0.04% | -24.93% | |
| 44 | DFAI | Dimensional International Co | ETF-Other | 0.35% | — | -3.46% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.33% | +0.08% | -9.38% | |
| 46 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.33% | -0.02% | +21.00% | |
| 47 | WMT | Walmart Inc | Stock-Consumer Staples | 0.32% | -0.04% | +1.11% | |
| 48 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.32% | — | -10.72% | |
| 49 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 0.31% | +0.01% | -0.40% | |
| 50 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.28% | -0.01% | -1.56% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1.7% | +0.05% | Add |
| 2 | IVV | Ishares Core S&p 500 ETF | +1.5% | +430.97% | Add |
| 3 | ITOT | Ishares Core S&p Total U.s. | +1.3% | +4.00% | Add |
| 4 | EFA | Ishares Msci Eafe ETF | +0.7% | +2.41% | Add |
| 5 | GOOGL | Alphabet Inc-cl A | +0.5% | +1.58% | Add |
| 6 | GS | Goldman Sachs Group Inc | +0.4% | +87.34% | Add |
| 7 | TSLA | Tesla Inc | +0.3% | +30.20% | Add |
| 8 | GPGI | Gpgi Inc | +0.3% | +116.96% | Add |
| 9 | VGK | Vanguard Ftse Europe ETF | +0.3% | +153.19% | Add |
| 10 | DFAI | Dimensional International Co | +0.3% | -3.46% | Add |
| 11 | ESGD | Ishares Trust Ishares Esg Aw | +0.3% | +4.96% | Add |
| 12 | MSFT | Microsoft CORP | +0.2% | -0.36% | Add |
| 13 | NVDA | Nvidia CORP | +0.2% | +7.32% | Add |
| 14 | IAU | Ishares Gold Trust | +0.2% | -2.73% | Trim |
| 15 | ORCL | Oracle CORP | +0.2% | +1.41% | Trim |
| 16 | IBIT | Ishares Bitcoin Trust ETF | +0.2% | -19.83% | Add |
| 17 | SCHW | Schwab (charles) CORP | +0.2% | -1.56% | Add |
| 18 | GOOG | Alphabet Inc-cl C | +0.2% | -0.33% | Add |
| 19 | DFAE | Dimensional Emerging Core Eq | +0.2% | -5.28% | Add |
| 20 | AAPL | Apple Inc | +0.2% | +3.15% | Add |
| 21 | PEP | Pepsico Inc | +0.2% | -2.13% | Add |
| 22 | BKNG | Booking Holdings Inc | +0.2% | -2.32% | Add |
| 23 | PABU | Ishr Par-alnd Clim Opt Mue-u | +0.1% | +5.17% | Add |
| 24 | RSP | Invesco S&p 500 Equal Weight | +0.1% | -0.26% | Add |
| 25 | IWF | Ishares Russell 1000 Growth | +0.1% | +21.00% | Add |
| 26 | CCJ | Cameco CORP | +0.1% | -0.47% | Trim |
| 27 | META | Meta Platforms Inc-class A | +0.1% | +25.01% | Add |
| 28 | AXP | American Express Co | +0.1% | -18.48% | Add |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -1.65% | Add |
| 30 | VTI | Vanguard Total Stock Mkt ETF | 0% | -3.13% | Trim |
| 31 | EIPX | Ft Energy Inc Partners Strat | -0.1% | +5.12% | Add |
| 32 | BA | Boeing Co/the | -0.1% | -93.17% | Trim |
| 33 | IWB | Ishares Russell 1000 ETF | -0.1% | -44.61% | Trim |
| 34 | IJK | Ishares S&p Mid-cap 400 Grow | -0.3% | -29.39% | Trim |
| 35 | XOM | Exxon Mobil CORP | -0.5% | -0.07% | Trim |
| 36 | TLT | Ishares 20+ Year Treasury Bd | -0.6% | -23.68% | Trim |
| 37 | SPMD | Ss Spdr P S&p 400 Midcap ETF | -3% | -15.83% | Trim |
| 38 | IJH | Ishares Core S&p Midcap ETF | -6.8% | -30.18% | Trim |
| 39 | IAUM | Ishares Gold Trust Micro | — | NEW | New buy |
| 40 | PABD | Ishares Paris-aligned Climat | — | NEW | New buy |
| 41 | DFAU | Dimensional US Core Equity M | — | NEW | New buy |
| 42 | THO | Thor Industries Inc | — | NEW | New buy |
| 43 | PGR | Progressive CORP | — | NEW | New buy |
| 44 | SGI | Somnigroup International Inc | — | NEW | New buy |
| 45 | SWKS | Skyworks Solutions Inc | — | NEW | New buy |
| 46 | ADI | Analog Devices Inc | — | NEW | New buy |
| 47 | 8QR | Confluent Inc-class A | — | EXIT | Sold out |
| 48 | ADM | Archer-daniels-midland Co | — | EXIT | Sold out |
| 49 | IBP | Installed Building Products | — | NEW | New buy |
| 50 | DFGR | Dim Global Real Estate ETF | — | NEW | New buy |
According to official SEC Form 13F filings, AlTi Global, Inc. reported a total U.S. public equity portfolio value of $4.8B across 430 disclosed positions in Q3 2025.
During Q3 2025, AlTi Global, Inc.'s top holdings by market value included EFA (13.1%)、ITOT (9.4%)、SPY (8.4%). The largest single position, EFA, represented 13.1% of total portfolio value.
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 EFA, ITOT, SPY) accounted for 34.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
IAUM
市值: $53.9M
Top Position Liquidated / Trimmed
8QR
前期市值: $5.6M
In Q3 2025, AlTi Global, Inc. made 50 total portfolio adjustments, initiating 10 new buys, adding to 27 positions, trimming 11 holdings, and fully liquidating 2 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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