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CIK: 0001838615
Total reported value
$4.8B
$4.8B
437 檔
35.8%
As reported in its official Q1 2026 Form 13F filing, AlTi Global, Inc.'s tracked investment portfolio stood at $4.8B with 437 total positions.
AlTi Global, Inc. executed strategic sector rebalancing during Q1 2026, establishing 19 new positions while fully exiting 26 holdings and trimming 71 positions.
In terms of portfolio concentration, the top 5 core holdings (including EFA, ITOT, SPY) accounted for 35.8% of total reported equity market value during Q1 2026.
Showing top 200 holdings (of 437 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | EFA | Ishares Msci Eafe ETF | ETF-Other | 13.14% | -0.57% | +1.13% | |
| 2 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 8.98% | +1.18% | +5.39% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 8.32% | +0.66% | +9.01% | |
| 4 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 3.64% | +0.27% | -5.43% | |
| 5 | AKRE | Akre Focus ETF | ETF-Other | 3.59% | -2.57% | -47.03% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.50% | +0.28% | +1.65% | |
| 7 | GLD | Spdr Gold Shares | ETF-Commodities | 3.38% | -1.97% | +0.03% | |
| 8 | EIPX | Ft Energy Inc Partners Strat | ETF-Other | 3.24% | -0.05% | +4.82% | |
| 9 | IAU | Ishares Gold Trust | ETF-Commodities | 3.00% | -0.42% | -1.34% | |
| 10 | XOM | Exxon Mobil CORP | Stock-Energy | 2.95% | -0.96% | -17.06% | |
| 11 | EMLP | First Trust North American E | ETF-Other | 2.66% | -0.13% | -2.21% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.38% | +0.16% | +1.29% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.19% | -1.78% | -14.52% | |
| 14 | GEME | Pacific Nos Geme Activeetf-u | ETF-Other | 1.98% | +1.81% | +19460.65% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.61% | +0.28% | +2.42% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.60% | +0.25% | -0.27% | |
| 17 | IAUM | Ishares Gold Trust Micro | ETF-Commodities | 1.38% | -0.21% | -1.54% | |
| 18 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.14% | -0.08% | -2.41% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.09% | +0.11% | -1.36% | |
| 20 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.06% | -0.07% | +8.51% | |
| 21 | CVX | Chevron CORP | Stock-Energy | 0.83% | -0.28% | +8.51% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.72% | -0.02% | +10.77% | |
| 23 | UBER | Uber Technologies Inc | Stock-Industrials | 0.61% | -0.56% | +1.41% | |
| 24 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.59% | +0.02% | +1.95% | |
| 25 | XNTK | Ss Spdr Nyse Tech ETF | ETF-Tech | 0.59% | +0.62% | +697.73% | |
| 26 | MDT | Medtronic plc | Stock-Healthcare | 0.58% | -0.08% | -0.03% | |
| 27 | PABD | Ishares Paris-aligned Climat | ETF-Other | 0.55% | +0.06% | +31.91% | |
| 28 | PLD | Prologis Inc | Stock-Real Estate | 0.52% | -0.01% | -8.67% | |
| 29 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.51% | +0.06% | +0.32% | |
| 30 | PABU | Ishr Par-alnd Clim Opt Mue-u | ETF-Other | 0.50% | +0.09% | +13.86% | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.49% | +0.06% | -6.36% | |
| 32 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.48% | — | +8.99% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.44% | +0.05% | +7.83% | |
| 34 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.41% | -0.02% | +2.65% | |
| 35 | CCJ | Cameco CORP | Stock-Energy | 0.40% | -0.30% | +17.84% | |
| 36 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 0.39% | +0.01% | +8.33% | |
| 37 | NVDA | Nvidia CORP | Stock-Tech | 0.38% | +0.10% | -2.85% | |
| 38 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.38% | +0.04% | +4.30% | |
| 39 | WMT | Walmart Inc | Stock-Consumer Staples | 0.36% | -0.04% | -1.24% | |
| 40 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.35% | -0.15% | +2.99% | |
| 41 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.32% | +0.03% | +0.29% | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.32% | +0.08% | +7.88% | |
| 43 | GPGI | Gpgi Inc | Stock-Other | 0.30% | -0.30% | EXIT | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.29% | — | +2.06% | |
| 45 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.29% | +0.15% | -0.55% | |
| 46 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.29% | -0.07% | -2.43% | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.27% | +0.03% | +15.57% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.27% | -0.05% | -15.74% | |
| 49 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.27% | +0.04% | +1.46% | |
| 50 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.26% | — | +22.90% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GEME | Pacific Nos Geme Activeetf-u | +2% | +19460.65% | Add |
| 2 | EIPX | Ft Energy Inc Partners Strat | +0.7% | +4.82% | Add |
| 3 | XNTK | Ss Spdr Nyse Tech ETF | +0.5% | +697.73% | Add |
| 4 | EFA | Ishares Msci Eafe ETF | +0.5% | +1.13% | Add |
| 5 | XOM | Exxon Mobil CORP | +0.5% | -17.06% | Trim |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.5% | +9.01% | Add |
| 7 | EMLP | First Trust North American E | +0.3% | -2.21% | Trim |
| 8 | GLD | Spdr Gold Shares | +0.3% | +0.03% | Add |
| 9 | CVX | Chevron CORP | +0.3% | +8.51% | Add |
| 10 | IAU | Ishares Gold Trust | +0.2% | -1.34% | Trim |
| 11 | ITOT | Ishares Core S&p Total U.s. | +0.2% | +5.39% | Add |
| 12 | IVV | Ishares Core S&p 500 ETF | +0.2% | -14.52% | Trim |
| 13 | OKE | Oneok Inc | +0.1% | +1805.93% | Add |
| 14 | CCJ | Cameco CORP | +0.1% | +17.84% | Add |
| 15 | PABD | Ishares Paris-aligned Climat | +0.1% | +31.91% | Add |
| 16 | IAUM | Ishares Gold Trust Micro | +0.1% | -1.54% | Trim |
| 17 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +1.29% | Add |
| 18 | TLT | Ishares 20+ Year Treasury Bd | +0.1% | +8.51% | Add |
| 19 | UNH | Unitedhealth Group Inc | +0.1% | +105.85% | Add |
| 20 | DXJ | Wisdomtree Japan Hedged Eq | +0.1% | +8.33% | Add |
| 21 | DVY | Ishares Select Dividend ETF | +0.1% | +22.90% | Add |
| 22 | XLE | Ss Energy Select Sector | +0.1% | +2.50% | Add |
| 23 | VLO | Valero Energy CORP | +0.1% | +164.65% | Add |
| 24 | JNJ | Johnson & Johnson | +0.1% | +2.06% | Add |
| 25 | SMH | Vaneck Semiconductor ETF | +0.1% | +266.91% | Add |
| 26 | VZ | Verizon Communications Inc | +0.1% | -2.43% | Trim |
| 27 | XLV | Ss Health Care Select Sector | +0.1% | +101.77% | Add |
| 28 | PSX | Phillips 66 | 0% | — | Unchanged |
| 29 | WMT | Walmart Inc | 0% | -1.24% | Trim |
| 30 | VGK | Vanguard Ftse Europe ETF | 0% | +8.99% | Add |
| 31 | CP | Canadian Pacific Kansas City | 0% | +93.73% | Add |
| 32 | COWZ | Pacer US Cash Cows 100 ETF | 0% | +81.27% | Add |
| 33 | SMMD | Ishares Russell 2500 ETF | 0% | +44.17% | Add |
| 34 | CAT | Caterpillar Inc | 0% | +1.09% | Add |
| 35 | EEM | Ishares Msci Emerging Market | 0% | +28.16% | Add |
| 36 | VEU | Vanguard Ftse All-world Ex-u | 0% | +13.29% | Add |
| 37 | PEP | Pepsico Inc | 0% | +0.92% | Add |
| 38 | CME | Cme Group Inc | 0% | +0.01% | Add |
| 39 | NKE | Nike Inc -cl B | 0% | +444.99% | Add |
| 40 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | +22.22% | Add |
| 41 | TSM | Taiwan Semiconductor-sp Adr | 0% | +203.72% | Add |
| 42 | REGN | Regeneron Pharmaceuticals | 0% | +312.67% | Add |
| 43 | AMAT | Applied Materials Inc | 0% | -2.75% | Trim |
| 44 | ISRG | Intuitive Surgical Inc | 0% | +353.22% | Add |
| 45 | RSP | Invesco S&p 500 Equal Weight | 0% | +20.32% | Add |
| 46 | ISMF | Ishares Managed Futures Act | 0% | +80.48% | Add |
| 47 | PABU | Ishr Par-alnd Clim Opt Mue-u | 0% | +13.86% | Add |
| 48 | VEA | Vanguard Ftse Developed ETF | 0% | +10.85% | Add |
| 49 | MO | Altria Group Inc | 0% | -4.74% | Trim |
| 50 | ESGD | Ishares Trust Ishares Esg Aw | 0% | +1.95% | Add |
According to official SEC Form 13F filings, AlTi Global, Inc. reported a total U.S. public equity portfolio value of $4.8B across 437 disclosed positions in Q1 2026.
During Q1 2026, AlTi Global, Inc.'s top holdings by market value included EFA (13.1%)、ITOT (9.0%)、SPY (8.3%). The largest single position, EFA, represented 13.1% of total portfolio value.
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Top New Position Initiated
OMC
市值: $3.1M
Top Position Liquidated / Trimmed
DFAU
前期市值: $7.8M
In Q1 2026, AlTi Global, Inc. made 192 total portfolio adjustments, initiating 19 new buys, adding to 76 positions, trimming 71 holdings, and fully liquidating 26 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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