Alti Global, Inc. Portfolio Stock Holdings
Alti Global, Inc. disclosed 505 stock positions valued at approximately $4.8 billion in its latest SEC 13F filing. The largest holdings include ISHARES TR, ISHARES TR, and STATE STR SPDR S&P 500 ETF T. The filing reflects positions held as of June 30, 2026 and was filed on August 5, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 505
- Portfolio Value
- $4.8B
Holdings by Sector
Alti Global, Inc. Portfolio Holdings in Q2 2026
478 holdings in the latest reporting period.
Page 1 of 5
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | EFA | Other | 12.57% | 5,853,778 | -368,937 | -5.93% | $608,090,448 |
| ISHARES TR | ITOT | Other | 10.16% | 2,992,236 | +91,475 | +3.15% | $491,534,650 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 8.98% | 580,772 | -3,615 | -0.62% | $434,557,832 |
| SPDR SERIES TRUST | SPMD | Other | 3.92% | 2,803,253 | -20,206 | -0.72% | $189,387,769 |
| VANGUARD INDEX FDS | VTI | Other | 3.78% | 494,367 | -6,325 | -1.26% | $183,081,198 |
| FIRST TR EXCHANGE-TRADED FD | EIPX | Other | 3.19% | 4,931,716 | +294,570 | +6.35% | $154,362,815 |
| ISHARES GOLD TR | IAU | Other | 2.58% | 1,651,446 | +84,457 | +5.39% | $124,700,700 |
| ISHARES TR | IJH | Other | 2.54% | 1,592,514 | -28,882 | -1.78% | $122,798,791 |
| FIRST TR EXCHANGE-TRADED FD | EMLP | Other | 2.53% | 2,813,338 | +7,078 | +0.25% | $122,380,183 |
| EXXON MOBIL CORP | XOM | Energy | 1.99% | 705,627 | -94,649 | -11.83% | $96,473,291 |
| ALPHABET INC | GOOGL | Communication Services | 1.89% | 256,328 | -44 | -0.02% | $91,604,018 |
| APPLE INC | AAPL | Technology | 1.85% | 308,990 | +19,797 | +6.85% | $89,409,363 |
| SPDR GOLD TR | GLD | Other | 1.41% | 185,703 | -174,898 | -48.50% | $68,409,270 |
| SPDR SERIES TRUST | XNTK | Other | 1.21% | 150,434 | +43,610 | +40.82% | $58,767,103 |
| VANGUARD INDEX FDS | VOO | Other | 1.20% | 84,212 | +507 | +0.61% | $57,837,891 |
| ISHARES GOLD TRUST MICRO | IAUM | Other | 1.17% | 1,419,049 | +80,000 | +5.97% | $56,776,150 |
| ISHARES TR | STIP | Other | 1.06% | 502,009 | -3,337 | -0.66% | $51,285,272 |
| ISHARES TR | TLT | Other | 0.99% | 553,585 | -11,400 | -2.02% | $47,855,545 |
| AGNICO EAGLE MINES LTD | AEM | Basic Materials | 0.89% | 277,616 | +268,624 | +2987.37% | $43,066,570 |
| MICROSOFT CORP | MSFT | Technology | 0.70% | 90,145 | +291 | +0.32% | $33,625,843 |
| ISHARES TR | ESGD | Other | 0.61% | 289,260 | +3,616 | +1.27% | $29,738,770 |
| ISHARES TR | PABU | Other | 0.59% | 374,556 | +25,984 | +7.45% | $28,537,012 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.57% | 27,379 | -121 | -0.44% | $27,690,094 |
| INVESCO EXCH TRADED FD TR II | QQQM | Other | 0.56% | 90,000 | +47,800 | +113.27% | $27,267,300 |
| ALPHABET INC | GOOG | Communication Services | 0.55% | 75,172 | -3,572 | -4.54% | $26,560,657 |
| CHEVRON CORPORATION | CVX | Energy | 0.55% | 159,583 | -26,071 | -14.04% | $26,452,473 |
| PROLOGIS INC. | PLD | Real Estate | 0.51% | 182,404 | +59 | +0.03% | $24,709,358 |
| MEDTRONIC PLC | MDT | Other | 0.50% | 305,061 | +373 | +0.12% | $24,084,603 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.49% | 99,104 | +2,133 | +2.20% | $23,620,349 |
| NVIDIA CORPORATION | NVDA | Technology | 0.48% | 116,940 | +16,270 | +16.16% | $23,398,519 |
| VANGUARD INTL EQUITY INDEX F | VGK | Other | 0.48% | 262,292 | -3,572 | -1.34% | $23,223,354 |
| TESLA INC | TSLA | Consumer Cyclical | 0.44% | 51,170 | +15,442 | +43.22% | $21,521,944 |
| ISHARES TR | ESGU | Other | 0.42% | 123,135 | -363 | -0.29% | $20,153,451 |
| ISHARES TR | IVV | Other | 0.41% | 26,239 | -123,740 | -82.50% | $19,649,895 |
| WISDOMTREE TR | DXJ | Other | 0.40% | 112,650 | -500 | -0.44% | $19,547,028 |
| INVESCO QQQ TR | QQQ | Other | 0.40% | 26,338 | +1,129 | +4.48% | $19,393,472 |
| DISNEY WALT CO | DIS | Communication Services | 0.39% | 192,790 | -2,879 | -1.47% | $18,700,628 |
| ISHARES TR | IWV | Other | 0.35% | 40,240 | +213 | +0.53% | $17,158,174 |
| TARGA RES CORP | TRGP | Energy | 0.35% | 63,850 | +63,850 | +100.00% | $17,120,739 |
| WALMART INC | WMT | Consumer Defensive | 0.32% | 135,498 | +3,059 | +2.31% | $15,346,501 |
| ISHARES TR | ACWI | Other | 0.31% | 94,622 | +4,088 | +4.52% | $14,852,738 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.30% | 44,853 | +1,896 | +4.41% | $14,681,717 |
| ISHARES TR | MUB | Other | 0.29% | 131,321 | +22,813 | +21.02% | $14,132,807 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.29% | 55,639 | +993 | +1.82% | $14,130,600 |
| SPROTT ASSET MANAGEMENT LP | PSLV | Other | 0.28% | 671,620 | +671,620 | +100.00% | $13,437,634 |
| ISHARES TR | IJK | Other | 0.27% | 111,329 | -1,669 | -1.48% | $13,081,161 |
| TERAWULF INC | WULF | Financial Services | 0.26% | 509,847 | +249,913 | +96.14% | $12,593,221 |
| ISHARES TR | DVY | Other | 0.26% | 79,043 | -398 | -0.50% | $12,354,421 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.24% | 27,760 | -1,248 | -4.30% | $11,538,004 |
| ISHARES TR | IQLT | Other | 0.23% | 227,761 | -732 | -0.32% | $11,285,544 |
| ISHARES TR | IWF | Other | 0.22% | 86,510 | +60,557 | +233.33% | $10,741,997 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.22% | 21,405 | -4,873 | -18.54% | $10,710,723 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.22% | 245,709 | -16,940 | -6.45% | $10,403,333 |
| SCHWAB STRATEGIC TR | FNDX | Other | 0.21% | 325,797 | -5,863 | -1.77% | $10,132,276 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.21% | 8,674 | -2,151 | -19.87% | $10,012,804 |
| ISHARES BITCOIN TRUST ETF | IBIT | Other | 0.20% | 297,676 | -109,905 | -26.97% | $9,909,642 |
| PEPSICO INC | PEP | Consumer Defensive | 0.20% | 71,686 | -648 | -0.90% | $9,706,326 |
| CATERPILLAR INC | CAT | Industrials | 0.20% | 8,939 | +147 | +1.67% | $9,519,590 |
| META PLATFORMS INC | META | Communication Services | 0.20% | 16,895 | +854 | +5.32% | $9,516,780 |
| ORACLE CORP | ORCL | Technology | 0.19% | 63,559 | -4,063 | -6.01% | $9,314,591 |
| ISHARES TR | IWB | Other | 0.19% | 22,638 | -33 | -0.15% | $9,270,388 |
| ISHARES TR | IVW | Other | 0.19% | 66,461 | +884 | +1.35% | $9,140,335 |
| CME GROUP INC | CME | Financial Services | 0.18% | 40,119 | -9 | -0.02% | $8,859,513 |
| BROADCOM INC | AVGO | Technology | 0.18% | 23,210 | -1,586 | -6.40% | $8,768,425 |
| VISA INC | V | Financial Services | 0.18% | 25,179 | +738 | +3.02% | $8,638,600 |
| VANGUARD WORLD FD | ESGV | Other | 0.18% | 64,129 | +57,046 | +805.39% | $8,480,416 |
| WISDOMTREE TR | USFR | Other | 0.17% | 165,095 | - | - | $8,312,533 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.17% | 45,003 | +1,108 | +2.52% | $8,181,221 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 0.17% | 95,930 | +602 | +0.63% | $8,034,136 |
| AMGEN INC | AMGN | Healthcare | 0.17% | 22,182 | +1,023 | +4.83% | $8,032,366 |
| AUTOMATIC DATA PROCESSING IN | ADP | Technology | 0.17% | 35,714 | +27,064 | +312.88% | $8,012,881 |
| SELECT SECTOR SPDR TR | XLE | Other | 0.16% | 146,918 | -5,688 | -3.73% | $7,802,815 |
| ALTRIA GROUP INC | MO | Consumer Defensive | 0.16% | 106,550 | +3,458 | +3.35% | $7,730,439 |
| ISHARES TR | IWD | Other | 0.16% | 31,463 | -2,461 | -7.25% | $7,627,652 |
| APPLIED MATLS INC | AMAT | Technology | 0.16% | 10,397 | -3,193 | -23.50% | $7,516,752 |
| INTEL CORP | INTC | Technology | 0.15% | 53,325 | +3,926 | +7.95% | $7,445,720 |
| DYCOM INDS INC | DY | Industrials | 0.15% | 14,698 | +1,927 | +15.09% | $7,431,162 |
| SPDR SERIES TRUST | QUS | Other | 0.15% | 39,752 | +35 | +0.09% | $7,428,048 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 0.15% | 178,250 | - | - | $7,352,807 |
| PHILLIPS 66 | PSX | Energy | 0.15% | 42,506 | -123 | -0.29% | $7,185,707 |
| COCA COLA CO | KO | Consumer Defensive | 0.15% | 87,174 | +5,122 | +6.24% | $7,126,723 |
| ONEOK INC NEW | OKE | Energy | 0.15% | 81,632 | +1,659 | +2.07% | $7,097,086 |
| ISHARES TR | IEUR | Other | 0.14% | 92,731 | +6,056 | +6.99% | $6,970,589 |
| SNOWFLAKE INC | SNOW | Technology | 0.14% | 27,249 | +798 | +3.02% | $6,934,949 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.14% | 9 | -2 | -18.18% | $6,739,650 |
| ISHARES TR | LRGF | Other | 0.14% | 88,300 | -5,427 | -5.79% | $6,678,164 |
| EDISON INTL | EIX | Utilities | 0.13% | 87,565 | +1,027 | +1.19% | $6,519,213 |
| PAYCHEX INC | PAYX | Technology | 0.13% | 65,481 | +65,481 | +100.00% | $6,438,747 |
| ELI LILLY & CO | LLY | Healthcare | 0.13% | 5,208 | +1,108 | +27.02% | $6,246,524 |
| KIMBERLY-CLARK CORP | KMB | Consumer Defensive | 0.13% | 55,729 | +55,729 | +100.00% | $6,117,771 |
| ENERGY TRANSFER L P | ET | Energy | 0.12% | 310,454 | +244,996 | +374.28% | $5,935,887 |
| OMNICOM GROUP INC | OMC | Communication Services | 0.12% | 80,494 | +39,643 | +97.04% | $5,894,829 |
| ISHARES TR | EEM | Other | 0.12% | 85,939 | +7,036 | +8.92% | $5,879,102 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 0.12% | 27,452 | +210 | +0.77% | $5,842,013 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.12% | 16,150 | -149 | -0.91% | $5,695,896 |
| ISHARES TR | CRBN | Other | 0.12% | 22,274 | +2,045 | +10.11% | $5,634,654 |
| ISHARES TR | AGG | Other | 0.11% | 55,899 | -10,553 | -15.88% | $5,532,924 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.11% | 37,438 | -14 | -0.04% | $5,489,848 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 0.11% | 58,184 | +251 | +0.43% | $5,368,622 |
| ISHARES TR | IWM | Other | 0.11% | 17,719 | -765 | -4.14% | $5,323,782 |