Alti Global, Inc. Portfolio Stock Holdings
Alti Global, Inc. disclosed 437 stock positions valued at approximately $4.6 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 March 31, 2026 and was filed on May 7, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 437
- Portfolio Value
- $4.6B
Holdings by Sector
Alti Global, Inc. Portfolio Holdings in Q1 2026
423 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | EFA | Other | 13.15% | 6,222,715 | +69,780 | +1.13% | $604,412,350 |
| ISHARES TR | ITOT | Other | 8.99% | 2,900,761 | +148,477 | +5.39% | $413,155,408 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 8.32% | 584,387 | +48,278 | +9.01% | $382,692,456 |
| SPDR SERIES TRUST | SPMD | Other | 3.64% | 2,823,459 | -162,085 | -5.43% | $167,205,246 |
| VANGUARD INDEX FDS | VTI | Other | 3.50% | 500,692 | +8,132 | +1.65% | $160,766,559 |
| SPDR GOLD TR | GLD | Other | 3.38% | 360,601 | +106 | +0.03% | $155,418,034 |
| FIRST TR EXCHANGE-TRADED FD | EIPX | Other | 3.24% | 4,637,146 | +213,373 | +4.82% | $149,120,695 |
| ISHARES GOLD TR | IAU | Other | 3.01% | 1,566,989 | -21,255 | -1.34% | $138,145,765 |
| EXXON MOBIL CORP | XOM | Energy | 2.95% | 800,276 | -164,618 | -17.06% | $135,774,805 |
| FIRST TR EXCHANGE-TRADED FD | EMLP | Other | 2.67% | 2,806,260 | -63,436 | -2.21% | $122,521,331 |
| ISHARES TR | IJH | Other | 2.38% | 1,621,396 | +20,713 | +1.29% | $109,492,878 |
| ISHARES TR | IVV | Other | 2.19% | 149,979 | -25,478 | -14.52% | $100,678,256 |
| ALPHABET INC | GOOGL | Communication Services | 1.61% | 256,372 | +6,052 | +2.42% | $73,858,457 |
| APPLE INC | AAPL | Technology | 1.60% | 289,193 | -788 | -0.27% | $73,394,263 |
| ISHARES GOLD TR | IAUM | Other | 1.38% | 1,339,049 | -20,951 | -1.54% | $63,509,658 |
| ISHARES TR | STIP | Other | 1.14% | 505,346 | -12,492 | -2.41% | $52,267,956 |
| VANGUARD INDEX FDS | VOO | Other | 1.09% | 83,705 | -1,154 | -1.36% | $50,018,131 |
| ISHARES TR | TLT | Other | 1.06% | 564,985 | +44,300 | +8.51% | $48,939,733 |
| CHEVRON CORPORATION | CVX | Energy | 0.83% | 185,654 | +14,557 | +8.51% | $38,109,107 |
| MICROSOFT CORP | MSFT | Technology | 0.72% | 89,854 | +8,736 | +10.77% | $33,265,535 |
| UBER TECHNOLOGIES INC | UBER | Technology | 0.61% | 391,973 | +5,464 | +1.41% | $28,194,618 |
| ISHARES TR | ESGD | Other | 0.59% | 285,644 | +5,464 | +1.95% | $27,313,323 |
| SPDR SERIES TRUST | XNTK | Other | 0.59% | 106,824 | +93,433 | +697.73% | $27,270,048 |
| MEDTRONIC PLC | MDT | Other | 0.58% | 304,688 | -102 | -0.03% | $26,617,562 |
| PROLOGIS INC. | PLD | Real Estate | 0.52% | 182,345 | -17,307 | -8.67% | $24,102,566 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.51% | 27,500 | +87 | +0.32% | $23,264,659 |
| ISHARES TR | PABU | Other | 0.50% | 348,572 | +42,438 | +13.86% | $23,094,496 |
| ALPHABET INC | GOOG | Communication Services | 0.49% | 78,744 | -5,352 | -6.36% | $22,588,563 |
| VANGUARD INTL EQUITY INDEX F | VGK | Other | 0.48% | 265,864 | +21,926 | +8.99% | $21,915,206 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.44% | 96,971 | +7,040 | +7.83% | $20,196,065 |
| DISNEY WALT CO | DIS | Communication Services | 0.41% | 195,669 | +5,042 | +2.64% | $18,858,569 |
| CAMECO CORP | CCJ | Energy | 0.40% | 158,650 | +24,020 | +17.84% | $18,261,054 |
| WISDOMTREE TR | DXJ | Other | 0.39% | 113,150 | +8,700 | +8.33% | $17,943,327 |
| NVIDIA CORPORATION | NVDA | Technology | 0.38% | 100,670 | -2,954 | -2.85% | $17,557,545 |
| ISHARES TR | ESGU | Other | 0.38% | 123,498 | +5,090 | +4.30% | $17,465,147 |
| WALMART INC | WMT | Consumer Defensive | 0.36% | 132,439 | -1,661 | -1.24% | $16,491,004 |
| ISHARES BITCOIN TRUST ETF | IBIT | Other | 0.35% | 407,581 | +11,826 | +2.99% | $16,036,070 |
| ISHARES TR | IWV | Other | 0.32% | 40,027 | +115 | +0.29% | $14,837,149 |
| INVESCO QQQ TR | QQQ | Other | 0.32% | 25,209 | +1,842 | +7.88% | $14,594,487 |
| GPGI INC | CMPO | Industrials | 0.30% | 807,557 | - | - | $13,809,225 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.29% | 54,646 | +1,101 | +2.06% | $13,357,630 |
| TESLA INC | TSLA | Consumer Cyclical | 0.29% | 35,728 | -196 | -0.55% | $13,281,745 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.29% | 262,649 | -6,535 | -2.43% | $13,184,983 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.27% | 42,957 | +5,787 | +15.57% | $12,636,202 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.27% | 26,278 | -4,910 | -15.74% | $12,592,297 |
| ISHARES TR | ACWI | Other | 0.27% | 90,534 | +1,303 | +1.46% | $12,527,163 |
| ISHARES TR | DVY | Other | 0.26% | 79,441 | +14,800 | +22.90% | $12,028,162 |
| CME GROUP INC | CME | Financial Services | 0.26% | 40,128 | +5 | +0.01% | $11,851,295 |
| ISHARES TR | MUB | Other | 0.25% | 108,508 | -982 | -0.90% | $11,518,141 |
| ISHARES TR | IJK | Other | 0.25% | 112,998 | -711 | -0.63% | $11,369,830 |
| PEPSICO INC | PEP | Consumer Defensive | 0.25% | 72,334 | +659 | +0.92% | $11,275,277 |
| ISHARES TR | IWF | Other | 0.24% | 25,953 | -976 | -3.62% | $11,066,189 |
| ISHARES TR | IQLT | Other | 0.23% | 228,493 | -12,148 | -5.05% | $10,563,250 |
| INVESCO EXCH TRADED FD TR II | QQQM | Other | 0.22% | 42,200 | - | - | $10,322,542 |
| ORACLE CORP | ORCL | Technology | 0.22% | 67,622 | -19,185 | -22.10% | $9,947,859 |
| SELECT SECTOR SPDR TR | XLE | Other | 0.20% | 152,606 | +3,718 | +2.50% | $9,344,096 |
| SCHWAB STRATEGIC TR | FNDX | Other | 0.20% | 331,660 | +1,061 | +0.32% | $9,236,736 |
| META PLATFORMS INC | META | Communication Services | 0.20% | 16,041 | -1,004 | -5.89% | $9,177,389 |
| WISDOMTREE TR | USFR | Other | 0.18% | 165,095 | - | - | $8,310,882 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.18% | 29,008 | +14,916 | +105.85% | $8,220,321 |
| ISHARES TR | IWB | Other | 0.18% | 22,671 | -86 | -0.38% | $8,083,682 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.17% | 11 | +2 | +22.22% | $7,938,400 |
| BROADCOM INC | AVGO | Technology | 0.17% | 24,796 | +1,796 | +7.81% | $7,674,455 |
| AMGEN INC | AMGN | Healthcare | 0.16% | 21,159 | -9,833 | -31.73% | $7,444,772 |
| ISHARES TR | IVW | Other | 0.16% | 65,577 | +635 | +0.98% | $7,417,414 |
| VISA INC | V | Financial Services | 0.16% | 24,441 | +1,319 | +5.70% | $7,387,186 |
| PHILLIPS 66 | PSX | Energy | 0.16% | 42,629 | - | - | $7,307,565 |
| ISHARES TR | IWD | Other | 0.16% | 33,924 | -1,298 | -3.69% | $7,248,638 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.16% | 43,895 | -29 | -0.07% | $7,207,494 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 0.16% | 95,328 | +11,183 | +13.29% | $7,159,105 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.16% | 22,945 | +127 | +0.56% | $7,131,047 |
| HERITAGE COMM CORP | HTBK | Financial Services | 0.15% | 561,671 | -50,000 | -8.17% | $7,082,671 |
| ONEOK INC NEW | OKE | Energy | 0.15% | 79,973 | +75,777 | +1805.93% | $7,078,279 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 0.15% | 178,250 | -228,936 | -56.22% | $6,944,615 |
| ALTRIA GROUP INC | MO | Consumer Defensive | 0.15% | 103,092 | -5,131 | -4.74% | $6,927,350 |
| SPDR SERIES TRUST | QUS | Other | 0.15% | 39,717 | -6 | -0.02% | $6,817,027 |
| ISHARES TR | AGG | Other | 0.14% | 66,452 | -196 | -0.29% | $6,596,662 |
| DIMENSIONAL ETF TRUST | DUHP | Other | 0.14% | 176,300 | -861,100 | -83.01% | $6,505,161 |
| EDISON INTL | EIX | Utilities | 0.14% | 86,538 | -13,966 | -13.90% | $6,442,071 |
| COCA COLA CO | KO | Consumer Defensive | 0.14% | 82,052 | -301 | -0.37% | $6,282,306 |
| CATERPILLAR INC | CAT | Industrials | 0.14% | 8,792 | +95 | +1.09% | $6,229,063 |
| ISHARES TR | LRGF | Other | 0.13% | 93,727 | -1,112 | -1.17% | $6,185,981 |
| COMCAST CORP NEW | CMCSA | Communication Services | 0.13% | 214,995 | -22,482 | -9.47% | $6,092,166 |
| ISHARES TR | IEUR | Other | 0.13% | 86,675 | - | - | $6,090,652 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.13% | 94,166 | +9,219 | +10.85% | $6,046,718 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 0.12% | 57,933 | -1,166 | -1.97% | $5,444,565 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.12% | 37,452 | +603 | +1.64% | $5,409,505 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.12% | 16,299 | +339 | +2.12% | $5,360,496 |
| ADOBE INC | ADBE | Technology | 0.11% | 21,621 | -126 | -0.58% | $5,255,511 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 0.11% | 27,242 | +4,600 | +20.32% | $5,252,859 |
| ISHARES SILVER TR | SLV | Other | 0.11% | 76,606 | -137,573 | -64.23% | $5,219,933 |
| RESOLUTE HLDGS MGMT INC | RHLD | Other | 0.11% | 31,019 | - | - | $5,034,384 |
| DIMENSIONAL ETF TRUST | DFGR | Other | 0.10% | 179,651 | - | - | $4,775,111 |
| APPLIED MATLS INC | AMAT | Technology | 0.10% | 13,590 | -384 | -2.75% | $4,645,089 |
| ISHARES TR | IWM | Other | 0.10% | 18,484 | +1,808 | +10.84% | $4,597,876 |
| SELECT SECTOR SPDR TR | XLV | Other | 0.10% | 31,329 | +15,802 | +101.77% | $4,595,864 |
| OREILLY AUTOMOTIVE INC | ORLY | Consumer Cyclical | 0.10% | 49,033 | -766 | -1.54% | $4,526,236 |
| ISHARES TR | CRBN | Other | 0.10% | 20,229 | -2,971 | -12.81% | $4,507,189 |
| ISHARES TR | EEM | Other | 0.10% | 78,903 | +17,337 | +28.16% | $4,480,878 |
| NEWMONT CORP | NEM | Basic Materials | 0.10% | 40,749 | -16 | -0.04% | $4,411,044 |