Alteri Wealth LLC
13F Portfolio Filings
Most recent 13F Q1 2026Location westlake village, CACIK 0002054980All SEC filings
Q1 2026 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
292 | $308.63M | AAPL, NVDA, AVGO, WMT | 13F-HR | May 6, 2026 | 000176538026000172 | ||
286 | $308.55M | AAPL, NVDA, AVGO, MSFT | 13F-HR | Feb 11, 2026 | 000176538026000101 | ||
282 | $291.01M | NVDA, AAPL, AVGO, MSFT | 13F-HR | Nov 10, 2025 | 000176538025000456 | ||
271 | $257.77M | NVDA, AAPL, AVGO, MSFT | 13F-HR | Aug 11, 2025 | 000176538025000322 | ||
250 | $227.33M | AAPL, NVDA, WMT, MSFT | 13F-HR | May 7, 2025 | 000176538025000184 | ||
246 | $361.34M | AME, AAPL, NVDA, AVGO | 13F-HR | Feb 14, 2025 | 000176538025000115 |