Alchemi Wealth
Alchemi Wealth reported 167 stocks worth $213M in its 13F filing for Q2 2026, filed Jul 29, 2026. Its largest holdings are AAPL (13.5%), NVDA (4.2%) and AMZN (3.0%). Compared with Q1 2026, the fund opened new positions in IREN and INTC, added to AMZN, RECS and SPY, trimmed AAPL, NVDA and BST and sold out of PLTR, IHDG and SYM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 3 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $28.9M | 13.5% | 100K | −1,700 (−2%) | 3 of 3 | |
| 2 |  NVDA Nvidia Corporation | $9M | 4.2% | 45K | −1,065 (−2%) | 3 of 3 | |
| 3 |  AMZN Amazon Com Inc | $6.4M | 3.0% | 27K | +518 (+2%) | 3 of 3 | |
| 4 |  BST Blackrock Science & Technology Shs | $5.8M | 2.7% | 115K | −2,204 (−2%) | 3 of 3 | |
| 5 |  RECS Columbia ETF TR I | $5.1M | 2.4% | 118K | +6,699 (+6%) | 3 of 3 | |
| 6 |  SPY Spdr S&P 500 ETF TR | $5M | 2.4% | 6,716 | +530 (+9%) | 3 of 3 | |
| 7 |  VBIL Vanguard 0-3 Month | $4.8M | 2.2% | 63K | +12K (+23%) | 3 of 3 | |
| 8 |  MSFT Microsoft Corp | $4.7M | 2.2% | 13K | −264 (−2%) | 3 of 3 | |
| 9 |  BIL ST Stert Spdr Blmbg 1 3 | $4.6M | 2.1% | 50K | −8,957 (−15%) | 3 of 3 | |
| 10 |  GOOGL Alphabet Inc | $4.2M | 2.0% | 12K | +93 (+1%) | 3 of 3 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
HONEYWELL INTL INC | $557K | 2,464 |
 PLTR Palantir Technologies Inc | $528K | 3,609 |
 IHDG Wisdomtree TR | $359K | 7,448 |
 SYM Symbotic Inc | $351K | 6,600 |
 WM Waste Mgmt Inc Del | $247K | 1,074 |
🔒 Free account: see all 9.
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
 GDX Vaneck ETF Trust | Call | $8K | 100 | +100 |
Reported value
last 3 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 29, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Alchemi Wealth 13F FAQ
What does Alchemi Wealth own?
Alchemi Wealth reported 167 stocks worth $213M in its 13F filing for Q2 2026, filed Jul 29, 2026. Its largest holdings are AAPL (13.5%), NVDA (4.2%) and AMZN (3.0%). The table above lists every position in the filing (the top 10 without an account).
What did Alchemi Wealth buy and sell in Q2 2026?
Compared with Q1 2026: 21 new positions, 71 added to, 58 trimmed and 9 sold out. New positions include IREN and INTC. It sold all of PLTR, IHDG and SYM.
When will Alchemi Wealth file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Alchemi Wealth's portfolio worth?
The Q2 2026 filing reports $213M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.