Alteri Wealth
Alteri Wealth reported 296 stocks worth $362M in its 13F filing for Q2 2026, filed Jul 29, 2026. Its largest holdings are AAPL (6.2%), NVDA (6.0%) and INTC (4.6%). Compared with Q1 2026, the fund opened new positions in XOM, added to AAPL, NVDA and AVGO, trimmed INTC, BAC and GOOG and sold out of XOM, SPGI and BSX.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $22.3M | 6.2% | 77K | +1,866 (+2%) | 7 of 7 | |
| 2 |  NVDA Nvidia Corporation | $21.6M | 6.0% | 108K | +494 (+0%) | 7 of 7 | |
| 3 |  INTC Intel Corp | $16.5M | 4.6% | 118K | −266 (−0%) | 7 of 7 | |
| 4 |  AVGO Broadcom Inc | $15.2M | 4.2% | 40K | +218 (+1%) | 7 of 7 | |
| 5 |  GOOGL Alphabet Inc | $10.3M | 2.9% | 29K | +818 (+3%) | 7 of 7 | |
| 6 |  WMT Walmart Inc | $9.2M | 2.5% | 81K | +486 (+1%) | 7 of 7 | |
| 7 |  XOM Exxon Mobil Corp | $7.7M | 2.1% | 56K | New position | 1 of 7 | |
| 8 |  MSFT Microsoft Corp | $7.6M | 2.1% | 20K | +1,176 (+6%) | 7 of 7 | |
| 9 |  AMZN Amazon Com Inc | $7.5M | 2.1% | 32K | +3,183 (+11%) | 7 of 7 | |
| 10 |  JPM Jpmorgan Chase & Co. | $5.2M | 1.4% | 16K | +369 (+2%) | 7 of 7 |
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 |
|---|---|---|
XOM Exxon Mobil Corp | $9.6M | 57K |
 SPGI S&P Global Inc | $637K | 1,497 |
 BSX Boston Scientific Corp | $559K | 8,909 |
 TMO Thermo Fisher Scientific Inc | $494K | 1,004 |
 VRIG Invesco Actively Managed Exc | $394K | 16K |
🔒 Free account: see all 19.
Reported value
last 7 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 →Alteri Wealth 13F FAQ
What does Alteri Wealth own?
Alteri Wealth reported 296 stocks worth $362M in its 13F filing for Q2 2026, filed Jul 29, 2026. Its largest holdings are AAPL (6.2%), NVDA (6.0%) and INTC (4.6%). The table above lists every position in the filing (the top 10 without an account).
What did Alteri Wealth buy and sell in Q2 2026?
Compared with Q1 2026: 23 new positions, 151 added to, 93 trimmed and 19 sold out. New positions include XOM. It sold all of XOM, SPGI and BSX.
When will Alteri 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 Alteri Wealth's portfolio worth?
The Q2 2026 filing reports $362M 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.