AlTi Global, Inc.
AdviserReports for
TIEDEMANN ADVISORS, LLC
Files via
3EDGE Asset Management, LP
Aperio Group, LLC
APPLETON PARTNERS INC/MA
AQR CAPITAL MANAGEMENT LLC
Aristotle Capital Management, LLC
BOSTON TRUST WALDEN NATIONAL ASSOCIATION
DISCIPLINED GROWTH INVESTORS INC /MN
DSM CAPITAL PARTNERS LLC
+ 19 more
EQUITY INVESTMENT CORP FEDERATED INVESTMENT COUNSELING Fiera Capital Inc. Forefront Analytics, LLC GW&K Investment Management, LLC Hamlin Capital Management, LLC HARDING LOEVNER LP Insight North America LLC Invesco Managed Accounts, LLC KLINGENSTEIN FIELDS & CO LP Main Management LLC Nuveen Asset Management, LLC PACIFIC INVESTMENT MANAGEMENT CO LLC PARAMETRIC PORTFOLIO ASSOCIATES LLC Quantinno Capital Management LP UBS FINANCIAL SERVICES INC VOYA INVESTMENT MANAGEMENT CO WCM INVESTMENT MANAGEMENT, LLC XPONANCE LLCFiling Date
Global Rank
#906
/ 8,827
▼ 44
Top Industry
Internet Content & Information
10.5%
Period ended 4 months ago
Filed Aug 5, 2026 · 3mo
11 quarters · since Dec 2023
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Holder type
Adviser
SEC filer profile, Oct 17, 2026
SIC code
6282
Continues the 13F reports of
TIEDEMANN ADVISORS, LLC
from Dec 31, 2023
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Style
Concentrated
The top 10 positions are 71.9% of the book (60%+)
Turnover
Low turnover
25.0% over the last four quarters (under 30%)
Horizon
Medium horizon
Value-weighted holding period 9.8 quarters (4 to under 12)
Closest benchmark: every 13F filer's combined book, active share 71.7%; sector active share 62.5% against the combined 13F book's sector weights.
Over time 11 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
505 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
34.1%
−0.5 pts
Top 5
59.3%
+1.3 pts
Top 10
71.9%
−1.1 pts
HHI
1,380
Diversified−30
Portfolio Trend
11 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 74.8% | $3,617,278,863 |
| Technology | 5.4% | $260,447,503 |
| Energy | 3.9% | $189,660,899 |
| Financial Services | 3.8% | $185,608,919 |
| Communication Services | 3.5% | $170,043,566 |
| Healthcare | 2.0% | $95,234,757 |
| Consumer Cyclical | 1.7% | $83,368,580 |
| Consumer Defensive | 1.5% | $70,277,510 |
| Basic Materials | 1.2% | $59,747,709 |
| Industrials | 1.2% | $58,737,802 |
| Real Estate | 0.7% | $32,265,384 |
| Utilities | 0.3% | $13,148,938 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| — | +1,596,267 | 4,210,743 | $183,335,749 | ||
| EIPX | FT Energy Income Partners Strategy ETF | +294,570 | 4,931,716 | $154,362,710 | |
| AEM | Agnico Eagle Mines Ltd | +268,624 | 277,616 | $43,066,569 | |
| WULF | Terawulf Inc. | +249,913 | 509,847 | $12,593,220 | |
| ET | Energy Transfer LP | +244,996 | 310,454 | $5,935,887 | |
| — | +131,800 | 204,400 | $6,833,092 | ||
| OPTU | Optimum Communications, Inc. | +110,911 | 341,971 | $495,857 | |
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | +91,475 | 2,992,236 | $491,534,607 | |
| IAU | Ishares Gold Trust | +84,457 | 1,651,446 | $124,700,687 | |
| IAUM | iShares Gold Trust Micro | +80,000 | 1,419,049 | $56,776,150 | |
| XLU | State Street(R) Utilities Select Sector SPDR(R) ETF | +72,200 | 76,662 | $3,475,855 | |
| IWF | iShares Russell 1000 Growth ETF | +60,557 | 86,510 | $10,741,946 | |
| ESGV | VANGUARD ESG U.S. STOCK ETF | +57,046 | 64,129 | $8,480,418 | |
| QQQM | Invesco Ltd. | +47,800 | 90,000 | $27,267,300 | |
| VUG | VANGUARD GROWTH INDEX FUND | +46,425 | 55,710 | $4,798,859 | |
| SCHX | Schwab U.S. Large-Cap ETF | +45,520 | 115,864 | $3,409,877 | |
| XNTK | State Street(R) SPDR(R) NYSE Technology ETF | +43,610 | 150,434 | $58,767,042 | |
| OMC | Omnicom Group Inc. | +39,643 | 80,494 | $5,862,377 | |
| ISMF | +30,100 | 97,600 | $2,728,408 | ||
| WES | Western Midstream Partners, LP | +29,996 | 42,800 | $1,872,928 | |
| ADP | Automatic Data Processing Inc | +27,064 | 35,714 | $7,998,149 | |
| PABU | iShares Paris-Aligned Climate Optimized MSCI USA ETF | +25,984 | 374,556 | $28,537,047 | |
| T | At&T Inc. | +25,129 | 47,101 | $974,990 | |
| MUB | iShares National Muni Bond ETF | +22,813 | 131,321 | $14,132,766 | |
| PABD | iShares Paris-Aligned Climate Optimized MSCI World ex USA ETF | +22,743 | 423,378 | $29,325,277 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AKRE | Professionally Managed Portfolios | −2,203,767 | 923,866 | $49,140,432 | |
| EFA | iShares MSCI EAFE ETF | −368,937 | 5,853,778 | $608,090,457 | |
| UBER | Uber Technologies, Inc | −355,701 | 36,272 | $2,617,387 | |
| CMCSA | Comcast Corp | −206,679 | 8,316 | $204,157 | |
| GLD | Spdr Gold Trust | −174,898 | 185,703 | $68,409,270 | |
| IVV | iShares Core S&P 500 ETF | −123,740 | 26,239 | $19,650,124 | |
| CCJ | Cameco Corp | −111,450 | 47,200 | $4,807,792 | |
| IBIT | iShares Bitcoin Trust ETF | −109,905 | 297,676 | $9,909,633 | |
| XOM | ExxonMobil Holdings Corp | −94,649 | 705,627 | $96,473,322 | |
| DUHP | Dimensional US High Profitability ETF | −58,200 | 118,100 | $4,928,313 | |
| VEA | Vanguard FTSE Developed Markets ETF | −43,293 | 50,873 | $3,624,701 | |
| SFIX | Stitch Fix, Inc. | −29,788 | 21,954 | $90,230 | |
| IJH | iShares Core S&P Mid-Cap ETF | −28,882 | 1,592,514 | $122,798,753 | |
| CVX | Chevron Corp | −26,071 | 159,583 | $26,452,477 | |
| SPMD | State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF | −20,206 | 2,803,253 | $189,387,772 | |
| VZ | Verizon Communications Inc | −16,940 | 245,709 | $10,403,318 | |
| ORLY | O Reilly Automotive Inc | −16,496 | 32,537 | $2,996,332 | |
| XLV | State Street(R) Health Care Select Sector SPDR(R) ETF | −14,797 | 16,532 | $2,622,966 | |
| SCI | Service Corp International | −12,030 | 3,806 | $289,103 | |
| TLT | iShares 20+ Year Treasury Bond ETF | −11,400 | 553,585 | $47,840,815 | |
| BSX | Boston Scientific Corp | −11,221 | 21,244 | $906,693 | |
| HON | Honeywell International Inc | −11,062 | 6,104 | $1,366,685 | |
| ED | Consolidated Edison Inc | −10,678 | 9,555 | $1,057,068 | |
| AGG | iShares Core U.S. Aggregate Bond ETF | −10,553 | 55,899 | $5,532,882 | |
| VLO | Valero Energy Corp | −7,876 | 5,007 | $1,304,022 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| TRGP | Targa Resources Corp. | 63,850 | $17,120,738 | |
| PSLV | Sprott Physical Silver Trust | 671,620 | $12,673,469 | |
| PAYX | Paychex Inc | 65,481 | $6,438,745 | |
| KMB | Kimberly Clark Corp | 55,729 | $6,117,371 | |
| ENB | Enbridge Inc | 72,218 | $3,914,937 | |
| CRDO | Credo Technology Group Holding Ltd | 13,554 | $3,686,010 | |
| SUN | Sunoco LP | 51,254 | $3,459,645 | |
| LIN | Linde PLC | 6,634 | $3,442,647 | |
| PHYS | Sprott Physical Gold Trust | 112,220 | $3,385,677 | |
| SW | Smurfit Westrock plc | 72,088 | $3,334,790 | |
| LEU | Centrus Energy Corp | 15,000 | $2,518,050 | |
| INCY | Incyte Corp | 20,308 | $2,302,114 | |
| BAX | Baxter International Inc | 100,511 | $2,142,893 | |
| CVBF | Cvb Financial Corp | 89,158 | $2,010,512 | |
| CBON | VanEck China Bond ETF | 80,000 | $1,906,400 | |
| KMI | Kinder Morgan, Inc. | 58,896 | $1,882,904 | |
| VST | Vistra Corp. | 10,767 | $1,707,968 | |
| ICVT | iShares Convertible Bond ETF | 11,532 | $1,403,905 | |
| VV | VANGUARD LARGE-CAP INDEX FUND | 4,053 | $1,393,867 | |
| HONA | Honeywell Aerospace Inc. | 6,104 | $1,349,472 | |
| DEM | WisdomTree Emerging Markets High Dividend Fund | 24,565 | $1,321,351 | |
| DGRO | iShares Core Dividend Growth ETF | 17,426 | $1,320,716 | |
| GII | State Street(R) SPDR(R) S&P(R) Global Infrastructure ETF | 16,763 | $1,269,126 | |
| IBDU | iShares iBonds Dec 2029 Term Corporate ETF | 53,350 | $1,235,586 | |
| QXO | QXO, Inc. | 70,029 | $1,210,101 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| GPGI | GPGI, Inc. | 807,557 | $13,809,224 | |
| — | 561,671 | $7,082,671 | ||
| RHLD | Resolute Holdings Management, Inc. | 31,019 | $5,034,383 | |
| ISTR | Investar Holding Corp | 86,568 | $2,360,709 | |
| BTC | Grayscale Bitcoin Mini Trust ETF | 60,197 | $1,805,308 | |
| RPRX | Royalty Pharma plc | 25,073 | $1,202,751 | |
| AKAM | Akamai Technologies Inc | 10,396 | $1,193,979 | |
| — | 32,163 | $1,130,208 | ||
| SHLD | Global X Defense Tech ETF | 14,669 | $1,039,151 | |
| KKR | KKR & Co. Inc. | 10,677 | $987,622 | |
| SNPS | Synopsys Inc | 2,296 | $910,317 | |
| MLM | Martin Marietta Materials Inc | 1,496 | $880,664 | |
| COIN | Coinbase Global, Inc. | 4,111 | $717,821 | |
| PPLT | abrdn Platinum ETF Trust | 3,300 | $588,159 | |
| IHI | iShares U.S. Medical Devices ETF | 7,020 | $374,517 | |
| REMX | VanEck Rare Earth and Strategic Metals ETF | 4,100 | $360,800 | |
| RBLX | Roblox Corp | 5,895 | $333,421 | |
| — | 14,800 | $309,364 | ||
| IBP | Installed Building Products, Inc. | 1,006 | $266,740 | |
| LYB | LyondellBasell Industries N.V. | 3,098 | $249,574 | |
| THO | Thor Industries Inc | 2,947 | $235,435 | |
| VGSH | VANGUARD SHORT-TERM TREASURY INDEX FUND | 3,692 | $216,129 | |
| INTU | Intuit Inc. | 489 | $211,432 | |
| ADSK | Autodesk, Inc. | 859 | $205,644 | |
| GNTA | Genenta Science S.p.A. | 200,288 | $134,593 | |
| No positions match the current search. | ||||
505 tracked positions ·
$4,835,820,430 total
· filing declares
811 positions · $4,838,371,126
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 505 positions by value
· page 1 of 11
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| EFA |
iShares MSCI EAFE ETF
|
Reduced | 5,853,778 | $608,090,457 | 12.57% | |
| ITOT |
iShares Core S&P Total U.S. Stock Market ETF
|
Added | 2,992,236 | $491,534,607 | 10.16% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 580,772 | $433,703,106 | 8.97% | |
| SPMD |
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF
|
Reduced | 2,803,253 | $189,387,772 | 3.92% | |
|
|
Added | 4,210,743 | $183,335,749 | 3.79% | ||
| VTI |
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
Reduced | 494,367 | $182,935,564 | 3.78% | |
| EIPX |
FT Energy Income Partners Strategy ETF
|
Added | 4,931,716 | $154,362,710 | 3.19% | |
| IAU |
Ishares Gold Trust
|
Added | 1,651,446 | $124,700,687 | 2.58% | |
| IJH |
iShares Core S&P Mid-Cap ETF
|
Reduced | 1,592,514 | $122,798,753 | 2.54% | |
| EMLP |
First Trust North American Energy Infrastructure Fund
|
Added | 2,813,338 | $122,380,203 | 2.53% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 705,627 | $96,473,322 | 1.99% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 256,328 | $91,603,936 | 1.89% | |
| AAPL |
Apple Inc.
Technology
|
Added | 308,990 | $89,409,346 | 1.85% | |
| GLD |
Spdr Gold Trust
|
Reduced | 185,703 | $68,409,270 | 1.41% | |
| XNTK |
State Street(R) SPDR(R) NYSE Technology ETF
|
Added | 150,434 | $58,767,042 | 1.22% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Added | 84,212 | $57,837,643 | 1.20% | |
| IAUM |
iShares Gold Trust Micro
|
Added | 1,419,049 | $56,776,150 | 1.17% | |
| STIP |
iShares 0-5 Year TIPS Bond ETF
|
Reduced | 502,009 | $51,285,238 | 1.06% | |
| AKRE |
Professionally Managed Portfolios
|
Reduced | 923,866 | $49,140,432 | 1.02% | |
| TLT |
iShares 20+ Year Treasury Bond ETF
|
Reduced | 553,585 | $47,840,815 | 0.99% | |
| AEM |
Agnico Eagle Mines Ltd
Basic Materials
|
Added | 277,616 | $43,066,569 | 0.89% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 90,145 | $33,625,887 | 0.70% | |
| ESGD |
iShares ESG Aware MSCI EAFE ETF
|
Added | 289,260 | $29,738,820 | 0.61% | |
| PABD |
iShares Paris-Aligned Climate Optimized MSCI World ex USA ETF
|
Added | 423,378 | $29,325,277 | 0.61% | |
| PABU |
iShares Paris-Aligned Climate Optimized MSCI USA ETF
|
Added | 374,556 | $28,537,047 | 0.59% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Reduced | 27,379 | $27,690,299 | 0.57% | |
| QQQM |
Invesco Ltd.
Financial Services
|
Added | 90,000 | $27,267,300 | 0.56% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Reduced | 75,172 | $26,560,521 | 0.55% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 159,583 | $26,452,477 | 0.55% | |
| PLD |
Prologis, Inc.
Real Estate
|
Added | 182,404 | $24,710,269 | 0.51% | |
| MDT |
Medtronic plc
Healthcare
|
Added | 305,061 | $23,864,921 | 0.49% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 99,104 | $23,620,446 | 0.49% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 116,940 | $23,398,523 | 0.48% | |
| VGK |
VANGUARD EUROPEAN STOCK INDEX FUND
|
Reduced | 262,292 | $23,223,333 | 0.48% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 51,170 | $21,522,102 | 0.45% | |
| ESGU |
iShares ESG Aware MSCI USA ETF
|
Reduced | 123,135 | $20,153,505 | 0.42% | |
| IVV |
iShares Core S&P 500 ETF
|
Reduced | 26,239 | $19,650,124 | 0.41% | |
| DXJ |
WisdomTree Japan Hedged Equity Fund
|
Reduced | 112,650 | $19,547,028 | 0.40% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 26,338 | $19,395,302 | 0.40% | |
| DIS |
Walt Disney Co
Communication Services
|
Reduced | 192,790 | $18,556,037 | 0.38% | |
| IWV |
iShares Russell 3000 ETF
|
Added | 40,240 | $17,158,336 | 0.35% | |
| TRGP |
Targa Resources Corp.
Energy
|
NEW | 63,850 | $17,120,738 | 0.35% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 135,498 | $15,346,503 | 0.32% | |
| ACWI |
iShares MSCI ACWI ETF
|
Added | 94,622 | $14,852,814 | 0.31% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 44,853 | $14,681,732 | 0.30% | |
| MUB |
iShares National Muni Bond ETF
|
Added | 131,321 | $14,132,766 | 0.29% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 55,639 | $14,130,636 | 0.29% | |
| IJK |
iShares S&P Mid-Cap 400 Growth ETF
|
Reduced | 111,329 | $13,081,157 | 0.27% | |
| PSLV |
Sprott Physical Silver Trust
Financial Services
|
NEW | 671,620 | $12,673,469 | 0.26% | |
| WULF |
Terawulf Inc.
Financial Services
|
Added | 509,847 | $12,593,220 | 0.26% |
Showing the top 50 of 505 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.