AlTi Global, Inc.

CIK

1838615

Location

NEW YORK, NY

Portfolio Value

Mid $2,157,650,699

Diversification

Diversified

Reports 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 LLC

Filing Date

Global Rank

#1,278 / 8,700 ▼ 405

Top Industry

Internet Content & Information 10.8%

Period ended 2 months ago

Filed Aug 5, 2026 · 39d

11 quarters · since Dec 2023

Portfolio Concentration

347 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

20.1%

−15.7 pts

Top 5

44.3%

−13.0 pts

Top 10

58.5%

−13.9 pts

HHI

625

Diversified−847

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	44.9%	$967,967,061	22
Technology	12.1%	$260,447,503	55
Energy	8.8%	$189,660,892	25
Communication Services	7.8%	$168,801,038	14
Financial Services	7.3%	$157,993,525	58
Healthcare	4.4%	$95,234,757	38
Consumer Cyclical	3.9%	$83,368,580	33
Consumer Defensive	3.3%	$70,277,510	14
Basic Materials	2.8%	$59,747,709	18
Industrials	2.7%	$58,737,802	43
Real Estate	1.5%	$32,265,384	15
Utilities	0.6%	$13,148,938	12

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
—		+1,596,267	4,210,743	$183,335,749
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	$5,935,880
OPTU	Optimum Communications, Inc.	+110,911	341,971	$495,857
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
OMC	Omnicom Group Inc.	+39,643	80,494	$5,862,377
WES	Western Midstream Partners, LP	+29,996	42,800	$1,872,928
ADP	Automatic Data Processing Inc	+27,064	35,714	$7,998,149
T	At&T Inc.	+25,129	47,101	$974,990
AAPL	Apple Inc.	+19,797	308,990	$89,409,346
NVDA	Nvidia Corp	+16,270	116,940	$23,398,523
TSLA	Tesla, Inc.	+15,442	51,170	$21,522,102
NUV	Nuveen Municipal Value Fund Inc	+10,000	142,210	$1,311,176
SHEL	Shell plc	+8,461	15,661	$1,214,353
NFLX	Netflix Inc	+8,379	29,225	$2,086,665
CSCO	Cisco Systems, Inc.	+6,970	31,901	$3,747,090
TMQ	Trilogy Metals Inc.	+5,923	24,638	$86,479
KO	Coca Cola Co	+5,122	87,174	$7,084,630
INTC	Intel Corp	+3,926	53,325	$7,445,769
VXUS	Vanguard Total International Stock ETF	+3,883	10,169	$869,347
NEE	Nextera Energy Inc	+3,879	14,973	$1,314,179
CVNA	Carvana Co.	+3,772	4,703	$309,550
TJX	Tjx Companies Inc /De/	+3,631	14,702	$2,227,352
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AKRE	Akre Focus ETF	−2,203,767	923,866	$49,140,432
VB	Vanguard Morningstar Small-Cap ETF	−614,480	3,287	$996,355
FNDA	Schwab Fundamental U.S. Small Company ETF	−402,666	5,606	$213,364
UBER	Uber Technologies, Inc	−355,701	36,272	$2,617,387
VEU	Vanguard FTSE All-World Ex-US ETF	−342,825	95,930	$8,034,137
CMCSA	Comcast Corp	−206,679	8,316	$204,157
GLD	Spdr Gold Trust	−174,898	185,703	$68,409,270
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
VEA	Vanguard FTSE Developed Markets ETF	−43,293	50,873	$3,624,701
SFIX	Stitch Fix, Inc.	−29,788	21,954	$90,230
CVX	Chevron Corp	−26,071	159,583	$26,452,477
VZ	Verizon Communications Inc	−16,940	245,709	$10,403,318
ORLY	O Reilly Automotive Inc	−16,496	32,537	$2,996,332
SCI	Service Corp International	−12,030	3,806	$289,103
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
VIG	Vanguard Dividend Appreciation ETF	−8,400	3,401	$804,744
VLO	Valero Energy Corp/Tx	−7,876	5,007	$1,304,022
DHR	Danaher Corp /De/	−6,426	3,334	$635,059
UNP	Union Pacific Corp	−5,904	11,962	$3,253,664
CRM	Salesforce, Inc.	−5,526	13,306	$2,084,517
LOW	Lowes Companies Inc	−5,483	5,334	$1,176,092
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
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
KMI	Kinder Morgan, Inc.	58,896	$1,882,904
VST	Vistra Corp.	10,767	$1,707,968
HONA	Honeywell Aerospace Inc.	6,104	$1,349,472
QXO	QXO, Inc.	70,029	$1,210,101
TTE	TotalEnergies SE	15,384	$1,196,259
B	Barrick Mining Corp	31,895	$1,171,503
DXCM	Dexcom Inc	15,981	$1,076,320
ONON	On Holding AG	29,951	$1,060,864
DVN	Devon Energy Corp/De	24,566	$1,015,066
STX	Seagate Technology Holdings plc	863	$832,795
WDC	Western Digital Corp	1,247	$796,483
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	14,910,775	$1,588,439,704
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	2,947,060	$196,490,099
CAAA	First Trust AAA CMBS ETF	4,637,146	$149,130,614
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	278,245	$26,254,208
DCOR	Dimensional US Core Equity 1 ETF	654,325	$22,825,899
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	188,397	$14,146,548
GPGI	GPGI, Inc.	807,557	$13,809,224
—		130,309	$10,329,564
IVZ	Invesco Ltd.	42,200	$10,027,564
BKF	iShares MSCI BIC ETF	126,185	$9,269,449
BNDW	Vanguard Total World Bond ETF	134,326	$8,111,786
ABI	VictoryShares Pioneer Asset-Based Income ETF	52,691	$7,865,741
RHLD	Resolute Holdings Management, Inc.	31,019	$5,034,383
ACSG	American Century Small Cap Growth Insights ETF	50,529	$3,735,356
AFK	VanEck Africa Index ETF	12,051	$3,409,213
BNDC	FlexShares Core Select Bond Fund	56,326	$3,106,942
AAAP	Pacer Barings CLO Market Flex ETF	44,609	$2,790,739
NCLO	Nuveen AA-BBB CLO ETF	64,044	$2,630,927
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	153,371	$2,572,031
ISTR	Investar Holding Corp	86,568	$2,360,709
BAI	iShares A.I. Innovation and Tech Active ETF	67,500	$1,841,940
BTC	Grayscale Bitcoin Mini Trust ETF	60,197	$1,805,308
AGNG	Global X Funds Global X Aging Population ETF	32,901	$1,735,795
—		10,989	$1,414,055
ALLW	SSGA Active Trust State Street Bridgewater All Weather ETF	34,563	$1,387,358
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

347 tracked positions · $2,157,650,699 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 347 positions by value · page 1 of 7

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Reduced	580,772	-3,615	$433,703,106	+14.1%	20.10%
		Added	4,210,743	+1,596,267	$183,335,749	+101.4%	8.50%
IAU	Ishares Gold Trust	Added	1,651,446	+84,457	$124,700,687	−9.7%	5.78%
GOOGL	Alphabet Inc. Communication Services	Reduced	331,500	-3,616	$118,164,457	+22.7%	5.48%
XOM	ExxonMobil Holdings Corp Energy	Reduced	705,627	-94,649	$96,473,322	−28.9%	4.47%
AAPL	Apple Inc. Technology	Added	308,990	+19,797	$89,409,346	+21.8%	4.14%
GLD	Spdr Gold Trust	Reduced	185,703	-174,898	$68,409,270	−55.9%	3.17%
IAUM	iShares Gold Trust Micro	Added	1,419,049	+80,000	$56,776,150	−9.2%	2.63%
AKRE	Akre Focus ETF	Reduced	923,866	-2,203,767	$49,140,432	−70.3%	2.28%
AEM	Agnico Eagle Mines Ltd Basic Materials	Added	277,616	+268,624	$43,066,569	+2259.6%	2.00%
MSFT	Microsoft Corp Technology	Added	90,145	+291	$33,625,887	+1.1%	1.56%
GS	Goldman Sachs Group Inc Financial Services	Reduced	27,379	-121	$27,690,299	+19.0%	1.28%
CVX	Chevron Corp Energy	Reduced	159,583	-26,071	$26,452,477	−31.1%	1.23%
PLD	Prologis, Inc. Real Estate	Added	182,404	+59	$24,710,269	+2.5%	1.15%
MDT	Medtronic plc Healthcare	Added	305,061	+373	$23,864,921	−9.6%	1.11%
AMZN	Amazon Com Inc Consumer Cyclical	Added	99,104	+2,133	$23,620,446	+17.0%	1.09%
NVDA	Nvidia Corp Technology	Added	116,940	+16,270	$23,398,523	+33.3%	1.08%
TSLA	Tesla, Inc. Consumer Cyclical	Added	51,170	+15,442	$21,522,102	+62.0%	1.00%
QQQ	Invesco Qqq Trust, Series 1	Added	26,338	+1,129	$19,395,302	+33.3%	0.90%
DIS	Walt Disney Co Communication Services	Reduced	192,790	-2,879	$18,556,037	−1.6%	0.86%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	21,414	-4,875	$17,450,497	−14.8%	0.81%
TRGP	Targa Resources Corp. Energy	NEW	63,850	NEW	$17,120,738	NEW	0.79%
WMT	Walmart Inc. Consumer Defensive	Added	135,498	+3,059	$15,346,503	−6.8%	0.71%
JPM	Jpmorgan Chase & Co Financial Services	Added	44,853	+1,896	$14,681,732	+16.2%	0.68%
JNJ	Johnson & Johnson Healthcare	Added	55,639	+993	$14,130,636	+5.8%	0.65%
PSLV	Sprott Physical Silver Trust Financial Services	NEW	671,620	NEW	$12,673,469	NEW	0.59%
WULF	Terawulf Inc. Financial Services	Added	509,847	+249,913	$12,593,220	+235.7%	0.58%
UNH	Unitedhealth Group Inc Healthcare	Reduced	27,760	-1,248	$11,537,888	+47.0%	0.53%
VZ	Verizon Communications Inc Communication Services	Reduced	245,709	-16,940	$10,403,318	−21.1%	0.48%
MU	Micron Technology Inc Technology	Reduced	8,674	-2,151	$10,012,310	+173.8%	0.46%
IBIT	iShares Bitcoin Trust ETF	Reduced	297,676	-109,905	$9,909,633	−36.7%	0.46%
PEP	Pepsico Inc Consumer Defensive	Reduced	71,686	-648	$9,706,284	−13.6%	0.45%
CAT	Caterpillar Inc Industrials	Added	8,939	+147	$9,519,141	+52.8%	0.44%
META	Meta Platforms, Inc. Communication Services	Added	16,895	+854	$9,516,784	+3.7%	0.44%
ORCL	Oracle Corp Technology	Reduced	63,559	-4,063	$9,314,570	−6.4%	0.43%
CME	Cme Group Inc. Financial Services	Reduced	40,119	-9	$8,859,478	−25.2%	0.41%
AVGO	Broadcom Inc. Technology	Reduced	23,210	-1,586	$8,767,576	+14.2%	0.41%
V	Visa Inc. Financial Services	Added	25,179	+738	$8,638,662	+16.9%	0.40%
PM	Philip Morris International Inc. Consumer Defensive	Added	45,003	+1,108	$8,141,492	+12.2%	0.38%
VEU	Vanguard FTSE All-World Ex-US ETF	Reduced	95,930	-342,825	$8,034,137	−76.7%	0.37%
AMGN	Amgen Inc Healthcare	Added	22,182	+1,023	$8,032,544	+7.9%	0.37%
ADP	Automatic Data Processing Inc Technology	Added	35,714	+27,064	$7,998,149	+355.1%	0.37%
MO	Altria Group, Inc. Consumer Defensive	Added	106,550	+3,458	$7,666,272	+12.7%	0.36%
AMAT	Applied Materials Inc /De Technology	Reduced	10,397	-3,193	$7,517,031	+61.8%	0.35%
INTC	Intel Corp Technology	Added	53,325	+3,926	$7,445,769	+241.6%	0.35%
DY	Dycom Industries Inc Industrials	Added	14,698	+1,927	$7,431,161	+71.7%	0.34%
PSX	Phillips 66 Energy	Reduced	42,506	-123	$7,185,639	−7.5%	0.33%
OKE	Oneok Inc /New/ Energy	Added	81,632	+1,659	$7,097,085	−1.8%	0.33%
KO	Coca Cola Co Consumer Defensive	Added	87,174	+5,122	$7,084,630	+13.5%	0.33%
SNOW	Snowflake Inc. Technology	Added	27,249	+798	$6,934,870	+73.8%	0.32%

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.