Alchemi Wealth, LLC

CIK

2110606

Location

ESSEX, CT

Portfolio Value

Small $143,065,827

Diversification

Diversified

Filing Date

Global Rank

#1,575 / 3,203 ▲ 3638

Top Industry

Consumer Electronics 21.5%

3Y Alpha vs SPY

+6.6%

Period ended 30 days ago

Filed Jul 29, 2026 · 1d

3 quarters · since Dec 2025

Clone Performance

Feb 2026–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+10.6%

SPY

+7.3%

Annualised alpha

+8.0%

Max drawdown

−8.6%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 2 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

20.2%

−0.2 pts

Top 5

38.5%

+0.2 pts

Top 10

51.4%

−0.5 pts

HHI

569

Diversified−9

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	40.1%	$57,298,000	23
Financial Services	13.1%	$18,696,809	17
Consumer Cyclical	8.7%	$12,400,135	8
Industrials	8.1%	$11,539,589	20
Communication Services	7.0%	$10,055,134	5
Unclassified	6.2%	$8,860,959	7
Healthcare	5.6%	$7,992,498	10
Consumer Defensive	3.9%	$5,578,131	9
Utilities	3.5%	$5,061,767	7
Energy	3.4%	$4,795,861	5
Basic Materials	0.6%	$786,944	2

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
DNP	Dnp Select Income Fund Inc	+13,365	263,117	$2,839,032
SMR	NUSCALE POWER Corp	+10,868	23,008	$230,770
FBTC	Fidelity Wise Origin Bitcoin Fund	+5,120	28,144	$1,436,751
MSTR	Strategy Inc	+2,048	12,339	$1,072,629
IBIT	iShares Bitcoin Trust ETF	+1,330	11,056	$368,054
DUK	Duke Energy CORP	+1,135	17,072	$2,160,973
CEF	Sprott Physical Gold & Silver Trust	+994	26,285	$1,057,445
CIFR	Cipher Digital Inc.	+919	92,669	$2,270,390
BTI	British American Tobacco p.l.c.	+595	6,574	$406,010
SPY	Spdr S&P 500 ETF Trust	+530	6,716	$5,015,307
AMZN	Amazon Com Inc	+518	26,820	$6,392,278
QCOM	Qualcomm Inc/De	+501	6,345	$1,172,492
PEP	Pepsico Inc	+335	2,466	$333,896
JPM	Jpmorgan Chase & Co	+307	6,275	$2,053,995
SHEL	Shell plc	+300	4,227	$327,761
OLED	Universal Display Corp \Pa\	+270	4,164	$360,560
WMT	Walmart Inc.	+211	5,269	$596,766
ABBV	AbbVie Inc.	+207	2,742	$689,996
MO	Altria Group, Inc.	+201	16,096	$1,158,107
MU	Micron Technology Inc	+154	1,075	$1,240,861
CAT	Caterpillar Inc	+134	1,435	$1,528,131
GSK	GSK plc	+109	6,052	$317,245
GEV	GE Vernova Inc.	+108	843	$990,406
CSX	Csx Corp	+93	8,810	$418,739
GOOGL	Alphabet Inc.	+93	11,780	$4,209,818
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
IMVT	Immunovant, Inc.	−7,516	46,500	$1,791,645
NFLX	Netflix Inc	−2,655	24,991	$1,784,357
BST	BlackRock Science & Technology Trust	−2,204	114,575	$5,810,098
AAPL	Apple Inc.	−1,700	99,740	$28,860,766
VZ	Verizon Communications Inc	−1,684	14,207	$601,524
BX	Blackstone Inc.	−1,471	1,944	$228,750
HON	Honeywell International Inc	−1,270	1,194	$267,336
SLV	iShares Silver Trust	−1,212	4,249	$227,194
NVDA	Nvidia Corp	−1,065	44,843	$8,972,635
T	At&T Inc.	−982	19,497	$403,587
BA	Boeing Co	−889	996	$215,604
F	Ford Motor Co	−721	17,997	$250,158
TSLA	Tesla, Inc.	−568	8,633	$3,631,039
PG	PROCTER & GAMBLE Co	−378	2,913	$427,162
CSCO	Cisco Systems, Inc.	−350	3,683	$432,605
JNJ	Johnson & Johnson	−347	5,555	$1,410,803
XOM	ExxonMobil Holdings Corp	−341	18,940	$2,589,476
ES	Eversource Energy	−299	6,044	$436,799
MSFT	Microsoft Corp	−264	12,564	$4,686,623
ORLY	O Reilly Automotive Inc	−225	3,018	$277,927
TROW	Price T Rowe Group Inc	−215	2,515	$285,930
QQQ	Invesco Qqq Trust, Series 1	−189	950	$699,580
BRK-B	Berkshire Hathaway Inc	−180	3,150	$1,576,228
META	Meta Platforms, Inc.	−164	5,425	$3,055,848
PFE	Pfizer Inc	−142	11,856	$285,492
No positions match the current search.

New Positions

Positions the filer opened this quarter

14 positions

Ticker	Company	Shares	Value
IREN	IREN Ltd	11,355	$519,264
INTC	Intel Corp	3,204	$447,374
ZS	Zscaler, Inc.	2,850	$402,277
LRCX	Lam Research Corp	839	$363,563
AMAT	Applied Materials Inc /De	494	$357,162
CRWV	CoreWeave, Inc.	3,073	$305,886
HONA	Honeywell Aerospace Inc.	1,194	$263,635
CRWD	CrowdStrike Holdings, Inc.	325	$248,020
MRVL	Marvell Technology, Inc.	820	$244,269
CNI	Canadian National Railway Co	1,904	$227,032
CMI	Cummins Inc	312	$222,521
BNY	Bank of New York Mellon Corp	1,463	$211,564
DELL	Dell Technologies Inc.	490	$211,415
CB	Chubb Ltd	597	$203,421
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
PLTR	Palantir Technologies Inc.	3,609	$527,924
SYM	Symbotic Inc.	6,600	$351,120
WM	Waste Management Inc	1,074	$246,794
AAAU	Goldman Sachs Physical Gold ETF	4,813	$222,312
DLR	Digital Realty Trust, Inc.	1,192	$214,810
XEL	Xcel Energy Inc	2,689	$213,614
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

113 tracked positions · $143,065,827 total · filing declares 168 positions · $213,437,488 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 113 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	99,740	-1,700	$28,860,766	+12.1%	20.17%
NVDA	Nvidia Corp Technology	Reduced	44,843	-1,065	$8,972,635	+12.1%	6.27%
AMZN	Amazon Com Inc Consumer Cyclical	Added	26,820	+518	$6,392,278	+16.7%	4.47%
BST	BlackRock Science & Technology Trust Financial Services	Reduced	114,575	-2,204	$5,810,098	+36.9%	4.06%
SPY	Spdr S&P 500 ETF Trust	Added	6,716	+530	$5,015,307	+24.7%	3.51%
MSFT	Microsoft Corp Technology	Reduced	12,564	-264	$4,686,623	−1.3%	3.28%
GOOGL	Alphabet Inc. Communication Services	Added	11,780	+93	$4,209,818	+25.3%	2.94%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	8,633	-568	$3,631,039	+6.2%	2.54%
META	Meta Platforms, Inc. Communication Services	Reduced	5,425	-164	$3,055,848	−4.4%	2.14%
AMD	Advanced Micro Devices Inc Technology	Added	5,082	+59	$2,952,184	+188.9%	2.06%
DNP	Dnp Select Income Fund Inc Financial Services	Added	263,117	+13,365	$2,839,032	+10.4%	1.98%
XOM	ExxonMobil Holdings Corp Energy	Reduced	18,940	-341	$2,589,476	−20.8%	1.81%
CIFR	Cipher Digital Inc. Technology	Added	92,669	+919	$2,270,390	+92.3%	1.59%
LLY	ELI LILLY & Co Healthcare	Added	1,820	+12	$2,182,962	+31.3%	1.53%
DUK	Duke Energy CORP Utilities	Added	17,072	+1,135	$2,160,973	+3.6%	1.51%
JPM	Jpmorgan Chase & Co Financial Services	Added	6,275	+307	$2,053,995	+17.0%	1.44%
IMVT	Immunovant, Inc. Healthcare	Reduced	46,500	-7,516	$1,791,645	+33.5%	1.25%
NFLX	Netflix Inc Communication Services	Reduced	24,991	-2,655	$1,784,357	−32.9%	1.25%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	3,150	-180	$1,576,228	−1.2%	1.10%
CAT	Caterpillar Inc Industrials	Added	1,435	+134	$1,528,131	+65.8%	1.07%
FBTC	Fidelity Wise Origin Bitcoin Fund	Added	28,144	+5,120	$1,436,751	+5.7%	1.00%
JNJ	Johnson & Johnson Healthcare	Reduced	5,555	-347	$1,410,803	−2.2%	0.99%
EMR	Emerson Electric Co Industrials	Added	9,778	+19	$1,399,720	+9.5%	0.98%
MU	Micron Technology Inc Technology	Added	1,075	+154	$1,240,861	+298.8%	0.87%
NJR	New Jersey Resources Corp Utilities	Held	21,601	0	$1,210,520	+2.0%	0.85%
PM	Philip Morris International Inc. Consumer Defensive	Added	6,486	+26	$1,173,382	+9.9%	0.82%
QCOM	Qualcomm Inc/De Technology	Added	6,345	+501	$1,172,492	+55.8%	0.82%
MO	Altria Group, Inc. Consumer Defensive	Added	16,096	+201	$1,158,107	+10.4%	0.81%
AXP	American Express Co Financial Services	Reduced	3,411	-3	$1,153,770	+11.7%	0.81%
V	Visa Inc. Financial Services	Reduced	3,275	-6	$1,123,619	+13.3%	0.79%
MSTR	Strategy Inc Technology	Added	12,339	+2,048	$1,072,629	−16.5%	0.75%
CEF	Sprott Physical Gold & Silver Trust Financial Services	Added	26,285	+994	$1,057,445	−12.4%	0.74%
URI	United Rentals, Inc. Industrials	Added	900	+22	$1,019,601	+59.4%	0.71%
GEV	GE Vernova Inc. Industrials	Added	843	+108	$990,406	+54.4%	0.69%
CVX	Chevron Corp Energy	Added	5,608	+20	$929,582	−19.6%	0.65%
AVGO	Broadcom Inc. Technology	Added	2,283	+33	$862,403	+23.8%	0.60%
GLW	Corning Inc /Ny Technology	Reduced	3,291	-25	$840,620	+86.4%	0.59%
GLD	Spdr Gold Trust	Reduced	2,281	-68	$840,274	−16.9%	0.59%
UNP	Union Pacific Corp Industrials	Added	2,986	+7	$812,192	+12.4%	0.57%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	862	-1	$806,375	−6.2%	0.56%
TREX	Trex Co Inc Industrials	Held	15,400	0	$770,616	+37.4%	0.54%
PSX	Phillips 66 Energy	Added	4,178	+23	$706,290	−6.7%	0.49%
QQQ	Invesco Qqq Trust, Series 1	Reduced	950	-189	$699,580	+6.4%	0.49%
ABBV	AbbVie Inc. Healthcare	Added	2,742	+207	$689,996	+25.1%	0.48%
AMGN	Amgen Inc Healthcare	Reduced	1,672	-3	$605,464	+2.7%	0.42%
VZ	Verizon Communications Inc Communication Services	Reduced	14,207	-1,684	$601,524	−24.6%	0.42%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Held	1,622	0	$601,096	+13.3%	0.42%
WMT	Walmart Inc. Consumer Defensive	Added	5,269	+211	$596,766	−5.1%	0.42%
GD	General Dynamics Corp Industrials	Reduced	1,661	-26	$588,392	+1.6%	0.41%
NSC	Norfolk Southern Corp Industrials	Held	1,860	0	$585,137	+9.6%	0.41%

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.