Alchemi Wealth, LLC

CIK

2110606

Location

ESSEX, CT

Portfolio Value

Small $126,132,671

Diversification

Diversified

Filing Date

Global Rank

#4,855 / 8,232 ▲ 208

Top Industry

Consumer Electronics 21.9%

3Y Alpha vs SPY

-1.1%

Period ended 2 months ago

Filed May 7, 2026 · 38d

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+8.8%

SPY

+9.1%

Annualised alpha

-1.1%

Max drawdown

−8.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

105 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

20.4%

−1.0 pts

Top 5

38.2%

−2.4 pts

Top 10

51.9%

−3.1 pts

HHI

578

Diversified−54

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	36.7%	$46,250,573	16
Financial Services	12.3%	$15,515,405	14
Consumer Cyclical	8.9%	$11,255,029	8
Communication Services	8.4%	$10,607,923	5
Industrials	7.7%	$9,699,990	19
Unclassified	6.6%	$8,334,946	8
Healthcare	5.5%	$6,971,129	10
Energy	4.6%	$5,790,624	5
Consumer Defensive	4.4%	$5,489,574	9
Utilities	4.2%	$5,240,284	8
Basic Materials	0.6%	$762,384	2
Real Estate	0.2%	$214,810	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
FBTC	Fidelity Wise Origin Bitcoin Fund	+4,717	23,024	$1,359,106
CIFR	Cipher Digital Inc.	+3,600	91,750	$1,180,822
IBIT	iShares Bitcoin Trust ETF	+2,535	9,726	$373,672
MSTR	Strategy Inc	+1,999	10,291	$1,284,316
NVDA	Nvidia Corp	+1,834	45,908	$8,006,355
SLV	iShares Silver Trust	+1,276	5,461	$372,112
CVX	Chevron Corp	+1,268	5,588	$1,156,157
BST	BlackRock Science & Technology Trust	+1,006	116,779	$4,244,916
QCOM	Qualcomm Inc/De	+919	5,844	$752,590
DNP	Dnp Select Income Fund Inc	+571	249,752	$2,572,445
F	Ford Motor Co	+447	18,718	$216,005
DUK	Duke Energy CORP	+330	15,937	$2,086,790
JPM	Jpmorgan Chase & Co	+259	5,968	$1,755,546
IAU	Ishares Gold Trust	+186	3,591	$316,582
ORLY	O Reilly Automotive Inc	+128	3,243	$299,361
GLW	Corning Inc /Ny	+126	3,316	$450,876
TJX	Tjx Companies Inc /De/	+94	2,524	$403,082
NJR	New Jersey Resources Corp	+87	21,601	$1,186,326
TREX	Trex Co Inc	+75	15,400	$560,868
TROW	Price T Rowe Group Inc	+74	2,730	$246,082
AVGO	Broadcom Inc.	+60	2,250	$696,397
PSX	Phillips 66	+58	4,155	$756,957
SO	Southern Co	+48	4,041	$390,037
WM	Waste Management Inc	+48	1,074	$246,794
PEP	Pepsico Inc	+39	2,131	$330,922
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
MO	Altria Group, Inc.	−3,523	15,895	$1,048,911
NFLX	Netflix Inc	−3,294	27,646	$2,658,162
CEF	Sprott Physical Gold & Silver Trust	−3,214	25,291	$1,206,886
IMVT	Immunovant, Inc.	−2,560	54,016	$1,341,757
AAPL	Apple Inc.	−2,266	101,440	$25,744,457
BMY	Bristol Myers Squibb Co	−996	3,575	$216,823
CSCO	Cisco Systems, Inc.	−843	4,033	$312,920
XOM	Exxon Mobil Corp	−555	19,281	$3,271,214
SYM	Symbotic Inc.	−500	6,600	$351,120
OLED	Universal Display Corp \Pa\	−362	3,894	$356,924
ORCL	Oracle Corp	−199	1,472	$216,545
META	Meta Platforms, Inc.	−192	5,589	$3,197,634
BA	Boeing Co	−150	1,885	$375,171
TSLA	Tesla, Inc.	−142	9,201	$3,420,471
MSFT	Microsoft Corp	−106	12,828	$4,748,540
ABBV	AbbVie Inc.	−100	2,535	$551,337
GOOGL	Alphabet Inc.	−79	11,687	$3,360,713
BX	Blackstone Inc.	−77	3,415	$392,690
PLTR	Palantir Technologies Inc.	−70	3,609	$527,924
PM	Philip Morris International Inc.	−63	6,460	$1,068,096
AMZN	Amazon Com Inc	−63	26,302	$5,477,917
HD	Home Depot, Inc.	−60	1,727	$567,993
QQQ	Invesco Qqq Trust, Series 1	−47	1,139	$657,408
MA	Mastercard Inc	−39	561	$280,309
BLK	BlackRock, Inc.	−25	240	$230,810
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
AAAU	Goldman Sachs Physical Gold ETF	4,813	$222,312
ED	Consolidated Edison Inc	1,932	$218,663
DLR	Digital Realty Trust, Inc.	1,192	$214,810
XEL	Xcel Energy Inc	2,689	$213,614
SMR	NUSCALE POWER Corp	12,140	$131,597
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
ZS	Zscaler, Inc.	1,075	$241,789
ABT	Abbott Laboratories	1,805	$226,148
RBLX	Roblox Corp	2,500	$202,575
ITRMF	Iterum Therapeutics plc	268,886	$90,076
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

105 positions · $126,132,671 total · as of Mar 31, 2026

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

Showing 1–50 of 105 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	101,440	-2,266	$25,744,457	−8.7%	20.41%
NVDA	Nvidia Corp Technology	Added	45,908	+1,834	$8,006,355	−2.6%	6.35%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	26,302	-63	$5,477,917	−10.0%	4.34%
MSFT	Microsoft Corp Technology	Reduced	12,828	-106	$4,748,540	−24.1%	3.76%
BST	BlackRock Science & Technology Trust Financial Services	Added	116,779	+1,006	$4,244,916	−9.6%	3.37%
SPY	Spdr S&P 500 ETF Trust	Reduced	6,186	-15	$4,023,003	−4.9%	3.19%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	9,201	-142	$3,420,471	−18.6%	2.71%
GOOGL	Alphabet Inc. Communication Services	Reduced	11,687	-79	$3,360,713	−8.7%	2.66%
XOM	Exxon Mobil Corp Energy	Reduced	19,281	-555	$3,271,214	+37.0%	2.59%
META	Meta Platforms, Inc. Communication Services	Reduced	5,589	-192	$3,197,634	−16.2%	2.54%
NFLX	Netflix Inc Communication Services	Reduced	27,646	-3,294	$2,658,162	−8.4%	2.11%
DNP	Dnp Select Income Fund Inc Financial Services	Added	249,752	+571	$2,572,445	+3.3%	2.04%
DUK	Duke Energy CORP Utilities	Added	15,937	+330	$2,086,790	+14.1%	1.65%
JPM	Jpmorgan Chase & Co Financial Services	Added	5,968	+259	$1,755,546	−4.6%	1.39%
LLY	ELI LILLY & Co Healthcare	Added	1,808	+7	$1,662,944	−14.1%	1.32%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	3,330	0	$1,595,736	−4.7%	1.27%
JNJ	Johnson & Johnson Healthcare	Added	5,902	+25	$1,442,684	+18.6%	1.14%
FBTC	Fidelity Wise Origin Bitcoin Fund	Added	23,024	+4,717	$1,359,106	−2.6%	1.08%
IMVT	Immunovant, Inc. Healthcare	Reduced	54,016	-2,560	$1,341,757	−6.7%	1.06%
MSTR	Strategy Inc Technology	Added	10,291	+1,999	$1,284,316	+1.9%	1.02%
EMR	Emerson Electric Co Industrials	Added	9,759	+38	$1,278,624	−0.9%	1.01%
CEF	Sprott Physical Gold & Silver Trust Financial Services	Reduced	25,291	-3,214	$1,206,886	−7.6%	0.96%
NJR	New Jersey Resources Corp Utilities	Added	21,601	+87	$1,186,326	+19.6%	0.94%
CIFR	Cipher Digital Inc. Technology	Added	91,750	+3,600	$1,180,822	−9.2%	0.94%
CVX	Chevron Corp Energy	Added	5,588	+1,268	$1,156,157	+75.6%	0.92%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	6,460	-63	$1,068,096	+2.1%	0.85%
MO	Altria Group, Inc. Consumer Defensive	Reduced	15,895	-3,523	$1,048,911	−6.3%	0.83%
AXP	American Express Co Financial Services	Reduced	3,414	-23	$1,032,666	−18.8%	0.82%
AMD	Advanced Micro Devices Inc Technology	Reduced	5,023	-3	$1,021,828	−5.1%	0.81%
GLD	Spdr Gold Trust	Reduced	2,349	-13	$1,010,751	+8.0%	0.80%
V	Visa Inc. Financial Services	Reduced	3,281	-4	$991,649	−13.9%	0.79%
CAT	Caterpillar Inc Industrials	Reduced	1,301	-1	$921,706	+23.6%	0.73%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	863	+5	$859,919	+16.2%	0.68%
VZ	Verizon Communications Inc Communication Services	Added	15,891	+35	$797,728	+23.5%	0.63%
PSX	Phillips 66 Energy	Added	4,155	+58	$756,957	+43.2%	0.60%
QCOM	Qualcomm Inc/De Technology	Added	5,844	+919	$752,590	−10.7%	0.60%
UNP	Union Pacific Corp Industrials	Added	2,979	+1	$722,764	+4.9%	0.57%
AVGO	Broadcom Inc. Technology	Added	2,250	+60	$696,397	−8.1%	0.55%
QQQ	Invesco Qqq Trust, Series 1	Reduced	1,139	-47	$657,408	−9.8%	0.52%
GEV	GE Vernova Inc. Industrials	Added	735	+10	$641,581	+35.4%	0.51%
URI	United Rentals, Inc. Industrials	Added	878	+1	$639,675	−9.9%	0.51%
WMT	Walmart Inc. Consumer Defensive	Added	5,058	+5	$628,608	+11.7%	0.50%
T	At&T Inc. Communication Services	Added	20,479	+6	$593,686	+16.7%	0.47%
AMGN	Amgen Inc Healthcare	Added	1,675	+28	$589,348	+9.3%	0.47%
GD	General Dynamics Corp Industrials	Added	1,687	+12	$579,012	+2.7%	0.46%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,727	-60	$567,993	−7.6%	0.45%
TREX	Trex Co Inc Industrials	Added	15,400	+75	$560,868	+4.3%	0.44%
HON	Honeywell International Inc Industrials	Reduced	2,464	-1	$556,937	+15.8%	0.44%
ABBV	AbbVie Inc. Healthcare	Reduced	2,535	-100	$551,337	−8.4%	0.44%
NSC	Norfolk Southern Corp Industrials	Added	1,860	+2	$533,820	−0.5%	0.42%