Alchemi Wealth, LLC

CIK

2110606

Location

ESSEX, CT

Portfolio Value

Micro $46,250,573

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

16 positions · $46,250,573 total · Technology only · as of Mar 31, 2026

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

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%	55.66%
NVDA	Nvidia Corp Technology	Added	45,908	+1,834	$8,006,355	−2.6%	17.31%
MSFT	Microsoft Corp Technology	Reduced	12,828	-106	$4,748,540	−24.1%	10.27%
MSTR	Strategy Inc Technology	Added	10,291	+1,999	$1,284,316	+1.9%	2.78%
CIFR	Cipher Digital Inc. Technology	Added	91,750	+3,600	$1,180,822	−9.2%	2.55%
AMD	Advanced Micro Devices Inc Technology	Reduced	5,023	-3	$1,021,828	−5.1%	2.21%
QCOM	Qualcomm Inc/De Technology	Added	5,844	+919	$752,590	−10.7%	1.63%
AVGO	Broadcom Inc. Technology	Added	2,250	+60	$696,397	−8.1%	1.51%
PLTR	Palantir Technologies Inc. Technology	Reduced	3,609	-70	$527,924	−19.3%	1.14%
GLW	Corning Inc /Ny Technology	Added	3,316	+126	$450,876	+61.4%	0.97%
IBM	International Business Machines Corp Technology	Held	1,706	0	$413,517	−18.2%	0.89%
OLED	Universal Display Corp \Pa\ Technology	Reduced	3,894	-362	$356,924	−28.2%	0.77%
CSCO	Cisco Systems, Inc. Technology	Reduced	4,033	-843	$312,920	−16.7%	0.68%
MU	Micron Technology Inc Technology	Added	921	+12	$311,150	+19.9%	0.67%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Held	667	0	$225,412	+11.2%	0.49%
ORCL	Oracle Corp Technology	Reduced	1,472	-199	$216,545	−33.5%	0.47%