Alteri Wealth LLC
CIK
0002054980
City
WESTLAKE VILLAGE
State / Country
CA
Top Portfolio Positions
182 positions ·
$227,834,341 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
74,909 | $20,364,760 | 8.94% |
| NVDA |
Nvidia Corp
Technology
|
103,009 | $19,211,178 | 8.43% |
| AVGO |
Broadcom Inc.
Technology
|
39,165 | $13,555,006 | 5.95% |
| MSFT |
Microsoft Corp
Technology
|
19,313 | $9,340,153 | 4.10% |
| WMT |
Walmart Inc.
Consumer Defensive
|
82,079 | $9,144,421 | 4.01% |
| GOOGL |
Alphabet Inc.
Communication Services
|
27,260 | $8,532,380 | 3.74% |
| XOM |
Exxon Mobil Corp
Energy
|
59,012 | $7,101,504 | 3.12% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
28,398 | $6,554,826 | 2.88% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
15,162 | $4,885,499 | 2.14% |
| BAC |
Bank Of America Corp /De/
Financial Services
|
80,815 | $4,444,825 | 1.95% |
Portfolio Trend
Holdings in FTF
Export CSVShares Held
Position Value (USD)
5 of 5 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $146,585 | 23,835 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $151,828 | 23,835 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $153,020 | 23,835 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $153,974 | 23,835 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $154,048 | 23,235 | Shares | Sole | 2025-02-14 | |
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