Alchemi Wealth, LLC

CIK 0002110606 · ESSEX, CT · Quarter end: 2026-06-30 · Filed on: 2026-07-29 · Open the SEC source

Alchemi Wealth, LLC reported 168 positions worth $213.4M as of June 30, 2026 (13F filed July 29, 2026). Largest holding: AAPL (13.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$213.4M
2026 Q2
Positions
168
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
36.7%
Est. Net Flow (Q)
2026 Q2
10 / 168 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AAPLAPPLE INCSH$28.9M13.52%99,740
2NVDANVIDIA CORPORATIONSH$9.0M4.20%44,843
3AMZNAMAZON COM INCSH$6.4M3.00%26,820
4BSTBLACKROCK SCIENCE & TECHNOLOSH$5.8M2.72%114,575
5RECSCOLUMBIA ETF TR ISH$5.1M2.40%118,445
6SPYSTATE STR SPDR S&P 500 ETF TSH$5.0M2.35%6,716
7VBILVANGUARD INSTL INDEX FDSH$4.8M2.23%62,839
8MSFTMICROSOFT CORPSH$4.7M2.20%12,564
9BILSPDR SERIES TRUSTSH$4.6M2.15%50,043
10GOOGLALPHABET INCSH$4.2M1.97%11,780

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Alchemi Wealth, LLC hold as of Q2 2026?

Alchemi Wealth, LLC reported 168 positions worth $213.4M in its Q2 2026 13F filing. Largest positions: AAPL (13.5%), NVDA (4.2%), AMZN (3.0%), BST (2.7%) and RECS (2.4%).

What did Alchemi Wealth, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Alchemi Wealth, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.