Institutional Fund
Alchemi Wealth, LLC
Essex, CTCIK 21106062 filings on record
Portfolio Value
$180.21M
Q1 2026
Holdings
155
Reported positions
New Buys
11
Opened this quarter
QoQ Change
-1.5%
from $182.92M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc14.3%
- Nvidia Corporation4.4%
- Amazon Com Inc3.0%
- Spdr Series Trust3.0%
- Microsoft Corp2.6%
- Columbia ETF Tr I2.4%
- Other70.2%
Portfolio Holdings
155 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 101.4K | $25.74M | 14.3% | −2.3K | Reduced |
| 2 | Nvidia Corporation | 45.9K | $8.01M | 4.4% | +1.8K | Added |
| 3 | Amazon Com Inc | 26.3K | $5.48M | 3.0% | −63 | Reduced |
| 4 | Spdr Series Trust | 59.0K | $5.41M | 3.0% | −1.2K | Reduced |
| 5 | Microsoft Corp | 12.8K | $4.75M | 2.6% | −106 | Reduced |
| 6 | Columbia ETF Tr I | 111.7K | $4.36M | 2.4% | +2.7K | Added |
| 7 | Blackrock Science & Technolo | 116.8K | $4.24M | 2.4% | +1.0K | Added |
| 8 | Spdr S&P 500 ETF Tr | 6.2K | $4.02M | 2.2% | −15 | Reduced |
| 9 | Vanguard Instl Index Fd | 50.9K | $3.85M | 2.1% | +312 | Added |
| 10 | Ishares Tr | 89.9K | $3.50M | 1.9% | +3.5K | Added |
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