Alchemi Wealth, LLC 13F Holdings · Q2 2026
Alchemi Wealth, LLC reported 167 securities worth $213.44M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AAPL (13.52%), NVDA (4.20%), AMZN (2.99%). Among its top 25 positions this quarter: 15 added, 10 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $28.9M | 13.52% | 99,740 | Trimmed |
| 2 | NVDA | NVIDIA CORPORATION | $9.0M | 4.20% | 44,843 | Trimmed |
| 3 | AMZN | AMAZON COM INC | $6.4M | 2.99% | 26,820 | Added |
| 4 | BST | BLACKROCK SCIENCE & TECHNOLO | $5.8M | 2.72% | 114,575 | Trimmed |
| 5 | RECS | COLUMBIA ETF TR I | $5.1M | 2.40% | 118,445 | Added |
| 6 | SPY | STATE STR SPDR S&P 500 ETF T | $5.0M | 2.35% | 6,716 | Added |
| 7 | VBIL | VANGUARD INSTL INDEX FD | $4.8M | 2.23% | 62,839 | Added |
| 8 | MSFT | MICROSOFT CORP | $4.7M | 2.20% | 12,564 | Trimmed |
| 9 | BIL | SPDR SERIES TRUST | $4.6M | 2.15% | 50,043 | Trimmed |
| 10 | GOOGL | ALPHABET INC | $4.2M | 1.97% | 11,780 | Added |
| 11 | QQQM | INVESCO EXCH TRADED FD TR II | $4.1M | 1.91% | 13,443 | Trimmed |
| 12 | CGGR | CAPITAL GROUP GROWTH ETF | $3.9M | 1.82% | 82,207 | Added |
| 13 | INTF | ISHARES TR | $3.8M | 1.79% | 93,062 | Added |
| 14 | TSLA | TESLA INC | $3.6M | 1.70% | 8,633 | Trimmed |
| 15 | META | META PLATFORMS INC | $3.1M | 1.43% | 5,425 | Trimmed |
| 16 | VTV | VANGUARD INDEX FDS | $3.0M | 1.41% | 13,852 | Added |
| 17 | SOXL | DIREXION SHARES ETF TRUST | $3.0M | 1.40% | 11,231 | Trimmed |
| 18 | AMD | ADVANCED MICRO DEVICES INC | $3.0M | 1.38% | 5,082 | Added |
| 19 | DNP | DNP SELECT INCOME FD INC | $2.8M | 1.33% | 263,117 | Added |
| 20 | XOM | EXXON MOBIL CORP | $2.6M | 1.21% | 18,940 | Trimmed |
| 21 | SMH | VANECK ETF TRUST | $2.4M | 1.13% | 3,668 | Added |
| 22 | CIFR | CIPHER DIGITAL INC | $2.3M | 1.06% | 92,669 | Added |
| 23 | LLY | ELI LILLY & CO | $2.2M | 1.02% | 1,820 | Added |
| 24 | DUK | DUKE ENERGY CORP NEW | $2.2M | 1.01% | 17,072 | Added |
| 25 | GOOG | ALPHABET INC | $2.1M | 0.98% | 5,896 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR