Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Alteri Wealth LLC (CIK 2054980) reported $362.1M across 296 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($22.3M, 6.15%), NVDA ($21.6M, 5.96%), INTC ($16.5M, 4.57%), AVGO ($15.2M, 4.19%), GOOGL ($10.3M, 2.85%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC COM | $22.3M | 6.15% | 76,935 | Added |
| 2 | NVDA | NVIDIA CORPORATION COM | $21.6M | 5.96% | 107,840 | Added |
| 3 | INTC | INTEL CORP COM | $16.5M | 4.57% | 118,426 | Trimmed |
| 4 | AVGO | BROADCOM INC COM | $15.2M | 4.19% | 40,195 | Added |
| 5 | GOOGL | ALPHABET INC CAP STK CL A | $10.3M | 2.85% | 28,875 | Added |
| 6 | WMT | WALMART INC COM | $9.2M | 2.54% | 81,161 | Added |
| 7 | XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $7.7M | 2.12% | 56,283 | New |
| 8 | MSFT | MICROSOFT CORP COM | $7.6M | 2.11% | 20,490 | Added |
| 9 | AMZN | AMAZON COM INC COM | $7.5M | 2.08% | 31,571 | Added |
| 10 | JPM | JPMORGAN CHASE & CO COM | $5.2M | 1.44% | 15,919 | Added |
| 11 | AMGN | AMGEN INC COM | $4.7M | 1.30% | 13,020 | Added |
| 12 | BAC | BANK OF AMER CORP COM | $4.6M | 1.28% | 81,580 | Trimmed |
| 13 | SRLN | STATE STREET BLACKSTONE SENIOR LOAN ETF | $4.1M | 1.12% | 100,915 | Added |
| 14 | META | META PLATFORMS INC CL A | $3.8M | 1.05% | 6,748 | Added |
| 15 | LLY | ELI LILLY & CO COM | $3.8M | 1.04% | 3,143 | Added |
| 16 | GOOG | ALPHABET INC CAP STK CL C | $3.7M | 1.03% | 10,563 | Trimmed |
| 17 | IVV | ISHARES CORE S&P 500 ETF | $3.6M | 0.99% | 4,794 | Added |
| 18 | TSLA | TESLA INC COM | $3.5M | 0.95% | 8,216 | Added |
| 19 | MU | MICRON TECHNOLOGY INC COM | $3.1M | 0.87% | 2,726 | Trimmed |
| 20 | BA | BOEING CO COM | $3.1M | 0.85% | 14,260 | Added |
| 21 | ZECP | ZACKS EARNINGS CONSISTENT PORTFOLIO ETF | $2.9M | 0.80% | 76,345 | Trimmed |
| 22 | SOXX | ISHARES SEMICONDUCTOR ETF | $2.6M | 0.72% | 4,062 | Added |
| 23 | FTNT | FORTINET INC COM | $2.4M | 0.67% | 15,681 | Added |
| 24 | UAL | UNITED AIRLS HLDGS INC COM | $2.4M | 0.66% | 17,693 | Trimmed |
| 25 | QQQ | INVESCO QQQ TRUST SERIES I | $2.4M | 0.66% | 3,244 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30