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.
ALTERNA WEALTH MANAGEMENT, INC (CIK 1767699) reported $132.0M across 103 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SLQD ($7.4M, 5.62%), SHY ($6.9M, 5.23%), SHV ($6.2M, 4.69%), IUSB ($5.6M, 4.25%), IEMG ($5.2M, 3.92%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SLQD | ISHARES TR 0-5 YR INVT GRADE CORP BDETF | $7.4M | 5.62% | 147,022 | Trimmed |
| 2 | SHY | ISHARES TR 1-3 YR TREAS BD ETF | $6.9M | 5.23% | 83,563 | Added |
| 3 | SHV | ISHARES TR 0-1 YR TREAS BD ETF | $6.2M | 4.69% | 56,096 | Trimmed |
| 4 | IUSB | ISHARES TR CORE UNIVERSAL USD BD ETF | $5.6M | 4.25% | 121,551 | Added |
| 5 | IEMG | ISHARES INC CORE MSCI EMERGING MKTSETF | $5.2M | 3.92% | 74,202 | Added |
| 6 | SGOV | ISHARES TR ISHARES 0-3 MNTH TREAS BDETF | $4.8M | 3.63% | 47,570 | Added |
| 7 | IVW | ISHARES TR S&P 500 GROWTH ETF | $4.7M | 3.57% | 41,667 | Added |
| 8 | IAGG | ISHARES TR CORE INTL AGGREGATE BD ETF | $3.8M | 2.88% | 75,903 | Added |
| 9 | IVV | ISHARES TR CORE S&P 500 ETF | $3.7M | 2.79% | 5,630 | Added |
| 10 | QQQ | INVESCO QQQ TR UNIT SER 1 | $3.1M | 2.31% | 5,291 | Added |
| 11 | GOVT | ISHARES TR U S TREAS BD ETF | $3.0M | 2.24% | 128,790 | Added |
| 12 | AAPL | APPLE INC COM | $2.9M | 2.18% | 11,338 | Added |
| 13 | QUAL | ISHARES TR MSCI USA QUALITY FACTOR ETF | $2.7M | 2.08% | 14,336 | Trimmed |
| 14 | LQD | ISHARES TR IBOXX USD INVT GRADE CORP BDETF | $2.7M | 2.02% | 24,528 | Added |
| 15 | XLK | SELECT SECTOR SPDR TR STATE STREETTECHNOLOGY SELECT | $2.6M | 1.97% | 19,568 | Trimmed |
| 16 | GLD | SPDR GOLD TR GOLD SHS | $2.6M | 1.96% | 6,005 | Added |
| 17 | SPY | STATE STR SPDR S&P 500 ETF TR TR UNIT | $2.5M | 1.93% | 3,914 | Trimmed |
| 18 | EFV | ISHARES TR MSCI EAFE VALUE ETF | $2.4M | 1.82% | 32,343 | Added |
| 19 | MBB | ISHARES TR MBS ETF | $2.2M | 1.70% | 23,625 | Added |
| 20 | MTUM | ISHARES TR MSCI USA MOMENTUM FACTOR ETF | $2.2M | 1.68% | 9,242 | Added |
| 21 | BINC | BLACKROCK ETF TR II ISHARES FLEXIBLEINCOME ACTIVE ETF | $2.2M | 1.66% | 42,209 | Added |
| 22 | VOO | VANGUARD INDEX FDS S&P 500 ETF SHS NEW | $2.0M | 1.52% | 3,357 | Added |
| 23 | IAU | ISHARES GOLD TR ISHARES NEW | $1.9M | 1.44% | 21,531 | Added |
| 24 | IVE | ISHARES TR S&P 500 VALUE ETF | $1.9M | 1.42% | 8,864 | Added |
| 25 | OEF | ISHARES TR S&P 100 ETF | $1.9M | 1.40% | 5,818 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31