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.
AlTi Global, Inc. (CIK 1838615) reported $4.60B across 436 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: EFA ($604.4M, 13.14%), ITOT ($413.2M, 8.98%), SPY ($382.7M, 8.32%), SPMD ($167.2M, 3.64%), MZLSX ($165.3M, 3.59%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | EFA | ISHARES TR | $604.4M | 13.14% | 6.2M | Added |
| 2 | ITOT | ISHARES TR | $413.2M | 8.98% | 2.9M | Added |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | $382.7M | 8.32% | 584,387 | Added |
| 4 | SPMD | SPDR SERIES TRUST | $167.2M | 3.64% | 2.8M | Trimmed |
| 5 | MZLSX | PROFESIONALLY MANAGED PORTFO | $165.3M | 3.59% | 3.1M | Trimmed |
| 6 | VTI | VANGUARD INDEX FDS | $160.8M | 3.50% | 500,692 | Added |
| 7 | GLD | SPDR GOLD TR | $155.4M | 3.38% | 360,601 | Added |
| 8 | EIPX | FIRST TR EXCHANGE-TRADED FD | $149.1M | 3.24% | 4.6M | Added |
| 9 | IAU | ISHARES GOLD TR | $138.1M | 3.00% | 1.6M | Trimmed |
| 10 | XOM | EXXON MOBIL CORP | $135.8M | 2.95% | 800,276 | Trimmed |
| 11 | EMLP | FIRST TR EXCHANGE-TRADED FD | $122.5M | 2.66% | 2.8M | Trimmed |
| 12 | IJH | ISHARES TR | $109.5M | 2.38% | 1.6M | Added |
| 13 | IVV | ISHARES TR | $100.7M | 2.19% | 149,979 | Trimmed |
| 14 | GEME | 2023 ETF SERIES TRUST | $91.1M | 1.98% | 2.6M | Added |
| 15 | GOOGL | ALPHABET INC | $73.9M | 1.61% | 256,372 | Added |
| 16 | AAPL | APPLE INC | $73.4M | 1.60% | 289,193 | Trimmed |
| 17 | IAUM | ISHARES GOLD TR | $63.5M | 1.38% | 1.3M | Trimmed |
| 18 | STIP | ISHARES TR | $52.3M | 1.14% | 505,346 | Trimmed |
| 19 | VOO | VANGUARD INDEX FDS | $50.0M | 1.09% | 83,705 | Trimmed |
| 20 | TLT | ISHARES TR | $48.9M | 1.06% | 564,985 | Added |
| 21 | CVX | CHEVRON CORPORATION | $38.1M | 0.83% | 185,654 | Added |
| 22 | MSFT | MICROSOFT CORP | $33.3M | 0.72% | 89,854 | Added |
| 23 | UBER | UBER TECHNOLOGIES INC | $28.2M | 0.61% | 391,973 | Added |
| 24 | XNTK | SPDR SERIES TRUST | $27.3M | 0.59% | 106,824 | Added |
| 25 | ESGD | ISHARES TR | $27.3M | 0.59% | 285,644 | Added |
Source: SEC Form 13F filings · as of 2026-03-31