Institutions / Alchemi Wealth, LLC
Alchemi Wealth, LLC
CIK 2110606 · Institution · as of Dec 31, 2025
Portfolio value
$182.92M
Positions
150
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 150 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $28.19M | 15.4% |
| NVIDIA Corp | $8.22M | 4.5% |
| Microsoft Corp | $6.26M | 3.4% |
| Amazon.com Inc | $6.09M | 3.3% |
| SPDR Series Trust | $5.50M | 3.0% |
| BlackRock Science & Technology TrustBST | $4.69M | 2.6% |
| Columbia ETF Tr I | $4.45M | 2.4% |
| SPDR S&P 500 ETF Tr | $4.23M | 2.3% |
| Tesla Inc | $4.20M | 2.3% |
| Meta Platforms Inc | $3.82M | 2.1% |
| Vanguard Instl Index Fd | $3.82M | 2.1% |
| Alphabet Inc. | $3.68M | 2.0% |
| Capital Group Growth ETF | $3.52M | 1.9% |
| Invesco Exch Traded Fd Tr II | $3.35M | 1.8% |
| iShares Tr | $3.26M | 1.8% |
| Netflix Inc | $2.90M | 1.6% |
| Dnp Select Income Fund IncDNP | $2.49M | 1.4% |
| Exxon Mobil Corp | $2.39M | 1.3% |
| ELI LILLY & Co | $1.94M | 1.1% |
| Alphabet Inc. | $1.84M | 1.0% |
| JPMORGAN CHASE & CO | $1.84M | 1.0% |
| Duke Energy Corp | $1.83M | 1.0% |
| Warren E. Buffett | $1.67M | 0.9% |
| WisdomTree Tr | $1.50M | 0.8% |
| Immunovant, Inc.IMVT | $1.44M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.