ALTERNA WEALTH MANAGEMENT, INC - Portfolio Stock Holdings
ALTERNA WEALTH MANAGEMENT, INC disclosed 124 stock positions in a recent SEC 13F filing. $174,272,616 of stock holdings were filed, with the largest holdings including IUSB, IVV, and IVW. This filing represented positions held on June 30, 2026, and was filed on July 15, 2026.We estimate the fund has a total AUM of $1,401,363,335 and has 55 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
124Est. Stock Holding Value:
$174,272,616Top Stock Holdings By Sector
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Portfolio Stock Holdings - ALTERNA WEALTH MANAGEMENT, INC
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