Alteri Wealth LLC - Portfolio Stock Holdings
Alteri Wealth LLC disclosed 313 stock positions in a recent SEC 13F filing. $353,073,151 of stock holdings were filed, with the largest holdings including AAPL, NVDA, and INTC. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $566,121,304 and has 7 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
June 30, 2026No. of Stocks:
313Est. Stock Holding Value:
$353,073,151Top Stock Holdings By Sector
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Portfolio Stock Holdings - Alteri Wealth LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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