Alteri Wealth LLC filed its 13F report for Q1 2026 on May 06, 2026. The portfolio totaled 308.63 M reflecting a +0.03% change from the prior quarter, spanning 292 assets. The top 10 holdings comprised 33.5% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 25 new positions and 19 complete exits.
Items:
Total Value:
| Issuer Name | Class | Value | Shares | Option Type |
|---|
Alteri Wealth submitted their Form 13F-HR for the Q1 2026 period on 05/06/2026. This was the only submission for the quarter.
In the Q1 2026 filing, Alteri Wealth reported a managed portfolio value of 308.63 M, consisting of 292 individual positions.
This page displays the raw filing documents. To see which stocks Alteri Wealth bought or sold during Q1 2026, please visit Alteri Wealth's Portfolio Analysis page.