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Alteri Wealth - Q1 2026 13F Filings

AL

Alteri Wealth LLC

CIK: 0002054980
Address: California Westlake Village 4195 East Thousand Oaks Blvd Suite 250
$308.63 M
Portfolio Value
292
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 07/29/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. JPIE Jpmorgan Income Etf
+$1.35 M
2. SPLG Spdr Portfolio S&P 500 Etf
+$1.29 M
3. FLXR Tcw Flexible Income Etf
+$953,055
4. TSEC Touchstone Securitized Income Etf
+$843,876
5. JPST Jpmorgan Ultra-Short Income Etf
+$835,071.06

Top Sells

Q1 2026
1. LQD Ishares Iboxx $ Investment Grade Corporate Bond Etf
−$1.44 M
2. BNDX Vanguard Total International Bond Etf
−$1.24 M
3. TLT Ishares 20+ Year Treasury Bond Etf
−$843,656.54
4. XLG Invesco S&P 500 Top 50 Etf
−$755,298
5. VGIT Vanguard Intermediate-Term Treasury Etf
−$727,881

Asset Allocation

Stocks/ETFs
+0.09%
$300.63 M 97.41%
Options
$0 0.00%
Debt
$0 0.00%
Other
-2.25%
$8 M 2.59%

Sector Allocation (Stocks)

Alteri Wealth Q1 2026 Filing Summary

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.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Alteri Wealth’s Q1 2026 Filing

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.