Alteri Wealth LLC filed its 13F report for Q4 2025 on February 11, 2026. The portfolio totaled 308.55 M reflecting a +6.03% change from the prior quarter, spanning 286 assets. The top 10 holdings comprised 34.3% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 12 new positions and 7 complete exits.
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Alteri Wealth submitted their Form 13F-HR for the Q4 2025 period on 02/11/2026. This was the only submission for the quarter.
In the Q4 2025 filing, Alteri Wealth reported a managed portfolio value of 308.55 M, consisting of 286 individual positions.
This page displays the raw filing documents. To see which stocks Alteri Wealth bought or sold during Q4 2025, please visit Alteri Wealth's Portfolio Analysis page.