EdgeMarket › What Alti Global, Inc. reported owning
What Alti Global, Inc. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
4.6BPositions
437Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| EFA iShares MSCI EAFE ETF | 604.4M | 13.1% | 6.2M | 108.24 | +17.1% |
| ITOT iShares Core S&P Total U.S. Stock Market ETF | 413.2M | 9.0% | 2.9M | 167.97 | +20.5% |
| SPY SPDR S&P 500 ETF TRUST | 382.7M | 8.3% | 584.4K | 765.72 | +20.0% |
| SPMD State Street SPDR Portfolio S&P 400 Mid Cap ET | 167.2M | 3.6% | 2.8M | 67.27 | +20.8% |
| AKRE Akre Focus ETF | 165.3M | 3.6% | 3.1M | 60.52 | — |
| VTI Vanguard Morningstar Total Stock Market ETF | 160.8M | 3.5% | 500.7K | 378.24 | +20.5% |
| GLD SPDR GOLD TRUST | 155.4M | 3.4% | 360.6K | 423.36 | +37.3% |
| EIPX FT Energy Income Partners Strategy ETF | 149.1M | 3.2% | 4.6M | 33.20 | +28.8% |
| IAU ISHARES GOLD TRUST | 138.1M | 3.0% | 1.6M | 86.79 | +37.5% |
| XOM ExxonMobil Holdings Corp | 135.8M | 3.0% | 800.3K | 165.11 | +52.1% |
| EMLP First Trust North American Energy Infrastructu | 122.5M | 2.7% | 2.8M | 43.72 | +15.2% |
| IJH iShares Core S&P Mid-Cap ETF | 109.5M | 2.4% | 1.6M | 76.77 | +20.8% |
| IVV iShares Core S&P 500 ETF | 100.7M | 2.2% | 150.0K | 769.31 | +20.0% |
| GEME Pacific North of South EM Equity Active ETF | 91.1M | 2.0% | 2.6M | 42.55 | +48.7% |
| GOOGL Alphabet Inc. | 73.9M | 1.6% | 256.4K | 344.82 | +73.0% |
| AAPL Apple Inc. | 73.4M | 1.6% | 289.2K | 309.35 | +36.9% |
| IAUM iShares Gold Trust Micro | 63.5M | 1.4% | 1.3M | 45.99 | +37.7% |
| STIP iShares 0-5 Year TIPS Bond ETF | 52.3M | 1.1% | 505.3K | 100.92 | -2.2% |
| VOO Vanguard S&P 500 ETF | 50.0M | 1.1% | 83.7K | 703.71 | +20.0% |
| TLT iShares 20 Year Treasury Bond ETF | 48.9M | 1.1% | 565.0K | 82.05 | -5.5% |
| CVX CHEVRON CORP | 38.1M | 0.8% | 185.7K | 205.27 | +34.0% |
| MSFT MICROSOFT CORP | 33.3M | 0.7% | 89.9K | 483.24 | -4.4% |
| UBER Uber Technologies, Inc | 28.2M | 0.6% | 392.0K | 78.80 | -15.9% |
| ESGD iShares ESG Aware MSCI EAFE ETF | 27.3M | 0.6% | 285.6K | 107.31 | +17.0% |
| XNTK State Street SPDR NYSE Technology ETF | 27.3M | 0.6% | 106.8K | 357.31 | +50.4% |
| MDT Medtronic plc | 26.6M | 0.6% | 304.7K | 93.35 | +0.1% |
| PABD iShares Paris-Aligned Climate Optimized MSCI W | 25.2M | 0.5% | 400.6K | 71.37 | +15.3% |
| PLD Prologis, Inc. | 24.1M | 0.5% | 182.3K | 141.80 | +28.7% |
| GS GOLDMAN SACHS GROUP INC | 23.3M | 0.5% | 27.5K | 1,039.28 | +44.2% |
| PABU iShares Paris-Aligned Climate Optimized MSCI U | 23.1M | 0.5% | 348.6K | 78.40 | +14.2% |
| GOOG Alphabet Inc. | 22.6M | 0.5% | 78.7K | 341.75 | +70.7% |
| VGK Vanguard FTSE Europe ETF | 21.9M | 0.5% | 265.9K | 92.72 | +16.8% |
| AMZN AMAZON COM INC | 20.2M | 0.4% | 97.0K | 258.63 | +15.6% |
| DIS Walt Disney Co | 18.9M | 0.4% | 195.7K | 107.78 | -7.9% |
| CCJ CAMECO CORP | 18.3M | 0.4% | 158.7K | 102.51 | +45.5% |
| DXJ WisdomTree Japan Hedged Equity Fund | 17.9M | 0.4% | 113.2K | 177.54 | +41.1% |
| NVDA NVIDIA CORP | 17.6M | 0.4% | 100.7K | 214.72 | +22.4% |
| ESGU iShares ESG Aware MSCI USA ETF | 17.5M | 0.4% | 123.5K | 167.74 | +20.3% |
| WMT Walmart Inc. | 16.5M | 0.4% | 132.4K | 103.70 | +1.1% |
| IBIT iShares Bitcoin Trust ETF | 16.0M | 0.3% | 407.6K | 43.68 | -32.7% |
| IWV iShares Russell 3000 Fund | 14.8M | 0.3% | 40.0K | 436.47 | +20.5% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 14.6M | 0.3% | 25.2K | 713.44 | +26.1% |
| GPGI GPGI, Inc. | 13.8M | 0.3% | 807.6K | 12.79 | -32.8% |
| JNJ JOHNSON & JOHNSON | 13.4M | 0.3% | 54.6K | 270.24 | +51.1% |
| TSLA Tesla, Inc. | 13.3M | 0.3% | 35.7K | 362.86 | +12.0% |
| VZ VERIZON COMMUNICATIONS INC | 13.2M | 0.3% | 262.6K | 49.45 | +9.7% |
| JPM JPMORGAN CHASE & CO | 12.6M | 0.3% | 43.0K | 351.58 | +20.3% |
| unmapped CUSIP 084670702 | 12.6M | 0.3% | 26.3K | — | — |
| ACWI iShares MSCI ACWI ETF | 12.5M | 0.3% | 90.5K | 160.81 | +21.3% |
| DVY iShares Select Dividend ETF | 12.0M | 0.3% | 79.4K | 164.09 | +17.7% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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