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Alchemi Wealth, LLC

Portfolio Manager
Alchemi Wealth, LLC
Performance
-6.30% (2026 Q1)
AUM (13F)
$180.21M
# of Holdings
155
Performance Rank
Allocation (Top 20)
54.49%

Alchemi Wealth, LLC Holdings Map

Top 50 Alchemi Wealth, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
14.29%101.4K$25.7M
-2.19%(-2.27K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 103.7K shares2026-Q1: 101.4K shares
$263.24(+17.24%)
2026-03-31
NVDA
NVIDIA CORPORATION
4.44%45.9K$8.0M
+4.16%(+1.83K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 44.1K shares2026-Q1: 45.9K shares
$186.30(+4.58%)
2026-03-31
AMZN
AMAZON COM INC
3.04%26.3K$5.5M
-0.24%(-63)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 26.4K shares2026-Q1: 26.3K shares
$225.20(+7.76%)
2026-03-31
BIL
SPDR SERIES TRUST
3%59.0K$5.4M
-2.06%(-1.24K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 60.2K shares2026-Q1: 59.0K shares
$91.56(-0.14%)
2026-03-31
MSFT
MICROSOFT CORP
2.64%12.8K$4.7M
-0.82%(-106)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 12.9K shares2026-Q1: 12.8K shares
$500.79(-22.02%)
2026-03-31
RECS
COLUMBIA ETF TR I
2.42%111.7K$4.4M
+2.48%(+2.70K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 109.0K shares2026-Q1: 111.7K shares
$40.58(+7.18%)
2026-03-31
BST
BLACKROCK SCIENCE & TECHNOLO
2.36%116.8K$4.2M
+0.87%(+1.01K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 115.8K shares2026-Q1: 116.8K shares
$40.93(+18.50%)
2026-03-31
SPY
STATE STR SPDR S&P 500 ETF T
2.23%6.2K$4.0M
-0.24%(-15)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 6.2K shares2026-Q1: 6.2K shares
$674.05(+10.49%)
2026-03-31
VBIL
VANGUARD INSTL INDEX FD
2.14%50.9K$3.9M
+0.62%(+312)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 50.6K shares2026-Q1: 50.9K shares
$75.52(-0.00%)
2026-03-31
INTF
ISHARES TR
1.94%89.9K$3.5M
+4.02%(+3.47K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 86.4K shares2026-Q1: 89.9K shares
$36.89(+11.80%)
2026-03-31

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