StockDriftsStockDriftsTop 50 Alteri Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC COM | 6.15% | 76.9K | $22.3M | +2.49%(+1.87K) | $234.32(+30.88%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION COM | 5.96% | 107.8K | $21.6M | +0.46%(+494) | $132.47(+66.42%) | 2026-06-30 | |
| INTC | INTEL CORP COM | 4.57% | 118.4K | $16.5M | -0.22%(-266) | $21.87(+344.63%) | 2026-06-30 | |
| AVGO | BROADCOM INC COM | 4.19% | 40.2K | $15.2M | +0.55%(+218) | $207.59(+102.49%) | 2026-06-30 | |
| GOOGL | ALPHABET INC CAP STK CL A | 2.85% | 28.9K | $10.3M | +2.92%(+818) | $187.64(+87.31%) | 2026-06-30 | |
| WMT | WALMART INC COM | 2.54% | 81.2K | $9.2M | +0.60%(+486) | $86.01(+31.54%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP COM | 2.11% | 20.5K | $7.6M | +6.09%(+1.18K) | $422.81(+18.91%) | 2026-06-30 | |
| AMZN | AMAZON COM INC COM | 2.08% | 31.6K | $7.5M | +11.21%(+3.18K) | $205.65(+33.70%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO COM | 1.44% | 15.9K | $5.2M | +2.37%(+369) | $230.51(+56.82%) | 2026-06-30 | |
| AMGN | AMGEN INC COM | 1.3% | 13.0K | $4.7M | +1.79%(+229) | $292.16(+43.71%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +44.96% |
| Top 20 Holdings Unweighted | — | — | — | — | +46.68% |
Alteri Wealth LLC reports $362.14M in US-listed equity holdings across 296 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (6.2%), NVDA (6.0%) and INTC (4.6%). The top 20 holdings account for 43.17% of reported assets. Its disclosed equity book has returned +44.96% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Alteri Wealth LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2054980). View Alteri Wealth LLC’s 13F filings on SEC