StockDriftsStockDriftsTop 50 Alterna Wealth Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 7.55% | 17.8K | $13.6M | +50.03%(+5.93K) | $658.06(+17.50%) | 2026-09-30 | |
| IUSB | ISHARES TR | 7.15% | 292.6K | $12.9M | +15.22%(+38.66K) | $46.38(-3.43%) | 2026-09-30 | |
| SHY | ISHARES TR | 4.42% | 98.2K | $8.0M | +7.07%(+6.48K) | $82.48(-1.25%) | 2026-09-30 | |
| SGOV | ISHARES TR | 4.16% | 74.5K | $7.5M | +51.36%(+25.27K) | $100.59(+0.09%) | 2026-09-30 | |
| IVW | ISHARES TR | 3.74% | 47.4K | $6.7M | -14.46%(-8.01K) | $101.51(+37.18%) | 2026-09-30 | |
| GOVT | ISHARES TR | 3.47% | 286.2K | $6.3M | -0.61%(-1.75K) | $23.16(-4.09%) | 2026-09-30 | |
| SLQD | ISHARES TR | 3.29% | 119.8K | $5.9M | +0.06%(+68) | $49.81(-0.27%) | 2026-09-30 | |
| IEMG | ISHARES INC | 3.27% | 72.6K | $5.9M | +0.45%(+329) | $60.77(+25.35%) | 2026-09-30 | |
| SHV | ISHARES TR | 3.12% | 50.9K | $5.6M | -6.65%(-3.63K) | $110.40(-0.05%) | 2026-09-30 | |
| QQQ | INVESCO QQQ TR | 1.91% | 4.7K | $3.5M | -25.59%(-1.60K) | $494.74(+45.78%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.80% | +36.02% | +3.70% | +19.91% |
| Top 20 Holdings Unweighted | +13.98% | +48.07% | +5.38% | +29.93% |
Alterna Wealth Management INC reports $180.31M in US-listed equity holdings across 109 positions in its most recent 13F filing. Its largest disclosed positions are IVV (7.5%), IUSB (7.2%) and SHY (4.4%). The top 20 holdings account for 57.78% of reported assets. Its disclosed equity book has returned +36.02% on a three-year cumulative basis. Figures reflect the Q3 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 Alterna Wealth Management INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1767699). View Alterna Wealth Management INC’s 13F filings on SEC