StockDriftsStockDriftsTop 50 AlTi Global, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| EFA | ISHARES TR | 12.57% | 5.85M | $608.1M | -5.93%(-368.94K) | $75.13(+44.48%) | 2026-06-30 | |
| ITOT | ISHARES TR | 10.16% | 2.99M | $491.5M | +3.15%(+91.47K) | $108.55(+56.22%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 8.98% | 580.8K | $434.6M | -0.62%(-3.62K) | $489.57(+58.00%) | 2026-06-30 | |
| SPMD | SPDR SERIES TRUST | 3.91% | 2.80M | $189.4M | -0.72%(-20.21K) | $46.26(+47.59%) | 2026-06-30 | |
| GEME | 2023 ETF SERIES TRUST | 3.79% | 4.21M | $183.3M | +61.05%(+1.60M) | $35.45(+20.20%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 3.78% | 494.4K | $183.1M | -1.26%(-6.33K) | $228.21(+67.40%) | 2026-06-30 | |
| EIPX | FIRST TR EXCHANGE-TRADED FD | 3.19% | 4.93M | $154.4M | +6.35%(+294.57K) | $23.37(+40.03%) | 2026-06-30 | |
| IAU | ISHARES GOLD TR | 2.58% | 1.65M | $124.7M | +5.39%(+84.46K) | $43.90(+88.47%) | 2026-06-30 | |
| IJH | ISHARES TR | 2.54% | 1.59M | $122.8M | -1.78%(-28.88K) | $53.72(+45.05%) | 2026-06-30 | |
| EMLP | FIRST TR EXCHANGE-TRADED FD | 2.53% | 2.81M | $122.4M | +0.25%(+7.08K) | $27.14(+60.76%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +43.33% |
| Top 20 Holdings Unweighted | — | — | — | — | +52.31% |
AlTi Global, Inc. reports $4.84B in US-listed equity holdings across 505 positions in its most recent 13F filing. Its largest disclosed positions are EFA (12.6%), ITOT (10.2%) and SPY (9.0%). The top 20 holdings account for 67.82% of reported assets. Its disclosed equity book has returned +43.33% cumulatively over 10 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 AlTi Global, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1838615). View AlTi Global, Inc.’s 13F filings on SEC