StockDriftsStockDriftsTop 50 Alkeme Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ICSH | ISHARES TR | 5.62% | 295.6K | $14.9M | +4.17%(+11.84K) | $50.44(-0.16%) | 2026-09-30 | |
| FFA | FIRST TR ENHANCED EQUITY | 4.91% | 586.0K | $13.0M | +0.18%(+1.05K) | $16.38(+35.57%) | 2026-09-30 | |
| AAPL | APPLE INC | 4.89% | 38.9K | $13.0M | -1.56%(-618) | $97.17(+252.93%) | 2026-09-30 | |
| BSV | VANGUARD BD INDEX FDS | 4.7% | 163.2K | $12.5M | +13.16%(+18.97K) | $77.38(-1.09%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 4% | 20.7K | $10.6M | +0.11%(+22) | $133.25(+300.40%) | 2026-09-30 | |
| SCHD | SCHWAB STRATEGIC TR | 2.76% | 224.7K | $7.3M | +5.43%(+11.58K) | $25.54(+34.09%) | 2026-09-30 | |
| CSCO | CISCO SYS INC | 2.72% | 67.1K | $7.2M | -0.74%(-502) | $41.07(+159.30%) | 2026-09-30 | |
| AFL | AFLAC INC | 2.39% | 56.6K | $6.3M | -0.99%(-568) | $44.42(+167.15%) | 2026-09-30 | |
| JNJ | JOHNSON & JOHNSON | 2.36% | 23.6K | $6.3M | -4.33%(-1.07K) | $142.80(+77.73%) | 2026-09-30 | |
| DFAU | DIMENSIONAL ETF TRUST | 2.31% | 116.9K | $6.1M | -0.30%(-352) | $33.91(+55.52%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.59% | +38.97% | +6.12% | +34.56% |
| Top 20 Holdings Unweighted | +12.48% | +42.29% | +6.59% | +37.58% |
Alkeme Wealth LLC reports $265.27M in US-listed equity holdings across 100 positions in its most recent 13F filing. Its largest disclosed positions are ICSH (5.6%), FFA (4.9%) and AAPL (4.9%). The top 20 holdings account for 56.24% of reported assets. Its disclosed equity book has returned +38.97% 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 Alkeme Wealth LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1752045). View Alkeme Wealth LLC’s 13F filings on SEC