StockDriftsStockDriftsTop 50 Alkeme Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ICSH | ISHARES TR | 5.49% | 283.7K | $14.4M | +12.00%(+30.41K) | $50.44(+0.09%) | 2026-06-30 | |
| FFA | FIRST TR ENHANCED EQUITY | 5% | 584.9K | $13.1M | +1.02%(+5.89K) | $16.36(+44.15%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.38% | 39.5K | $11.4M | -1.10%(-438) | $97.17(+215.60%) | 2026-06-30 | |
| BSV | VANGUARD BD INDEX FDS | 4.3% | 144.2K | $11.2M | +4.50%(+6.20K) | $77.40(+0.14%) | 2026-06-30 | |
| CSCO | CISCO SYS INC | 3.04% | 67.6K | $7.9M | -18.09%(-14.93K) | $41.07(+194.76%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.95% | 20.7K | $7.7M | +7.72%(+1.48K) | $132.92(+278.26%) | 2026-06-30 | |
| SCHD | SCHWAB STRATEGIC TR | 2.58% | 213.1K | $6.8M | +4.66%(+9.49K) | $25.18(+36.17%) | 2026-06-30 | |
| AFL | AFLAC INC | 2.56% | 57.2K | $6.7M | -0.29%(-168) | $44.42(+172.98%) | 2026-06-30 | |
| GD | GENERAL DYNAMICS CORP | 2.47% | 18.3K | $6.5M | -0.80%(-148) | $182.62(+116.63%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON | 2.4% | 24.7K | $6.3M | -4.79%(-1.24K) | $142.80(+83.94%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.37% | +30.82% | +5.12% | +28.37% |
| Top 20 Holdings Unweighted | +9.71% | +32.04% | +5.50% | +30.69% |
Alkeme Wealth LLC reports $261.42M in US-listed equity holdings across 101 positions in its most recent 13F filing. Its largest disclosed positions are ICSH (5.5%), FFA (5.0%) and AAPL (4.4%). The top 20 holdings account for 54.9% of reported assets. Its disclosed equity book has returned +30.82% on a three-year cumulative basis. 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.
Sign up free to track Alkeme Wealth LLC, compare funds side by side, and get alerts the moment positions change.
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