Alchemi Wealth, LLC Top Holdings and 13F Report (2026)

About Alchemi Wealth, LLC

Investment Activity

Alchemi Wealth, LLC has $213.44 million in total holdings as of June 30, 2026.
Alchemi Wealth, LLC owns shares of 167 different stocks, but just 64 companies or ETFs make up 80% of its holdings.
Approximately 8.28% of the portfolio was purchased this quarter.
About 3.92% of the portfolio was sold this quarter.
This quarter, Alchemi Wealth, LLC has purchased 155 new stocks and bought additional shares in 72 stocks.
Alchemi Wealth, LLC sold shares of 60 stocks and completely divested from 9 stocks this quarter.

Largest Holdings

Apple: $28,861,092
NVIDIA: $8,972,827
Amazon.com: $6,392,279
BlackRock Science and Technology Trust: $5,810,136
Columbia Research Enhanced Core ETF: $5,126,340

Largest New Holdings this Quarter

Q4982L109 - IREN: $519,264 Holding
458140100 - Intel: $447,389 Holding
98980G102 - Zscaler: $402,278 Holding
512807306 - LAM RESEARCH CORP: $363,648 Holding
038222105 - Applied Materials: $357,592 Holding

Largest Purchases this Quarter

Vanguard Value ETF: 12,821 shares (about $2.79M)
VANGUARD INSTL INDEX FD: 11,946 shares (about $904.07K)
Vanguard Dividend Appreciation ETF: 3,670 shares (about $868.40K)
Vanguard Information Technology ETF: 7,115 shares (about $850.44K)
Vanguard Total Stock Market ETF: 1,892 shares (about $700.16K)

Largest Sales this Quarter

Direxion Daily Semiconductors Bull 3x Shares: 3,870 shares (about $1.03M)
SPDR Bloomberg 1-3 Month T-Bill ETF: 8,957 shares (about $820.83K)
Apple: 1,700 shares (about $491.92K)
Immunovant: 7,516 shares (about $289.59K)
Tesla: 568 shares (about $238.90K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$28,861,092	$491,918 â–¼	-1.7%	99,740	13.5%	Technology
NVDA NVIDIA	$8,972,827	$213,100 â–¼	-2.3%	44,843	4.2%	Technology
AMZN Amazon.com	$6,392,279	$123,460 â–²	2.0%	26,820	3.0%	Consumer Discretionary
BST BlackRock Science and Technology Trust	$5,810,136	$111,766 â–¼	-1.9%	114,575	2.7%	Finance
RECS Columbia Research Enhanced Core ETF	$5,126,340	$289,935 â–²	6.0%	118,445	2.4%	ETF
SPY SPDR S&P 500 ETF Trust	$5,016,277	$395,865 â–²	8.6%	6,716	2.4%	ETF
VANGUARD INSTL INDEX FD	$4,755,655	$904,073 â–²	23.5%	62,839	2.2%	0 3 MO TR BI ETF
MSFT Microsoft	$4,686,986	$98,485 â–¼	-2.1%	12,564	2.2%	Technology
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$4,586,002	$820,830 â–¼	-15.2%	50,043	2.1%	ETF
GOOGL Alphabet	$4,210,607	$33,242 â–²	0.8%	11,780	2.0%	Communication Services
QQQM Invesco NASDAQ 100 ETF	$4,072,945	$38,781 â–¼	-0.9%	13,443	1.9%	ETF
CGGR Capital Group Growth ETF	$3,880,250	$62,211 â–²	1.6%	82,207	1.8%	ETF
INTF iShares International Equity Factor ETF	$3,811,869	$129,435 â–²	3.5%	93,062	1.8%	ETF
TSLA Tesla	$3,631,040	$238,901 â–¼	-6.2%	8,633	1.7%	Consumer Discretionary
META Meta Platforms	$3,055,948	$92,383 â–¼	-2.9%	5,425	1.4%	Communication Services
VTV Vanguard Value ETF	$3,018,767	$2,794,081 â–²	1,243.5%	13,852	1.4%	ETF
SOXL Direxion Daily Semiconductors Bull 3x Shares	$2,995,460	$1,032,181 â–¼	-25.6%	11,231	1.4%	ETF
AMD Advanced Micro Devices	$2,952,185	$34,274 â–²	1.2%	5,082	1.4%	Technology
DNP DNP Select Income Fund	$2,839,033	$144,208 â–²	5.4%	263,117	1.3%	Finance
XOM ExxonMobil	$2,589,624	$46,624 â–¼	-1.8%	18,940	1.2%	Energy
SMH VanEck Semiconductor ETF	$2,406,011	$265,658 â–²	12.4%	3,668	1.1%	ETF
CIFR Cipher Mining	$2,270,391	$22,516 â–²	1.0%	92,669	1.1%	Technology
LLY Eli Lilly and Company	$2,182,962	$14,393 â–²	0.7%	1,820	1.0%	Healthcare
DUK Duke Energy	$2,160,992	$143,670 â–²	7.1%	17,072	1.0%	Utilities
GOOG Alphabet	$2,083,566	$32,158 â–²	1.6%	5,896	1.0%	Communication Services
VIG Vanguard Dividend Appreciation ETF	$2,062,617	$868,396 â–²	72.7%	8,717	1.0%	ETF
JPM JPMorgan Chase & Co.	$2,054,168	$100,499 â–²	5.1%	6,275	1.0%	Finance
WTV WisdomTree U.S. Value Fund	$2,012,279	$168,665 â–²	9.1%	19,781	0.9%	ETF
IMVT Immunovant	$1,791,645	$289,591 â–¼	-13.9%	46,500	0.8%	Healthcare
NFLX Netflix	$1,784,357	$189,567 â–¼	-9.6%	24,991	0.8%	Communication Services
XLI Industrial Select Sector SPDR Fund	$1,763,927	$131,155 â–²	8.0%	9,522	0.8%	ETF
VTI Vanguard Total Stock Market ETF	$1,673,438	$700,165 â–²	71.9%	4,522	0.8%	ETF
BRK.B Berkshire Hathaway	$1,576,228	$90,070 â–¼	-5.4%	3,150	0.7%	Finance
CAT Caterpillar	$1,529,194	$142,796 â–²	10.3%	1,435	0.7%	Industrials
RBB FUND TRUST	$1,519,358	$783 â–¼	-0.1%	31,058	0.7%	FIRST EAGLE GBL
FIDELITY WISE ORIGIN BITCOIN	$1,436,752	$261,376 â–²	22.2%	28,144	0.7%	SHS
JNJ Johnson & Johnson	$1,411,145	$88,149 â–¼	-5.9%	5,555	0.7%	Healthcare
EMR Emerson Electric	$1,399,778	$2,720 â–²	0.2%	9,778	0.7%	Industrials
CAPITAL GROUP EQUITY ETF TR	$1,371,949	$84,735 â–²	6.6%	41,611	0.6%	US SM MI CA ETF
MU Micron Technology	$1,241,808	$177,896 â–²	16.7%	1,075	0.6%	Technology
NJR NewJersey Resources	$1,210,520		0.0%	21,601	0.6%	Utilities
PM Philip Morris International	$1,173,482	$4,704 â–²	0.4%	6,486	0.5%	Consumer Staples
QCOM Qualcomm	$1,172,650	$92,592 â–²	8.6%	6,345	0.5%	Technology
MO Altria Group	$1,158,135	$14,462 â–²	1.3%	16,096	0.5%	Consumer Staples
AXP American Express	$1,154,034	$1,015 â–¼	-0.1%	3,411	0.5%	Finance
DIVO Amplify CWP Enhanced Dividend Income ETF	$1,141,043	$83,589 â–¼	-6.8%	24,967	0.5%	ETF
V Visa	$1,123,764	$2,059 â–¼	-0.2%	3,275	0.5%	Finance
CAPITAL GRP FIXED INCM ETF T	$1,100,130	$132,185 â–²	13.7%	42,021	0.5%	CORE BOND ETF
MSTR Strategy	$1,072,630	$178,033 â–²	19.9%	12,339	0.5%	Technology
CGMS Capital Group U.S. Multi-Sector Income ETF	$1,057,494	$117,165 â–²	12.5%	38,693	0.5%	ETF
SPROTT ASSET MANAGEMENT LP	$1,057,446	$39,989 â–²	3.9%	26,285	0.5%	PHYSICAL GOLD AN
URI United Rentals	$1,020,607	$24,948 â–²	2.5%	900	0.5%	Industrials
XSMO Invesco S&P SmallCap Momentum ETF	$999,164	$41,015 â–²	4.3%	10,670	0.5%	ETF
GE VERNOVA INC	$990,407	$126,885 â–²	14.7%	843	0.5%	COM
VGT Vanguard Information Technology ETF	$975,587	$850,441 â–²	679.6%	8,162	0.5%	ETF
CVX Chevron	$929,713	$3,316 â–²	0.4%	5,608	0.4%	Energy
COWZ Pacer US Cash Cows 100 ETF	$927,048	$127,948 â–¼	-12.1%	14,904	0.4%	ETF
FDN First Trust Dow Jones Internet Index Fund	$922,284	$42,620 â–¼	-4.4%	3,484	0.4%	ETF
FTEC Fidelity MSCI Information Technology Index ETF	$903,290	$17,135 â–²	1.9%	3,163	0.4%	ETF
DDWM WisdomTree Dynamic International Equity Fund	$886,193	$214,148 â–²	31.9%	19,189	0.4%	ETF
AVGO Broadcom	$862,712	$12,470 â–²	1.5%	2,283	0.4%	Technology
GLW Corning	$840,854	$6,388 â–¼	-0.8%	3,291	0.4%	Technology
GLD SPDR Gold Shares	$840,275	$25,050 â–¼	-2.9%	2,281	0.4%	ETF
PTNQ Pacer Trendpilot 100 ETF	$829,055	$6,649 â–¼	-0.8%	9,352	0.4%	ETF
UNP Union Pacific	$812,457	$1,905 â–²	0.2%	2,986	0.4%	Industrials
COST Costco Wholesale	$807,292	$937 â–¼	-0.1%	862	0.4%	Consumer Staples
TREX Trex	$770,616		0.0%	15,400	0.4%	Industrials
FIDELITY COVINGTON TRUST	$737,255	$7,417 â–¼	-1.0%	18,390	0.3%	ENHANCED LARGE
FIDELITY COVINGTON TRUST	$730,701	$38,557 â–¼	-5.0%	17,435	0.3%	ENHANCED LARGE
SPMO Invesco S&P 500 Momentum ETF	$729,961		0.0%	4,518	0.3%	ETF
VYMI Vanguard International High Dividend Yield ETF	$723,832	$437,579 â–²	152.9%	7,371	0.3%	ETF
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund	$717,248	$162,345 â–²	29.3%	14,584	0.3%	ETF
PSX Phillips 66	$706,478	$3,889 â–²	0.6%	4,178	0.3%	Energy
QQQ Invesco QQQ	$700,043	$139,272 â–¼	-16.6%	950	0.3%	ETF
ABBV AbbVie	$690,290	$52,112 â–²	8.2%	2,742	0.3%	Healthcare
COHEN & STEERS ETF TRUST	$666,024	$172,218 â–²	34.9%	23,467	0.3%	REAL EST ACT ETF
JAAA Janus Henderson AAA CLO ETF	$648,800	$33,326 â–²	5.4%	12,849	0.3%	ETF
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF	$645,365	$150,220 â–²	30.3%	14,319	0.3%	ETF
XLE Energy Select Sector SPDR Fund	$643,405	$62,248 â–¼	-8.8%	12,114	0.3%	ETF
AMGN Amgen	$605,617	$1,087 â–¼	-0.2%	1,672	0.3%	Healthcare
VZ Verizon Communications	$601,568	$71,306 â–¼	-10.6%	14,207	0.3%	Communication Services
MAR Marriott International	$601,097		0.0%	1,622	0.3%	Consumer Discretionary
WALMART INC	$596,954	$23,905 â–²	4.2%	5,269	0.3%	COM
GD General Dynamics	$588,704	$9,215 â–¼	-1.5%	1,661	0.3%	Industrials
NSC Norfolk Southern	$585,296		0.0%	1,860	0.3%	Industrials
FLRT Pacer Pacific Asset Floating Rate High Income ETF	$584,754	$23,084 â–²	4.1%	12,539	0.3%	ETF
COHEN & STEERS ETF TRUST	$584,686	$323,652 â–²	124.0%	20,477	0.3%	INFRASTRUCTURE
HD Home Depot	$582,752	$26,457 â–¼	-4.3%	1,652	0.3%	Consumer Discretionary
ELEVATION SERIES TRUST	$581,638		0.0%	11,107	0.3%	CLOU SELE EQ ETF
BAC Bank of America	$579,765	$5,471 â–¼	-0.9%	10,174	0.3%	Finance
PTLC Pacer Trendpilot US Large Cap ETF	$566,171		0.0%	9,718	0.3%	ETF
IREN IREN	$519,264	$519,264 â–²	New Holding	11,355	0.2%	Technology
CP Canadian Pacific Kansas City	$492,432	$2,080 â–²	0.4%	5,683	0.2%	Industrials
IVV iShares Core S&P 500 ETF	$489,774		0.0%	654	0.2%	ETF
VHT Vanguard Health Care ETF	$484,636	$75,986 â–¼	-13.6%	1,620	0.2%	ETF
ELEVATION SERIES TRUST	$470,655	$8,855 â–¼	-1.8%	13,819	0.2%	CLOU HEDG EQ ETF
MMM 3M	$454,767	$486 â–²	0.1%	2,808	0.2%	Industrials
LINDE PLC	$452,454	$519 â–²	0.1%	871	0.2%	SHS
INTC Intel	$447,389	$447,389 â–²	New Holding	3,204	0.2%	Technology
IBM International Business Machines	$443,159	$36,860 â–¼	-7.7%	1,575	0.2%	Technology

Showing largest 100 holdings. View all holdings.

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Alchemi Wealth, LLC Top Holdings and 13F Report (2026)

About Alchemi Wealth, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Alchemi Wealth, LLC Top Holdings and 13F Report (2026)

About Alchemi Wealth, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofAlchemi Wealth, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools