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

About Alchemi Wealth, LLC

Investment Activity

Alchemi Wealth, LLC has $180.21 million in total holdings as of March 31, 2026.
Alchemi Wealth, LLC owns shares of 155 different stocks, but just 63 companies or ETFs make up 80% of its holdings.
Approximately 4.37% of the portfolio was purchased this quarter.
About 2.52% of the portfolio was sold this quarter.
This quarter, Alchemi Wealth, LLC has purchased 150 new stocks and bought additional shares in 78 stocks.
Alchemi Wealth, LLC sold shares of 44 stocks and completely divested from 6 stocks this quarter.

Largest Holdings

Apple: $25,744,879
NVIDIA: $8,006,489
Amazon.com: $5,477,917
SPDR Bloomberg 1-3 Month T-Bill ETF: $5,406,772
Microsoft: $4,748,735

Largest New Holdings this Quarter

97717X263 - WisdomTree Dynamic International Equity Fund: $641,889 Holding
97717X578 - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund: $452,448 Holding
19249U500 - COHEN & STEERS ETF TRUST: $253,600 Holding
92189F791 - VanEck Junior Gold Miners ETF: $232,758 Holding
97717Y410 - WISDOMTREE TR: $227,448 Holding

Largest Purchases this Quarter

WisdomTree Dynamic International Equity Fund: 14,552 shares (about $641.89K)
Industrial Select Sector SPDR Fund: 3,041 shares (about $491.88K)
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund: 11,283 shares (about $452.45K)
RBB FUND TRUST: 8,842 shares (about $415.57K)
NVIDIA: 1,834 shares (about $319.85K)

Largest Sales this Quarter

WisdomTree International Hedged Quality Dividend Growth Fund: 13,845 shares (about $666.71K)
Apple: 2,266 shares (about $575.10K)
Netflix: 3,294 shares (about $316.72K)
Altria Group: 3,523 shares (about $232.51K)
Direxion Daily Semiconductors Bull 3x Shares: 3,848 shares (about $184.37K)

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	$25,744,879	$575,098 â–¼	-2.2%	101,440	14.3%	Computer and Technology
NVDA NVIDIA	$8,006,489	$319,855 â–²	4.2%	45,908	4.4%	Computer and Technology
AMZN Amazon.com	$5,477,917	$13,121 â–¼	-0.2%	26,302	3.0%	Retail/Wholesale
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$5,406,772	$113,634 â–¼	-2.1%	59,000	3.0%	ETF
MSFT Microsoft	$4,748,735	$39,240 â–¼	-0.8%	12,828	2.6%	Computer and Technology
RECS Columbia Research Enhanced Core ETF	$4,355,895	$105,208 â–²	2.5%	111,746	2.4%	ETF
BST BlackRock Science and Technology Trust	$4,244,927	$36,568 â–²	0.9%	116,779	2.4%	Financial Services
SPY SPDR S&P 500 ETF Trust	$4,023,678	$9,757 â–¼	-0.2%	6,186	2.2%	Finance
VANGUARD INSTL INDEX FD	$3,850,055	$23,603 â–²	0.6%	50,893	2.1%	0-3 MO TREAS BIL
INTF iShares International Equity Factor ETF	$3,502,626	$135,349 â–²	4.0%	89,902	1.9%	ETF
TSLA Tesla	$3,420,473	$52,789 â–¼	-1.5%	9,201	1.9%	Auto/Tires/Trucks
GOOGL Alphabet	$3,361,161	$22,720 â–¼	-0.7%	11,687	1.9%	Computer and Technology
XOM ExxonMobil	$3,271,344	$94,165 â–¼	-2.8%	19,281	1.8%	Energy
CGGR Capital Group Growth ETF	$3,250,997	$70,294 â–²	2.2%	80,889	1.8%	ETF
QQQM Invesco NASDAQ 100 ETF	$3,225,250	$81,517 â–²	2.6%	13,571	1.8%	ETF
META Meta Platforms	$3,198,170	$109,867 â–¼	-3.3%	5,589	1.8%	Computer and Technology
NFLX Netflix	$2,658,163	$316,718 â–¼	-10.6%	27,646	1.5%	Consumer Discretionary
DNP DNP Select Income Fund	$2,572,452	$5,881 â–²	0.2%	249,752	1.4%	Finance
DUK Duke Energy	$2,086,821	$43,211 â–²	2.1%	15,937	1.2%	Utilities
JPM JPMorgan Chase & Co.	$1,756,034	$76,209 â–²	4.5%	5,968	1.0%	Finance
WTV WisdomTree U.S. Value Fund	$1,716,875	$190,417 â–²	12.5%	18,123	1.0%	Finance
GOOG Alphabet	$1,665,505	$20,657 â–¼	-1.2%	5,805	0.9%	Computer and Technology
LLY Eli Lilly and Company	$1,662,943	$6,438 â–²	0.4%	1,808	0.9%	Medical
BRK.B Berkshire Hathaway	$1,595,737		0.0%	3,330	0.9%	Finance
RBB FUND TRUST	$1,460,478	$415,574 â–²	39.8%	31,074	0.8%	FIRST EAGLE GBL
JNJ Johnson & Johnson	$1,443,041	$6,113 â–²	0.4%	5,902	0.8%	Medical
XLI Industrial Select Sector SPDR Fund	$1,425,650	$491,877 â–²	52.7%	8,814	0.8%	ETF
FIDELITY WISE ORIGIN BITCOIN	$1,359,108	$278,445 â–²	25.8%	23,024	0.8%	SHS
IMVT Immunovant	$1,341,757	$63,590 â–¼	-4.5%	54,016	0.7%	Medical
MSTR Strategy	$1,284,317	$249,475 â–²	24.1%	10,291	0.7%	Computer and Technology
EMR Emerson Electric	$1,278,748	$4,979 â–²	0.4%	9,759	0.7%	Industrials
SMH VanEck Semiconductor ETF	$1,251,155	$151,458 â–²	13.8%	3,263	0.7%	Manufacturing
SPROTT ASSET MANAGEMENT LP	$1,206,887	$153,372 â–¼	-11.3%	25,291	0.7%	PHYSICAL GOLD AN
DIVO Amplify CWP Enhanced Dividend Income ETF	$1,201,807	$6,772 â–²	0.6%	26,796	0.7%	ETF
NJR NewJersey Resources	$1,186,327	$4,778 â–²	0.4%	21,601	0.7%	Utilities
CIFR Cipher Mining	$1,180,823	$46,332 â–²	4.1%	91,750	0.7%	Business Services
CVX Chevron	$1,156,674	$262,466 â–²	29.4%	5,588	0.6%	Energy
CAPITAL GROUP EQUITY ETF TR	$1,146,274	$91,782 â–²	8.7%	39,041	0.6%	US SMALL AND MID
VIG Vanguard Dividend Appreciation ETF	$1,085,407	$142,155 â–²	15.1%	5,047	0.6%	ETF
PM Philip Morris International	$1,068,154	$10,417 â–¼	-1.0%	6,460	0.6%	Consumer Staples
COWZ Pacer US Cash Cows 100 ETF	$1,061,168	$15,016 â–²	1.4%	16,961	0.6%	ETF
MO Altria Group	$1,049,029	$232,509 â–¼	-18.1%	15,895	0.6%	Consumer Staples
AXP American Express	$1,032,903	$6,959 â–¼	-0.7%	3,414	0.6%	Finance
AMD Advanced Micro Devices	$1,021,829	$610 â–¼	-0.1%	5,023	0.6%	Computer and Technology
GLD SPDR Gold Shares	$1,010,751	$5,594 â–¼	-0.6%	2,349	0.6%	Finance
V Visa	$991,920	$1,209 â–¼	-0.1%	3,281	0.6%	Business Services
CAPITAL GRP FIXED INCM ETF T	$970,912	$221,142 â–²	29.5%	36,972	0.5%	CORE BOND ETF
CGMS Capital Group U.S. Multi-Sector Income ETF	$936,921	$213,575 â–²	29.5%	34,406	0.5%	ETF
CAT Caterpillar	$922,376	$709 â–¼	-0.1%	1,301	0.5%	Industrials
COST Costco Wholesale	$860,691	$4,987 â–²	0.6%	863	0.5%	Retail/Wholesale
FDN First Trust Dow Jones Internet Index Fund	$853,039	$4,681 â–¼	-0.5%	3,645	0.5%	ETF
VTI Vanguard Total Stock Market ETF	$844,001	$33,696 â–²	4.2%	2,630	0.5%	ETF
XLE Energy Select Sector SPDR Fund	$813,953	$12,314 â–²	1.5%	13,286	0.5%	ETF
VZ Verizon Communications	$797,794	$1,757 â–²	0.2%	15,891	0.4%	Computer and Technology
XSMO Invesco S&P SmallCap Momentum ETF	$777,861	$65,379 â–²	9.2%	10,232	0.4%	ETF
PSX Phillips 66	$757,152	$10,569 â–²	1.4%	4,155	0.4%	Energy
QCOM Qualcomm	$752,661	$118,360 â–²	18.7%	5,844	0.4%	Computer and Technology
VGT Vanguard Information Technology ETF	$731,113	$12,569 â–²	1.7%	1,047	0.4%	ETF
SOXL Direxion Daily Semiconductors Bull 3x Shares	$723,534	$184,369 â–¼	-20.3%	15,101	0.4%	ETF
UNP Union Pacific	$722,917	$243 â–²	0.0%	2,979	0.4%	Transportation
AVGO Broadcom	$696,628	$18,577 â–²	2.7%	2,250	0.4%	Computer and Technology
PTNQ Pacer Trendpilot 100 ETF	$687,794		0.0%	9,427	0.4%	ETF
FIDELITY COVINGTON TRUST	$665,736	$60,571 â–²	10.0%	18,355	0.4%	ENHANCED LARGE
QQQ Invesco QQQ	$657,771	$27,142 â–¼	-4.0%	1,139	0.4%	Finance
FIDELITY COVINGTON TRUST	$648,453	$64,234 â–²	11.0%	18,575	0.4%	ENHANCED LARGE
FTEC Fidelity MSCI Information Technology Index ETF	$645,579	$5,201 â–²	0.8%	3,103	0.4%	ETF
DDWM WisdomTree Dynamic International Equity Fund	$641,889	$641,889 â–²	New Holding	14,552	0.4%	Finance
GE VERNOVA INC	$641,581	$8,729 â–²	1.4%	735	0.4%	COM
URI United Rentals	$640,461	$729 â–²	0.1%	878	0.4%	Construction
WALMART INC	$628,783	$622 â–²	0.1%	5,058	0.3%	COM
JAAA Janus Henderson AAA CLO ETF	$613,997	$71,832 â–²	13.2%	12,189	0.3%	ETF
T AT&T	$593,712	$174 â–²	0.0%	20,479	0.3%	Computer and Technology
AMGN Amgen	$589,593	$9,856 â–²	1.7%	1,675	0.3%	Medical
GD General Dynamics	$579,207	$4,120 â–²	0.7%	1,687	0.3%	Aerospace
HD Home Depot	$568,432	$19,749 â–¼	-3.4%	1,727	0.3%	Retail/Wholesale
TREX Trex	$560,868	$2,732 â–²	0.5%	15,400	0.3%	Construction
FLRT Pacer Pacific Asset Floating Rate High Income ETF	$557,804	$62,061 â–¼	-10.0%	12,044	0.3%	ETF
HON Honeywell International	$557,216	$226 â–¼	0.0%	2,464	0.3%	Multi-Sector Conglomerates
ABBV AbbVie	$551,644	$21,761 â–¼	-3.8%	2,535	0.3%	Medical
NSC Norfolk Southern	$533,919	$574 â–²	0.1%	1,860	0.3%	Transportation
MAR Marriott International	$530,508		0.0%	1,622	0.3%	Consumer Discretionary
PALANTIR TECHNOLOGIES INC	$527,924	$10,240 â–¼	-1.9%	3,609	0.3%	CL A
VHT Vanguard Health Care ETF	$510,429	$45,214 â–¼	-8.1%	1,874	0.3%	ETF
PTLC Pacer Trendpilot US Large Cap ETF	$509,806		0.0%	9,718	0.3%	ETF
SPMO Invesco S&P 500 Momentum ETF	$506,598		0.0%	4,518	0.3%	ETF
BAC Bank of America	$500,680	$146 â–²	0.0%	10,270	0.3%	Finance
PG Procter & Gamble	$475,494	$1,589 â–²	0.3%	3,291	0.3%	Consumer Staples
COHEN & STEERS ETF TRUST	$457,273	$63,207 â–²	16.0%	17,399	0.3%	REAL ESTATE ACTI
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund	$452,448	$452,448 â–²	New Holding	11,283	0.3%	Finance
GLW Corning	$450,957	$17,135 â–²	3.9%	3,316	0.3%	Computer and Technology
CP Canadian Pacific Kansas City	$445,137		0.0%	5,659	0.2%	Transportation
ELEVATION SERIES TRUST	$442,359		0.0%	11,107	0.2%	CLOUGH SELECT EQ
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF	$440,987	$121,145 â–²	37.9%	10,986	0.2%	ETF
ES Eversource Energy	$439,498	$416 â–²	0.1%	6,343	0.2%	Utilities
LINDE PLC	$431,605	$12,899 â–²	3.1%	870	0.2%	SHS
HSY Hershey	$431,580	$4,574 â–²	1.1%	2,076	0.2%	Consumer Staples
IVV iShares Core S&P 500 ETF	$427,199		0.0%	654	0.2%	ETF
IBM International Business Machines	$413,703		0.0%	1,706	0.2%	Computer and Technology
NEE NextEra Energy	$410,793	$186 â–¼	0.0%	4,421	0.2%	Utilities
MMM 3M	$407,599	$2,616 â–¼	-0.6%	2,805	0.2%	Multi-Sector Conglomerates

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