AlTi Global Top Holdings and 13F Report (2025) About AlTi GlobalAlTi Global NASDAQ: ALTI has filed 13-F forms with the SEC as an investor. AlTi Global is itself a publicly traded company. For more information on AlTi Global stock, visit the AlTi Global stock profile here.Investment ActivityAlTi Global has $3.99 billion in total holdings as of June 30, 2025.AlTi Global owns shares of 415 different stocks, but just 45 companies or ETFs make up 80% of its holdings.Approximately 9.24% of the portfolio was purchased this quarter.About 11.62% of the portfolio was sold this quarter.This quarter, AlTi Global has purchased 387 new stocks and bought additional shares in 192 stocks.AlTi Global sold shares of 102 stocks and completely divested from 30 stocks this quarter.Largest Holdings iShares MSCI EAFE ETF $523,751,050iShares Core S&P Total U.S. Stock Market ETF $357,309,838SPDR S&P 500 ETF Trust $336,106,164SPDR Portfolio S&P 400 Mid Cap ETF $201,320,764iShares Core S&P Mid-Cap ETF $162,445,791 Largest New Holdings this Quarter 46436F103 - iShares Gold Trust Micro $46,193,000 Holding25434V104 - Dimensional US Core Equity Market ETF $9,304,467 Holding743315103 - Progressive $6,672,784 Holding88023U101 - Tempur Sealy International $6,170,809 Holding885160101 - Thor Industries $5,730,288 Holding Largest Purchases this Quarter SPDR S&P 500 ETF Trust 80,840 shares (about $50.45M)iShares Gold Trust Micro 1,400,000 shares (about $46.19M)Dimensional US High Profitability ETF 440,751 shares (about $15.81M)iShares Core S&P Total U.S. Stock Market ETF 103,897 shares (about $14.03M)Dimensional International Core Equity Market ETF 328,386 shares (about $11.36M) Largest Sales this Quarter iShares Core S&P Mid-Cap ETF 3,632,035 shares (about $225.43M)SPDR Portfolio S&P 400 Mid Cap ETF 1,634,852 shares (about $88.90M)SPDR Gold Shares 93,151 shares (about $28.49M)iShares S&P Mid-Cap 400 Growth ETF 103,068 shares (about $9.38M)Vanguard Total Stock Market ETF 24,549 shares (about $7.48M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAlTi Global Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorEFAiShares MSCI EAFE ETF$523,751,050$5,506,514 ▲1.1%5,858,97713.1%FinanceITOTiShares Core S&P Total U.S. Stock Market ETF$357,309,838$14,030,402 ▲4.1%2,645,9279.0%ETFSPYSPDR S&P 500 ETF Trust$336,106,164$50,452,841 ▲17.7%538,5398.4%FinanceSPMDSPDR Portfolio S&P 400 Mid Cap ETF$201,320,764$88,903,190 ▼-30.6%3,702,1135.1%ETFIJHiShares Core S&P Mid-Cap ETF$162,445,791$225,434,173 ▼-58.1%2,617,2114.1%ETFVTIVanguard Total Stock Market ETF$154,661,324$7,483,362 ▼-4.6%507,3633.9%ETFGLDSPDR Gold Shares$115,187,656$28,486,592 ▼-19.8%376,6632.9%FinanceEMLPFirst Trust North American Energy Infrastructure Fund$109,969,669$3,287,676 ▼-2.9%2,931,7432.8%ETFEIPXFT Energy Income Partners Strategy ETF$106,985,294$2,042,549 ▲1.9%4,173,4012.7%ETFXOMExxon Mobil$103,390,881$555,348 ▼-0.5%957,6742.6%EnergyIAUiShares Gold Trust$97,783,286$1,218,965 ▲1.3%1,567,7862.5%FinanceTLTiShares 20+ Year Treasury Bond ETF$62,122,033$3,160,467 ▼-4.8%711,5461.6%ETFAAPLApple$60,970,595$1,842,283 ▲3.1%292,2301.5%Computer and TechnologyDUHPDimensional US High Profitability ETF$57,175,743$15,808,946 ▲38.2%1,594,0511.4%ETFSTIPiShares 0-5 Year TIPS Bond ETF$55,153,191$4,467,177 ▼-7.5%535,9661.4%ETFVOOVanguard S&P 500 ETF$52,294,972$1,246,678 ▼-2.3%91,7811.3%ETFUBERUber Technologies$47,919,415$789,275 ▲1.7%513,2091.2%Computer and TechnologyIAUMiShares Gold Trust Micro$46,193,000$46,193,000 ▲New Holding1,400,0001.2%FinanceGOOGLAlphabet$44,544,639$591,382 ▲1.3%252,6331.1%Computer and TechnologyMSFTMicrosoft$41,928,829$2,307,061 ▲5.8%84,0191.1%Computer and TechnologyISHARES BITCOIN TRUST ETF$26,867,386$8,913,886 ▲49.6%426,3180.7%SHS BEN INTMDTMedtronic$26,663,214$18,016 ▲0.1%303,3980.7%MedicalCVXChevron$24,673,148$690,070 ▲2.9%170,4420.6%EnergyDISWalt Disney$23,804,302$2,656,637 ▼-10.0%191,2310.6%Consumer DiscretionaryESGDiShares ESG Aware MSCI EAFE ETF$22,888,004$9,000,619 ▲64.8%256,5340.6%ManufacturingPLDPrologis$21,759,282$322,985 ▲1.5%206,8910.5%FinanceBRK.BBerkshire Hathaway$21,376,528$6,230,080 ▲41.1%44,1490.5%FinanceRSPInvesco S&P 500 Equal Weight ETF$20,361,652$5,431,340 ▲36.4%110,0570.5%ETFPABUiShares Paris-Aligned Climate MSCI USA ETF$20,235,178$2,951,133 ▲17.1%302,6500.5%ETFAMZNAmazon.com$20,076,209$1,481,632 ▲8.0%91,0700.5%Retail/WholesaleMUBiShares National Muni Bond ETF$19,513,753$4,944,862 ▲33.9%186,7690.5%ETFORCLOracle$19,088,157$4,324,580 ▼-18.5%86,8430.5%Computer and TechnologyESGUiShares ESG Aware MSCI USA ETF$16,127,766$429,702 ▼-2.6%119,2030.4%ManufacturingNVDANVIDIA$15,905,727$3,174,281 ▲24.9%99,1790.4%Computer and TechnologyGOOGAlphabet$15,883,914$918,215 ▲6.1%89,5380.4%Computer and TechnologyIVViShares Core S&P 500 ETF$15,036,550$326,773 ▼-2.1%24,2040.4%ETFDVYiShares Select Dividend ETF$14,653,438$740,551 ▼-4.8%106,8510.4%ETFDFAIDimensional International Core Equity Market ETF$14,591,190$11,360,127 ▲351.6%421,7860.4%ETFJNJJohnson & Johnson$14,477,389$350,133 ▲2.5%94,2740.4%MedicalQQQInvesco QQQ$14,271,758$1,277,166 ▼-8.2%25,7350.4%FinanceIWViShares Russell 3000 ETF$14,072,609$393,460 ▼-2.7%40,0940.4%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$14,054,594$9,377,068 ▼-40.0%154,4810.4%ETFIWBiShares Russell 1000 ETF$14,017,747$543,650 ▼-3.7%41,2810.4%ETFWMTWalmart$12,902,940$274,601 ▼-2.1%132,1770.3%Retail/WholesaleTSLATesla$12,732,938$2,490,778 ▲24.3%40,1090.3%Auto/Tires/TrucksDXJWisdomTree Japan Hedged Equity Fund$11,963,963$581,827 ▼-4.6%104,8700.3%FinanceSCHWCharles Schwab$11,656,701$6,787,458 ▲139.4%127,6260.3%FinanceVZVerizon Communications$11,625,860$95,325 ▲0.8%268,6780.3%Computer and TechnologyGSThe Goldman Sachs Group$11,246,375$2,721,890 ▲31.9%15,8910.3%FinanceCMECME Group$10,656,189$426,071 ▼-3.8%38,6660.3%FinanceJPMJPMorgan Chase & Co.$10,475,624$1,369,594 ▲15.0%36,3390.3%FinanceIWFiShares Russell 1000 Growth ETF$10,455,056$899,789 ▲9.4%24,6100.3%ETFACWIiShares MSCI ACWI ETF$10,400,330$68,991 ▼-0.7%80,8010.3%ManufacturingIQLTiShares MSCI Intl Quality Factor ETF$10,159,879$675,095 ▼-6.2%235,0740.3%ETFCCJCameco$9,802,184$5,434 ▲0.1%135,2950.2%Basic MaterialsQQQMInvesco NASDAQ 100 ETF$9,623,0770.0%42,2000.2%ETFPEPPepsiCo$9,327,327$6,482,282 ▲227.8%70,0440.2%Consumer StaplesDFAEDimensional Emerging Core Equity Market ETF$9,327,190$6,147,634 ▲193.3%322,0970.2%ETFDFAUDimensional US Core Equity Market ETF$9,304,467$9,304,467 ▲New Holding219,6520.2%ETFUSFRWisdomTree Floating Rate Treasury Fund$9,180,715$1,029,122 ▼-10.1%182,4060.2%FinanceABBVAbbVie$9,041,525$769,499 ▲9.3%48,1040.2%MedicalAXPAmerican Express$8,779,866$6,254,914 ▲247.7%27,4250.2%FinanceMETAMeta Platforms$8,674,458$1,811,013 ▲26.4%11,7830.2%Computer and TechnologyADBEAdobe$8,367,783$85,097 ▲1.0%21,6330.2%Computer and TechnologyVVisa$8,292,911$500,940 ▲6.4%23,3090.2%Business ServicesBKNGBooking$8,222,103$6,679,375 ▲433.0%1,4230.2%Retail/WholesaleFNDXSchwab Fundamental U.S. Large Company ETF$8,153,423$9,472 ▲0.1%332,2500.2%ETFXLEEnergy Select Sector SPDR Fund$7,929,414$402,528 ▼-4.8%90,0050.2%ETFNUMGNuveen ESG Mid-Cap Growth ETF$7,616,728$4,378,378 ▼-36.5%157,2080.2%ETFVGKVanguard FTSE Europe ETF$7,399,9790.0%94,0950.2%ETFIVWiShares S&P 500 Growth ETF$7,326,384$94,686 ▼-1.3%66,5430.2%ETFAVGOBroadcom$6,901,327$511,845 ▲8.0%24,9440.2%Computer and TechnologyMCDMcDonald's$6,710,948$326,914 ▲5.1%22,9710.2%Retail/WholesalePGRProgressive$6,672,784$6,672,784 ▲New Holding25,0160.2%FinanceBRK.ABerkshire Hathaway$6,559,2000.0%90.2%FinanceHTBKHeritage Commerce$6,520,078$288 ▲0.0%656,6040.2%FinanceFIFiserv$6,465,429$5,285,157 ▲447.8%37,5730.2%Business ServicesVLOValero Energy$6,395,910$279,056 ▼-4.2%44,8770.2%EnergyAGGiShares Core U.S. Aggregate Bond ETF$6,262,566$709,823 ▲12.8%63,2500.2%FinanceVEUVanguard FTSE All-World ex-US ETF$6,179,419$687,192 ▼-10.0%91,9280.2%ETFTPXTempur Sealy International$6,170,809$6,170,809 ▲New Holding90,6790.2%Retail/WholesaleQUSSPDR MSCI USA StrategicFactors ETF$6,129,315$162,439 ▲2.7%37,5820.2%ETFLRGFiShares U.S. Equity Factor ETF$5,954,601$3,337,491 ▼-35.9%92,8510.1%ETFIEURiShares Core MSCI Europe ETF$5,912,442$3,020,485 ▲104.4%89,0130.1%ETFPGProcter & Gamble$5,805,538$175,767 ▲3.1%36,5640.1%Consumer StaplesAMGNAmgen$5,790,378$53,418 ▲0.9%20,7040.1%MedicalMOAltria Group$5,777,526$275,295 ▼-4.5%99,1410.1%Consumer StaplesTHOThor Industries$5,730,288$5,730,288 ▲New Holding64,5230.1%ConstructionKOCocaCola$5,712,818$178,192 ▲3.2%80,3100.1%Consumer StaplesAEPAmerican Electric Power$5,616,424$5,032 ▲0.1%53,5780.1%UtilitiesADIAnalog Devices$5,608,992$5,608,992 ▲New Holding23,5660.1%Computer and TechnologyMAMastercard$5,606,504$240,118 ▲4.5%9,9700.1%Business ServicesPSXPhillips 66$5,560,425$298,647 ▲5.7%44,6290.1%EnergyHDHome Depot$5,431,451$180,227 ▲3.4%14,7670.1%Retail/WholesaleBABoeing$5,430,987$1,274,053 ▼-19.0%24,9670.1%AerospaceADMArcher Daniels Midland$5,379,259$842,961 ▼-13.5%99,9580.1%Consumer StaplesXLVHealth Care Select Sector SPDR Fund$5,336,356$327,116 ▼-5.8%39,1520.1%ETFCVSCVS Health$5,245,860$362,635 ▼-6.5%77,3060.1%MedicalCMPOCompoSecure$5,244,4390.0%372,2100.1%Business ServicesSWKSSkyworks Solutions$5,194,079$5,194,079 ▲New Holding68,3210.1%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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