AlTi Global Top Holdings and 13F Report (2025)

About AlTi Global

AlTi 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 Activity

AlTi 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: $523,751,050
iShares Core S&P Total U.S. Stock Market ETF: $357,309,838
SPDR S&P 500 ETF Trust: $336,106,164
SPDR Portfolio S&P 400 Mid Cap ETF: $201,320,764
iShares Core S&P Mid-Cap ETF: $162,445,791

Largest New Holdings this Quarter

46436F103 - iShares Gold Trust Micro: $46,193,000 Holding
25434V104 - Dimensional US Core Equity Market ETF: $9,304,467 Holding
743315103 - Progressive: $6,672,784 Holding
88023U101 - Tempur Sealy International: $6,170,809 Holding
885160101 - 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 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
EFA iShares MSCI EAFE ETF	$523,751,050	$5,506,514 ▲	1.1%	5,858,977	13.1%	Finance
ITOT iShares Core S&P Total U.S. Stock Market ETF	$357,309,838	$14,030,402 ▲	4.1%	2,645,927	9.0%	ETF
SPY SPDR S&P 500 ETF Trust	$336,106,164	$50,452,841 ▲	17.7%	538,539	8.4%	Finance
SPMD SPDR Portfolio S&P 400 Mid Cap ETF	$201,320,764	$88,903,190 ▼	-30.6%	3,702,113	5.1%	ETF
IJH iShares Core S&P Mid-Cap ETF	$162,445,791	$225,434,173 ▼	-58.1%	2,617,211	4.1%	ETF
VTI Vanguard Total Stock Market ETF	$154,661,324	$7,483,362 ▼	-4.6%	507,363	3.9%	ETF
GLD SPDR Gold Shares	$115,187,656	$28,486,592 ▼	-19.8%	376,663	2.9%	Finance
EMLP First Trust North American Energy Infrastructure Fund	$109,969,669	$3,287,676 ▼	-2.9%	2,931,743	2.8%	ETF
EIPX FT Energy Income Partners Strategy ETF	$106,985,294	$2,042,549 ▲	1.9%	4,173,401	2.7%	ETF
XOM Exxon Mobil	$103,390,881	$555,348 ▼	-0.5%	957,674	2.6%	Energy
IAU iShares Gold Trust	$97,783,286	$1,218,965 ▲	1.3%	1,567,786	2.5%	Finance
TLT iShares 20+ Year Treasury Bond ETF	$62,122,033	$3,160,467 ▼	-4.8%	711,546	1.6%	ETF
AAPL Apple	$60,970,595	$1,842,283 ▲	3.1%	292,230	1.5%	Computer and Technology
DUHP Dimensional US High Profitability ETF	$57,175,743	$15,808,946 ▲	38.2%	1,594,051	1.4%	ETF
STIP iShares 0-5 Year TIPS Bond ETF	$55,153,191	$4,467,177 ▼	-7.5%	535,966	1.4%	ETF
VOO Vanguard S&P 500 ETF	$52,294,972	$1,246,678 ▼	-2.3%	91,781	1.3%	ETF
UBER Uber Technologies	$47,919,415	$789,275 ▲	1.7%	513,209	1.2%	Computer and Technology
IAUM iShares Gold Trust Micro	$46,193,000	$46,193,000 ▲	New Holding	1,400,000	1.2%	Finance
GOOGL Alphabet	$44,544,639	$591,382 ▲	1.3%	252,633	1.1%	Computer and Technology
MSFT Microsoft	$41,928,829	$2,307,061 ▲	5.8%	84,019	1.1%	Computer and Technology
ISHARES BITCOIN TRUST ETF	$26,867,386	$8,913,886 ▲	49.6%	426,318	0.7%	SHS BEN INT
MDT Medtronic	$26,663,214	$18,016 ▲	0.1%	303,398	0.7%	Medical
CVX Chevron	$24,673,148	$690,070 ▲	2.9%	170,442	0.6%	Energy
DIS Walt Disney	$23,804,302	$2,656,637 ▼	-10.0%	191,231	0.6%	Consumer Discretionary
ESGD iShares ESG Aware MSCI EAFE ETF	$22,888,004	$9,000,619 ▲	64.8%	256,534	0.6%	Manufacturing
PLD Prologis	$21,759,282	$322,985 ▲	1.5%	206,891	0.5%	Finance
BRK.B Berkshire Hathaway	$21,376,528	$6,230,080 ▲	41.1%	44,149	0.5%	Finance
RSP Invesco S&P 500 Equal Weight ETF	$20,361,652	$5,431,340 ▲	36.4%	110,057	0.5%	ETF
PABU iShares Paris-Aligned Climate MSCI USA ETF	$20,235,178	$2,951,133 ▲	17.1%	302,650	0.5%	ETF
AMZN Amazon.com	$20,076,209	$1,481,632 ▲	8.0%	91,070	0.5%	Retail/Wholesale
MUB iShares National Muni Bond ETF	$19,513,753	$4,944,862 ▲	33.9%	186,769	0.5%	ETF
ORCL Oracle	$19,088,157	$4,324,580 ▼	-18.5%	86,843	0.5%	Computer and Technology
ESGU iShares ESG Aware MSCI USA ETF	$16,127,766	$429,702 ▼	-2.6%	119,203	0.4%	Manufacturing
NVDA NVIDIA	$15,905,727	$3,174,281 ▲	24.9%	99,179	0.4%	Computer and Technology
GOOG Alphabet	$15,883,914	$918,215 ▲	6.1%	89,538	0.4%	Computer and Technology
IVV iShares Core S&P 500 ETF	$15,036,550	$326,773 ▼	-2.1%	24,204	0.4%	ETF
DVY iShares Select Dividend ETF	$14,653,438	$740,551 ▼	-4.8%	106,851	0.4%	ETF
DFAI Dimensional International Core Equity Market ETF	$14,591,190	$11,360,127 ▲	351.6%	421,786	0.4%	ETF
JNJ Johnson & Johnson	$14,477,389	$350,133 ▲	2.5%	94,274	0.4%	Medical
QQQ Invesco QQQ	$14,271,758	$1,277,166 ▼	-8.2%	25,735	0.4%	Finance
IWV iShares Russell 3000 ETF	$14,072,609	$393,460 ▼	-2.7%	40,094	0.4%	ETF
IJK iShares S&P Mid-Cap 400 Growth ETF	$14,054,594	$9,377,068 ▼	-40.0%	154,481	0.4%	ETF
IWB iShares Russell 1000 ETF	$14,017,747	$543,650 ▼	-3.7%	41,281	0.4%	ETF
WMT Walmart	$12,902,940	$274,601 ▼	-2.1%	132,177	0.3%	Retail/Wholesale
TSLA Tesla	$12,732,938	$2,490,778 ▲	24.3%	40,109	0.3%	Auto/Tires/Trucks
DXJ WisdomTree Japan Hedged Equity Fund	$11,963,963	$581,827 ▼	-4.6%	104,870	0.3%	Finance
SCHW Charles Schwab	$11,656,701	$6,787,458 ▲	139.4%	127,626	0.3%	Finance
VZ Verizon Communications	$11,625,860	$95,325 ▲	0.8%	268,678	0.3%	Computer and Technology
GS The Goldman Sachs Group	$11,246,375	$2,721,890 ▲	31.9%	15,891	0.3%	Finance
CME CME Group	$10,656,189	$426,071 ▼	-3.8%	38,666	0.3%	Finance
JPM JPMorgan Chase & Co.	$10,475,624	$1,369,594 ▲	15.0%	36,339	0.3%	Finance
IWF iShares Russell 1000 Growth ETF	$10,455,056	$899,789 ▲	9.4%	24,610	0.3%	ETF
ACWI iShares MSCI ACWI ETF	$10,400,330	$68,991 ▼	-0.7%	80,801	0.3%	Manufacturing
IQLT iShares MSCI Intl Quality Factor ETF	$10,159,879	$675,095 ▼	-6.2%	235,074	0.3%	ETF
CCJ Cameco	$9,802,184	$5,434 ▲	0.1%	135,295	0.2%	Basic Materials
QQQM Invesco NASDAQ 100 ETF	$9,623,077		0.0%	42,200	0.2%	ETF
PEP PepsiCo	$9,327,327	$6,482,282 ▲	227.8%	70,044	0.2%	Consumer Staples
DFAE Dimensional Emerging Core Equity Market ETF	$9,327,190	$6,147,634 ▲	193.3%	322,097	0.2%	ETF
DFAU Dimensional US Core Equity Market ETF	$9,304,467	$9,304,467 ▲	New Holding	219,652	0.2%	ETF
USFR WisdomTree Floating Rate Treasury Fund	$9,180,715	$1,029,122 ▼	-10.1%	182,406	0.2%	Finance
ABBV AbbVie	$9,041,525	$769,499 ▲	9.3%	48,104	0.2%	Medical
AXP American Express	$8,779,866	$6,254,914 ▲	247.7%	27,425	0.2%	Finance
META Meta Platforms	$8,674,458	$1,811,013 ▲	26.4%	11,783	0.2%	Computer and Technology
ADBE Adobe	$8,367,783	$85,097 ▲	1.0%	21,633	0.2%	Computer and Technology
V Visa	$8,292,911	$500,940 ▲	6.4%	23,309	0.2%	Business Services
BKNG Booking	$8,222,103	$6,679,375 ▲	433.0%	1,423	0.2%	Retail/Wholesale
FNDX Schwab Fundamental U.S. Large Company ETF	$8,153,423	$9,472 ▲	0.1%	332,250	0.2%	ETF
XLE Energy Select Sector SPDR Fund	$7,929,414	$402,528 ▼	-4.8%	90,005	0.2%	ETF
NUMG Nuveen ESG Mid-Cap Growth ETF	$7,616,728	$4,378,378 ▼	-36.5%	157,208	0.2%	ETF
VGK Vanguard FTSE Europe ETF	$7,399,979		0.0%	94,095	0.2%	ETF
IVW iShares S&P 500 Growth ETF	$7,326,384	$94,686 ▼	-1.3%	66,543	0.2%	ETF
AVGO Broadcom	$6,901,327	$511,845 ▲	8.0%	24,944	0.2%	Computer and Technology
MCD McDonald's	$6,710,948	$326,914 ▲	5.1%	22,971	0.2%	Retail/Wholesale
PGR Progressive	$6,672,784	$6,672,784 ▲	New Holding	25,016	0.2%	Finance
BRK.A Berkshire Hathaway	$6,559,200		0.0%	9	0.2%	Finance
HTBK Heritage Commerce	$6,520,078	$288 ▲	0.0%	656,604	0.2%	Finance
FI Fiserv	$6,465,429	$5,285,157 ▲	447.8%	37,573	0.2%	Business Services
VLO Valero Energy	$6,395,910	$279,056 ▼	-4.2%	44,877	0.2%	Energy
AGG iShares Core U.S. Aggregate Bond ETF	$6,262,566	$709,823 ▲	12.8%	63,250	0.2%	Finance
VEU Vanguard FTSE All-World ex-US ETF	$6,179,419	$687,192 ▼	-10.0%	91,928	0.2%	ETF
TPX Tempur Sealy International	$6,170,809	$6,170,809 ▲	New Holding	90,679	0.2%	Retail/Wholesale
QUS SPDR MSCI USA StrategicFactors ETF	$6,129,315	$162,439 ▲	2.7%	37,582	0.2%	ETF
LRGF iShares U.S. Equity Factor ETF	$5,954,601	$3,337,491 ▼	-35.9%	92,851	0.1%	ETF
IEUR iShares Core MSCI Europe ETF	$5,912,442	$3,020,485 ▲	104.4%	89,013	0.1%	ETF
PG Procter & Gamble	$5,805,538	$175,767 ▲	3.1%	36,564	0.1%	Consumer Staples
AMGN Amgen	$5,790,378	$53,418 ▲	0.9%	20,704	0.1%	Medical
MO Altria Group	$5,777,526	$275,295 ▼	-4.5%	99,141	0.1%	Consumer Staples
THO Thor Industries	$5,730,288	$5,730,288 ▲	New Holding	64,523	0.1%	Construction
KO CocaCola	$5,712,818	$178,192 ▲	3.2%	80,310	0.1%	Consumer Staples
AEP American Electric Power	$5,616,424	$5,032 ▲	0.1%	53,578	0.1%	Utilities
ADI Analog Devices	$5,608,992	$5,608,992 ▲	New Holding	23,566	0.1%	Computer and Technology
MA Mastercard	$5,606,504	$240,118 ▲	4.5%	9,970	0.1%	Business Services
PSX Phillips 66	$5,560,425	$298,647 ▲	5.7%	44,629	0.1%	Energy
HD Home Depot	$5,431,451	$180,227 ▲	3.4%	14,767	0.1%	Retail/Wholesale
BA Boeing	$5,430,987	$1,274,053 ▼	-19.0%	24,967	0.1%	Aerospace
ADM Archer Daniels Midland	$5,379,259	$842,961 ▼	-13.5%	99,958	0.1%	Consumer Staples
XLV Health Care Select Sector SPDR Fund	$5,336,356	$327,116 ▼	-5.8%	39,152	0.1%	ETF
CVS CVS Health	$5,245,860	$362,635 ▼	-6.5%	77,306	0.1%	Medical
CMPO CompoSecure	$5,244,439		0.0%	372,210	0.1%	Business Services
SWKS Skyworks Solutions	$5,194,079	$5,194,079 ▲	New Holding	68,321	0.1%	Computer and Technology

Showing largest 100 holdings. View all holdings.

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AlTi Global Top Holdings and 13F Report (2025)

About AlTi Global

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

MarketBeat Products

Popular Tools

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Terms & Info

AlTi Global Top Holdings and 13F Report (2025)

About AlTi Global

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 ofAlTi Global

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