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 $3.81 billion in total holdings as of March 31, 2025.
AlTi Global owns shares of 387 different stocks, but just 35 companies or ETFs make up 80% of its holdings.
Approximately 3.20% of the portfolio was purchased this quarter.
About 11.31% of the portfolio was sold this quarter.
This quarter, AlTi Global has purchased 411 new stocks and bought additional shares in 89 stocks.
AlTi Global sold shares of 208 stocks and completely divested from 46 stocks this quarter.

Largest Holdings

iShares MSCI EAFE ETF: $473,819,506
iShares Core S&P Mid-Cap ETF: $364,643,545
iShares Core S&P Total U.S. Stock Market ETF: $310,152,352
SPDR Portfolio S&P 400 Mid Cap ETF: $273,145,725
SPDR S&P 500 ETF Trust: $256,800,315

Largest New Holdings this Quarter

20717M103 - Confluent: $5,572,909 Holding
60871R209 - Molson Coors Beverage: $5,116,761 Holding
427866108 - Hershey: $2,608,351 Holding
N53745100 - LyondellBasell Industries: $2,401,502 Holding
29261A100 - Encompass Health: $1,908,116 Holding

Largest Purchases this Quarter

iShares Core S&P Total U.S. Stock Market ETF: 116,017 shares (about $14.16M)
iShares Gold Trust: 183,798 shares (about $10.84M)
SPDR Gold Shares: 35,290 shares (about $10.17M)
FT Energy Income Partners Strategy ETF: 284,392 shares (about $7.41M)
ISHARES BITCOIN TRUST ETF: 137,132 shares (about $6.42M)

Largest Sales this Quarter

iShares MSCI EAFE ETF: 1,565,795 shares (about $127.97M)
iShares Core S&P Mid-Cap ETF: 390,517 shares (about $22.79M)
iShares Core S&P 500 ETF: 25,303 shares (about $14.22M)
iShares 20+ Year Treasury Bond ETF: 155,100 shares (about $14.12M)
First Trust North American Energy Infrastructure Fund: 270,840 shares (about $10.15M)

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	$473,819,506	$127,972,372 ▼	-21.3%	5,797,378	12.4%	Finance
IJH iShares Core S&P Mid-Cap ETF	$364,643,545	$22,786,670 ▼	-5.9%	6,249,246	9.6%	ETF
ITOT iShares Core S&P Total U.S. Stock Market ETF	$310,152,352	$14,155,201 ▲	4.8%	2,542,030	8.1%	ETF
SPMD SPDR Portfolio S&P 400 Mid Cap ETF	$273,145,725	$2,734,648 ▼	-1.0%	5,336,965	7.2%	ETF
SPY SPDR S&P 500 ETF Trust	$256,800,315	$2,165,162 ▲	0.9%	457,699	6.7%	Finance
VTI Vanguard Total Stock Market ETF	$146,190,213	$1,383,815 ▼	-0.9%	531,912	3.8%	ETF
GLD SPDR Gold Shares	$135,372,211	$10,168,461 ▲	8.1%	469,814	3.5%	Finance
XOM Exxon Mobil	$114,508,218	$7,456,334 ▼	-6.1%	962,818	3.0%	Energy
EMLP First Trust North American Energy Infrastructure Fund	$113,197,054	$10,153,799 ▼	-8.2%	3,019,391	3.0%	ETF
EIPX FT Energy Income Partners Strategy ETF	$106,641,565	$7,408,417 ▲	7.5%	4,093,723	2.8%	ETF
IAU iShares Gold Trust	$91,284,242	$10,836,717 ▲	13.5%	1,548,242	2.4%	Finance
TLT iShares 20+ Year Treasury Bond ETF	$68,067,296	$14,118,748 ▼	-17.2%	747,746	1.8%	ETF
AAPL Apple	$62,952,436	$3,198,712 ▼	-4.8%	283,400	1.7%	Computer and Technology
STIP iShares 0-5 Year TIPS Bond ETF	$59,947,726	$7,467,999 ▼	-11.1%	579,377	1.6%	ETF
VOO Vanguard S&P 500 ETF	$48,292,040	$4,559,964 ▼	-8.6%	93,969	1.3%	ETF
GOOGL Alphabet	$38,548,164	$2,778,392 ▼	-6.7%	249,279	1.0%	Computer and Technology
DUHP Dimensional US High Profitability ETF	$38,203,130	$3,140,256 ▼	-7.6%	1,153,300	1.0%	ETF
UBER Uber Technologies	$36,776,950	$462,011 ▼	-1.2%	504,756	1.0%	Computer and Technology
MSFT Microsoft	$29,805,063	$6,278,899 ▼	-17.4%	79,396	0.8%	Computer and Technology
CVX Chevron	$27,715,118	$3,558,844 ▼	-11.4%	165,675	0.7%	Energy
MDT Medtronic	$27,247,176	$54,010 ▲	0.2%	303,193	0.7%	Medical
PLD Prologis	$22,785,435	$168,135 ▼	-0.7%	203,820	0.6%	Finance
IJK iShares S&P Mid-Cap 400 Growth ETF	$21,448,660	$223,357 ▼	-1.0%	257,549	0.6%	ETF
DIS Walt Disney	$20,980,905	$95,541 ▼	-0.5%	212,573	0.5%	Consumer Discretionary
BRK.B Berkshire Hathaway	$16,659,640	$260,956 ▼	-1.5%	31,282	0.4%	Finance
AMZN Amazon.com	$16,048,621	$2,134,387 ▼	-11.7%	84,349	0.4%	Retail/Wholesale
PABU iShares Paris-Aligned Climate MSCI USA ETF	$15,490,012	$1,034,940 ▲	7.2%	258,511	0.4%	ETF
JNJ Johnson & Johnson	$15,255,779	$2,615,210 ▼	-14.6%	91,994	0.4%	Medical
DVY iShares Select Dividend ETF	$15,074,187	$6,735,315 ▼	-30.9%	112,251	0.4%	ETF
ESGU iShares ESG Aware MSCI USA ETF	$14,919,020	$140,073 ▲	0.9%	122,379	0.4%	Manufacturing
ORCL Oracle	$14,892,751	$307,452 ▼	-2.0%	106,518	0.4%	Computer and Technology
MUB iShares National Muni Bond ETF	$14,702,689	$1,385,063 ▲	10.4%	139,441	0.4%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$13,979,363	$721,488 ▲	5.4%	80,700	0.4%	ETF
IVV iShares Core S&P 500 ETF	$13,895,407	$14,217,367 ▼	-50.6%	24,730	0.4%	ETF
ISHARES BITCOIN TRUST ETF	$13,335,092	$6,419,149 ▲	92.8%	284,877	0.3%	SHS BEN INT
GOOG Alphabet	$13,179,321	$1,311,496 ▼	-9.1%	84,362	0.3%	Computer and Technology
QQQ Invesco QQQ	$13,166,257	$722,693 ▲	5.8%	28,038	0.3%	Finance
IWB iShares Russell 1000 ETF	$13,153,892	$275,458 ▼	-2.1%	42,882	0.3%	ETF
IWV iShares Russell 3000 ETF	$13,091,466	$1,522,123 ▼	-10.4%	41,215	0.3%	ETF
ESGD iShares ESG Aware MSCI EAFE ETF	$12,715,314	$6,541,337 ▼	-34.0%	155,653	0.3%	Manufacturing
DXJ WisdomTree Japan Hedged Equity Fund	$12,116,495		0.0%	109,970	0.3%	Finance
VZ Verizon Communications	$12,087,240	$80,287 ▲	0.7%	266,475	0.3%	Computer and Technology
WMT Walmart	$11,880,362	$131,838 ▼	-1.1%	134,990	0.3%	Retail/Wholesale
CME CME Group	$10,666,779	$4,091,691 ▼	-27.7%	40,212	0.3%	Finance
NUMG Nuveen ESG Mid-Cap Growth ETF	$10,625,991	$746,507 ▼	-6.6%	247,577	0.3%	ETF
USFR WisdomTree Floating Rate Treasury Fund	$10,209,593	$3,432,909 ▲	50.7%	202,853	0.3%	Finance
IQLT iShares MSCI Intl Quality Factor ETF	$9,950,022	$285,251 ▲	3.0%	250,694	0.3%	ETF
ACWI iShares MSCI ACWI ETF	$9,466,756	$125,002 ▼	-1.3%	81,337	0.2%	Manufacturing
ABBV AbbVie	$9,220,519	$3,757,555 ▼	-29.0%	44,010	0.2%	Medical
VEA Vanguard FTSE Developed Markets ETF	$9,041,488	$1,713,073 ▲	23.4%	177,877	0.2%	ETF
XLE Energy Select Sector SPDR Fund	$8,837,970	$904,973 ▼	-9.3%	94,574	0.2%	ETF
NVDA NVIDIA	$8,604,556	$4,121,811 ▼	-32.4%	79,386	0.2%	Computer and Technology
LRGF iShares U.S. Equity Factor ETF	$8,386,376	$775,184 ▼	-8.5%	144,893	0.2%	ETF
TSLA Tesla	$8,360,599	$4,257,134 ▼	-33.7%	32,263	0.2%	Auto/Tires/Trucks
ADBE Adobe	$8,211,760	$6,323,435 ▲	334.9%	21,413	0.2%	Computer and Technology
QQQM Invesco NASDAQ 100 ETF	$8,145,444	$1,119,516 ▼	-12.1%	42,200	0.2%	ETF
IWF iShares Russell 1000 Growth ETF	$8,121,969	$361 ▲	0.0%	22,492	0.2%	ETF
FNDX Schwab Fundamental U.S. Large Company ETF	$7,835,299	$60,300 ▼	-0.8%	331,864	0.2%	ETF
JPM JPMorgan Chase & Co.	$7,749,073	$682,962 ▼	-8.1%	31,588	0.2%	Finance
V Visa	$7,674,085	$1,453,805 ▼	-15.9%	21,901	0.2%	Business Services
BRK.A Berkshire Hathaway	$7,185,976	$4,790,651 ▲	200.0%	9	0.2%	Finance
MCD McDonald's	$6,824,703	$333,552 ▼	-4.7%	21,852	0.2%	Retail/Wholesale
UNH UnitedHealth Group	$6,779,155	$1,591,336 ▼	-19.0%	12,942	0.2%	Medical
VGK Vanguard FTSE Europe ETF	$6,606,410	$2,457 ▲	0.0%	94,095	0.2%	ETF
GS The Goldman Sachs Group	$6,579,900	$192,289 ▼	-2.8%	12,045	0.2%	Finance
AMGN Amgen	$6,391,362	$3,739 ▼	-0.1%	20,513	0.2%	Medical
MO Altria Group	$6,288,034	$3,540,527 ▼	-36.0%	103,865	0.2%	Consumer Staples
IVW iShares S&P 500 Growth ETF	$6,257,023	$11,047 ▼	-0.2%	67,403	0.2%	ETF
HTBK Heritage Commerce	$6,250,594	$22,848 ▲	0.4%	656,575	0.2%	Finance
VEU Vanguard FTSE All-World ex-US ETF	$6,196,457	$3,647,958 ▲	143.1%	102,151	0.2%	ETF
VLO Valero Energy	$6,184,969	$2,371,510 ▼	-27.7%	46,835	0.2%	Energy
XLV Health Care Select Sector SPDR Fund	$6,067,008	$18,105 ▼	-0.3%	41,552	0.2%	ETF
PG Procter & Gamble	$6,042,149	$526,049 ▼	-8.0%	35,457	0.2%	Consumer Staples
AEP American Electric Power	$5,849,221	$3,016,725 ▼	-34.0%	53,530	0.2%	Utilities
QUS SPDR MSCI USA StrategicFactors ETF	$5,733,012	$92,453 ▲	1.6%	36,586	0.2%	ETF
QUAL iShares MSCI USA Quality Factor ETF	$5,713,365	$535,601 ▲	10.3%	33,431	0.1%	ETF
KO Coca-Cola	$5,609,072	$366,296 ▼	-6.1%	77,805	0.1%	Consumer Staples
CVS CVS Health	$5,599,397	$3,156,529 ▼	-36.1%	82,650	0.1%	Medical
CFLT Confluent	$5,572,909	$5,572,909 ▲	New Holding	237,752	0.1%	Computer and Technology
CCJ Cameco	$5,565,635	$18,975 ▼	-0.3%	135,220	0.1%	Basic Materials
ADM Archer-Daniels-Midland	$5,551,013	$677,949 ▼	-10.9%	115,622	0.1%	Consumer Staples
AGG iShares Core U.S. Aggregate Bond ETF	$5,547,525	$814,506 ▲	17.2%	56,081	0.1%	Finance
VUG Vanguard Growth ETF	$5,382,294	$2,542,267 ▼	-32.1%	14,515	0.1%	ETF
META Meta Platforms	$5,372,137	$234,523 ▼	-4.2%	9,323	0.1%	Computer and Technology
AEM Agnico Eagle Mines	$5,346,361	$4,008,173 ▲	299.5%	49,353	0.1%	Basic Materials
BA Boeing	$5,256,699	$3,749,133 ▼	-41.6%	30,824	0.1%	Aerospace
HD Home Depot	$5,232,010	$842,501 ▼	-13.9%	14,277	0.1%	Retail/Wholesale
MA Mastercard	$5,228,546	$179,161 ▼	-3.3%	9,543	0.1%	Business Services
PSX Phillips 66	$5,214,741	$2,542,915 ▼	-32.8%	42,232	0.1%	Energy
TAP Molson Coors Beverage	$5,116,761	$5,116,761 ▲	New Holding	84,063	0.1%	Consumer Staples
RPRX Royalty Pharma	$5,100,229	$6,964,766 ▼	-57.7%	163,836	0.1%	Finance
IWD iShares Russell 1000 Value ETF	$4,879,424	$232,183 ▼	-4.5%	25,933	0.1%	ETF
IWM iShares Russell 2000 ETF	$4,630,599	$866,193 ▼	-15.8%	23,212	0.1%	Finance
CRM Salesforce	$4,419,619	$538,428 ▼	-10.9%	16,466	0.1%	Computer and Technology
VGIT Vanguard Intermediate-Term Treasury ETF	$4,289,511	$1,679,060 ▲	64.3%	72,214	0.1%	ETF
SCHW Charles Schwab	$4,173,466	$54,407 ▲	1.3%	53,312	0.1%	Finance
INTF iShares International Equity Factor ETF	$4,068,767	$297,854 ▼	-6.8%	131,931	0.1%	ETF
CMPO CompoSecure	$4,045,923		0.0%	372,210	0.1%	Business Services
ORLA Orla Mining	$3,968,734	$1,307,348 ▲	49.1%	425,000	0.1%	Basic Materials
AVGO Broadcom	$3,866,294	$145,652 ▼	-3.6%	23,094	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