AlTi Global Top Holdings and 13F Report (2026)

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 $4.60 billion in total holdings as of March 31, 2026.
AlTi Global owns shares of 437 different stocks, but just 38 companies or ETFs make up 80% of its holdings.
Approximately 6.33% of the portfolio was purchased this quarter.
About 7.70% of the portfolio was sold this quarter.
This quarter, AlTi Global has purchased 451 new stocks and bought additional shares in 170 stocks.
AlTi Global sold shares of 161 stocks and completely divested from 50 stocks this quarter.

Largest Holdings

iShares MSCI EAFE ETF: $604,412,350
iShares Core S&P Total U.S. Stock Market ETF: $413,155,408
SPDR S&P 500 ETF Trust: $382,692,456
SPDR Portfolio S&P 400 Mid Cap ETF: $167,205,246
PROFESIONALLY MANAGED PORTFO: $165,295,430

Largest New Holdings this Quarter

681919106 - Omnicom Group: $3,055,580 Holding
78468R440 - SPDR SERIES TRUST: $2,547,054 Holding
46134L105 - Investar: $2,370,232 Holding
389930207 - GRAYSCALE BITCOIN MINI TR ET: $1,805,308 Holding
171340102 - Church & Dwight: $1,714,709 Holding

Largest Purchases this Quarter

2023 ETF SERIES TRUST: 2,601,110 shares (about $90.59M)
SPDR S&P 500 ETF Trust: 48,278 shares (about $31.62M)
SPDR NYSE Technology ETF: 93,433 shares (about $23.85M)
iShares Core S&P Total U.S. Stock Market ETF: 148,477 shares (about $21.15M)
FT Energy Income Partners Strategy ETF: 213,373 shares (about $6.86M)

Largest Sales this Quarter

PROFESIONALLY MANAGED PORTFO: 2,777,241 shares (about $146.78M)
Dimensional US High Profitability ETF: 861,100 shares (about $31.77M)
ExxonMobil: 164,618 shares (about $27.93M)
iShares Core S&P 500 ETF: 25,478 shares (about $17.10M)
SPDR Portfolio S&P 400 Mid Cap ETF: 162,085 shares (about $9.60M)

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	$604,412,350	$6,777,732 ▲	1.1%	6,222,715	13.1%	Finance
ITOT iShares Core S&P Total U.S. Stock Market ETF	$413,155,408	$21,147,580 ▲	5.4%	2,900,761	9.0%	ETF
SPY SPDR S&P 500 ETF Trust	$382,692,456	$31,615,396 ▲	9.0%	584,387	8.3%	Finance
SPMD SPDR Portfolio S&P 400 Mid Cap ETF	$167,205,246	$9,598,674 ▼	-5.4%	2,823,459	3.6%	ETF
PROFESIONALLY MANAGED PORTFO	$165,295,430	$146,777,210 ▼	-47.0%	3,127,633	3.6%	AKRE FOCUS ETF
VTI Vanguard Total Stock Market ETF	$160,766,559	$2,611,094 ▲	1.7%	500,692	3.5%	ETF
GLD SPDR Gold Shares	$155,418,034	$45,686 ▲	0.0%	360,601	3.4%	Finance
EIPX FT Energy Income Partners Strategy ETF	$149,120,695	$6,861,619 ▲	4.8%	4,637,146	3.2%	ETF
IAU iShares Gold Trust	$138,145,765	$1,873,841 ▼	-1.3%	1,566,989	3.0%	Finance
XOM ExxonMobil	$135,774,805	$27,929,086 ▼	-17.1%	800,276	3.0%	Energy
EMLP First Trust North American Energy Infrastructure Fund	$122,521,331	$2,769,616 ▼	-2.2%	2,806,260	2.7%	ETF
IJH iShares Core S&P Mid-Cap ETF	$109,492,878	$1,398,749 ▲	1.3%	1,621,396	2.4%	ETF
IVV iShares Core S&P 500 ETF	$100,678,256	$17,102,932 ▼	-14.5%	149,979	2.2%	ETF
2023 ETF SERIES TRUST	$91,052,516	$90,587,028 ▲	19,460.6%	2,614,476	2.0%	PACIFIC NOS GLOB
GOOGL Alphabet	$73,858,457	$1,743,527 ▲	2.4%	256,372	1.6%	Computer and Technology
AAPL Apple	$73,394,263	$199,986 ▼	-0.3%	289,193	1.6%	Computer and Technology
IAUM iShares Gold Trust Micro	$63,509,658	$993,683 ▼	-1.5%	1,339,049	1.4%	Finance
STIP iShares 0-5 Year TIPS Bond ETF	$52,267,956	$1,292,048 ▼	-2.4%	505,346	1.1%	ETF
VOO Vanguard S&P 500 ETF	$50,018,131	$689,576 ▼	-1.4%	83,705	1.1%	ETF
TLT iShares 20+ Year Treasury Bond ETF	$48,939,733	$3,837,323 ▲	8.5%	564,985	1.1%	ETF
CVX Chevron	$38,109,107	$2,988,108 ▲	8.5%	185,654	0.8%	Energy
MSFT Microsoft	$33,265,535	$3,234,221 ▲	10.8%	89,854	0.7%	Computer and Technology
UBER Uber Technologies	$28,194,618	$393,026 ▲	1.4%	391,973	0.6%	Computer and Technology
ESGD iShares ESG Aware MSCI EAFE ETF	$27,313,323	$522,469 ▲	2.0%	285,644	0.6%	Manufacturing
XNTK SPDR NYSE Technology ETF	$27,270,048	$23,851,591 ▲	697.7%	106,824	0.6%	ETF
MDT Medtronic	$26,617,562	$8,911 ▼	0.0%	304,688	0.6%	Medical
ISHARES TR	$25,208,971	$6,098,515 ▲	31.9%	400,635	0.5%	PARIS ALIGNED CL
PLD Prologis	$24,102,566	$2,287,659 ▼	-8.7%	182,345	0.5%	Finance
GS The Goldman Sachs Group	$23,264,659	$73,601 ▲	0.3%	27,500	0.5%	Finance
PABU iShares Paris-Aligned Climate MSCI USA ETF	$23,094,496	$2,811,712 ▲	13.9%	348,572	0.5%	ETF
GOOG Alphabet	$22,588,563	$1,535,279 ▼	-6.4%	78,744	0.5%	Computer and Technology
VGK Vanguard FTSE Europe ETF	$21,915,206	$1,807,363 ▲	9.0%	265,864	0.5%	ETF
AMZN Amazon.com	$20,196,065	$1,466,215 ▲	7.8%	96,971	0.4%	Retail/Wholesale
DIS Walt Disney	$18,858,569	$485,948 ▲	2.6%	195,669	0.4%	Consumer Discretionary
CCJ Cameco	$18,261,054	$2,764,768 ▲	17.8%	158,650	0.4%	Basic Materials
DXJ WisdomTree Japan Hedged Equity Fund	$17,943,327	$1,379,646 ▲	8.3%	113,150	0.4%	Finance
NVDA NVIDIA	$17,557,545	$515,198 ▼	-2.9%	100,670	0.4%	Computer and Technology
ESGU iShares ESG Aware MSCI USA ETF	$17,465,147	$719,830 ▲	4.3%	123,498	0.4%	Manufacturing
WALMART INC	$16,491,004	$206,824 ▼	-1.2%	132,439	0.4%	COM
ISHARES BITCOIN TRUST ETF	$16,036,070	$465,288 ▲	3.0%	407,581	0.3%	SHS BEN INT
IWV iShares Russell 3000 ETF	$14,837,149	$42,628 ▲	0.3%	40,027	0.3%	ETF
QQQ Invesco QQQ	$14,594,487	$1,066,407 ▲	7.9%	25,209	0.3%	Finance
CMPO CompoSecure	$13,809,225		0.0%	807,557	0.3%	Business Services
JNJ Johnson & Johnson	$13,357,630	$269,128 ▲	2.1%	54,646	0.3%	Medical
TSLA Tesla	$13,281,745	$72,862 ▼	-0.5%	35,728	0.3%	Auto/Tires/Trucks
VZ Verizon Communications	$13,184,983	$328,057 ▼	-2.4%	262,649	0.3%	Computer and Technology
JPM JPMorgan Chase & Co.	$12,636,202	$1,702,300 ▲	15.6%	42,957	0.3%	Finance
BRK.B Berkshire Hathaway	$12,592,297	$2,352,849 ▼	-15.7%	26,278	0.3%	Finance
ACWI iShares MSCI ACWI ETF	$12,527,163	$180,296 ▲	1.5%	90,534	0.3%	Manufacturing
DVY iShares Select Dividend ETF	$12,028,162	$2,240,868 ▲	22.9%	79,441	0.3%	ETF
CME CME Group	$11,851,295	$1,477 ▲	0.0%	40,128	0.3%	Finance
MUB iShares National Muni Bond ETF	$11,518,141	$104,239 ▼	-0.9%	108,508	0.3%	ETF
IJK iShares S&P Mid-Cap 400 Growth ETF	$11,369,830	$71,541 ▼	-0.6%	112,998	0.2%	ETF
PEP PepsiCo	$11,275,277	$102,724 ▲	0.9%	72,334	0.2%	Consumer Staples
IWF iShares Russell 1000 Growth ETF	$11,066,189	$416,160 ▼	-3.6%	25,953	0.2%	ETF
IQLT iShares MSCI Intl Quality Factor ETF	$10,563,250	$561,603 ▼	-5.0%	228,493	0.2%	ETF
QQQM Invesco NASDAQ 100 ETF	$10,322,542		0.0%	42,200	0.2%	ETF
ORCL Oracle	$9,947,859	$2,822,302 ▼	-22.1%	67,622	0.2%	Computer and Technology
XLE Energy Select Sector SPDR Fund	$9,344,096	$227,654 ▲	2.5%	152,606	0.2%	ETF
FNDX Schwab Fundamental U.S. Large Company ETF	$9,236,736	$29,549 ▲	0.3%	331,660	0.2%	ETF
META Meta Platforms	$9,177,389	$574,409 ▼	-5.9%	16,041	0.2%	Computer and Technology
USFR WisdomTree Floating Rate Treasury Fund	$8,310,882		0.0%	165,095	0.2%	Finance
UNH UnitedHealth Group	$8,220,321	$4,226,914 ▲	105.8%	29,008	0.2%	Medical
IWB iShares Russell 1000 ETF	$8,083,682	$30,665 ▼	-0.4%	22,671	0.2%	ETF
BRK.A Berkshire Hathaway	$7,938,400	$1,443,345 ▲	22.2%	11	0.2%	Finance
AVGO Broadcom	$7,674,455	$555,869 ▲	7.8%	24,796	0.2%	Computer and Technology
AMGN Amgen	$7,444,772	$3,459,731 ▼	-31.7%	21,159	0.2%	Medical
IVW iShares S&P 500 Growth ETF	$7,417,414	$71,825 ▲	1.0%	65,577	0.2%	ETF
V Visa	$7,387,186	$398,662 ▲	5.7%	24,441	0.2%	Business Services
PSX Phillips 66	$7,307,565		0.0%	42,629	0.2%	Energy
IWD iShares Russell 1000 Value ETF	$7,248,638	$277,347 ▼	-3.7%	33,924	0.2%	ETF
PM Philip Morris International	$7,207,494	$4,762 ▼	-0.1%	43,895	0.2%	Consumer Staples
VEU Vanguard FTSE All-World ex-US ETF	$7,159,105	$839,840 ▲	13.3%	95,328	0.2%	ETF
MCD McDonald's	$7,131,047	$39,470 ▲	0.6%	22,945	0.2%	Retail/Wholesale
HTBK Heritage Commerce	$7,082,671	$630,500 ▼	-8.2%	561,671	0.2%	Finance
OKE ONEOK	$7,078,279	$6,706,898 ▲	1,805.9%	79,973	0.2%	Energy
DFAI Dimensional International Core Equity Market ETF	$6,944,615	$8,919,340 ▼	-56.2%	178,250	0.2%	ETF
MO Altria Group	$6,927,350	$344,782 ▼	-4.7%	103,092	0.2%	Consumer Staples
QUS SPDR MSCI USA StrategicFactors ETF	$6,817,027	$1,030 ▼	0.0%	39,717	0.1%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$6,596,662	$19,457 ▼	-0.3%	66,452	0.1%	Finance
DUHP Dimensional US High Profitability ETF	$6,505,161	$31,773,081 ▼	-83.0%	176,300	0.1%	ETF
EIX Edison International	$6,442,071	$1,039,658 ▼	-13.9%	86,538	0.1%	Utilities
KO CocaCola	$6,282,306	$23,046 ▼	-0.4%	82,052	0.1%	Consumer Staples
CAT Caterpillar	$6,229,063	$67,307 ▲	1.1%	8,792	0.1%	Industrials
LRGF iShares U.S. Equity Factor ETF	$6,185,981	$73,392 ▼	-1.2%	93,727	0.1%	ETF
CMCSA Comcast	$6,092,166	$637,057 ▼	-9.5%	214,995	0.1%	Consumer Discretionary
IEUR iShares Core MSCI Europe ETF	$6,090,652		0.0%	86,675	0.1%	ETF
VEA Vanguard FTSE Developed Markets ETF	$6,046,718	$591,983 ▲	10.9%	94,166	0.1%	ETF
SCHW Charles Schwab	$5,444,565	$109,581 ▼	-2.0%	57,933	0.1%	Finance
PG Procter & Gamble	$5,409,505	$87,096 ▲	1.6%	37,452	0.1%	Consumer Staples
HD Home Depot	$5,360,496	$111,492 ▲	2.1%	16,299	0.1%	Retail/Wholesale
ADBE Adobe	$5,255,511	$30,627 ▼	-0.6%	21,621	0.1%	Computer and Technology
RSP Invesco S&P 500 Equal Weight ETF	$5,252,859	$886,982 ▲	20.3%	27,242	0.1%	ETF
SLV iShares Silver Trust	$5,219,933	$9,374,225 ▼	-64.2%	76,606	0.1%	ETF
RESOLUTE HLDGS MGMT INC	$5,034,384		0.0%	31,019	0.1%	COM
DFGR Dimensional Global Real Estate ETF	$4,775,111		0.0%	179,651	0.1%	ETF
AMAT Applied Materials	$4,645,089	$131,252 ▼	-2.7%	13,590	0.1%	Computer and Technology
IWM iShares Russell 2000 ETF	$4,597,876	$449,738 ▲	10.8%	18,484	0.1%	Finance
XLV Health Care Select Sector SPDR Fund	$4,595,864	$2,318,103 ▲	101.8%	31,329	0.1%	ETF
ORLY O'Reilly Automotive	$4,526,236	$70,709 ▼	-1.5%	49,033	0.1%	Retail/Wholesale

Showing largest 100 holdings. View all holdings.

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AlTi Global Top Holdings and 13F Report (2026)

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 (2026)

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