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. AlTi Global, Inc. provides wealth and asset management services individuals, families, foundations, and institutions in the United States, the United Kingdom, and internationally. It operates through two segments, Wealth Management and Strategic Alternatives. For more information on AlTi Global stock, visit the AlTi Global stock profile here.

Investment Activity

AlTi Global has $4.84 billion in total holdings as of June 30, 2026.
AlTi Global owns shares of 505 different stocks, but just 45 companies or ETFs make up 80% of its holdings.
Approximately 8.50% of the portfolio was purchased this quarter.
About 9.99% of the portfolio was sold this quarter.
This quarter, AlTi Global has purchased 437 new stocks and bought additional shares in 211 stocks.
AlTi Global sold shares of 141 stocks and completely divested from 29 stocks this quarter.

Largest Holdings

iShares MSCI EAFE ETF: $608,090,448
iShares Core S&P Total U.S. Stock Market ETF: $491,534,650
SPDR S&P 500 ETF Trust: $434,557,832
SPDR Portfolio S&P 400 Mid Cap ETF: $189,387,769
2023 ETF SERIES TRUST: $183,335,750

Largest New Holdings this Quarter

87612G101 - Targa Resources: $17,120,739 Holding
85207K107 - SPROTT ASSET MANAGEMENT LP: $13,437,634 Holding
704326107 - Paychex: $6,438,747 Holding
494368103 - KIMBERLY-CLARK CORP: $6,117,771 Holding
29250N105 - Enbridge: $3,914,938 Holding

Largest Purchases this Quarter

2023 ETF SERIES TRUST: 1,596,267 shares (about $69.50M)
Agnico Eagle Mines: 268,624 shares (about $41.67M)
Targa Resources: 63,850 shares (about $17.12M)
SPDR NYSE Technology ETF: 43,610 shares (about $17.04M)
iShares Core S&P Total U.S. Stock Market ETF: 91,475 shares (about $15.03M)

Largest Sales this Quarter

PROFESIONALLY MANAGED PORTFO: 2,203,767 shares (about $117.22M)
iShares Core S&P 500 ETF: 123,740 shares (about $92.67M)
SPDR Gold Shares: 174,898 shares (about $64.43M)
iShares MSCI EAFE ETF: 368,937 shares (about $38.33M)
Uber Technologies: 355,701 shares (about $25.66M)

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	$608,090,448	$38,325,175 â–¼	-5.9%	5,853,778	12.6%	ETF
ITOT iShares Core S&P Total U.S. Stock Market ETF	$491,534,650	$15,026,600 â–²	3.2%	2,992,236	10.2%	ETF
SPY SPDR S&P 500 ETF Trust	$434,557,832	$2,704,894 â–¼	-0.6%	580,772	9.0%	ETF
SPMD SPDR Portfolio S&P 400 Mid Cap ETF	$189,387,769	$1,365,117 â–¼	-0.7%	2,803,253	3.9%	ETF
2023 ETF SERIES TRUST	$183,335,750	$69,501,465 â–²	61.1%	4,210,743	3.8%	PAC NO GL EM ETF
VTI Vanguard Total Stock Market ETF	$183,081,198	$2,342,366 â–¼	-1.3%	494,367	3.8%	ETF
EIPX FT Energy Income Partners Strategy ETF	$154,362,815	$9,220,047 â–²	6.4%	4,931,716	3.2%	ETF
IAU iShares Gold Trust	$124,700,700	$6,377,349 â–²	5.4%	1,651,446	2.6%	ETF
IJH iShares Core S&P Mid-Cap ETF	$122,798,791	$2,227,092 â–¼	-1.8%	1,592,514	2.5%	ETF
EMLP First Trust North American Energy Infrastructure Fund	$122,380,183	$307,893 â–²	0.3%	2,813,338	2.5%	ETF
XOM ExxonMobil	$96,473,291	$12,940,407 â–¼	-11.8%	705,627	2.0%	Energy
GOOGL Alphabet	$91,604,018	$15,724 â–¼	0.0%	256,328	1.9%	Communication Services
AAPL Apple	$89,409,363	$5,728,461 â–²	6.8%	308,990	1.8%	Technology
GLD SPDR Gold Shares	$68,409,270	$64,428,924 â–¼	-48.5%	185,703	1.4%	ETF
XNTK SPDR NYSE Technology ETF	$58,767,103	$17,036,264 â–²	40.8%	150,434	1.2%	ETF
VOO Vanguard S&P 500 ETF	$57,837,891	$348,214 â–²	0.6%	84,212	1.2%	ETF
IAUM iShares Gold Trust Micro	$56,776,150	$3,200,800 â–²	6.0%	1,419,049	1.2%	ETF
STIP iShares 0-5 Year TIPS Bond ETF	$51,285,272	$340,908 â–¼	-0.7%	502,009	1.1%	ETF
PROFESIONALLY MANAGED PORTFO	$49,140,427	$117,218,354 â–¼	-70.5%	923,866	1.0%	AKRE FOCUS ETF
TLT iShares 20+ Year Treasury Bond ETF	$47,855,545	$985,491 â–¼	-2.0%	553,585	1.0%	ETF
AEM Agnico Eagle Mines	$43,066,570	$41,671,641 â–²	2,987.4%	277,616	0.9%	Materials
MSFT Microsoft	$33,625,843	$108,549 â–²	0.3%	90,145	0.7%	Technology
ESGD iShares ESG Aware MSCI EAFE ETF	$29,738,770	$371,760 â–²	1.3%	289,260	0.6%	ETF
ISHARES TR	$29,325,259	$1,575,293 â–²	5.7%	423,378	0.6%	PARI ALIG EX ETF
PABU iShares Paris-Aligned Climate MSCI USA ETF	$28,537,012	$1,979,693 â–²	7.5%	374,556	0.6%	ETF
GS The Goldman Sachs Group	$27,690,094	$122,375 â–¼	-0.4%	27,379	0.6%	Finance
QQQM Invesco NASDAQ 100 ETF	$27,267,300	$14,481,966 â–²	113.3%	90,000	0.6%	ETF
GOOG Alphabet	$26,560,657	$1,262,101 â–¼	-4.5%	75,172	0.5%	Communication Services
CVX Chevron	$26,452,473	$4,321,528 â–¼	-14.0%	159,583	0.5%	Energy
PLD Prologis	$24,709,358	$7,992 â–²	0.0%	182,404	0.5%	Real Estate
MDT Medtronic	$24,084,603	$29,448 â–²	0.1%	305,061	0.5%	Healthcare
AMZN Amazon.com	$23,620,349	$508,377 â–²	2.2%	99,104	0.5%	Consumer Discretionary
NVDA NVIDIA	$23,398,519	$3,255,464 â–²	16.2%	116,940	0.5%	Technology
VGK Vanguard FTSE Europe ETF	$23,223,354	$316,265 â–¼	-1.3%	262,292	0.5%	ETF
TSLA Tesla	$21,521,944	$6,494,858 â–²	43.2%	51,170	0.4%	Consumer Discretionary
ESGU iShares ESG Aware MSCI USA ETF	$20,153,451	$59,412 â–¼	-0.3%	123,135	0.4%	ETF
IVV iShares Core S&P 500 ETF	$19,649,895	$92,666,565 â–¼	-82.5%	26,239	0.4%	ETF
DXJ WisdomTree Japan Hedged Equity Fund	$19,547,028	$86,760 â–¼	-0.4%	112,650	0.4%	ETF
QQQ Invesco QQQ	$19,393,472	$831,317 â–²	4.5%	26,338	0.4%	ETF
DIS Walt Disney	$18,700,628	$279,263 â–¼	-1.5%	192,790	0.4%	Communication Services
IWV iShares Russell 3000 ETF	$17,158,174	$90,822 â–²	0.5%	40,240	0.4%	ETF
TRGP Targa Resources	$17,120,739	$17,120,739 â–²	New Holding	63,850	0.4%	Energy
WALMART INC	$15,346,501	$346,462 â–²	2.3%	135,498	0.3%	COM
ACWI iShares MSCI ACWI ETF	$14,852,738	$641,690 â–²	4.5%	94,622	0.3%	ETF
JPM JPMorgan Chase & Co.	$14,681,717	$620,617 â–²	4.4%	44,853	0.3%	Finance
MUB iShares National Muni Bond ETF	$14,132,807	$2,455,142 â–²	21.0%	131,321	0.3%	ETF
JNJ Johnson & Johnson	$14,130,600	$252,192 â–²	1.8%	55,639	0.3%	Healthcare
SPROTT ASSET MANAGEMENT LP	$13,437,634	$13,437,634 â–²	New Holding	671,620	0.3%	PHYSICAL SILVER
IJK iShares S&P Mid-Cap 400 Growth ETF	$13,081,161	$196,108 â–¼	-1.5%	111,329	0.3%	ETF
WULF TeraWulf	$12,593,221	$6,172,851 â–²	96.1%	509,847	0.3%	Technology
DVY iShares Select Dividend ETF	$12,354,421	$62,207 â–¼	-0.5%	79,043	0.3%	ETF
UNH UnitedHealth Group	$11,538,004	$518,711 â–¼	-4.3%	27,760	0.2%	Healthcare
IQLT iShares MSCI Intl Quality Factor ETF	$11,285,544	$36,271 â–¼	-0.3%	227,761	0.2%	ETF
IWF iShares Russell 1000 Growth ETF	$10,741,997	$7,519,398 â–²	233.3%	86,510	0.2%	ETF
BRK.B Berkshire Hathaway	$10,710,723	$2,438,372 â–¼	-18.5%	21,405	0.2%	Finance
VZ Verizon Communications	$10,403,333	$717,241 â–¼	-6.4%	245,709	0.2%	Communication Services
FNDX Schwab Fundamental U.S. Large Company ETF	$10,132,276	$182,339 â–¼	-1.8%	325,797	0.2%	ETF
MU Micron Technology	$10,012,804	$2,483,000 â–¼	-19.9%	8,674	0.2%	Technology
ISHARES BITCOIN TRUST ETF	$9,909,642	$3,658,740 â–¼	-27.0%	297,676	0.2%	SHS BEN INT
PEP PepsiCo	$9,706,326	$87,740 â–¼	-0.9%	71,686	0.2%	Consumer Staples
CAT Caterpillar	$9,519,590	$156,548 â–²	1.7%	8,939	0.2%	Industrials
META Meta Platforms	$9,516,780	$481,049 â–²	5.3%	16,895	0.2%	Communication Services
ORCL Oracle	$9,314,591	$595,434 â–¼	-6.0%	63,559	0.2%	Technology
IWB iShares Russell 1000 ETF	$9,270,388	$13,514 â–¼	-0.1%	22,638	0.2%	ETF
IVW iShares S&P 500 Growth ETF	$9,140,335	$121,576 â–²	1.3%	66,461	0.2%	ETF
CME CME Group	$8,859,513	$1,987 â–¼	0.0%	40,119	0.2%	Finance
AVGO Broadcom	$8,768,425	$599,169 â–¼	-6.4%	23,210	0.2%	Technology
V Visa	$8,638,600	$253,199 â–²	3.0%	25,179	0.2%	Finance
ESGV Vanguard ESG U.S. Stock ETF	$8,480,416	$7,543,760 â–²	805.4%	64,129	0.2%	ETF
USFR WisdomTree Floating Rate Treasury Fund	$8,312,533		0.0%	165,095	0.2%	ETF
PM Philip Morris International	$8,181,221	$201,426 â–²	2.5%	45,003	0.2%	Consumer Staples
VEU Vanguard FTSE All-World ex-US ETF	$8,034,136	$50,417 â–²	0.6%	95,930	0.2%	ETF
AMGN Amgen	$8,032,366	$370,440 â–²	4.8%	22,182	0.2%	Healthcare
ADP Automatic Data Processing	$8,012,881	$6,072,146 â–²	312.9%	35,714	0.2%	Industrials
XLE Energy Select Sector SPDR Fund	$7,802,815	$302,090 â–¼	-3.7%	146,918	0.2%	ETF
MO Altria Group	$7,730,439	$250,886 â–²	3.4%	106,550	0.2%	Consumer Staples
IWD iShares Russell 1000 Value ETF	$7,627,652	$596,626 â–¼	-7.3%	31,463	0.2%	ETF
AMAT Applied Materials	$7,516,752	$2,308,453 â–¼	-23.5%	10,397	0.2%	Technology
INTC Intel	$7,445,720	$548,184 â–²	7.9%	53,325	0.2%	Technology
DY Dycom Industries	$7,431,162	$974,272 â–²	15.1%	14,698	0.2%	Industrials
QUS SPDR MSCI USA StrategicFactors ETF	$7,428,048	$6,540 â–²	0.1%	39,752	0.2%	ETF
DFAI Dimensional International Core Equity Market ETF	$7,352,807		0.0%	178,250	0.2%	ETF
PSX Phillips 66	$7,185,707	$20,793 â–¼	-0.3%	42,506	0.1%	Energy
KO CocaCola	$7,126,723	$418,738 â–²	6.2%	87,174	0.1%	Consumer Staples
OKE ONEOK	$7,097,086	$144,233 â–²	2.1%	81,632	0.1%	Energy
IEUR iShares Core MSCI Europe ETF	$6,970,589	$455,230 â–²	7.0%	92,731	0.1%	ETF
SNOW Snowflake	$6,934,949	$203,093 â–²	3.0%	27,249	0.1%	Technology
SPDR SERIES TRUST	$6,829,042	$4,403,463 â–²	181.5%	204,400	0.1%	STATE STRET SPDR
BRK.A Berkshire Hathaway	$6,739,650	$1,497,700 â–¼	-18.2%	9	0.1%	Finance
LRGF iShares U.S. Equity Factor ETF	$6,678,164	$410,446 â–¼	-5.8%	88,300	0.1%	ETF
EIX Edison International	$6,519,213	$76,460 â–²	1.2%	87,565	0.1%	Utilities
PAYX Paychex	$6,438,747	$6,438,747 â–²	New Holding	65,481	0.1%	Industrials
LLY Eli Lilly and Company	$6,246,524	$1,328,946 â–²	27.0%	5,208	0.1%	Healthcare
KIMBERLY-CLARK CORP	$6,117,771	$6,117,771 â–²	New Holding	55,729	0.1%	COM
ET Energy Transfer	$5,935,887	$4,684,329 â–²	374.3%	310,454	0.1%	Energy
OMC Omnicom Group	$5,894,829	$2,903,182 â–²	97.0%	80,494	0.1%	Communication Services
EEM iShares MSCI Emerging Markets ETF	$5,879,102	$481,334 â–²	8.9%	85,939	0.1%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$5,842,013	$44,690 â–²	0.8%	27,452	0.1%	ETF
HD Home Depot	$5,695,896	$52,550 â–¼	-0.9%	16,150	0.1%	Consumer Discretionary
CRBN iShares MSCI ACWI Low Carbon Target ETF	$5,634,654	$517,324 â–²	10.1%	22,274	0.1%	ETF

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

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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

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