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. is a global wealth and asset management firm serving high-net-worth individuals and families, as well as foundations, endowments and other institutions. Its services include investment management, financial and wealth planning, family-office support and fiduciary services. For more information on AlTi Global stock, visit the AlTi Global stock profile here.

Investment Activity

AlTi Global has $4.86 billion in total holdings as of September 30, 2026.
AlTi Global owns shares of 465 different stocks, but just 36 companies or ETFs make up 80% of its holdings.
Approximately 11.99% of the portfolio was purchased this quarter.
About 11.64% of the portfolio was sold this quarter.
This quarter, AlTi Global has purchased 505 new stocks and bought additional shares in 143 stocks.
AlTi Global sold shares of 204 stocks and completely divested from 83 stocks this quarter.

Largest Holdings

iShares MSCI EAFE ETF: $561,165,398
iShares Core S&P Total U.S. Stock Market ETF: $512,972,037
SPDR S&P 500 ETF Trust: $442,305,125
2023 ETF SERIES TRUST: $236,770,684
Vanguard Total Stock Market ETF: $183,351,624

Largest New Holdings this Quarter

46434G848 - iShares MSCI Global Metals & Mining Producers ETF: $136,398,928 Holding
30233Q108 - EXXONMOBIL HOLDINGS CORP: $113,111,138 Holding
30609A109 - ONEOK INC NEW: $6,561,867 Holding
086516101 - Best Buy: $4,879,064 Holding
032095101 - Amphenol: $3,574,511 Holding

Largest Purchases this Quarter

iShares MSCI Global Metals & Mining Producers ETF: 2,274,832 shares (about $136.40M)
EXXONMOBIL HOLDINGS CORP: 694,999 shares (about $113.11M)
2023 ETF SERIES TRUST: 1,539,244 shares (about $63.38M)
iShares Core S&P 500 ETF: 95,560 shares (about $47.64M)
Agnico Eagle Mines: 1,398,816 shares (about $47.60M)

Largest Sales this Quarter

iShares MSCI EAFE ETF: 452,244 shares (about $46.98M)
Baxter International: 100,000 shares (about $39.27M)
PROFESIONALLY MANAGED PORTFO: 562,416 shares (about $29.62M)
NVIDIA: 53,383 shares (about $12.20M)
iShares 20+ Year Treasury Bond ETF: 135,600 shares (about $10.55M)

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	$561,165,398	$46,983,632 ▼	-7.7%	5,401,534	11.6%	ETF
ITOT iShares Core S&P Total U.S. Stock Market ETF	$512,972,037	$15,422,971 ▲	3.1%	3,084,989	10.6%	ETF
SPY SPDR S&P 500 ETF Trust	$442,305,125	$1,448,688 ▼	-0.3%	578,876	9.1%	ETF
2023 ETF SERIES TRUST	$236,770,684	$63,382,379 ▲	36.6%	5,749,987	4.9%	PAC NO GL EM ETF
VTI Vanguard Total Stock Market ETF	$183,351,624	$1,660,127 ▼	-0.9%	489,931	3.8%	ETF
SPMD SPDR Portfolio S&P 400 Mid Cap ETF	$174,460,288	$2,256,769 ▼	-1.3%	2,767,454	3.6%	ETF
EIPX FT Energy Income Partners Strategy ETF	$150,660,151	$3,554,713 ▼	-2.3%	4,818,038	3.1%	ETF
PICK iShares MSCI Global Metals & Mining Producers ETF	$136,398,928	$136,398,928 ▲	New Holding	2,274,832	2.8%	ETF
IAU iShares Gold Trust	$133,232,365	$4,254,420 ▲	3.3%	1,705,920	2.7%	ETF
EMLP First Trust North American Energy Infrastructure Fund	$113,261,526	$2,057,206 ▼	-1.8%	2,763,150	2.3%	ETF
EXXONMOBIL HOLDINGS CORP	$113,111,138	$113,111,138 ▲	New Holding	694,999	2.3%	COM SHS
AAPL Apple	$106,254,140	$3,354,181 ▲	3.3%	319,062	2.2%	Technology
IJH iShares Core S&P Mid-Cap ETF	$105,770,634	$8,810,784 ▼	-7.7%	1,470,057	2.2%	ETF
GLD SPDR Gold Shares	$83,092,814	$12,369,683 ▲	17.5%	218,183	1.7%	ETF
GOOGL Alphabet	$81,387,883	$6,809,334 ▼	-7.7%	236,538	1.7%	Communication Services
IAUM iShares Gold Trust Micro	$71,095,318	$12,318,308 ▲	21.0%	1,716,449	1.5%	ETF
XNTK SPDR NYSE Technology ETF	$66,105,565	$8,611,132 ▲	15.0%	172,965	1.4%	ETF
IVV iShares Core S&P 500 ETF	$60,717,031	$47,636,840 ▲	364.2%	121,799	1.2%	ETF
VOO Vanguard S&P 500 ETF	$60,283,384	$1,262,255 ▲	2.1%	86,013	1.2%	ETF
AEM Agnico Eagle Mines	$57,042,430	$47,596,242 ▲	503.9%	1,676,432	1.2%	Materials
STIP iShares 0-5 Year TIPS Bond ETF	$50,074,805	$24,526 ▲	0.0%	502,255	1.0%	ETF
MSFT Microsoft	$37,899,806	$8,335,670 ▼	-18.0%	73,893	0.8%	Technology
TLT iShares 20+ Year Treasury Bond ETF	$32,510,873	$10,546,968 ▼	-24.5%	417,985	0.7%	ETF
SPACE EXPLORATION TECHN CORP	$31,124,085	$30,841,373 ▲	10,909.1%	206,311	0.6%	CLASS A COM STK
CVX Chevron	$30,414,615	$2,173,814 ▼	-6.7%	148,938	0.6%	Energy
ESGD iShares ESG Aware MSCI EAFE ETF	$30,179,069	$370,876 ▲	1.2%	292,859	0.6%	ETF
PABU iShares Paris-Aligned Climate MSCI USA ETF	$29,385,226	$23,005 ▼	-0.1%	374,263	0.6%	ETF
ISHARES TR	$29,220,923	$468,324 ▲	1.6%	430,274	0.6%	PARI ALIG EX ETF
MDT Medtronic	$26,545,686	$2,349 ▲	0.0%	305,088	0.5%	Healthcare
GOOG Alphabet	$25,033,571	$580,623 ▼	-2.3%	73,468	0.5%	Communication Services
GS The Goldman Sachs Group	$24,637,052	$13,505 ▼	-0.1%	27,364	0.5%	Finance
PLD Prologis	$22,656,087	$1,027,296 ▼	-4.3%	174,492	0.5%	Real Estate
AMZN Amazon.com	$20,803,674	$3,887,967 ▼	-15.7%	83,499	0.4%	Consumer Discretionary
ESGU iShares ESG Aware MSCI USA ETF	$20,772,096	$233,186 ▲	1.1%	124,533	0.4%	ETF
VGK Vanguard FTSE Europe ETF	$20,160,254	$2,606,691 ▼	-11.4%	232,261	0.4%	ETF
DXJ WisdomTree Japan Hedged Equity Fund	$19,977,858	$361,100 ▼	-1.8%	110,650	0.4%	ETF
PROFESIONALLY MANAGED PORTFO	$19,037,553	$29,622,422 ▼	-60.9%	361,450	0.4%	AKRE FOCUS ETF
DIS Walt Disney	$18,572,311	$1,651,334 ▼	-8.2%	177,048	0.4%	Communication Services
ISHARES BITCOIN TRUST ETF	$18,501,855	$4,409,865 ▲	31.3%	390,829	0.4%	SHS BEN INT
IWV iShares Russell 3000 ETF	$16,812,907	$557,279 ▼	-3.2%	38,949	0.3%	ETF
JNJ Johnson & Johnson	$15,219,036	$489,237 ▲	3.3%	57,487	0.3%	Healthcare
NVDA NVIDIA	$14,528,482	$12,202,809 ▼	-45.6%	63,557	0.3%	Technology
ACWI iShares MSCI ACWI ETF	$14,197,005	$825,573 ▼	-5.5%	89,422	0.3%	ETF
TSLA Tesla	$13,973,349	$4,182,106 ▼	-23.0%	39,383	0.3%	Consumer Discretionary
DVY iShares Select Dividend ETF	$13,086,079	$1,066,011 ▲	8.9%	86,053	0.3%	ETF
TRGP Targa Resources	$13,035,970	$4,223,323 ▼	-24.5%	48,226	0.3%	Energy
WALMART INC	$12,814,426	$1,266,582 ▼	-9.0%	123,310	0.3%	COM
MUB iShares National Muni Bond ETF	$12,564,943	$711,645 ▼	-5.4%	124,282	0.3%	ETF
BRK.B Berkshire Hathaway	$12,032,339	$1,373,830 ▲	12.9%	24,164	0.2%	Finance
JPM JPMorgan Chase & Co.	$11,591,292	$3,247,428 ▼	-21.9%	35,037	0.2%	Finance
IQLT iShares MSCI Intl Quality Factor ETF	$11,156,857	$110,466 ▼	-1.0%	225,528	0.2%	ETF
IWF iShares Russell 1000 Growth ETF	$10,968,665	$132,400 ▲	1.2%	87,567	0.2%	ETF
IJK iShares S&P Mid-Cap 400 Growth ETF	$10,656,225	$1,546,604 ▼	-12.7%	97,219	0.2%	ETF
XLE Energy Select Sector SPDR Fund	$10,509,735	$1,474,278 ▲	16.3%	170,890	0.2%	ETF
CME CME Group	$10,503,564	$6,811 ▼	-0.1%	40,093	0.2%	Finance
VZ Verizon Communications	$10,090,682	$1,180,008 ▼	-10.5%	219,984	0.2%	Communication Services
META Meta Platforms	$9,801,667	$2,450,417 ▼	-20.0%	13,516	0.2%	Communication Services
FNDX Schwab Fundamental U.S. Large Company ETF	$9,791,416	$461,413 ▼	-4.5%	311,135	0.2%	ETF
QQQ Invesco QQQ	$9,570,820	$9,932,179 ▼	-50.9%	12,925	0.2%	ETF
IWB iShares Russell 1000 ETF	$9,420,480		0.0%	22,638	0.2%	ETF
IVW iShares S&P 500 Growth ETF	$9,411,567	$43,104 ▼	-0.5%	66,158	0.2%	ETF
AMGN Amgen	$9,275,256	$74,607 ▼	-0.8%	22,005	0.2%	Healthcare
PEP PepsiCo	$8,819,747	$264,339 ▼	-2.9%	69,600	0.2%	Consumer Staples
CCJ Cameco	$8,113,475	$4,022,545 ▲	98.3%	93,611	0.2%	Energy
IWD iShares Russell 1000 Value ETF	$8,039,733	$239,008 ▲	3.1%	32,427	0.2%	ETF
KO Coca-Cola	$8,023,989	$478,160 ▲	6.3%	92,698	0.2%	Consumer Staples
ORCL Oracle	$7,857,464	$869,253 ▼	-10.0%	57,228	0.2%	Technology
VEU Vanguard FTSE All-World ex-US ETF	$7,782,050	$177,223 ▼	-2.2%	93,794	0.2%	ETF
USFR WisdomTree Floating Rate Treasury Fund	$7,769,227	$549,906 ▼	-6.6%	154,182	0.2%	ETF
DFAI Dimensional International Core Equity Market ETF	$7,384,892		0.0%	178,250	0.2%	ETF
QUS SPDR MSCI USA StrategicFactors ETF	$7,222,770	$334,400 ▼	-4.4%	37,993	0.1%	ETF
MO Altria Group	$7,144,701	$45,686 ▼	-0.6%	105,873	0.1%	Consumer Staples
ABBV AbbVie	$6,974,639	$2,287,646 ▲	48.8%	26,662	0.1%	Healthcare
LRGF iShares U.S. Equity Factor ETF	$6,873,707	$467 ▼	0.0%	88,294	0.1%	ETF
IEUR iShares Core MSCI Europe ETF	$6,834,275		0.0%	92,731	0.1%	ETF
ONEOK INC NEW	$6,561,867	$6,561,867 ▲	New Holding	76,954	0.1%	COM
INTC Intel	$6,499,951	$88,729 ▲	1.4%	54,063	0.1%	Technology
PAYX Paychex	$6,469,874	$19,996 ▲	0.3%	65,684	0.1%	Industrials
V Visa	$6,312,128	$2,735,639 ▼	-30.2%	17,566	0.1%	Finance
IEFA iShares Core MSCI EAFE ETF	$5,972,307	$3,989,644 ▲	201.2%	61,646	0.1%	ETF
OMC Omnicom Group	$5,927,913	$736 ▲	0.0%	80,504	0.1%	Communication Services
SNOW Snowflake	$5,839,753	$3,412,918 ▼	-36.9%	17,198	0.1%	Technology
PG Procter & Gamble	$5,809,113	$370,170 ▲	6.8%	39,986	0.1%	Consumer Staples
CRBN iShares MSCI ACWI Low Carbon Target ETF	$5,706,369	$1,025 ▲	0.0%	22,278	0.1%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$5,621,354	$89,241 ▼	-1.6%	27,023	0.1%	ETF
EEM iShares MSCI Emerging Markets ETF	$5,557,010	$182,872 ▼	-3.2%	83,201	0.1%	ETF
CAT Caterpillar	$5,527,780	$1,719,628 ▼	-23.7%	6,818	0.1%	Industrials
AGG iShares Core U.S. Aggregate Bond ETF	$5,316,853	$32,144 ▲	0.6%	56,239	0.1%	ETF
ADBE Adobe	$5,288,638	$43,908 ▼	-0.8%	22,042	0.1%	Technology
IWM iShares Russell 2000 ETF	$5,043,649	$119,769 ▲	2.4%	18,150	0.1%	ETF
ENERGY TRANSFER L P	$5,029,948	$1,107,734 ▼	-18.0%	254,423	0.1%	COM UT LTD PTN
VUG Vanguard Growth ETF	$4,969,026	$51,002 ▼	-1.0%	55,144	0.1%	ETF
BBY Best Buy	$4,879,064	$4,879,064 ▲	New Holding	91,977	0.1%	Consumer Discretionary
DFGR Dimensional Global Real Estate ETF	$4,859,547		0.0%	179,651	0.1%	ETF
EIX Edison International	$4,696,539	$8,328 ▼	-0.2%	87,410	0.1%	Utilities
AVGO Broadcom	$4,574,797	$3,577,298 ▼	-43.9%	13,025	0.1%	Technology
CSCO Cisco Systems	$4,520,342	$1,086,845 ▲	31.7%	41,999	0.1%	Technology
AVSU Avantis Responsible U.S. Equity ETF	$4,447,030		0.0%	50,529	0.1%	ETF
SCHW Charles Schwab	$4,329,137	$1,357,816 ▼	-23.9%	44,292	0.1%	Finance
SPDR SERIES TRUST	$4,325,966	$3,690,602 ▼	-46.0%	110,300	0.1%	STATE STRET SPDR

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