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Portfolio (Quarterly) Guide ↗

Alchemi Wealth, LLC

· CIK 0002110606
13F Portfolio $213M AUM 168 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 168 New
Page 5 of 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VZ VERIZON COMMUNICATIONS INC Communication Services 14,207.0 $602K 0.28% NEW $42.34 +18.8%
82 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,622.0 $601K 0.28% NEW $370.59 -9.7%
83 WMT WALMART INC Consumer Defensive 5,269.0 $597K 0.28% NEW $113.30 -6.5%
84 GD GENERAL DYNAMICS CORP Industrials 1,661.0 $589K 0.28% NEW $354.43 +4.2%
85 NSC NORFOLK SOUTHN CORP Industrials 1,860.0 $585K 0.27% NEW $314.68 +5.8%
86 FLRT PACER FDS TR 12,539.0 $585K 0.27% NEW $46.63 +0.1%
87 CSIO COHEN & STEERS ETF TRUST 20,477.0 $585K 0.27% NEW $28.55 -0.4%
88 HD HOME DEPOT INC Consumer Cyclical 1,652.0 $583K 0.27% NEW $352.76 -9.4%
89 CBSE ELEVATION SERIES TRUST 11,107.0 $582K 0.27% NEW $52.37 -9.7%
90 BAC BANK OF AMER CORP Financial Services 10,174.0 $580K 0.27% NEW $56.98 +8.8%
91 PTLC PACER FDS TR 9,718.0 $566K 0.27% NEW $58.26 +1.8%
92 IREN IREN LIMITED Financial Services 11,355.0 $519K 0.24% NEW $45.73 -19.5%
93 CANADIAN PACIFIC KANSAS CITY 5,683.0 $492K 0.23% NEW $86.65
94 IVV ISHARES TR 654.0 $490K 0.23% NEW $748.89 +2.2%
95 VHT VANGUARD WORLD FD 1,620.0 $485K 0.23% NEW $299.16 +7.5%
96 CBLS ELEVATION SERIES TRUST 13,819.0 $471K 0.22% NEW $34.06 -10.3%
97 MMM 3M CO Industrials 2,808.0 $455K 0.21% NEW $161.95 +5.1%
98 LIN LINDE PLC Basic Materials 871.0 $452K 0.21% NEW $519.47 -6.3%
99 INTC INTEL CORP Technology 3,204.0 $447K 0.21% NEW $139.63 -36.3%
100 IBM INTERNATIONAL BUSINESS MACHS Technology 1,575.0 $443K 0.21% NEW $281.37 -17.8%
Page 5 of 9  ·  168 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 39.2%
Financial Services 20.1%
Consumer Cyclical 8.8%
Communication Services 7.2%
Industrials 6.6%
Healthcare 5.7%
Utilities 4.5%
Consumer Defensive 4.0%
Energy 3.4%
Basic Materials 0.6%