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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 8 of 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 GS GOLDMAN SACHS GROUP INC Financial Services 248.0 $252K 0.12% NEW $1015.44 -1.3%
142 F FORD MTR CO Consumer Cyclical 17,997.0 $250K 0.12% NEW $13.90 -0.5%
143 MGK VANGUARD WORLD FD 2,843.0 $250K 0.12% NEW $87.93 +1.3%
144 GDX VANECK ETF TRUST 3,312.0 $250K 0.12% NEW $75.45 +25.5%
145 CRWD CROWDSTRIKE HLDGS INC Technology 325.0 $248K 0.12% NEW $190.79 +12.7%
146 MRVL MARVELL TECHNOLOGY INC Technology 820.0 $244K 0.11% NEW $297.89 -29.4%
147 ENB ENBRIDGE INC Energy 4,478.0 $243K 0.11% NEW $54.21 -6.4%
148 SYK STRYKER CORPORATION Healthcare 735.0 $232K 0.11% NEW $315.22 +0.7%
149 SMR NUSCALE PWR CORP Utilities 23,008.0 $231K 0.11% NEW $10.03 -8.0%
150 BX BLACKSTONE INC Financial Services 1,944.0 $229K 0.11% NEW $117.72 +16.0%
151 SLV ISHARES SILVER TR Financial Services 4,249.0 $227K 0.11% NEW $53.47 +8.3%
152 CNI CANADIAN NATL RY CO Industrials 1,904.0 $227K 0.11% NEW $119.24 +1.0%
153 RTX RTX CORPORATION Industrials 1,191.0 $226K 0.11% NEW $189.81 +8.1%
154 SPTM SPDR SERIES TRUST 2,465.0 $224K 0.10% NEW $90.79 +1.7%
155 CMI CUMMINS INC Industrials 312.0 $223K 0.10% NEW $714.24 -22.8%
156 MOAT VANECK ETF TRUST 2,100.0 $218K 0.10% NEW $103.96 +8.5%
157 BLK BLACKROCK INC Financial Services 224.0 $216K 0.10% NEW $962.54 +17.2%
158 BA BOEING CO Industrials 996.0 $216K 0.10% NEW $216.47 -5.0%
159 COWG PACER FDS TR 5,309.0 $213K 0.10% NEW $40.15 -1.5%
160 ORCL ORACLE CORP Technology 1,445.0 $212K 0.10% NEW $146.67 -3.7%
Page 8 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%