BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 1 of 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL APPLE INC Technology 99,740.0 $28.9M 13.52% NEW $289.36 +12.4%
2 NVDA NVIDIA CORPORATION Technology 44,843.0 $9.0M 4.20% NEW $200.09 +8.7%
3 AMZN AMAZON COM INC Consumer Cyclical 26,820.0 $6.4M 3.00% NEW $238.34 +7.0%
4 BST BLACKROCK SCIENCE & TECHNOLO Financial Services 114,575.0 $5.8M 2.72% NEW $50.71 -0.7%
5 RECS COLUMBIA ETF TR I 118,445.0 $5.1M 2.40% NEW $43.28 +4.1%
6 SPY STATE STR SPDR S&P 500 ETF T Financial Services 6,716.0 $5.0M 2.35% NEW $746.91 +2.0%
7 VBIL VANGUARD INSTL INDEX FD 62,839.0 $4.8M 2.23% NEW $75.68 -0.2%
8 MSFT MICROSOFT CORP Technology 12,564.0 $4.7M 2.20% NEW $373.05 +34.3%
9 BIL SPDR SERIES TRUST 50,043.0 $4.6M 2.15% NEW $91.64 -0.3%
10 GOOGL ALPHABET INC Communication Services 11,780.0 $4.2M 1.97% NEW $357.44 -6.3%
11 QQQM INVESCO EXCH TRADED FD TR II 13,443.0 $4.1M 1.91% NEW $302.98 -3.8%
12 CGGR CAPITAL GROUP GROWTH ETF 82,207.0 $3.9M 1.82% NEW $47.20 -1.7%
13 INTF ISHARES TR 93,062.0 $3.8M 1.79% NEW $40.96 +4.1%
14 TSLA TESLA INC Consumer Cyclical 8,633.0 $3.6M 1.70% NEW $420.60 -15.3%
15 META META PLATFORMS INC Communication Services 5,425.0 $3.1M 1.43% NEW $563.31 +2.7%
16 VTV VANGUARD INDEX FDS 13,852.0 $3.0M 1.41% NEW $217.93 +2.8%
17 SOXL DIREXION SHARES ETF TRUST 11,231.0 $3.0M 1.40% NEW $266.71 -60.3%
18 AMD ADVANCED MICRO DEVICES INC Technology 5,082.0 $3.0M 1.38% NEW $580.91 -20.9%
19 DNP DNP SELECT INCOME FD INC Financial Services 263,117.0 $2.8M 1.33% NEW $10.79 +0.1%
20 XOM EXXON MOBIL CORP Energy 18,940.0 $2.6M 1.21% NEW $136.73 +20.3%
Page 1 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%