Alchemi Wealth, LLC
CIK: 0002110606SEC EDGAR →
Portfolio Value
$182.9M
Holdings
150
As of
Q4 2025
New Positions
149
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 103,706 | $28.2M | 15.41% |
| 2 | NVIDIA CORPORATION | 44,074 | $8.2M | 4.49% |
| 3 | MICROSOFT CORP | 12,934 | $6.3M | 3.42% |
| 4 | AMAZON COM INC | 26,365 | $6.1M | 3.33% |
| 5 | SPDR SERIES TRUST | 60,240 | $5.5M | 3.01% |
| 6 | BLACKROCK SCIENCE & TECHNOLO | 115,773 | $4.7M | 2.57% |
| 7 | COLUMBIA ETF TR I | 109,047 | $4.5M | 2.43% |
| 8 | SPDR S&P 500 ETF TR | 6,201 | $4.2M | 2.31% |
| 9 | TESLA INC | 9,343 | $4.2M | 2.30% |
| 10 | META PLATFORMS INC | 5,781 | $3.8M | 2.09% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 59 | $65.6M | 35.9% |
| Technology | 18 | $53.8M | 29.4% |
| Communication Services | 5 | $12.8M | 7.0% |
| Consumer Cyclical | 8 | $12.6M | 6.9% |
| Industrials | 17 | $8.7M | 4.8% |
| Unknown | 10 | $8.7M | 4.7% |
| Healthcare | 12 | $7.4M | 4.0% |
| Utilities | 7 | $4.7M | 2.6% |
| Energy | 5 | $4.1M | 2.2% |
| Consumer Defensive | 7 | $3.8M | 2.1% |
| Basic Materials | 2 | $624K | 0.3% |