Alchemi Wealth, LLC
•CIK: 2110606•Filing: Q4 2025
**Alchemi Wealth, LLC** manages $183M across a diversified portfolio of 150 positions. The fund maintains significant exposure to mega-cap technology names, highlighted by a $28.2M holding in AAPL and $6.3M in MSFT. Notable allocations also include substantial positions in NVDA ($8.2M), AMZN ($6.1M), and a defensive tilt with $5.5M in BIL. This structure suggests a core focus on established growth leaders while maintaining tactical liquidity.
Total AUM
$182.9M
QoQ Performance
N/A
Positions
129
Top 10 Concentration
41.4%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
AAPL15.4%
NVDA4.5%
MSFT3.4%
AMZN3.3%
BIL3.0%
BST2.6%
RECS2.4%
SPY2.3%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other44.8%
Technology30.6%
Consumer7.1%
Financial4.4%
Healthcare2.9%
ETF2.6%
Industrial2.0%
Communication1.9%