Alteri Wealth LLC
•CIK: 2054980•Filing: Q4 2025
**Alteri Wealth LLC** manages $309M across a diversified portfolio of 286 positions. The fund maintains significant exposure to technology leaders, with top holdings including AAPL at $20.4M and NVDA at $19.2M. Further concentration is evident in AVGO ($13.6M), MSFT ($9.3M), and WMT ($9.1M). This allocation suggests a core focus on established mega-cap growth and defensive value plays.
Total AUM
$308.5M
QoQ Performance
+6.0%
Positions
286
Top 10 Concentration
35.9%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
NVDA
AAPL6.6%
NVDA6.2%
AVGO4.4%
MSFT3.0%
WMT3.0%
GOOGL2.8%
XOM2.3%
AMZN2.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other37.8%
Technology31.0%
Consumer8.0%
Financial6.6%
Healthcare4.9%
Industrial3.7%
Energy2.8%
ETF1.9%
🚪 Exited Positionssold since Q3 2025
+80 more exited positions
Changes from Q3 2025
NEW3 new positions
↑143 increased
↓48 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024