ALTERNA WEALTH MANAGEMENT, INC
•CIK: 1767699•Filing: Q4 2025
ALTERNA WEALTH MANAGEMENT, INC manages $120M across a diversified portfolio of 101 positions. The fund exhibits a notable allocation to fixed income, with top holdings including SLQD ($7.6M), SHV ($7.3M), and SHY ($6.3M). Significant exposure is also maintained in broad market and sector ETFs, notably SGOV ($3.8M) and IEMG ($3.8M). Key equity concentrations include IVW ($3.7M), SPY ($3.3M), and AAPL ($3.1M).
Total AUM
$120.0M
QoQ Performance
-1.3%
Positions
45
Top 10 Concentration
38.0%
Latest Filing
Q4 2025
Top Holdings Allocation
SLQD
SHV
SHY
SLQD6.3%
SHV6.1%
SHY5.2%
SGOV3.2%
IEMG3.1%
IUSB3.1%
IVW3.1%
SPY2.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other81.7%
Technology7.7%
ETF7.0%
Consumer2.2%
Financial1.4%
🚪 Exited Positionssold since Q3 2025
+7 more exited positions
Changes from Q3 2025
NEW16 new positions
↑33 increased
↓37 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023