account_balance
Investment manager · 13F filer · SEC CIK 1752045
Alkeme Wealth, LLC
Reported value$261Mas of Jun 30, 2026
Positions101 6 new, 3 sold out
Top 10 weight35.2%ICSH alone is 5%
FiledJul 1616 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
ICSHiShares Tr
5.5%Added +12%
FFAFirst Tr Enhanced Equity
5.0%
AAPLApple Inc
4.4%
BSVVanguard Bd Index FDS
4.3%Added +4%
CSCOCisco Sys Inc
3.0%Trimmed −18%
MSFTMicrosoft Corp
2.9%Added +8%
SCHDSchwab Strategic Tr
2.6%Added +5%
AFLAflac Inc
2.6%
GDGeneral Dynamics Corp
2.5%
JNJJohnson & Johnson
2.4%Trimmed −5%
DFAUDimensional ETF Trust
2.3%Added +16%
DFAIDimensional ETF Trust
2.1%Added +23%
ICSHiShares Tr
5.5%Added +12%
FFAFirst Tr Enhanced Equity
5.0%
AAPLApple Inc
4.4%
BSVVanguard Bd Index FDS
4.3%Added +4%
CSCO3.0%MSFT2.9%SCHD2.6%AFL2.6%GD2.5%JNJ2.4%DFAU2.3%DFAI2.1%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
ICSH iShares Tr 5.5% Added +12%FFA First Tr Enhanced Equity 5.0% HeldAAPL Apple Inc 4.4% HeldBSV Vanguard Bd Index FDS 4.3% Added +4%CSCO Cisco Sys Inc 3.0% Trimmed −18%MSFT Microsoft Corp 2.9% Added +8%SCHD Schwab Strategic Tr 2.6% Added +5%AFL Aflac Inc 2.6% HeldGD General Dynamics Corp 2.5% HeldJNJ Johnson & Johnson 2.4% Trimmed −5%DFAU Dimensional ETF Trust 2.3% Added +16%DFAI Dimensional ETF Trust 2.1% Added +23%
What changed