account_balance
Investment manager · 13F filer · SEC CIK 1767699
Alterna Wealth Management, Inc
Reported value$180Mas of Sep 30, 2026
Positions109 14 new, 14 sold out
Top 10 weight42.1%IVV alone is 8%
FiledOct 2727 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
7.6%Added +50%
IUSBiShares Tr
7.2%Added +15%
SHYiShares Tr
4.4%Added +7%
SGOViShares Tr
4.2%Added +51%
IVWiShares Tr
3.7%Trimmed −14%
GOVTiShares Tr
3.5%
SLQDiShares Tr
3.3%
IEMGiShares Inc
3.3%
SHViShares Tr
3.1%Trimmed −7%
QQQInvesco QQQ Tr
1.9%Trimmed −26%
STIPiShares Tr
1.8%Added +143%
JEPQJ P Morgan Exchange Traded F
1.7%
IVViShares Tr
7.6%Added +50%
IUSBiShares Tr
7.2%Added +15%
SHYiShares Tr
4.4%+7%
SGOViShares Tr
4.2%+51%
IVWiShares Tr
3.7%−14%
GOVTiShares Tr
3.5%
SLQDiShares Tr
3.3%
IEMGiShares Inc
3.3%
SHViShares Tr
3.1%
QQQ1.9%
STIP1.8%
JEPQ1.7%
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
IVV iShares Tr 7.6% Added +50%
IUSB iShares Tr 7.2% Added +15%
SHY iShares Tr 4.4% Added +7%
SGOV iShares Tr 4.2% Added +51%
IVW iShares Tr 3.7% Trimmed −14%
GOVT iShares Tr 3.5% Held
SLQD iShares Tr 3.3% Held
IEMG iShares Inc 3.3% Held
SHV iShares Tr 3.1% Trimmed −7%
QQQ Invesco QQQ Tr 1.9% Trimmed −26%
STIP iShares Tr 1.8% Added +143%
JEPQ J P Morgan Exchange Traded F 1.7% Held
What changed
Biggest moves since Jun 30, 2026
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