account_balance
Investment manager · 13F filer · SEC CIK 1838615
AlTi Global, Inc.
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Reported value$4.86Bas of Sep 30, 2026
Positions465 41 new, 81 sold out
Top 10 weight54.4%EFA alone is 12%
FiledNov 940 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
EFAiShares Tr
11.6%Trimmed −8%
ITOTiShares Tr
10.6%Added +3%
SPYSPDR S&P 500 ETF Trust
9.1%
GEME2023 ETF Series Trust
4.9%Added +37%
VTIVanguard Index FDS
3.8%
SPMDSPDR Series Trust
3.6%
EIPXFirst Tr Exchange-Traded Fd
3.1%Trimmed −2%
PICKiShares Inc
2.8%New
IAUiShares Gold Trust
2.7%+3%
EMLPFirst Tr Exchange-Traded Fd
2.3%
XOMExxonMobil Holdings Corp
2.3%
AAPLApple Inc.
2.2%
EFAiShares Tr
11.6%Trimmed −8%
ITOTiShares Tr
10.6%Added +3%
SPYSPDR S&P 500 ETF Trust
9.1%
GEME2023 ETF Series Trust
4.9%+37%
VTIVanguard Index FDS
3.8%
SPMDSPDR Series Trust
3.6%
EIPX3.1%
PICK2.8%
IAU2.7%EMLP
XOM2.3%AAPLBoxes 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
EFA iShares Tr 11.6% Trimmed −8%
ITOT iShares Tr 10.6% Added +3%
SPY SPDR S&P 500 ETF Trust 9.1% HeldGEME 2023 ETF Series Trust 4.9% Added +37%
VTI Vanguard Index FDS 3.8% Held
SPMD SPDR Series Trust 3.6% Held
EIPX First Tr Exchange-Traded Fd 3.1% Trimmed −2%
PICK iShares Inc 2.8% New
IAU iShares Gold Trust 2.7% Added +3%EMLP First Tr Exchange-Traded Fd 2.3% Held
XOM ExxonMobil Holdings Corp 2.3% HeldAAPL Apple Inc. 2.2% Added +3%What changed
Biggest moves since Jun 30, 2026
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