account_balance

Investment manager · 13F filer · SEC CIK 2110606

Alchemi Wealth, LLC

Reported value$223Mas of Sep 30, 2026
Positions168 10 new, 9 sold out
Top 10 weight39.6%AAPL alone is 15%
FiledNov 435 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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
AAPL Apple Inc. 14.8% HeldNVDA NVIDIA Corp 4.6% Held
VBIL Vanguard Instl Index Fd 3.3% Added +52%
MSFT Microsoft Corp 2.9% HeldAMZN Amazon.com Inc 2.9% Trimmed −4%BST BlackRock Science & Technology Trust 2.6% Held
RECS Columbia ETF Tr I 2.3% Trimmed −3%
SPY SPDR S&P 500 ETF Trust 2.3% Held
VTV Vanguard Index FDS 2.2% Added +63%
BIL SPDR Series Trust 1.8% Trimmed −11%
GOOGL Alphabet Inc. 1.8% Trimmed −3%
QQQM Invesco Exch Traded Fd Tr II 1.8% Trimmed −5%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 4, 2026, compared with the Jul 29, 2026 filing
add_circleNew
  • GSLC $443K
  • CAIE $433K
  • MBB $304K
  • IEI $292K
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist