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Portfolio (Quarterly) Guide ↗

Alteri Wealth LLC

· CIK 0002054980
13F Portfolio $362M AUM 296 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 296 New
Page 2 of 15  ·  296 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ZECP ZACKS EARNINGS CONSISTENT PORTFOLIO ETF 76,345.0 $2.9M 0.80% NEW $37.74 +1.7%
22 SOXX ISHARES SEMICONDUCTOR ETF 4,062.0 $2.6M 0.72% NEW $640.76 -12.7%
23 FORTINET INC COM 15,681.0 $2.4M 0.67% NEW $153.62
24 CAT CATERPILLAR INC COM Industrials 2,261.0 $2.4M 0.67% NEW $1064.90 -17.2%
25 UAL UNITED AIRLS HLDGS INC COM Industrials 17,693.0 $2.4M 0.66% NEW $135.99 -10.1%
26 AMAT APPLIED MATLS INC COM Technology 3,312.0 $2.4M 0.66% NEW $722.95 -26.0%
27 QQQ INVESCO QQQ TRUST SERIES I Financial Services 3,244.0 $2.4M 0.66% NEW $736.32 -0.9%
28 QUAL ISHARES MSCI USA QUALITY FACTOR ETF 10,500.0 $2.3M 0.64% NEW $219.43 +2.4%
29 SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF 24,360.0 $2.1M 0.59% NEW $87.88 +3.5%
30 IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 51,156.0 $2.1M 0.58% NEW $41.43 +7.7%
31 JNJ JOHNSON & JOHNSON COM Healthcare 8,318.0 $2.1M 0.58% NEW $253.97 +3.3%
32 JPIE JPMORGAN INCOME ETF 43,975.0 $2.0M 0.56% NEW $46.05 -0.4%
33 WDC WESTERN DIGITAL CORP COM Technology 3,130.0 $2.0M 0.55% NEW $638.78 -16.1%
34 RTX RTX CORPORATION COM Industrials 10,530.0 $2.0M 0.55% NEW $189.74 +16.8%
35 GLD SPDR GOLD SHARES Financial Services 5,219.0 $1.9M 0.53% NEW $368.38 +10.1%
36 AMD ADVANCED MICRO DEVICES INC COM Technology 3,258.0 $1.9M 0.52% NEW $580.91 -12.9%
37 LMT LOCKHEED MARTIN CORP COM Industrials 3,708.0 $1.9M 0.52% NEW $509.41 +16.6%
38 VOO VANGUARD S&P 500 ETF 2,679.0 $1.8M 0.51% NEW $686.82 +3.4%
39 SMIZ ZACKS SMALL/MID CAP ETF 40,908.0 $1.8M 0.50% NEW $44.62 -0.8%
40 AGG ISHARES CORE U.S. AGGREGATE BOND ETF 18,369.0 $1.8M 0.50% NEW $98.98 -1.7%
Page 2 of 15  ·  296 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 42.5%
Financial Services 15.0%
Communication Services 8.8%
Industrials 8.1%
Healthcare 7.1%
Consumer Cyclical 6.6%
Consumer Defensive 6.5%
Energy 1.9%
Utilities 1.7%
Real Estate 1.2%