Alchemi Wealth, LLC

Q1 2026 13F-HR Holdings

Location
Essex, CT
Holdings as of
3/31/2026
Date filed
5/7/2026
Form type
13F-HR
Num holdings
155
Total value ($000)
$180,210
Net value change ($000)
-2,706 (-1.5%)
New positions
11
Sold out positions
6
Turnover %
2.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
XOM 884 37.0%
DDWM 642 NEW
XLI 530 59.2%
CVX 498 75.6%
XSOE 452 NEW
FEGE 437 42.7%
DUK 258 14.1%
CSIO 254 NEW
INTF 240 7.4%
GDXJ 233 NEW
Top Reduces (Value $000, Stocks/ETFs)
AAPL -2,449 -8.7%
MSFT -1,507 -24.1%
TSLA -782 -18.6%
IHDG -677 -65.3%
META -618 -16.2%
AMZN -608 -10.0%
BST -448 -9.5%
HYZD -374 -100.0%
GOOGL -322 -8.7%
LLY -272 -14.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type