Alchemi Wealth, LLC

Q2 2026 13F-HR Holdings

Location
Essex, CT
Holdings as of
6/30/2026
Date filed
7/29/2026
Form type
13F-HR
Num holdings
168
Total value ($000)
$213,437
Net value change ($000)
+33,227 (18.4%)
New positions
21
Sold out positions
9
Turnover %
4.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
AAPL 3,116 12.1%
VTV 2,817 1394.6%
SOXL 2,271 313.7%
AMD 1,930 188.8%
BST 1,565 36.9%
SMH 1,155 92.3%
CIFR 1,089 92.2%
SPY 992 24.7%
VIG 978 90.1%
NVDA 967 12.1%
Top Reduces (Value $000, Stocks/ETFs)
NFLX -874 -32.9%
BIL -821 -15.2%
XOM -681 -20.8%
HON -557 -100.0%
PLTR -528 -100.0%
IHDG -359 -100.0%
SYM -351 -100.0%
WM -247 -100.0%
GDXJ -233 -100.0%
CVX -227 -19.6%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 8 (0.0% of total reported value)
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