ALTERNA WEALTH MANAGEMENT, INC
All 13F Filings
- Location
- Houston, TX
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 119,950
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/23/2026 | 101 | 119,950 | 13F-HR | ALTERNA WEALTH MANAGEMENT, INC |
| Q3 2025 | 10/17/2025 | 97 | 121,472 | 13F-HR | ALTERNA WEALTH MANAGEMENT, INC |
| Q2 2025 | 8/11/2025 | 105 | 124,882 | 13F-HR | ALTERNA WEALTH MANAGEMENT, INC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 75.7 K | 63.1% | 0 | 1.777 K | -1.777 K |
| ETFs | 36.56 K | 30.5% | 833 | 0 | 833 |
| Debt | 3.124 K | 2.6% | 0 | 957 | -957 |
| Other | 4.567 K | 3.8% | 384 | 0 | 384 |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
1/23/2026
Total value ($000)
119,950
Holdings
101
QoQ value change ($000)
-1,522
(-1.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.