ALTERNA WEALTH MANAGEMENT, INC
All 13F Filings
- Location
- Houston, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 174,273
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/15/2026 | 109 | 174,273 | 13F-HR | ALTERNA WEALTH MANAGEMENT, INC |
| Q1 2026 | 4/27/2026 | 105 | 132,015 | 13F-HR | ALTERNA WEALTH MANAGEMENT, INC |
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 18.86 K | 10.8% | 3.289 K | 0 | 3.289 K |
| ETFs | 152.2 K | 87.3% | 38.8 K | 0 | 38.8 K |
| Debt | 3.251 K | 1.9% | 166 | 0 | 166 |
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Fund Snapshot
Q2 2026
Latest filed
7/15/2026
Total value ($000)
174,273
Holdings
109
QoQ value change ($000)
42,258
(32.0%)
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.