Alchemi Wealth, LLC
All 13F Filings
- Location
- Essex, CT
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 180,210
- Description
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- Website
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- Founded
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- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 5/7/2026 | 155 | 180,210 | 13F-HR | Alchemi Wealth, LLC |
| Q4 2025 | 2/13/2026 | 150 | 182,916 | 13F-HR | Alchemi Wealth, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 133.8 K | 74.3% | 0 | 40.06 K | -40.06 K |
| ETFs | 45.39 K | 25.2% | 37.14 K | 0 | 37.14 K |
| Debt | 971 | 0.5% | 214 | 0 | 214 |
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Fund Snapshot
Q1 2026
Latest filed
5/7/2026
Total value ($000)
180,210
Holdings
155
QoQ value change ($000)
-2,706
(-1.5%)
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.