Alchemi Wealth, LLC
Long book
$180.2M
Q1 2026
Positions
155
Top-10 weight
38%
concentration
Last quarter
+13.9%
SPY +14.8%
Turnover
11%
of book per quarter
Strategy in plain words
auto-generated from filingsAlchemi Wealth, LLC is an institutional manager, running a $180.2M US long book across 155 positions.
The portfolio is moderately concentrated (top 10 ≈ 38% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: APPLE INC, NVIDIA CORP, AMAZON.COM INC, SS SPDR BB 1-3M T-BILL ETF, MICROSOFT CORP.
Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2025
-3.1%
Q1 2026
+13.9%
Sector allocation
Technology 47%
Industrials 11%
Financials 8%
Consumer discretionary 8%
Healthcare 6%
Utilities 5%
Energy 5%
Services media 5%
Long book by quarter
What does Alchemi Wealth, own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 101.4K | $25.7M | 14.3% | -2.2% |
| NVDA NVIDIA CORP | Technology | 45.9K | $8.0M | 4.4% | +4.2% |
| AMZN AMAZON.COM INC | Consumer discretionary | 26.3K | $5.5M | 3.0% | -0.2% |
| MSFT MICROSOFT CORP | Technology | 12.8K | $4.7M | 2.6% | -0.8% |
| TSLA TESLA INC | Industrials | 9.2K | $3.4M | 1.9% | -1.5% |
| GOOGL ALPHABET INC-CL A | Technology | 11.7K | $3.4M | 1.9% | -0.7% |
| XOM EXXON MOBIL CORP | Energy | 19.3K | $3.3M | 1.8% | -2.8% |
| META META PLATFORMS INC-CLASS A | Technology | 5.6K | $3.2M | 1.8% | -3.3% |
| NFLX NETFLIX INC | Services media | 27.6K | $2.7M | 1.5% | -10.6% |
| DUK DUKE ENERGY CORP | Utilities | 15.9K | $2.1M | 1.2% | +2.1% |
| JPM JPMORGAN CHASE & CO | Financials | 6.0K | $1.8M | 1.0% | +4.5% |
| GOOG ALPHABET INC-CL C | Technology | 5.8K | $1.7M | 0.9% | -1.2% |
| LLY ELI LILLY & CO | Healthcare | 1.8K | $1.7M | 0.9% | +0.4% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 3.3K | $1.6M | 0.9% | Held |
| JNJ JOHNSON & JOHNSON | Healthcare | 5.9K | $1.4M | 0.8% | +0.4% |
| IMVT IMMUNOVANT INC | Healthcare | 54.0K | $1.3M | 0.7% | -4.5% |
| MSTR STRATEGY INC | Financials | 10.3K | $1.3M | 0.7% | +24.1% |
| EMR EMERSON ELECTRIC CO | Industrials | 9.8K | $1.3M | 0.7% | +0.4% |
| NJR NEW JERSEY RESOURCES CORP | Utilities | 21.6K | $1.2M | 0.7% | +0.4% |
| CIFR CIPHER DIGITAL INC | Financials | 91.8K | $1.2M | 0.7% | +4.1% |
| CVX CHEVRON CORP | Energy | 5.6K | $1.2M | 0.6% | +29.4% |
| PM PHILIP MORRIS INTERNATIONAL | Consumer staples | 6.5K | $1.1M | 0.6% | -1.0% |
| MO ALTRIA GROUP INC | Consumer staples | 15.9K | $1.0M | 0.6% | -18.1% |
| AXP AMERICAN EXPRESS CO | Financials | 3.4K | $1.0M | 0.6% | -0.7% |
| AMD ADVANCED MICRO DEVICES | Technology | 5.0K | $1.0M | 0.6% | -0.1% |
| V VISA INC-CLASS A SHARES | Services media | 3.3K | $992K | 0.6% | -0.1% |
| CAT CATERPILLAR INC | Industrials | 1.3K | $922K | 0.5% | -0.1% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 863 | $861K | 0.5% | +0.6% |
| VZ VERIZON COMMUNICATIONS INC | Communications | 15.9K | $798K | 0.4% | +0.2% |
| PSX PHILLIPS 66 | Energy | 4.2K | $757K | 0.4% | +1.4% |
| QCOM QUALCOMM INC | Technology | 5.8K | $753K | 0.4% | +18.7% |
| UNP UNION PACIFIC CORP | Industrials | 3.0K | $723K | 0.4% | 0.0% |
| AVGO BROADCOM INC | Technology | 2.3K | $697K | 0.4% | +2.7% |
| GEV GE VERNOVA INC | Industrials | 735 | $642K | 0.4% | +1.4% |
| URI UNITED RENTALS INC | Services media | 878 | $640K | 0.4% | +0.1% |
| WMT WALMART INC | Consumer discretionary | 5.1K | $629K | 0.3% | +0.1% |
| T AT&T INC | Communications | 20.5K | $594K | 0.3% | 0.0% |
| AMGN AMGEN INC | Healthcare | 1.7K | $590K | 0.3% | +1.7% |
| GD GENERAL DYNAMICS CORP | Industrials | 1.7K | $579K | 0.3% | +0.7% |
| HD HOME DEPOT INC | Consumer discretionary | 1.7K | $568K | 0.3% | -3.4% |
| TREX TREX COMPANY INC | Other | 15.4K | $561K | 0.3% | +0.5% |
| HON HONEYWELL INTERNATIONAL INC | Industrials | 2.5K | $557K | 0.3% | 0.0% |
| ABBV ABBVIE INC | Healthcare | 2.5K | $552K | 0.3% | -3.8% |
| NSC NORFOLK SOUTHERN CORP | Industrials | 1.9K | $534K | 0.3% | +0.1% |
| MAR MARRIOTT INTERNATIONAL -CL A | Services media | 1.6K | $531K | 0.3% | Held |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 3.6K | $528K | 0.3% | -1.9% |
| BAC BANK OF AMERICA CORP | Financials | 10.3K | $501K | 0.3% | 0.0% |
| PG PROCTER & GAMBLE CO/THE | Other | 3.3K | $475K | 0.3% | +0.3% |
| GLW CORNING INC | Industrials | 3.3K | $451K | 0.3% | +3.9% |
| CP CANADIAN PACIFIC KANSAS CITY | Industrials | 5.7K | $445K | 0.2% | Held |
13F filing history
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