Institutional Manager · CIK 0001838615
AlTi Global, Inc.
NEW YORK, NY · File #028-23888
Latest AUM
$4.66B
Positions
719
Top-10 Concentration
65.3%
Filings
8
Sector Allocation
Filing History
View all filings →- 13F COMBINATION REPORTQ/E Dec 2025719 pos · $4.66B
- 13F COMBINATION REPORTQ/E Sep 2025683 pos · $4.26B
- 13F COMBINATION REPORTQ/E Jun 2025661 pos · $3.99B
- 13F COMBINATION REPORTQ/E Mar 2025617 pos · $3.81B
- 13F COMBINATION REPORTQ/E Dec 2024655 pos · $4.14B
- 13F COMBINATION REPORTQ/E Sep 2024604 pos · $4.16B
- 13F HOLDINGS REPORTQ/E Jun 2024615 pos · $3.72B
- 13F HOLDINGS REPORTQ/E Mar 2024517 pos · $3.60B
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287465 | 6,110,074 | $586.8M | 15.61% |
| 2 | ISHARES TR | 464287150 | 2,750,155 | $408.9M | 10.88% |
| 3 | PROFESIONALLY MANAGED PORTFO | 74316P579 | 5,904,874 | $386.8M | 10.29% |
| 4 | SPDR S&P 500 ETF TR | SPY | 340,540 | $232.6M | 6.19% |
| 5 | SPDR SERIES TRUST | 78464A847 | 2,985,544 | $172.9M | 4.60% |
| 6 | VANGUARD INDEX FDS | 922908769 | 492,544 | $165.1M | 4.39% |
| 7 | SPDR GOLD TR | GLD | 339,661 | $134.6M | 3.58% |
| 8 | SPDR S&P 500 ETF TR | SPY | 195,569 | $133.8M | 3.56% |
| 9 | ISHARES GOLD TR | IAU | 1,539,493 | $125.0M | 3.32% |
| 10 | FIRST TR EXCHANGE-TRADED FD | 33739Q804 | 4,138,714 | $109.4M | 2.91% |
| 11 | FIRST TR EXCHANGE-TRADED FD | 33738D101 | 2,869,696 | $108.7M | 2.89% |
| 12 | EXXON MOBIL CORP | XOM | 897,489 | $108.0M | 2.87% |
| 13 | ISHARES TR | 464287507 | 1,540,020 | $101.6M | 2.70% |
| 14 | ISHARES TR | 464287200 | 153,316 | $78.8M | 2.10% |
| 15 | ALPHABET INC | GOOG | 213,014 | $66.7M | 1.77% |
| 16 | ISHARES GOLD TR | IAU | 1,360,000 | $58.5M | 1.56% |
| 17 | VANGUARD INDEX FDS | 922908363 | 84,859 | $53.2M | 1.42% |
| 18 | ISHARES TR | 46429B747 | 507,796 | $52.0M | 1.38% |
| 19 | ISHARES TR | 464287432 | 520,300 | $45.3M | 1.21% |
| 20 | APPLE INC | AAPL | 148,599 | $40.4M | 1.07% |