Institutional Manager · CIK 0002110606
Alchemi Wealth, LLC
ESSEX, CT · File #028-26311
Latest AUM
$182.9M
Positions
150
Top-10 Concentration
54.0%
Filings
1
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 103,706 | $28.2M | 20.12% |
| 2 | NVIDIA CORPORATION | NVDA | 44,074 | $8.2M | 5.87% |
| 3 | MICROSOFT CORP | MSFT | 12,934 | $6.3M | 4.46% |
| 4 | AMAZON COM INC | AMZN | 26,365 | $6.1M | 4.34% |
| 5 | SPDR SERIES TRUST | 78468R663 | 60,240 | $5.5M | 3.93% |
| 6 | BLACKROCK SCIENCE & TECHNOLO | BLK | 115,773 | $4.7M | 3.35% |
| 7 | COLUMBIA ETF TR I | 19761L706 | 109,047 | $4.5M | 3.18% |
| 8 | SPDR S&P 500 ETF TR | SPY | 6,201 | $4.2M | 3.02% |
| 9 | TESLA INC | TSLA | 9,343 | $4.2M | 3.00% |
| 10 | META PLATFORMS INC | META | 5,781 | $3.8M | 2.72% |
| 11 | VANGUARD INSTL INDEX FD | 922040845 | 50,581 | $3.8M | 2.72% |
| 12 | ALPHABET INC | GOOG | 11,766 | $3.7M | 2.63% |
| 13 | CAPITAL GROUP GROWTH ETF | 14020G101 | 79,140 | $3.5M | 2.51% |
| 14 | INVESCO EXCH TRADED FD TR II | IVZ | 13,228 | $3.3M | 2.39% |
| 15 | ISHARES TR | 46434V274 | 86,428 | $3.3M | 2.33% |
| 16 | NETFLIX INC | NFLX | 30,940 | $2.9M | 2.07% |
| 17 | DNP SELECT INCOME FD INC | 23325P104 | 249,181 | $2.5M | 1.78% |
| 18 | EXXON MOBIL CORP | XOM | 19,836 | $2.4M | 1.70% |
| 19 | ELI LILLY & CO | LLY | 1,801 | $1.9M | 1.38% |
| 20 | ALPHABET INC | GOOG | 5,877 | $1.8M | 1.32% |