Alchemi Wealth, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, Alchemi Wealth, LLC held in its portfolio 148 assets valued at $182,916,112 (i.e. $182.92M).
The most valuable assets in the portfolio included: APPLE INC ($28.19M), NVIDIA CORPORATION ($8.22M), and MICROSOFT CORP ($6.26M).
The chart below shows the top 10 valuable assets, and the table below shows the top 148 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Alchemi Wealth, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| APPLE INC | 103706 | 28193918 | COM |
| NVIDIA CORPORATION | 44074 | 8219944 | COM |
| MICROSOFT CORP | 12934 | 6255838 | COM |
| AMAZON COM INC | 26365 | 6085570 | COM |
| SPDR SERIES TRUST | 62705 | 5708108 | STATE STREET SPD |
| BLACKROCK SCIENCE & TECHNOLO | 115773 | 4693456 | SHS |
| COLUMBIA ETF TR I | 109047 | 4453517 | RESH ENHNC COR |
| SPDR S&P 500 ETF TR | 6201 | 4229770 | TR UNIT |
| TESLA INC | 9343 | 4201734 | COM |
| META PLATFORMS INC | 5781 | 3816440 | CL A |
| VANGUARD INSTL INDEX FD | 50581 | 3815325 | 0-3 MO TREAS BIL |
| ALPHABET INC | 11766 | 3683385 | CAP STK CL A |
| CAPITAL GROUP GROWTH ETF | 79140 | 3519431 | SHS CREATION UNI |
| INVESCO EXCH TRADED FD TR II | 13228 | 3346012 | NASDAQ 100 ETF |
| ISHARES TR | 86428 | 3262700 | INTL EQTY FACTOR |
| NETFLIX INC | 30940 | 2900935 | COM |
| DNP SELECT INCOME FD INC | 249181 | 2489328 | COM |
| EXXON MOBIL CORP | 19836 | 2387302 | COM |
| ELI LILLY & CO | 1801 | 1935499 | COM |
| ALPHABET INC | 5877 | 1844305 | CAP STK CL C |
| JPMORGAN CHASE & CO. | 5709 | 1840114 | COM |
| DUKE ENERGY CORP NEW | 15607 | 1829387 | COM NEW |
| BERKSHIRE HATHAWAY INC DEL | 3330 | 1673824 | CL B NEW |
| WISDOMTREE TR | 16113 | 1503500 | WISDOMTREE US VA |
| IMMUNOVANT INC | 56576 | 1438162 | COM |
| FIDELITY WISE ORIGIN BITCOIN | 18307 | 1395544 | SHS |
| SPROTT ASSET MANAGEMENT LP | 28505 | 1305528 | PHYSICAL GOLD AN |
| CIPHER MINING INC | 88150 | 1301094 | COM |
| EMERSON ELEC CO | 9721 | 1290366 | COM |
| AMERICAN EXPRESS CO | 3437 | 1271823 | COM |
| STRATEGY INC | 8292 | 1259969 | CL A NEW |
| FIDELITY COVINGTON TRUST | 33420 | 1216901 | ENHANCED LARGE |
| JOHNSON & JOHNSON | 5877 | 1216504 | COM |
| AMPLIFY ETF TR | 26645 | 1185709 | CWP ENHANCED DIV |
| VISA INC | 3285 | 1152540 | COM CL A |
| ALTRIA GROUP INC | 19418 | 1119688 | COM |
| ADVANCED MICRO DEVICES INC | 5026 | 1076368 | COM |
| PHILIP MORRIS INTL INC | 6523 | 1046320 | COM |
| WISDOMTREE TR | 21293 | 1036176 | ITL HDG QTLY DIV |
| CAPITAL GROUP EQUITY ETF TR | 35915 | 1035818 | US SMALL AND MID |
| VANECK ETF TRUST | 2868 | 1032967 | SEMICONDUCTR ETF |
| RBB FUND TRUST | 22232 | 1023272 | FIRST EAGLE GBL |
| PACER FDS TR | 16721 | 1006190 | US CASH COWS 100 |
| NEW JERSEY RES CORP | 21514 | 992226 | COM |
| FIRST TR EXCHANGE-TRADED FD | 3665 | 986545 | DJ INTERNT IDX |
| VANGUARD SPECIALIZED FUNDS | 4386 | 963955 | DIV APP ETF |
| SPDR GOLD TR | 2362 | 936084 | GOLD SHS |
| SELECT SECTOR SPDR TR | 5773 | 895662 | STATE STREET IND |
| VANGUARD INDEX FDS | 2525 | 846665 | TOTAL STK MKT |
| QUALCOMM INC | 4925 | 842511 | COM |
| DIREXION SHS ETF TR | 18949 | 796453 | DLY SCOND 3XBU |
| VANGUARD WORLD FD | 1029 | 776231 | INF TECH ETF |
| BROADCOM INC | 2190 | 758186 | COM |
| CAPITAL GRP FIXED INCM ETF T | 28551 | 757203 | CORE BOND ETF |
| CATERPILLAR INC | 1302 | 746384 | COM |
| PACER FDS TR | 9427 | 741434 | TRENDPILOT 100 |
| COSTCO WHSL CORP NEW | 858 | 740853 | COM |
| CAPITAL GRP FIXED INCM ETF T | 26563 | 733692 | US MULTI-SECTOR |
| INVESCO QQQ TR | 1186 | 728852 | UNIT SER 1 |
| UNITED RENTALS INC | 877 | 710236 | COM |
| FIDELITY COVINGTON TRUST | 3078 | 691534 | MSCI INFO TECH I |
| UNION PAC CORP | 2978 | 688897 | COM |
| INVESCO EXCHANGE TRADED FD T | 9372 | 674968 | S&P SMLCP MOMENT |
| CHEVRON CORP NEW | 4320 | 658567 | COM |
| PALANTIR TECHNOLOGIES INC | 3679 | 653942 | CL A |
| VERIZON COMMUNICATIONS INC | 15856 | 645859 | COM |
| PACER FDS TR | 13384 | 630944 | ARISTOTLE PACIFI |
| HOME DEPOT INC | 1787 | 615405 | COM |
| ABBVIE INC | 2635 | 602280 | COM |
| VANGUARD WORLD FD | 2040 | 587464 | HEALTH CAR ETF |
| SELECT SECTOR SPDR TR | 13085 | 585048 | STATE STREET ENE |
| BANK AMERICA CORP | 10267 | 564701 | COM |
| GENERAL DYNAMICS CORP | 1675 | 564243 | COM |
| WALMART INC | 5053 | 563130 | COM |
| JANUS DETROIT STR TR | 10763 | 544439 | HENDRSON AAA CL |
| PACER FDS TR | 9718 | 540126 | TRENDP US LAR CP |
| AMGEN INC | 1647 | 539397 | COM |
| INVESCO EXCH TRADED FD TR II | 4518 | 539178 | S&P 500 MOMNTM |
| BLACKSTONE INC | 3492 | 538400 | COM |
| TREX CO INC | 15325 | 537601 | COM |
| NORFOLK SOUTHN CORP | 1858 | 536949 | COM |
| PHILLIPS 66 | 4097 | 528757 | COM |
| AT&T INC | 20473 | 508580 | COM |
| INTERNATIONAL BUSINESS MACHS | 1706 | 505516 | COM |
| MARRIOTT INTL INC NEW | 1622 | 503209 | CL A |
| UNIVERSAL DISPLAY CORP | 4256 | 497056 | COM |
| HONEYWELL INTL INC | 2465 | 481088 | COM |
| GE VERNOVA INC | 725 | 473840 | COM |
| PROCTER AND GAMBLE CO | 3280 | 470205 | COM |
| 3M CO | 2823 | 452174 | COM |
| ISHARES TR | 654 | 447951 | CORE S&P500 ETF |
| BOEING CO | 2035 | 441839 | COM |
| ELEVATION SERIES TRUST | 11107 | 438004 | CLOUGH SELECT EQ |
| EVERSOURCE ENERGY | 6337 | 426700 | COM |
| SYMBOTIC INC | 7100 | 422450 | CLASS A COM |
| CANADIAN PACIFIC KANSAS CITY | 5659 | 416672 | COM |
| ELEVATION SERIES TRUST | 14079 | 387151 | CLOUGH HEDGED EQ |
| COHEN & STEERS ETF TRUST | 14994 | 382573 | REAL ESTATE ACTI |
| CISCO SYS INC | 4876 | 375632 | COM |
| INVESCO EXCHANGE TRADED FD T | 6335 | 375539 | S&P 500 TOP 50 |
| HERSHEY CO | 2054 | 373787 | COM |
| WISDOMTREE TR | 16578 | 373522 | HEDGED HI YLD BD |
| TJX COS INC NEW | 2430 | 373282 | COM |
| GE AEROSPACE | 1170 | 360461 | COM NEW |
| LINDE PLC | 844 | 359978 | SHS |
| ISHARES BITCOIN TRUST ETF | 7191 | 357034 | SHS BEN INT |
| NEXTERA ENERGY INC | 4423 | 355205 | COM |
| SOUTHERN CO | 3993 | 348256 | COM |
| JANUS DETROIT STR TR | 6607 | 344005 | HENDERSON SECURI |
| MASTERCARD INCORPORATED | 600 | 342528 | CL A |
| BRITISH AMERN TOB PLC | 5979 | 338531 | SPONSORED ADR |
| PACER FDS TR | 7968 | 338512 | METAURUS CAP 400 |
| MCDONALDS CORP | 1100 | 336671 | COM |
| ORACLE CORP | 1671 | 325903 | COM |
| VANECK ETF TRUST | 3702 | 317520 | GOLD MINERS ETF |
| DEERE & CO | 681 | 317296 | COM |
| CSX CORP | 8717 | 316019 | COM |
| SELECT SECTOR SPDR TR | 2166 | 311913 | STATE STREET TEC |
| PEPSICO INC | 2092 | 300462 | COM |
| PFIZER INC | 11991 | 298602 | COM |
| GSK PLC | 5943 | 291445 | SPONSORED ADR |
| SHELL PLC | 3921 | 288218 | SPON ADS |
| OREILLY AUTOMOTIVE INC | 3115 | 284119 | COM |
| BLACKROCK INC | 265 | 283736 | COM |
| CORNING INC | 3190 | 279404 | COM |
| ISHARES GOLD TR | 3405 | 276384 | ISHARES NEW |
| COCA COLA CO | 3900 | 272785 | COM |
| PRICE T ROWE GROUP INC | 2656 | 271980 | COM |
| PPL CORP | 7717 | 270249 | COM |
| ISHARES SILVER TR | 4185 | 269598 | ISHARES |
| CORTEVA INC | 3955 | 265104 | COM |
| MICRON TECHNOLOGY INC | 909 | 259656 | COM |
| STRYKER CORPORATION | 723 | 254427 | COM |
| M & T BK CORP | 1255 | 253033 | COM |
| BRISTOL-MYERS SQUIBB CO | 4571 | 246607 | COM |
| ZSCALER INC | 1075 | 241789 | COM |
| FORD MTR CO | 18271 | 239721 | COM |
| VANGUARD WHITEHALL FDS | 2640 | 237600 | INTL HIGH ETF |
| MERCK & CO INC | 2155 | 226878 | COM |
| ABBOTT LABS | 1805 | 226246 | COM |
| WASTE MGMT INC DEL | 1026 | 225682 | COM |
| GOLDMAN SACHS GROUP INC | 253 | 222708 | COM |
| RTX CORPORATION | 1210 | 221986 | COM |
| VANECK ETF TRUST | 2100 | 217476 | MRNGSTR WDE MOAT |
| ENBRIDGE INC | 4453 | 212987 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 667 | 202694 | SPONSORED ADS |
| ROBLOX CORP | 2500 | 202575 | CL A |
| ITERUM THERAPEUTICS PLC | 268886 | 90077 | SHS NEW |
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