Alchemi Wealth Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Morningstar Value ETF
VTV
|
+$2.68M |
| 2 |
VBIL
Vanguard 0-3 Month Treasury Bill ETF
VBIL
|
+$903K |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
+$843K |
| 4 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$677K |
| 5 |
Iris Energy
IREN
|
+$590K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$820K |
| 2 |
Direxion Daily Semiconductor Bull 3X ETF
SOXL
|
+$651K |
| 3 |
Palantir
PLTR
|
+$528K |
| 4 |
Apple
AAPL
|
+$486K |
| 5 |
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
|
+$359K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 26.85% |
| 2 | Consumer Discretionary | 5.81% |
| 3 | Communication Services | 5.69% |
| 4 | Industrials | 5.41% |
| 5 | Financials | 4.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Xcel Energy
XEL
$48.3B
| – | – |
-2,689
| Closed | -$214K |
|
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Alchemi Wealth's Q2 2026 Portfolio in Review
As of Q2 2026, Alchemi Wealth held 176 positions worth $213M, up 18% from $180M the previous quarter. Its ten largest holdings account for 37% of the portfolio.
Alchemi Wealth deployed $8.11M of net new capital in Q2 2026, opening 21 new positions and adding to 71 existing holdings. Its largest new stake was Iris Energy: 11,355 shares worth $519K.
By sector, the portfolio is most concentrated in Technology at 27% of assets, up from 26% a quarter earlier, followed by Consumer Discretionary and Communication Services.
On the sell side, the largest reduction was State Street SPDR Bloomberg 1-3 Month T-Bill ETF, an estimated $820K trimmed.
- Alchemi Wealth's largest Q2 2026 buy was Iris Energy: 11,355 shares worth $519K.
- Alchemi Wealth added most to Vanguard Morningstar Value ETF in Q2 2026, an estimated $2.68M increase.
- Alchemi Wealth's biggest Q2 2026 reduction was State Street SPDR Bloomberg 1-3 Month T-Bill ETF, cutting an estimated $820K.
- Alchemi Wealth fully exited Palantir in Q2 2026, selling an estimated $528K.
- Alchemi Wealth's ten largest holdings make up 37% of its $213M portfolio in Q2 2026.
- Alchemi Wealth opened 21 new positions and closed 8 in Q2 2026.
- Alchemi Wealth's portfolio value rose 18% quarter-over-quarter to $213M.
Based on Alchemi Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.