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Livermore
Livermore
ZHEN

Alchemi Wealth, LLC

SEC CIK
0002110606
Latest filing
Jul 29, 2026

The latest 13F from Alchemi Wealth, LLC covers Q2 2026 (filed Jul 29, 2026): 167 long positions worth $213.4M. The top 10 holdings make up 36.7% of the portfolio, and the largest is Apple Inc. (AAPL) at 13.5%. Livermore has 3 filings on Form 13F from this institution, going back to Q4 2025.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
21
Est. +$5.94M
Added
71
Est. +$10.9M
Reduced
61
Est. −$5.48M
Sold out
9
Est. −$2.93M

Top 5 holdings

Share of this quarter's portfolio value

  1. AAPLApple Inc.
    13.5%$28.9MHistory
  2. NVDANVIDIA Corp
    4.2%$8.97MHistory
  3. AMZNAmazon Com Inc
    3.0%$6.39MHistory
  4. BSTBlackRock Science & Technology Trust
    2.7%$5.81MHistory
  5. Columbia ETF Tr I19761L706
    2.4%$5.13M

Biggest buys

New and added positions, by estimated amount bought

  1. Vanguard Morningstar Value ETF922908744
    +$2.79MAdded
  2. Vanguard Instl Index FD922040845
    +$904.1KAdded
  3. Vanguard Dividend Appreciation ETF921908844
    +$868.4KAdded
  4. Vanguard Morningstar Total Stock Market ETF922908769
    +$700.2KAdded
  5. IRENIREN Ltd
    +$519.3KNewHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. Vanguard Morningstar Value ETF922908744
    +1.30 pp0.1% → 1.4%
  2. AMDAdvanced Micro Devices Inc
    +0.82 pp0.6% → 1.4%History
  3. VanEck Semiconductor ETF92189F676
    +0.43 pp0.7% → 1.1%
  4. MUMicron Technology Inc
    +0.41 pp0.2% → 0.6%History
  5. CIFRCipher Digital Inc.
    +0.41 pp0.7% → 1.1%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. Direxion Shs ETF Tr25459W458
    −$1.03MReduced
  2. State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663
    −$820.8KReduced
  3. HONHoneywell International Inc
    −$557.2KSold outHistory
  4. PLTRPalantir Technologies Inc.
    −$527.9KSold outHistory
  5. AAPLApple Inc.
    −$491.9KReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663
    −0.85 pp3.0% → 2.1%
  2. AAPLApple Inc.
    −0.76 pp14.3% → 13.5%History
  3. NFLXNetflix Inc
    −0.64 pp1.5% → 0.8%History
  4. XOMExxonMobil Holdings Corp
    −0.60 pp1.8% → 1.2%History
  5. MSFTMicrosoft Corp
    −0.44 pp2.6% → 2.2%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$213.4M
+$33.2M (+18.4%) vs. prior quarter
Positions
167
+12 vs. prior quarter
Top 10 concentration
36.7%
Top 10 as share of value
Turnover
4.3%
Q2 2026, one quarter
Average holding period
2.9 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2025), so positions held before then are understated.

13F filings by quarter

3 quarters, going back to Q4 2025. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $213.4M (Q2 2026)

Q4 2025: $182.9MQ1 2026: $180.2MQ2 2026: $213.4M
Q4 2025Q2 2026
13F filings of Alchemi Wealth, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 29, 2026167$213.4MAAPLNVDAAMZNvs. Q1 2026SEC
Q1 2026May 7, 2026155$180.2MAAPLNVDAAMZNvs. Q4 2025SEC
Q4 2025Feb 13, 2026150$182.9MAAPLNVDAMSFT–SEC

13D and 13G filings

Companies where Alchemi Wealth, LLC reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

1 company, largest stake first.

Companies where Alchemi Wealth, LLC owns 5% or more
CompanyLatest formStakeChangeFirst filedLatest filingFiling
WisdomTree Trust7-10 Year Laddered Treasury Fund13G/A6.91%0 shares+1.87 ppfrom 5.04%Apr 30, 20262 filingsJul 29, 2026SEC

Latest filings

2 filings on file made by Alchemi Wealth, LLC or listing it as a reporting person, newest first.

Schedule 13D and 13G filings by Alchemi Wealth, LLC
CompanyFiled (ET)FormStakeChangeEvent dateFiling
WisdomTree Trust7-10 Year Laddered Treasury FundJul 29, 20262:54 PM ET13G/A6.91%0 shares+1.87 ppfrom 5.04%Jun 30, 2026SEC
WisdomTree Trust7-10 Year Laddered Treasury FundApr 30, 20264:08 PM ET13G5.04%4.54K sharesNewMar 19, 2026SEC