13F Filings History of Alteri Wealth LLC
- Latest 13F filing
- Q2 2026 - 29 Jul 2026
- Latest reported 13F value
- $362,142,003
- Largest 13F holdings
-
AAPL NVDA INTC AVGO GOOGL WMT EXXONMOBIL HOLDINGS CORP COM SHS MSFT AMZN JPM AMGN BAC
+8 more
SRLN META LLY GOOG IVV TSLA MU BA - Form 13F summary
-
- Alteri Wealth LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Alteri Wealth LLC reported 296 equity holdings with a total reported market value of $362,142,003 for Q2 2026. Top reported holdings included AAPL, NVDA, INTC, AVGO, and GOOGL.
- Manager signature
- Roseann Higgins - Chief Compliance Officer
- Manager location
- Westlake Village, CA
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
Follow Filing Activity
Follow Alteri Wealth LLC with Pro and return when a new 13F portfolio filing changes the record on this page.
Pro alert delivery is coming soon and remains tied to source-backed filing changes rather than inferred market advice.
Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2026
Latest value
$362,142,003
Quarter delta
+$53,512,220
Accepted
29 Jul 2026, 09:39
Rows shown
1-7 of 7
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 296 | $362,142,003 | +$31,785,365 | -$24,954,584 | +$6,830,781 | AAPL, NVDA, INTC, AVGO, GOOGL | 13F-HR | 29 Jul 2026, 09:39 |
| Q1 2026 | 292 | $308,629,783 | +$23,171,414 | -$18,493,328 | +$4,678,086 | AAPL, NVDA, AVGO, WMT, XOM | 13F-HR | 06 May 2026, 12:38 |
| Q4 2025 | 286 | $308,549,958 | +$17,762,894 | -$7,639,521 | +$10,123,373 | AAPL, NVDA, AVGO, MSFT, WMT | 13F-HR | 11 Feb 2026, 12:08 |
| Q3 2025 | 282 | $291,006,122 | +$16,860,261 | -$6,469,302 | +$10,390,959 | NVDA, AAPL, AVGO, MSFT, WMT | 13F-HR | 10 Nov 2025, 13:01 |
| Q2 2025 | 271 | $257,765,313 | +$20,445,220 | -$13,622,693 | +$6,822,527 | NVDA, AAPL, AVGO, MSFT, WMT | 13F-HR | 11 Aug 2025, 15:21 |
| Q1 2025 | 250 | $227,328,921 | +$17,849,815 | -$141,588,855 | -$123,739,040 | AAPL, NVDA, WMT, MSFT, XOM | 13F-HR | 07 May 2025, 12:59 |
| Q4 2024 | 246 | $361,337,694 | $0 | $0 | $0 | AME, AAPL, NVDA, AVGO, BA | 13F-HR | 14 Feb 2025, 11:41 |