Funds › AlTi Global, Inc.
AlTi Global, Inc.
13F for Q3 2026, filed Nov 9, 2026. 465 positions worth $4.9B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 9, 2026
Reported value
$4.9B
+$19.4M (0.4%) vs Q2 2026
Positions
465
505 in Q2 2026
Top 10 share
54.4%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | iShares Tr Msci Eafe Etf | 5.40M | $561.2M | 11.6% | -7.7% | 13F ↗ |
| 2 | iShares Tr Core S&P Ttl Stk | 3.08M | $513.0M | 10.6% | +3.1% | 13F ↗ |
| 3 | SPY State Street SPDR S&P 500 ETF Trust · Trust units | 578,876 | $442.3M | 9.1% | -0.3% | 13F ↗ |
| 4 | 2023 ETF Series Trust Pac No Gl Em Etf | 5.75M | $236.8M | 4.9% | +36.6% | 13F ↗ |
| 5 | Vanguard Index Fds Mrngstr Ttl Stk | 489,931 | $183.4M | 3.8% | -0.9% | 13F ↗ |
| 6 | Spdr Series Trust St Str P400MID | 2.77M | $174.5M | 3.6% | -1.3% | 13F ↗ |
| 7 | First Tr Exchange-Traded Fd Energy Inm Partn | 4.82M | $150.7M | 3.1% | -2.3% | 13F ↗ |
| 8 | iShares Inc Msci Gbl Etf New | 2.27M | $136.4M | 2.8% | New | 13F ↗ |
| 9 | IAU iShares Gold Trust · Ishares New | 1.71M | $133.2M | 2.7% | +3.3% | 13F ↗ |
| 10 | First Tr Exchange-Traded Fd No Amer Energy | 2.76M | $113.3M | 2.3% | -1.8% | 13F ↗ |
| 11 | XOM ExxonMobil Holdings Corporation | 694,999 | $113.1M | 2.3% | New | 13F ↗ |
| 12 | AAPL Apple Inc. | 319,062 | $106.3M | 2.2% | +3.3% | 13F ↗ |
| 13 | iShares Tr Core S&P Mcp Etf | 1.47M | $105.8M | 2.2% | -7.7% | 13F ↗ |
| 14 | GLD SPDR Gold Shares · Gold Shs | 218,183 | $83.1M | 1.7% | +17.5% | 13F ↗ |
| 15 | GOOGL Alphabet Inc. Class A | 236,538 | $81.4M | 1.7% | -7.7% | 13F ↗ |
| 16 | IAUM iShares Gold Trust Micro · Shs Repstg Un Tr | 1.72M | $71.1M | 1.5% | +21.0% | 13F ↗ |
| 17 | Spdr Series Trust Etf | 172,965 | $66.1M | 1.4% | +15.0% | 13F ↗ |
| 18 | iShares Tr Core S&P500 Etf | 121,799 | $60.7M | 1.2% | +364% | 13F ↗ |
| 19 | Vanguard Index Fds S&P 500 Etf Shs | 86,013 | $60.3M | 1.2% | +2.1% | 13F ↗ |
| 20 | AEM Agnico Eagle Mines Limited | 1.68M | $57.0M | 1.2% | +504% | 13F ↗ |
| 21 | iShares Tr 0-5 Yr Tips Etf | 502,255 | $50.1M | 1.0% | Unchanged | 13F ↗ |
| 22 | MSFT Microsoft Corporation | 73,893 | $37.9M | 0.8% | -18.0% | 13F ↗ |
| 23 | iShares Tr Etf | 417,985 | $32.5M | 0.7% | -24.5% | 13F ↗ |
| 24 | SPCX Space Exploration Technologies Corp. | 206,311 | $31.1M | 0.6% | +10909% | 13F ↗ |
| 25 | CVX Chevron Corporation | 148,938 | $30.4M | 0.6% | -6.7% | 13F ↗ |
| 26 | iShares Tr Esg Aw Msci Eafe | 292,859 | $30.2M | 0.6% | +1.2% | 13F ↗ |
| 27 | iShares Tr | 374,263 | $29.4M | 0.6% | -0.1% | 13F ↗ |
| 28 | iShares Tr | 430,274 | $29.2M | 0.6% | +1.6% | 13F ↗ |
| 29 | MDT Medtronic plc. | 305,088 | $26.5M | 0.5% | Unchanged | 13F ↗ |
| 30 | GOOG Alphabet Inc. Class C | 73,468 | $25.0M | 0.5% | -2.3% | 13F ↗ |
| 31 | GS Goldman Sachs Group, Inc. | 27,364 | $24.6M | 0.5% | -0.1% | 13F ↗ |
| 32 | PLD Prologis, Inc. | 174,492 | $22.7M | 0.5% | -4.3% | 13F ↗ |
| 33 | AMZN Amazon.com, Inc. | 83,499 | $20.8M | 0.4% | -15.7% | 13F ↗ |
| 34 | iShares Tr Esg Awr Msci Usa | 124,533 | $20.8M | 0.4% | +1.1% | 13F ↗ |
| 35 | Vanguard International Equity Index F Ftse Europe Etf | 232,261 | $20.2M | 0.4% | -11.4% | 13F ↗ |
| 36 | Wisdomtree Tr Japn Hedge Eqt | 110,650 | $20.0M | 0.4% | -1.8% | 13F ↗ |
| 37 | Profesionally Managed Portfo Akre Focus Etf | 361,450 | $19.0M | 0.4% | -60.9% | 13F ↗ |
| 38 | DIS Walt Disney Company | 177,048 | $18.6M | 0.4% | -8.2% | 13F ↗ |
| 39 | IBIT iShares Bitcoin Trust ETF · Shs Ben Int | 390,829 | $18.5M | 0.4% | +31.3% | 13F ↗ |
| 40 | iShares Tr Etf | 38,949 | $16.8M | 0.3% | -3.2% | 13F ↗ |
| 41 | JNJ Johnson & Johnson | 57,487 | $15.2M | 0.3% | +3.3% | 13F ↗ |
| 42 | NVDA NVIDIA Corporation | 63,557 | $14.5M | 0.3% | -45.6% | 13F ↗ |
| 43 | iShares Tr Msci Acwi Etf | 89,422 | $14.2M | 0.3% | -5.5% | 13F ↗ |
| 44 | TSLA Tesla, Inc. | 39,383 | $14.0M | 0.3% | -23.0% | 13F ↗ |
| 45 | iShares Tr Select Divid Etf | 86,053 | $13.1M | 0.3% | +8.9% | 13F ↗ |
| 46 | TRGP Targa Resources, Inc. | 48,226 | $13.0M | 0.3% | -24.5% | 13F ↗ |
| 47 | WMT Walmart Inc. | 123,310 | $12.8M | 0.3% | -9.0% | 13F ↗ |
| 48 | iShares Tr National Mun Etf | 124,282 | $12.6M | 0.3% | -5.4% | 13F ↗ |
| 49 | BRK-B Berkshire Hathaway Inc. Class B | 24,164 | $12.0M | 0.2% | +12.9% | 13F ↗ |
| 50 | JPM JPMorgan Chase & Co. | 35,037 | $11.6M | 0.2% | -21.9% | 13F ↗ |
Showing the top 50 of 465 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
43 new, 142 added to, 205 trimmed, 83 exited, 75 unchanged. By estimated dollars.
New positions (43)
| iShares Inc Msci Gbl Etf New | 2.27M | New | $136.4M |
| XOM ExxonMobil Holdings Corporation | 694,999 | New | $113.1M |
| OKE ONEOK, Inc. | 76,954 | New | $6.6M |
| BBY Best Buy Co., Inc. | 91,977 | New | $4.9M |
| APH Amphenol Corporation | 25,955 | New | $3.6M |
| BBWI Bath & Body Works, Inc. | 12,464 | New | $2.5M |
| Im Global Partner Funds Imgp Dbi Man Etf | 76,400 | New | $2.5M |
| Tidal Trust I Adasina Social | 92,566 | New | $2.1M |
| iShares Tr Ishares Semicdtr | 3,100 | New | $1.8M |
| LNT Alliant Energy Corporation | 1,707 | New | $767.4K |
Added to (142)
| 2023 ETF Series Trust Pac No Gl Em Etf | 5.75M | +36.6% | $63.4M |
| iShares Tr Core S&P500 Etf | 121,799 | +364% | $47.6M |
| AEM Agnico Eagle Mines Limited | 1.68M | +504% | $47.6M |
| SPCX Space Exploration Technologies Corp. | 206,311 | +10909% | $30.8M |
| iShares Tr Core S&P Ttl Stk | 3.08M | +3.1% | $15.4M |
| GLD SPDR Gold Shares · Gold Shs | 218,183 | +17.5% | $12.4M |
| IAUM iShares Gold Trust Micro · Shs Repstg Un Tr | 1.72M | +21.0% | $12.3M |
| Spdr Series Trust Etf | 172,965 | +15.0% | $8.6M |
| IBIT iShares Bitcoin Trust ETF · Shs Ben Int | 390,829 | +31.3% | $4.4M |
| IAU iShares Gold Trust · Ishares New | 1.71M | +3.3% | $4.3M |
Trimmed (205)
| iShares Tr Msci Eafe Etf | 5.40M | -7.7% | -$47.0M |
| BAX Baxter International Inc. | 511 | -99.5% | -$39.3M |
| Profesionally Managed Portfo Akre Focus Etf | 361,450 | -60.9% | -$29.6M |
| NVDA NVIDIA Corporation | 63,557 | -45.6% | -$12.2M |
| iShares Tr Etf | 417,985 | -24.5% | -$10.5M |
| PSX Phillips 66 | 2,487 | -94.1% | -$10.2M |
| Invesco Qqq Tr | 12,925 | -50.9% | -$9.9M |
| iShares Tr Core S&P Mcp Etf | 1.47M | -7.7% | -$8.8M |
| MSFT Microsoft Corporation | 73,893 | -18.0% | -$8.3M |
| UNH UnitedHealth Group Incorporated | 5,884 | -78.8% | -$8.0M |
Exited (83)
| Exxon Mobil Corp | 705,627 | Exited | -$96.5M |
| Invesco Exch Traded Fd Tr II Nasdaq 100 Etf | 90,000 | Exited | -$27.3M |
| PSLV Sprott Physical Silver Trust ETV · Physical Silver | 671,620 | Exited | -$13.4M |
| Oneok Inc | 81,632 | Exited | -$7.1M |
| KMB Kimberly-Clark Corporation | 55,729 | Exited | -$6.1M |
| Dimensional ETF Trust Us High Prof Etf | 118,100 | Exited | -$4.9M |
| CRDO Credo Technology Group Holding Ltd | 13,554 | Exited | -$3.7M |
| PHYS Sprott Physical Gold Trust ETV · Physical Gold Tr | 112,220 | Exited | -$3.5M |
| SW Smurfit WestRock plc | 72,088 | Exited | -$3.3M |
| ETF Ser Solutions Defia Quant Etf | 20,000 | Exited | -$3.3M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 9, 2026 | 13F-HR | 465 | $4.9B | Current | SEC ↗ |
| Q2 2026 | Aug 5, 2026 | 13F-HR | 505 | $4.8B | Current | SEC ↗ |
| Q1 2026 | May 7, 2026 | 13F-HR | 437 | $4.6B | Current | SEC ↗ |
| Q4 2025 | Feb 13, 2026 | 13F-HR | 451 | $4.7B | Current | SEC ↗ |
| Q3 2025 | Nov 6, 2025 | 13F-HR | 430 | $4.3B | Current | SEC ↗ |
| Q2 2025 | Jul 31, 2025 | 13F-HR | 415 | $4.0B | Current | SEC ↗ |
| Q1 2025 | May 15, 2025 | 13F-HR | 388 | $3.8B | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer