CIK 1838615
AlTi Global, Inc.
Institutional 13F holdings & portfolio
Holdings
451
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 451
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AKRE | PROFESIONALLY MANAGED PORTFO | 5.9M | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 341K | $1M+ | SH |
| SPMD | SPDR SERIES TRUST | 3.0M | $1M+ | SH |
| EIPX | FIRST TR EXCHANGE-TRADED FD | 4.1M | $1M+ | SH |
| EMLP | FIRST TR EXCHANGE-TRADED FD | 2.9M | $1M+ | SH |
| IJH | ISHARES TR | 1.5M | $1M+ | SH |
| IAUM | ISHARES GOLD TR | 1.4M | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 85K | $1M+ | SH |
| AAPL | APPLE INC | 149K | $1M+ | SH |
| DUHP | DIMENSIONAL ETF TRUST | 1.0M | $1M+ | SH |
| UBER | UBER TECHNOLOGIES INC | 375K | $1M+ | SH |
| ESGD | ISHARES TR | 280K | $1M+ | SH |
| PLD | PROLOGIS INC. | 191K | $1M+ | SH |
| PABU | ISHARES TR | 306K | $1M+ | SH |
| VGK | VANGUARD INTL EQUITY INDEX F | 241K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 125K | $1M+ | SH |
| ESGU | ISHARES TR | 118K | $1M+ | SH |
| GPGI | COMPOSECURE INC | 808K | $1M+ | SH |
| IWV | ISHARES TR | 40K | $1M+ | SH |
| IVV | ISHARES TR | 22K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 29K | $1M+ | SH |
| TSLA | TESLA INC | 31K | $1M+ | SH |
| IWF | ISHARES TR | 27K | $1M+ | SH |
| DFAI | DIMENSIONAL ETF TRUST | 328K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 65K | $1M+ | SH |
| MUB | ISHARES TR | 109K | $1M+ | SH |
| GOOGL | ALPHABET INC | 37K | $1M+ | SH |
| IJK | ISHARES TR | 114K | $1M+ | SH |
| IQLT | ISHARES TR | 241K | $1M+ | SH |
| QQQM | INVESCO EXCH TRADED FD TR II | 42K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 21K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 51K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 16K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 237K | $1M+ | SH |
| FNDX | SCHWAB STRATEGIC TR | 331K | $1M+ | SH |
| IWB | ISHARES TR | 23K | $1M+ | SH |
| GLD | SPDR GOLD TR | 21K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 67K | $1M+ | SH |
| IVW | ISHARES TR | 65K | $1M+ | SH |
| AMZN | AMAZON COM INC | 35K | $1M+ | SH |
| DFAU | DIMENSIONAL ETF TRUST | 167K | $1M+ | SH |
| ADBE | ADOBE INC | 22K | $1M+ | SH |
| IWD | ISHARES TR | 35K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 23K | $1M+ | SH |
| HTBK | HERITAGE COMM CORP | 612K | $1M+ | SH |
| PEP | PEPSICO INC | 51K | $1M+ | SH |
| QUS | SPDR SERIES TRUST | 40K | $1M+ | SH |
| CMCSA | COMCAST CORP NEW | 231K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 9 | $1M+ | SH |
| AMGN | AMGEN INC | 20K | $1M+ | SH |