13F Filings for AlTi Global, Inc. (CIK: 1838615)
View the most recent portfolio holdings disclosed by AlTi Global, Inc. in their 13F filing.
| Holding | Shares | Value | Portfolio Percent | Change Status | Change Amount |
|---|---|---|---|---|---|
| EFA - ISHARES TR(Class: MSCI EAFE ETF) | 5.86M | $523.75M | 13.14% | Increased | 61.60K (1.0%, $49.93M) |
| ITOT - ISHARES TR(Class: CORE SP TTL STK) | 2.65M | $357.31M | 8.96% | Increased | 103.90K (4.0%, $47.16M) |
| SPY - SPDR SP 500 ETF TR(Class: TR UNIT) | 538.54K | $336.11M | 8.43% | Increased | 80.84K (17.0%, $79.31M) |
| SPMD - SPDR SERIES TRUST(Class: PORTFOLIO SP400) | 3.70M | $201.32M | 5.05% | Decreased | 1.63M (30.0%, $71.82M) |
| IJH - ISHARES TR(Class: CORE SP MCP ETF) | 2.62M | $162.45M | 4.08% | Decreased | 3.63M (58.0%, $202.20M) |
| VTI - VANGUARD INDEX FDS(Class: TOTAL STK MKT) | 507.36K | $154.66M | 3.88% | Decreased | 24.55K (4.0%, $8.47M) |
| GLD - SPDR GOLD TR(Class: GOLD SHS) | 376.66K | $115.19M | 2.89% | Decreased | 93.15K (19.0%, $20.18M) |
| EMLP - FIRST TR EXCHANGE-TRADED FD(Class: NO AMER ENERGY) | 2.93M | $109.97M | 2.76% | Decreased | 87.65K (2.0%, $3.23M) |
| EIPX - FIRST TR EXCHANGE-TRADED FD(Class: ENERGY INM PARTN) | 4.17M | $106.99M | 2.68% | Increased | 79.68K (1.0%, $343.73K) |
| XOM - EXXON MOBIL CORP(Class: COM) | 957.67K | $103.39M | 2.59% | Decreased | 5.14K (0.0%, $11.12M) |
| IAU - ISHARES GOLD TR(Class: ISHARES NEW) | 1.57M | $97.78M | 2.45% | Increased | 19.54K (1.0%, $6.50M) |
| TLT - ISHARES TR(Class: 20 YR TR BD ETF) | 711.55K | $62.12M | 1.56% | Decreased | 36.20K (4.0%, $5.95M) |
| AAPL - APPLE INC(Class: COM) | 292.23K | $60.97M | 1.53% | Increased | 8.83K (3.0%, $1.98M) |
| DUHP - DIMENSIONAL ETF TRUST(Class: US HIGH PROFITAB) | 1.59M | $57.18M | 1.43% | Increased | 440.75K (38.0%, $18.97M) |
| STIP - ISHARES TR(Class: 0-5 YR TIPS ETF) | 535.97K | $55.15M | 1.38% | Decreased | 43.41K (7.0%, $4.79M) |
| VOO - VANGUARD INDEX FDS(Class: SP 500 ETF SHS) | 91.78K | $52.29M | 1.31% | Decreased | 2.19K (2.0%, $4M) |
| UBER - UBER TECHNOLOGIES INC(Class: COM) | 513.21K | $47.92M | 1.20% | Increased | 8.45K (1.0%, $11.14M) |
| IAUM - ISHARES GOLD TR(Class: SHARES REPRESENT) | 1.40M | $46.19M | 1.16% | New | 1.40M ($46.19M) |
| GOOGL - ALPHABET INC(Class: CAP STK CL A) | 252.63K | $44.54M | 1.12% | Increased | 3.35K (1.0%, $6M) |
| MSFT - MICROSOFT CORP(Class: COM) | 84.02K | $41.93M | 1.05% | Increased | 4.62K (5.0%, $12.12M) |
| IBIT - ISHARES BITCOIN TRUST ETF(Class: SHS BEN INT) | 426.32K | $26.87M | 0.67% | Increased | 141.44K (49.0%, $13.53M) |
| MDT - MEDTRONIC PLC(Class: SHS) | 303.40K | $26.66M | 0.67% | Increased | 205 (0.0%, $583.96K) |
| CVX - CHEVRON CORP NEW(Class: COM) | 170.44K | $24.67M | 0.62% | Increased | 4.77K (2.0%, $3.04M) |
| DIS - DISNEY WALT CO(Class: COM) | 191.23K | $23.80M | 0.60% | Decreased | 21.34K (10.0%, $2.82M) |
| ESGD - ISHARES TR(Class: ESG AW MSCI EAFE) | 256.53K | $22.89M | 0.57% | Increased | 100.88K (64.0%, $10.17M) |