Alchemi Wealth, LLC
Net buyer this quarter
$213M
116
+$2.37M
34.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AAPL | $28.9M | 13.52% | 0.00% | -1.7% | Q4 2025 |
 NVDA | $8.97M | 4.20% | 0.00% | -2.3% | Q4 2025 |
 AMZN | $6.39M | 2.99% | 0.00% | +2.0% | Q4 2025 |
 BST | $5.81M | 2.72% | Not reported | -1.9% | Q4 2025 |
 SPY | $5.02M | 2.35% | Not reported | +8.6% | Q4 2025 |
 MSFT | $4.69M | 2.20% | 0.00% | -2.1% | Q4 2025 |
 GOOGL | $4.21M | 1.97% | 0.00% | +0.8% | Q4 2025 |
 TSLA | $3.63M | 1.70% | 0.00% | -6.2% | Q4 2025 |
 META | $3.06M | 1.43% | Not reported | -2.9% | Q4 2025 |
 AMD | $2.95M | 1.38% | 0.00% | +1.2% | Q4 2025 |
 DNP | $2.84M | 1.33% | Not reported | +5.4% | Q4 2025 |
 XOM | $2.59M | 1.21% | 0.00% | -1.8% | Q4 2025 |
 SMH | $2.41M | 1.13% | Not reported | +12.4% | Q4 2025 |
 CIFR | $2.27M | 1.06% | 0.02% | +1.0% | Q4 2025 |
 LLY | $2.18M | 1.02% | 0.00% | +0.7% | Q4 2025 |
| DUK | $2.16M | 1.01% | 0.00% | +7.1% | Q4 2025 |
| GOOG | $2.08M | 0.98% | Not reported | +1.6% | Q4 2025 |
 JPM | $2.05M | 0.96% | 0.00% | +5.1% | Q4 2025 |
 IMVT | $1.79M | 0.84% | 0.02% | -13.9% | Q4 2025 |
 NFLX | $1.78M | 0.84% | 0.00% | -9.6% | Q4 2025 |
 BRK.B | $1.58M | 0.74% | Not reported | -5.4% | Q4 2025 |
 CAT | $1.53M | 0.72% | 0.00% | +10.3% | Q4 2025 |
 FBTC | $1.44M | 0.67% | 0.01% | +22.2% | Q4 2025 |
 JNJ | $1.41M | 0.66% | 0.00% | -5.9% | Q4 2025 |
 EMR | $1.4M | 0.66% | 0.00% | +0.2% | Q4 2025 |
 MU | $1.24M | 0.58% | 0.00% | +16.7% | Q4 2025 |
 NJR | $1.21M | 0.57% | 0.02% | Not reported | Q4 2025 |
 PM | $1.17M | 0.55% | 0.00% | +0.4% | Q4 2025 |
 QCOM | $1.17M | 0.55% | 0.00% | +8.6% | Q4 2025 |
 MO | $1.16M | 0.54% | 0.00% | +1.3% | Q4 2025 |
 AXP | $1.15M | 0.54% | 0.00% | -0.1% | Q4 2025 |
 V | $1.12M | 0.53% | 0.00% | -0.2% | Q4 2025 |
 MSTR | $1.07M | 0.50% | Not reported | +19.9% | Q4 2025 |
 CEF | $1.06M | 0.50% | 0.01% | +3.9% | Q4 2025 |
 URI | $1.02M | 0.48% | 0.00% | +2.5% | Q4 2025 |
 GEV | $990K | 0.46% | 0.00% | +14.7% | Q4 2025 |
 CVX | $930K | 0.44% | 0.00% | +0.4% | Q4 2025 |
 AVGO | $863K | 0.40% | 0.00% | +1.5% | Q4 2025 |
 GLW | $841K | 0.39% | 0.00% | -0.8% | Q4 2025 |
| GLD | $840K | 0.39% | 0.00% | -2.9% | Q4 2025 |
 UNP | $812K | 0.38% | 0.00% | +0.2% | Q4 2025 |
 COST | $807K | 0.38% | 0.00% | -0.1% | Q4 2025 |
 TREX | $771K | 0.36% | 0.02% | Not reported | Q4 2025 |
 PSX | $706K | 0.33% | 0.00% | +0.6% | Q4 2025 |
 QQQ | $700K | 0.33% | Not reported | -16.6% | Q4 2025 |
 ABBV | $690K | 0.32% | 0.00% | +8.2% | Q4 2025 |
 AMGN | $606K | 0.28% | 0.00% | -0.2% | Q4 2025 |
 VZ | $602K | 0.28% | 0.00% | -10.6% | Q4 2025 |
 MAR | $601K | 0.28% | 0.00% | Not reported | Q4 2025 |
 WMT | $597K | 0.28% | 0.00% | +4.2% | Q4 2025 |
| Q1 2026 | |||||
| AAPL | $25.7M | 14.29% | 0.00% | -2.2% | Q4 2025 |
| NVDA | $8.01M | 4.44% | 0.00% | +4.2% | Q4 2025 |
| AMZN | $5.48M | 3.04% | 0.00% | -0.2% | Q4 2025 |
| MSFT | $4.75M | 2.64% | 0.00% | -0.8% | Q4 2025 |
| BST | $4.24M | 2.36% | Not reported | +0.9% | Q4 2025 |
| SPY | $4.02M | 2.23% | Not reported | -0.2% | Q4 2025 |
| TSLA | $3.42M | 1.90% | 0.00% | -1.5% | Q4 2025 |
| GOOGL | $3.36M | 1.87% | 0.00% | -0.7% | Q4 2025 |
| XOM | $3.27M | 1.82% | 0.00% | -2.8% | Q4 2025 |
| META | $3.2M | 1.77% | Not reported | -3.3% | Q4 2025 |
| NFLX | $2.66M | 1.48% | 0.00% | -10.7% | Q4 2025 |
| DNP | $2.57M | 1.43% | Not reported | +0.2% | Q4 2025 |
| DUK | $2.09M | 1.16% | 0.00% | +2.1% | Q4 2025 |
| JPM | $1.76M | 0.97% | 0.00% | +4.5% | Q4 2025 |
| GOOG | $1.67M | 0.92% | Not reported | -1.2% | Q4 2025 |
| LLY | $1.66M | 0.92% | 0.00% | +0.4% | Q4 2025 |
| BRK.B | $1.6M | 0.89% | Not reported | Not reported | Q4 2025 |
| JNJ | $1.44M | 0.80% | 0.00% | +0.4% | Q4 2025 |
| FBTC | $1.36M | 0.75% | 0.01% | +25.8% | Q4 2025 |
| IMVT | $1.34M | 0.74% | 0.03% | -4.5% | Q4 2025 |
| MSTR | $1.28M | 0.71% | Not reported | +24.1% | Q4 2025 |
| EMR | $1.28M | 0.71% | 0.00% | +0.4% | Q4 2025 |
| SMH | $1.25M | 0.69% | Not reported | +13.8% | Q4 2025 |
| CEF | $1.21M | 0.67% | 0.01% | -11.3% | Q4 2025 |
| NJR | $1.19M | 0.66% | 0.02% | +0.4% | Q4 2025 |
| CIFR | $1.18M | 0.66% | 0.02% | +4.1% | Q4 2025 |
| CVX | $1.16M | 0.64% | 0.00% | +29.4% | Q4 2025 |
| PM | $1.07M | 0.59% | 0.00% | -1.0% | Q4 2025 |
| MO | $1.05M | 0.58% | 0.00% | -18.1% | Q4 2025 |
| AXP | $1.03M | 0.57% | 0.00% | -0.7% | Q4 2025 |
| AMD | $1.02M | 0.57% | 0.00% | -0.1% | Q4 2025 |
| GLD | $1.01M | 0.56% | 0.00% | -0.6% | Q4 2025 |
| V | $992K | 0.55% | 0.00% | -0.1% | Q4 2025 |
| CAT | $922K | 0.51% | 0.00% | -0.1% | Q4 2025 |
| COST | $861K | 0.48% | 0.00% | +0.6% | Q4 2025 |
| VZ | $798K | 0.44% | 0.00% | +0.2% | Q4 2025 |
| PSX | $757K | 0.42% | 0.00% | +1.4% | Q4 2025 |
| QCOM | $753K | 0.42% | 0.00% | +18.7% | Q4 2025 |
| UNP | $723K | 0.40% | 0.00% | 0.0% | Q4 2025 |
| AVGO | $697K | 0.39% | 0.00% | +2.7% | Q4 2025 |
| QQQ | $658K | 0.37% | Not reported | -4.0% | Q4 2025 |
| GEV | $642K | 0.36% | 0.00% | +1.4% | Q4 2025 |
| URI | $640K | 0.36% | 0.00% | +0.1% | Q4 2025 |
| WMT | $629K | 0.35% | 0.00% | +0.1% | Q4 2025 |
 T | $594K | 0.33% | 0.00% | 0.0% | Q4 2025 |
| AMGN | $590K | 0.33% | 0.00% | +1.7% | Q4 2025 |
 GD | $579K | 0.32% | 0.00% | +0.7% | Q4 2025 |
 HD | $568K | 0.32% | 0.00% | -3.4% | Q4 2025 |
| TREX | $561K | 0.31% | 0.01% | +0.5% | Q4 2025 |
 HON | $557K | 0.31% | 0.00% | 0.0% | Q4 2025 |
| Q4 2025 | |||||
| AAPL | $28.2M | 15.41% | 0.00% | New | Q4 2025 |
| NVDA | $8.22M | 4.49% | 0.00% | New | Q4 2025 |
| MSFT | $6.26M | 3.42% | 0.00% | New | Q4 2025 |
| AMZN | $6.09M | 3.33% | 0.00% | New | Q4 2025 |
| BST | $4.69M | 2.57% | Not reported | New | Q4 2025 |
| SPY | $4.23M | 2.31% | Not reported | New | Q4 2025 |
| TSLA | $4.2M | 2.30% | 0.00% | New | Q4 2025 |
| META | $3.82M | 2.09% | Not reported | New | Q4 2025 |
| GOOGL | $3.68M | 2.01% | 0.00% | New | Q4 2025 |
| NFLX | $2.9M | 1.59% | 0.00% | New | Q4 2025 |
| DNP | $2.49M | 1.36% | Not reported | New | Q4 2025 |
| XOM | $2.39M | 1.31% | 0.00% | New | Q4 2025 |
| LLY | $1.94M | 1.06% | 0.00% | New | Q4 2025 |
| GOOG | $1.84M | 1.01% | Not reported | New | Q4 2025 |
| JPM | $1.84M | 1.01% | 0.00% | New | Q4 2025 |
| DUK | $1.83M | 1.00% | 0.00% | New | Q4 2025 |
| BRK.B | $1.67M | 0.92% | Not reported | New | Q4 2025 |
| IMVT | $1.44M | 0.79% | 0.03% | New | Q4 2025 |
| FBTC | $1.4M | 0.76% | 0.01% | New | Q4 2025 |
| CEF | $1.31M | 0.71% | 0.01% | New | Q4 2025 |
| CIFR | $1.3M | 0.71% | 0.02% | New | Q4 2025 |
| EMR | $1.29M | 0.71% | 0.00% | New | Q4 2025 |
| AXP | $1.27M | 0.70% | 0.00% | New | Q4 2025 |
| MSTR | $1.26M | 0.69% | Not reported | New | Q4 2025 |
| JNJ | $1.22M | 0.67% | 0.00% | New | Q4 2025 |
| V | $1.15M | 0.63% | 0.00% | New | Q4 2025 |
| MO | $1.12M | 0.61% | 0.00% | New | Q4 2025 |
| AMD | $1.08M | 0.59% | 0.00% | New | Q4 2025 |
| PM | $1.05M | 0.57% | 0.00% | New | Q4 2025 |
| SMH | $1.03M | 0.56% | Not reported | New | Q4 2025 |
| NJR | $992K | 0.54% | 0.02% | New | Q4 2025 |
| GLD | $936K | 0.51% | 0.00% | New | Q4 2025 |
| QCOM | $843K | 0.46% | 0.00% | New | Q4 2025 |
| AVGO | $758K | 0.41% | 0.00% | New | Q4 2025 |
| CAT | $746K | 0.41% | 0.00% | New | Q4 2025 |
| COST | $741K | 0.41% | 0.00% | New | Q4 2025 |
| QQQ | $729K | 0.40% | Not reported | New | Q4 2025 |
| URI | $710K | 0.39% | 0.00% | New | Q4 2025 |
| UNP | $689K | 0.38% | 0.00% | New | Q4 2025 |
| CVX | $659K | 0.36% | 0.00% | New | Q4 2025 |
 PLTR | $654K | 0.36% | 0.00% | New | Q4 2025 |
| VZ | $646K | 0.35% | 0.00% | New | Q4 2025 |
| HD | $615K | 0.34% | 0.00% | New | Q4 2025 |
| ABBV | $602K | 0.33% | 0.00% | New | Q4 2025 |
 BAC | $565K | 0.31% | 0.00% | New | Q4 2025 |
| GD | $564K | 0.31% | 0.00% | New | Q4 2025 |
| WMT | $563K | 0.31% | 0.00% | New | Q4 2025 |
| AMGN | $539K | 0.29% | 0.00% | New | Q4 2025 |
 BX | $538K | 0.29% | 0.00% | New | Q4 2025 |
| TREX | $538K | 0.29% | 0.01% | New | Q4 2025 |