Q2 2026 13F · SEC CIK 1838615

AlTi Global, Inc.

Investment managerFiled 2026-08-05 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $4.8B
Reported positions: 505
Top holdings a year, 3 yrs: +16.4%
Average holding period: 2.6 yrs

AlTi Global, Inc. is an investment manager that reported 505 positions worth $4.8B in its Q2 2026 13F, filed 2026-08-05. Its largest holdings were Ishares Tr (EFA, 12.6%), Ishares Tr (ITOT, 10.2%), State Str Spdr S&p 500 ETF T (SPY, 9.0%). A portfolio copying its top holdings returned 16.4% a year over the last 3 years, against 18.8% for the S&P 500.

AlTi Global, Inc. holdings largest 50 of 505 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

AlTi Global, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
EFAIshares Tr	12.6%	13.1%	5,853,778	-5.9%	$608.1M
ITOTIshares Tr	10.2%	9.0%	2,992,236	+3.2%	$491.5M
SPYState Str Spdr S&p 500 ETF T	9.0%	8.3%	580,772	-0.6%	$434.6M
SPMDSpdr Series Trust	3.9%	3.6%	2,803,253	-0.7%	$189.4M
GEME2023 ETF Series Trust	3.8%	2.0%	4,210,743	+61.1%	$183.3M
VTIVanguard Index Fds	3.8%	3.5%	494,367	-1.3%	$183.1M
EIPXFirst Tr Exchange-Traded Fd	3.2%	3.2%	4,931,716	+6.4%	$154.4M
IAUIshares Gold Tr	2.6%	3.0%	1,651,446	+5.4%	$124.7M
IJHIshares Tr	2.5%	2.4%	1,592,514	-1.8%	$122.8M
EMLPFirst Tr Exchange-Traded Fd	2.5%	2.7%	2,813,338	+0.3%	$122.4M
XOMExxon Mobil Corp	2.0%	3.0%	705,627	-11.8%	$96.5M
GOOGLAlphabet Inc	1.9%	1.6%	256,328	-0.0%	$91.6M
AAPLApple Inc	1.8%	1.6%	308,990	+6.8%	$89.4M
GLDSpdr Gold Tr	1.4%	3.4%	185,703	-48.5%	$68.4M
XNTKSpdr Series Trust	1.2%	0.6%	150,434	+40.8%	$58.8M
VOOVanguard Index Fds	1.2%	1.1%	84,212	+0.6%	$57.8M
IAUMIshares Gold Trust Micro	1.2%	1.4%	1,419,049	+6.0%	$56.8M
STIPIshares Tr	1.1%	1.1%	502,009	-0.7%	$51.3M
AKREProfesionally Managed Portfo	1.0%	3.6%	923,866	-70.5%	$49.1M
TLTIshares Tr	1.0%	1.1%	553,585	-2.0%	$47.9M
AEMAgnico Eagle Mines Ltd	0.9%	—	277,616	—	$43.1M
MSFTMicrosoft Corp	0.7%	0.7%	90,145	+0.3%	$33.6M
ESGDiShares ESG Aware MSCI EAFE ETF	0.6%	0.6%	289,260	+1.3%	$29.7M
PABDIshares Tr	0.6%	0.5%	423,378	+5.7%	$29.3M
PABUIshares Tr	0.6%	0.5%	374,556	+7.5%	$28.5M
GSGoldman Sachs Group Inc	0.6%	0.5%	27,379	-0.4%	$27.7M
QQQMInvesco Exch Traded Fd Tr II	0.6%	—	90,000	—	$27.3M
GOOGAlphabet Inc	0.5%	0.5%	75,172	-4.5%	$26.6M
CVXChevron Corporation	0.5%	0.8%	159,583	-14.0%	$26.5M
PLDPrologis Inc	0.5%	0.5%	182,404	+0.0%	$24.7M
MDTMedtronic PLC	0.5%	0.6%	305,061	+0.1%	$24.1M
AMZNAmazon Com Inc	0.5%	0.4%	99,104	+2.2%	$23.6M
NVDANvidia Corporation	0.5%	0.4%	116,940	+16.2%	$23.4M
VGKVanguard Ftse Europe ETF	0.5%	0.5%	262,292	-1.3%	$23.2M
TSLATesla Inc	0.4%	0.3%	51,170	+43.2%	$21.5M
ESGUIshares Tr	0.4%	0.4%	123,135	-0.3%	$20.2M
IVVIshares Tr	0.4%	2.2%	26,239	-82.5%	$19.6M
DXJWisdomtree Tr	0.4%	0.4%	112,650	-0.4%	$19.5M
QQQInvesco Qqq Tr	0.4%	0.3%	26,338	+4.5%	$19.4M
DISDisney Walt Co	0.4%	0.4%	192,790	-1.5%	$18.7M
IWVIshares Tr	0.4%	0.3%	40,240	+0.5%	$17.2M
TRGPTarga Res Corp	0.4%	—	63,850	—	$17.1M
WMTWalmart Inc	0.3%	0.4%	135,498	+2.3%	$15.3M
ACWIIshares Tr	0.3%	0.3%	94,622	+4.5%	$14.9M
JPMJpmorgan Chase & Co	0.3%	0.3%	44,853	+4.4%	$14.7M
MUBIshares Tr	0.3%	—	131,321	—	$14.1M
JNJJohnson & Johnson	0.3%	0.3%	55,639	+1.8%	$14.1M
PSLVSprott Physical	0.3%	—	671,620	—	$13.4M
IJKIshares S&p Mid Cap 400 Growth	0.3%	—	111,329	—	$13.1M
WULFTerawulf Inc	0.3%	—	509,847	—	$12.6M

What AlTi Global, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +21.6% /yr; S&P 500 +20.1%
3 years: +16.4% /yr; S&P 500 +18.8%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$4.8B	505
Q1 2026	$4.6B	437
Q4 2025	$4.7B	451
Q3 2025	$4.3B	430
Q2 2025	$4.0B	415
Q1 2025	$3.8B	387
Q4 2024	$4.1B	411
Q3 2024	$4.2B	384
Q2 2024	$3.7B	381
Q1 2024	$3.6B	380
Q4 2023	$3.3B	356

Questions about AlTi Global, Inc.'s portfolio

What stocks does AlTi Global, Inc. own?

AlTi Global, Inc.'s latest 13F, for Q2 2026 and filed Aug 5, 2026, lists 505 positions worth $4.8B. The largest are Ishares Tr (EFA) at 12.6%, Ishares Tr (ITOT) at 10.2%, State Str Spdr S&p 500 ETF T (SPY) at 9.0%, Spdr Series Trust (SPMD) at 3.9% and 2023 ETF Series Trust (GEME) at 3.8%.

What did AlTi Global, Inc. buy last quarter?

In Q2 2026, AlTi Global, Inc. added 2023 ETF Series Trust (GEME) (+61.1% shares), Tesla Inc (TSLA) (+43.2% shares) and Spdr Series Trust (XNTK) (+40.8% shares), compared with its Q1 2026 filing.

What did AlTi Global, Inc. sell last quarter?

In Q2 2026, AlTi Global, Inc. cut from its top 50 Uber Technologies Inc (UBER), cut from its top 50 Cameco Corp (CCJ), cut from its top 50 Ishares Bitcoin Trust ETF (IBIT), cut from its top 50 Gpgi Inc (CMPO), cut from its top 50 Verizon Communications Inc (VZ), Ishares Tr (IVV) (-82.5% shares), Profesionally Managed Portfo (AKRE) (-70.5% shares) and Spdr Gold Tr (GLD) (-48.5% shares), compared with its Q1 2026 filing.

How has AlTi Global, Inc.'s portfolio performed?

A portfolio copying AlTi Global, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +16.4% a year over the last 3 years, against +18.8% for the S&P 500. Over 1 year: +21.6% against +20.1%.

When is AlTi Global, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. AlTi Global, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.