Q2 2026 13F · SEC CIK 1731671

Altman Advisors, Inc.

Wealth managerFiled 2026-08-11 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $278.7M
Reported positions: 93
Top holdings a year, 3 yrs: +21.5%
Assets under management: $483.4M

Altman Advisors, Inc. is a wealth manager that reported 93 positions worth $278.7M in its Q2 2026 13F, filed 2026-08-11. Its largest holdings were Ishares Core Msci Europeetf (IEUR, 7.2%), Nvidia Corporation (NVDA, 4.5%), Alphabet Inc (GOOGL, 4.3%). A portfolio copying its top holdings returned 21.5% a year over the last 3 years, against 20.4% for the S&P 500.

Altman Advisors, Inc. holdings largest 50 of 93 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.

Altman Advisors, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
IEURIshares Core Msci Europeetf	7.2%	7.8%	265,639	-1.2%	$20.0M
NVDANvidia Corporation	4.5%	4.6%	62,387	-1.7%	$12.5M
GOOGLAlphabet Inc	4.3%	4.0%	33,189	-1.7%	$11.9M
AAPLApple Inc	3.6%	3.7%	34,736	-2.5%	$10.1M
XSVMInvesco Exchange Traded Fd T	3.5%	3.5%	139,180	-0.6%	$9.7M
AMZNAmazon Com Inc	3.4%	3.5%	39,801	-1.1%	$9.5M
IEIIshares Tr	2.7%	3.1%	63,212	-0.6%	$7.4M
LRCXLam Research Corp	2.6%	1.5%	16,750	-3.8%	$7.3M
MSFTMicrosoft Corp	2.3%	2.6%	17,153	-0.6%	$6.4M
TSMTaiwan Semiconductor Manufac	2.3%	1.9%	13,292	-2.3%	$6.3M
TWLOTwilio Inc	1.9%	1.4%	25,863	-1.1%	$5.3M
AVGOBroadcom Inc	1.9%	1.8%	13,743	-1.2%	$5.2M
AMDAdvanced Micro Devices Inc	1.8%	—	8,564	—	$5.0M
METAMeta Platforms Inc	1.7%	1.7%	8,256	+14.3%	$4.7M
LLYEli Lilly & Co	1.4%	1.3%	3,236	-5.0%	$3.9M
ANETArista Networks Inc	1.4%	1.2%	22,502	-3.2%	$3.8M
CBOECboe Global Mkts Inc	1.3%	1.8%	15,431	+0.0%	$3.7M
IAUIshares Gold Tr	1.3%	1.8%	54,545	-14.8%	$3.7M
MFGMizuho Financial Group Inc	1.3%	1.2%	376,633	-0.7%	$3.6M
MITSFMitsubishi Ufj Financial Gro	1.3%	1.2%	176,171	-0.6%	$3.5M
CCitigroup Inc	1.2%	1.2%	24,473	-1.2%	$3.4M
DYDycom Inds Inc	1.2%	0.9%	6,710	-0.8%	$3.4M
FNOVFirst Tr Exchng Traded Fd Vi	1.2%	1.5%	88,314	-6.3%	$3.4M
GNRCGenerac Hldgs Inc	1.2%	0.9%	11,174	-0.7%	$3.3M
EXPEExpedia Group Inc	1.2%	1.2%	12,611	-1.0%	$3.2M
GEVGe Vernova Inc	1.1%	1.0%	2,690	-0.5%	$3.2M
UBSUbs Group AG	1.1%	1.0%	62,585	-1.0%	$3.1M
GSGoldman Sachs Group Inc	1.1%	1.1%	3,041	-0.6%	$3.1M
MUMicron Technology Inc	1.1%	—	2,637	—	$3.0M
WMTWalmart Inc	1.1%	1.8%	26,795	-21.8%	$3.0M
GILDGilead Sciences Inc	1.0%	1.3%	21,931	-0.3%	$2.8M
ETNEaton Corp PLC	0.9%	0.9%	6,199	-0.8%	$2.6M
MSMorgan Stanley	0.9%	0.9%	12,602	-3.4%	$2.6M
IBMInternational Business Machs	0.9%	0.9%	9,157	-0.9%	$2.6M
CEGConstellation Energy Corp	0.9%	1.2%	10,157	-0.8%	$2.5M
TIMBTim S A	0.9%	1.3%	117,342	-2.7%	$2.5M
SCCOSouthern Copper Corp	0.9%	1.0%	14,414	+0.3%	$2.5M
VVisa Inc	0.9%	0.9%	7,264	-0.7%	$2.5M
ABBVAbbvie Inc	0.9%	0.9%	9,733	-0.8%	$2.4M
JNJJohnson & Johnson	0.9%	1.0%	9,634	-0.8%	$2.4M
BACBank of Amer Corp	0.9%	—	42,560	—	$2.4M
JPMJpmorgan Chase & Co	0.9%	0.9%	7,290	-1.1%	$2.4M
DEDeere & Co	0.8%	0.9%	3,705	-2.6%	$2.4M
NVSNovartis AG	0.8%	0.9%	14,896	-0.5%	$2.3M
MMM3m Co	0.8%	—	14,239	—	$2.3M
BRK-BBerkshire Hathaway Inc Del	0.8%	0.9%	4,559	-1.0%	$2.3M
FLJPFranklin Templeton ETF Tr	0.8%	—	57,104	—	$2.3M
NFLXNetflix Inc.	0.8%	1.3%	31,628	-0.2%	$2.3M
PHMPulte Group Inc	0.8%	—	15,969	—	$2.2M
CRWDCrowdstrike Hldgs Inc	0.8%	—	2,843	—	$2.2M

What Altman Advisors, 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: +22.1% /yr; S&P 500 +20.1%
3 years: +21.5% /yr; S&P 500 +20.4%
5 years: +12.4% /yr; S&P 500 +11.6%

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	$278.7M	93
Q1 2026	$241.3M	77
Q4 2025	$265.4M	95
Q3 2025	$261.4M	92
Q2 2025	$244.8M	96
Q1 2025	$217.0M	94
Q4 2024	$234.5M	96
Q3 2024	$224.8M	93
Q2 2024	$175.9M	69
Q1 2024	$205.4M	95
Q4 2023	$190.7M	100
Q3 2023	$160.2M	91

Questions about Altman Advisors, Inc.'s portfolio

What stocks does Altman Advisors, Inc. own?

Altman Advisors, Inc.'s latest 13F, for Q2 2026 and filed Aug 11, 2026, lists 93 positions worth $278.7M. The largest are Ishares Core Msci Europeetf (IEUR) at 7.2%, Nvidia Corporation (NVDA) at 4.5%, Alphabet Inc (GOOGL) at 4.3%, Apple Inc (AAPL) at 3.6% and Invesco Exchange Traded Fd T (XSVM) at 3.5%.

What did Altman Advisors, Inc. buy last quarter?

In Q2 2026, Altman Advisors, Inc. added Meta Platforms Inc (META) (+14.3% shares), compared with its Q1 2026 filing.

What did Altman Advisors, Inc. sell last quarter?

In Q2 2026, Altman Advisors, Inc. cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Shell PLC (SHEL), cut from its top 50 Cheniere Energy Inc (LNG), cut from its top 50 Cognizant Technology Solutio (CTSH), cut from its top 50 Costco Wholesale Corporation (COST), Walmart Inc (WMT) (-21.8% shares), Ishares Gold Tr (IAU) (-14.8% shares) and First Tr Exchng Traded Fd Vi (FNOV) (-6.3% shares), compared with its Q1 2026 filing.

How has Altman Advisors, Inc.'s portfolio performed?

A portfolio copying Altman Advisors, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +21.5% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +22.1% against +20.1%. Over 5 years: +12.4% a year against +11.6%.

When is Altman Advisors, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Altman Advisors, 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.

How much money does Altman Advisors, Inc. manage?

Altman Advisors, Inc. reported $483.4M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $278.7M.