Universe · entity
ALTERNA WEALTH MANAGEMENT, INC
Institutional manager (13F) · CIK 1767699
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $114M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR 0-5 YR INVT GRADE CORP BDETF | $7M | 147,022 |
| 2 | ISHARES TR 1-3 YR TREAS BD ETF | $7M | 83,563 |
| 3 | ISHARES TR 0-1 YR TREAS BD ETF | $6M | 56,096 |
| 4 | ISHARES TR CORE UNIVERSAL USD BD ETF | $6M | 121,551 |
| 5 | ISHARES INC CORE MSCI EMERGING MKTSETF | $5M | 74,202 |
| 6 | ISHARES TR ISHARES 0-3 MNTH TREAS BDETF | $5M | 47,570 |
| 7 | ISHARES TR S&P 500 GROWTH ETF | $5M | 41,667 |
| 8 | ISHARES TR CORE INTL AGGREGATE BD ETF | $4M | 75,903 |
| 9 | ISHARES TR CORE S&P 500 ETF | $4M | 5,630 |
| 10 | INVESCO QQQ TR UNIT SER 1 | $3M | 5,291 |
| 11 | ISHARES TR U S TREAS BD ETF | $3M | 128,790 |
| 12 | APPLE INC COM | $3M | 11,338 |
| 13 | ISHARES TR MSCI USA QUALITY FACTOR ETF | $3M | 14,336 |
| 14 | ISHARES TR IBOXX USD INVT GRADE CORP BDETF | $3M | 24,528 |
| 15 | SELECT SECTOR SPDR TR STATE STREETTECHNOLOGY SELECT | $3M | 19,568 |
| 16 | SPDR GOLD TR GOLD SHS | $3M | 6,005 |
| 17 | STATE STR SPDR S&P 500 ETF TR TR UNIT | $3M | 3,914 |
| 18 | ISHARES TR MSCI EAFE VALUE ETF | $2M | 32,343 |
| 19 | ISHARES TR MBS ETF | $2M | 23,625 |
| 20 | ISHARES TR MSCI USA MOMENTUM FACTOR ETF | $2M | 9,242 |
| 21 | BLACKROCK ETF TR II ISHARES FLEXIBLEINCOME ACTIVE ETF | $2M | 42,209 |
| 22 | VANGUARD INDEX FDS S&P 500 ETF SHS NEW | $2M | 3,357 |
| 23 | ISHARES GOLD TR ISHARES NEW | $2M | 21,531 |
| 24 | ISHARES TR S&P 500 VALUE ETF | $2M | 8,864 |
| 25 | ISHARES TR S&P 100 ETF | $2M | 5,818 |
| 26 | ISHARES SILVER TR ISHARES | $2M | 24,404 |
| 27 | AMAZON COM INC COM | $2M | 7,391 |
| 28 | ISHARES TR 10-20 YR TREAS BD ETF | $1M | 14,860 |
| 29 | ISHARES TR SYSTEMATIC BD ETF | $1M | 16,698 |
| 30 | BLACKROCK ETF TR ISHARES U S EQUITYFACTOR ROTATION | $1M | 24,893 |
| 31 | ALPHABET INC CAP STK CL C | $1M | 4,574 |
| 32 | META PLATFORMS INC CL A | $1M | 2,289 |
| 33 | ISHARES TR 0-5 YR HIGH YIELD CORP BDETF | $1M | 30,182 |
| 34 | NVIDIA CORP COM | $1M | 7,216 |
| 35 | ISHARES TR SELECT DIVID ETF FD | $1M | 7,957 |
| 36 | ISHARES TR US AEROSPACE & DEFENSEETF | $1M | 5,312 |
| 37 | ISHARES TR IBONDS DEC 2028 TERMCORPORATE ETF | $1M | 40,339 |
| 38 | MICROSOFT CORP COM | $963k | 2,601 |
| 39 | ISHARES BITCOIN TR ETF SHS BEN INT | $914k | 23,792 |
| 40 | SELECT SECTOR SPDR TR STATE STREETENERGY SELECT SECTOR | $903k | 14,733 |
| 41 | PIMCO ETF TR ENHANCED SHORT MATACTIVE ETF | $899k | 8,940 |
| 42 | ISHARES TR IBONDS DEC 2027 TERMCORPORATE ETF | $888k | 36,654 |
| 43 | AB ACTIVE ETFS INC INTL LOW VOL EQUITYETF | $851k | 19,941 |
| 44 | SELECT SECTOR SPDR TR STATE STREETCONSUMER STAPLES | $851k | 10,376 |
| 45 | ISHARES TR MSCI EAFE GROWTH ETF | $801k | 7,195 |
| 46 | ISHARES TR IBONDS DEC 2029 TERMCORPORATE ETF | $793k | 34,078 |
| 47 | INVESCO EXCHANGE-TRADED FDTR S&P 500 EQUAL | $676k | 3,521 |
| 48 | ISHARES TR MSCI USA VALUE FACTOR ETF | $645k | 4,538 |
| 49 | BLACKROCK ETF TR ISHARES A IINNOVATION & TECH | $619k | 18,779 |
| 50 | ALPHABET INC CL A | $609k | 2,119 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.