Universe · entity
AlTi Global, Inc.
Institutional manager (13F) · CIK 1838615
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $3.9B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $604M | 6,222,715 |
| 2 | ISHARES TR | $413M | 2,900,761 |
| 3 | STATE STR SPDR S&P 500 ETF T | $383M | 584,387 |
| 4 | SPDR SERIES TRUST | $167M | 2,823,459 |
| 5 | PROFESIONALLY MANAGED PORTFO | $165M | 3,127,633 |
| 6 | VANGUARD INDEX FDS | $161M | 500,692 |
| 7 | SPDR GOLD TR | $155M | 360,601 |
| 8 | FIRST TR EXCHANGE-TRADED FD | $149M | 4,637,146 |
| 9 | ISHARES GOLD TR | $138M | 1,566,989 |
| 10 | EXXON MOBIL CORP | $136M | 800,276 |
| 11 | FIRST TR EXCHANGE-TRADED FD | $123M | 2,806,260 |
| 12 | ISHARES TR | $109M | 1,621,396 |
| 13 | ISHARES TR | $101M | 149,979 |
| 14 | 2023 ETF SERIES TRUST | $91M | 2,614,476 |
| 15 | ALPHABET INC | $74M | 256,372 |
| 16 | APPLE INC | $73M | 289,193 |
| 17 | ISHARES GOLD TR | $64M | 1,339,049 |
| 18 | ISHARES TR | $52M | 505,346 |
| 19 | VANGUARD INDEX FDS | $50M | 83,705 |
| 20 | ISHARES TR | $49M | 564,985 |
| 21 | CHEVRON CORPORATION | $38M | 185,654 |
| 22 | MICROSOFT CORP | $33M | 89,854 |
| 23 | UBER TECHNOLOGIES INC | $28M | 391,973 |
| 24 | ISHARES TR | $27M | 285,644 |
| 25 | SPDR SERIES TRUST | $27M | 106,824 |
| 26 | MEDTRONIC PLC | $27M | 304,688 |
| 27 | ISHARES TR | $25M | 400,635 |
| 28 | PROLOGIS INC. | $24M | 182,345 |
| 29 | GOLDMAN SACHS GROUP INC | $23M | 27,500 |
| 30 | ISHARES TR | $23M | 348,572 |
| 31 | ALPHABET INC | $23M | 78,744 |
| 32 | VANGUARD INTL EQUITY INDEX F | $22M | 265,864 |
| 33 | AMAZON COM INC | $20M | 96,971 |
| 34 | DISNEY WALT CO | $19M | 195,669 |
| 35 | CAMECO CORP | $18M | 158,650 |
| 36 | WISDOMTREE TR | $18M | 113,150 |
| 37 | NVIDIA CORPORATION | $18M | 100,670 |
| 38 | ISHARES TR | $17M | 123,498 |
| 39 | WALMART INC | $16M | 132,439 |
| 40 | ISHARES BITCOIN TRUST ETF | $16M | 407,581 |
| 41 | ISHARES TR | $15M | 40,027 |
| 42 | INVESCO QQQ TR | $15M | 25,209 |
| 43 | GPGI INC | $14M | 807,557 |
| 44 | JOHNSON & JOHNSON | $13M | 54,646 |
| 45 | TESLA INC | $13M | 35,728 |
| 46 | VERIZON COMMUNICATIONS INC | $13M | 262,649 |
| 47 | JPMORGAN CHASE & CO | $13M | 42,957 |
| 48 | BERKSHIRE HATHAWAY INC DEL | $13M | 26,278 |
| 49 | ISHARES TR | $13M | 90,534 |
| 50 | ISHARES TR | $12M | 79,441 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.