13F Filings History of Alteri Wealth LLC

Latest 13F report
Q4 2025 - 11 Feb 2026
Value $
$308,549,958
Signature - Title
Roseann Higgins - Chief Compliance Officer
Location
Westlake Village, CA
Summary
This page shows a list of all the recent 13F filings made by Alteri Wealth LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Alteri Wealth LLC reported 286 stock holdings with total value $308,549,958 as of Q4 2025. Top holdings included AAPL, NVDA, AVGO, MSFT, and WMT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 286 $308,549,958 +$17,762,894 -$7,639,525 +$10,123,369 AAPL, NVDA, AVGO, MSFT, WMT 13F-HR 11 Feb 2026, 12:08
Q3 2025 282 $291,006,122 +$16,860,265 -$6,469,302 +$10,390,963 NVDA, AAPL, AVGO, MSFT, WMT 13F-HR 10 Nov 2025, 13:01
Q2 2025 271 $257,765,313 +$20,445,223 -$13,622,692 +$6,822,531 NVDA, AAPL, AVGO, MSFT, WMT 13F-HR 11 Aug 2025, 15:21
Q1 2025 250 $227,328,921 +$17,849,816 -$141,588,823 -$123,739,007 AAPL, NVDA, WMT, MSFT, XOM 13F-HR 07 May 2025, 12:59
Q4 2024 246 $361,337,694 $0 $0 $0 AME, AAPL, NVDA, AVGO, BA 13F-HR 14 Feb 2025, 11:41