Alchemi Wealth, LLC

CIK 0002110606 · Q2 2026

13F Equity AUM

$213.4M

+18.4% QoQ

Positions

167

+12 QoQ

AUM Rank

#7,844

Top 63%

Skill Alpha (FF)

—

Building track record (2q)

Quarters Tracked

~0 years

Portfolio Concentration

Top 5: 25.8%Top 10: 36.7%Top 20: 52.1%

AAPL13.5%

NVDA4.2%

AMZN3.0%

BST2.7%

RECS2.4%

SPY2.4%

VBIL2.2%

MSFT2.2%

BIL2.1%

GOOGL2.0%

Others (157)63.3%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services45.3%

Technology25.8%

Consumer Cyclical5.8%

Communication Services5.7%

Industrials4.5%

Healthcare3.8%

Utilities2.9%

Energy2.4%

Other3.9%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 167Median: 0.28%Avg: 0.60%

0–0.5%

118(26.3%)

0.5–1%

25(17.3%)

1–3%

22(38.6%)

3–5%

1(4.2%)

5%+

1(13.5%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 167vs 20 funds

0%Low

167

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New21Increased72Decreased60Exited9

New Positions

IREN0.2%

+11K

INTC0.2%

+3K

ZS0.2%

+3K

AMAT0.2%

+494

LRCX0.2%

+839

CSNR0.2%

+10K

CRWV0.1%

+3K

HONEYWELL INTL INC0.1%

+1K

CRWD0.1%

+325

HONEYWELL AEROSPACE …0.1%

+1K

Increased

DNP1.3%

+13K(+5%)

VTV1.4%

+13K(+1244%)

VBIL2.2%

+12K(+23%)

CSIO0.3%

+11K(+124%)

SMR0.1%

+11K(+90%)

VGT0.5%

+7K(+680%)

RECS2.4%

+7K(+6%)

CSRE0.3%

+6K(+35%)

FBTC0.7%

+5K(+22%)

CGCB0.5%

+5K(+14%)

Decreased

BIL2.1%

-8,957(-15%)

IMVT0.8%

-7,516(-14%)

SOXL1.4%

-3,870(-26%)

NFLX0.8%

-2,655(-10%)

BST2.7%

-2,204(-2%)

COWZ0.4%

-2,057(-12%)

DIVO0.5%

-1,829(-7%)

AAPL13.5%

-1,700(-2%)

BAC0.3%

-1,684(-11%)

BX0.1%

-1,471(-43%)

Exited

-2,464

-3,609

-7,448

-6,600

-1,074

-1,939

-4,813

-2,689

-1,192

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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