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AlTi Global, Inc.

AlTi Global, Inc. is an Investment Adviser institutional filer with the SEC under CIK 1838615, reporting 505 portfolio positions, with 17 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • Sector: Investment Advice
  • State of incorporation: DE
  • Filing type: 13F-HR
  • Latest reporting period: 2026-06-30
  • Last filed: 2026-08-05

Top 10 portfolio positions

The largest reported holdings in AlTi Global, Inc.'s most recent 13F filing, ranked by reported market value.

  1. ISHARES TR (EFA)
  2. ISHARES TR (ITOT)
  3. STATE STR SPDR S&P 500 ETF T (SPY)
  4. SPDR SERIES TRUST (SPMD)
  5. 2023 ETF SERIES TRUST (GEME)
  6. VANGUARD INDEX FDS (VTI)
  7. FIRST TR EXCHANGE-TRADED FD (EIPX)
  8. ISHARES GOLD TR (IAU)
  9. ISHARES TR (IJH)
  10. FIRST TR EXCHANGE-TRADED FD (EMLP)
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