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Manager record

Alteri Wealth LLC

Westlake Village, CA · CIK 2054980 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$362.14MReported 13F valueQ2 2026 · as filed
296Holdings listed
+17.3%vs prior quartervalue change includes market moves
5Quarters on record
Jul 29Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $257.8M$257.8MQ2 2025271 holdingsQ3 2025: $291.0M$291.0MQ3 2025282 holdingsQ4 2025: $308.5M$308.5MQ4 2025286 holdingsQ1 2026: $308.6M$308.6MQ1 2026292 holdingsQ2 2026: $362.1M$362.1MQ2 2026296 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 29 2026 13F-HR · period Q2 2026

$362.14M · 296 holdings listed · View original SEC filing ↗
May 06 2026 13F-HR · period Q1 2026

$308.63M · 292 holdings listed · View original SEC filing ↗
Feb 11 2026 13F-HR · period Q4 2025

$308.55M · 286 holdings listed · View original SEC filing ↗
Nov 10 2025 13F-HR · period Q3 2025

$291.01M · 282 holdings listed · View original SEC filing ↗
Aug 11 2025 13F-HR · period Q2 2025

$257.77M · 271 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 29, 2026 · Change methodology