Investor
Alchemi Wealth, LLC
CIK 0002110606 · filed 2026-05-07 · SEC filing
13F book
$180.2M
Positions
155
11 new · 6 sold
Largest name
14.3%
Apple Inc. · AAPL
Est. mark
−$6M
Price effect on 144 names still held. Flow $3.29M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Apple Inc. | AAPL | 101.4K | $25.7M | 14.3% | −$1.83M | Cut−$2.45M |
| Nvidia Corp | NVDA | 45.9K | $8.01M | 4.4% | −$533.3K | Added−$213.5K |
| Amazon Com Inc | AMZN | 26.3K | $5.48M | 3.0% | −$593.1K | Cut−$607.7K |
| Spdr Series Trust | — | 59K | $5.41M | 3.0% | $15.3K | Cut−$98K |
| Microsoft Corp | MSFT | 12.8K | $4.75M | 2.6% | −$1.46M | Cut−$1.51M |
| Columbia Etf Tr I | — | 111.7K | $4.36M | 2.4% | −$202.8K | Added−$97.6K |
| Blackrock Science & Technolo | — | 116.8K | $4.24M | 2.4% | −$485.1K | Added−$448.5K |
| Spdr S&P 500 Etf Tr | — | 6.19K | $4.02M | 2.2% | −$195.9K | Cut−$206.1K |
| Vanguard Instl Index Fd | — | 50.9K | $3.85M | 2.1% | $11.1K | Added$34.7K |
| Ishares Tr | — | 89.9K | $3.5M | 1.9% | $104.6K | Added$239.9K |
| Tesla, Inc. | TSLA | 9.2K | $3.42M | 1.9% | −$717.4K | Cut−$781.3K |
| Alphabet Inc | — | 11.7K | $3.36M | 1.9% | −$297.5K | Cut−$322.2K |
| Exxon Mobil Corp | — | 19.3K | $3.27M | 1.8% | $950.8K | Cut$884K |
| Capital Group Growth Etf | — | 80.9K | $3.25M | 1.8% | −$338.7K | Added−$268.4K |
| Invesco Exch Traded Fd Tr Ii | — | 13.6K | $3.23M | 1.8% | −$202.3K | Added−$120.8K |
| Meta Platforms, Inc. | META | 5.59K | $3.2M | 1.8% | −$491.5K | Cut−$618.3K |
| Netflix Inc | NFLX | 27.6K | $2.66M | 1.5% | $66.1K | Cut−$242.8K |
| Dnp Select Income Fd Inc | — | 249.8K | $2.57M | 1.4% | $77.2K | Added$83.1K |
| Duke Energy Corp New | — | 15.9K | $2.09M | 1.2% | $214.2K | Added$257.4K |
| Jpmorgan Chase & Co. | — | 5.97K | $1.76M | 1.0% | −$160.3K | Added−$84.1K |
| Wisdomtree Tr | — | 18.1K | $1.72M | 1.0% | $23K | Added$213.4K |
| Alphabet Inc | — | 5.8K | $1.67M | 0.9% | −$156.2K | Cut−$178.8K |
| Eli Lilly & Co | LLY | 1.81K | $1.66M | 0.9% | −$279K | Added−$272.6K |
| Berkshire Hathaway Inc Del | — | 3.33K | $1.6M | 0.9% | −$78.1K | Held |
| Rbb Fund Trust | — | 31.1K | $1.46M | 0.8% | $21.6K | Added$437.2K |
| Johnson & Johnson | JNJ | 5.9K | $1.44M | 0.8% | $220.4K | Added$226.5K |
| Select Sector Spdr Tr | — | 8.81K | $1.43M | 0.8% | $38.1K | Added$530K |
| Fidelity Wise Origin Bitcoin | — | 23K | $1.36M | 0.8% | −$314.9K | Added−$36.4K |
| Immunovant, Inc. | IMVT | 54K | $1.34M | 0.7% | −$31.3K | Cut−$96.4K |
| Strategy Inc | — | 10.3K | $1.28M | 0.7% | −$225.1K | Added$24.3K |
| Emerson Elec Co | — | 9.76K | $1.28M | 0.7% | −$16.6K | Added−$11.6K |
| Vaneck Etf Trust | — | 3.26K | $1.25M | 0.7% | $66.7K | Added$218.2K |
| Sprott Asset Management Lp | — | 25.3K | $1.21M | 0.7% | $48.6K | Cut−$98.6K |
| Amplify Etf Tr | — | 26.8K | $1.2M | 0.7% | $9.33K | Added$16.1K |
| New Jersey Res Corp | — | 21.6K | $1.19M | 0.7% | $189.3K | Added$194.1K |
| Cipher Mining Inc | CIFR | 91.8K | $1.18M | 0.7% | −$166.6K | Added−$120.3K |
| Chevron Corp New | CVX | 5.59K | $1.16M | 0.6% | $235.6K | Added$498.1K |
| Capital Group Equity Etf Tr | — | 39K | $1.15M | 0.6% | $18.7K | Added$110.5K |
| Vanguard Specialized Funds | — | 5.05K | $1.09M | 0.6% | −$20.7K | Added$121.5K |
| Philip Morris Intl Inc | — | 6.46K | $1.07M | 0.6% | $31.9K | Cut$21.8K |
| Pacer Fds Tr | — | 17K | $1.06M | 0.6% | $40K | Added$55K |
| Altria Group, Inc. | MO | 15.9K | $1.05M | 0.6% | $132.5K | Cut−$70.7K |
| American Express Co | AXP | 3.41K | $1.03M | 0.6% | −$230.4K | Cut−$238.9K |
| Advanced Micro Devices Inc | AMD | 5.02K | $1.02M | 0.6% | −$53.9K | Cut−$54.5K |
| Spdr Gold Tr | — | 2.35K | $1.01M | 0.6% | $79.8K | Cut$74.7K |
| Visa Inc. | V | 3.28K | $991.9K | 0.5% | −$159.2K | Cut−$160.6K |
| Capital Grp Fixed Incm Etf T | — | 37K | $970.9K | 0.5% | −$7.43K | Added$213.7K |
| Capital Grp Fixed Incm Etf T | — | 34.4K | $936.9K | 0.5% | −$10.3K | Added$203.2K |
| Caterpillar Inc | CAT | 1.3K | $922.4K | 0.5% | $176.6K | Cut$176K |
| Costco Whsl Corp New | — | 863 | $860.7K | 0.5% | $114.9K | Added$119.8K |
| First Tr Exchange-Traded Fd | — | 3.65K | $853K | 0.5% | −$128.1K | Cut−$133.5K |
| Vanguard Index Fds | — | 2.63K | $844K | 0.5% | −$36.4K | Added−$2.66K |
| Select Sector Spdr Tr | — | 13.3K | $814K | 0.5% | $216.6K | Added$228.9K |
| Verizon Communications Inc | VZ | 15.9K | $797.8K | 0.4% | $150.2K | Added$151.9K |
| Invesco Exchange Traded Fd T | — | 10.2K | $777.9K | 0.4% | $37.5K | Added$102.9K |
| Phillips 66 | PSX | 4.16K | $757.2K | 0.4% | $217.8K | Added$228.4K |
| Qualcomm Inc | — | 5.84K | $752.7K | 0.4% | −$208.2K | Added−$89.8K |
| Vanguard World Fd | — | 1.05K | $731.1K | 0.4% | −$57.7K | Added−$45.1K |
| Direxion Shs Etf Tr | — | 15.1K | $723.5K | 0.4% | $88.8K | Cut−$72.9K |
| Union Pac Corp | — | 2.98K | $722.9K | 0.4% | $33.8K | Added$34K |
| Broadcom Inc. | AVGO | 2.25K | $696.6K | 0.4% | −$80.1K | Added−$61.6K |
| Pacer Fds Tr | — | 9.43K | $687.8K | 0.4% | −$53.6K | Held |
| Fidelity Covington Trust | — | 18.4K | $665.7K | 0.4% | −$31.7K | Added$28.9K |
| Invesco Qqq Tr | — | 1.14K | $657.8K | 0.4% | −$42.2K | Cut−$71.1K |
| Fidelity Covington Trust | — | 18.6K | $648.5K | 0.4% | $4.18K | Added$68.4K |
| Fidelity Covington Trust | — | 3.1K | $645.6K | 0.4% | −$51.2K | Added−$46K |
| Wisdomtree Tr | — | 14.6K | $641.9K | 0.4% | — | New |
| GE Vernova Inc. | GEV | 735 | $641.6K | 0.4% | $159K | Added$167.7K |
| United Rentals, Inc. | URI | 878 | $640.5K | 0.4% | −$70.5K | Added−$69.8K |
| Walmart Inc. | WMT | 5.06K | $628.8K | 0.3% | $65K | Added$65.7K |
| Janus Detroit Str Tr | — | 12.2K | $614K | 0.3% | −$2.27K | Added$69.6K |
| At&T Inc | — | 20.5K | $593.7K | 0.3% | $85K | Added$85.1K |
| Amgen Inc | AMGN | 1.68K | $589.6K | 0.3% | $40.3K | Added$50.2K |
| General Dynamics Corp | GD | 1.69K | $579.2K | 0.3% | $10.8K | Added$15K |
| Home Depot, Inc. | HD | 1.73K | $568.4K | 0.3% | −$26.3K | Cut−$47K |
| Trex Co Inc | TREX | 15.4K | $560.9K | 0.3% | $20.5K | Added$23.3K |
| Pacer Fds Tr | — | 12K | $557.8K | 0.3% | −$9.97K | Cut−$73.1K |
| Honeywell Intl Inc | — | 2.46K | $557.2K | 0.3% | $76.3K | Cut$76.1K |
| AbbVie Inc. | ABBV | 2.54K | $551.6K | 0.3% | −$27.8K | Cut−$50.6K |
| Norfolk Southn Corp | — | 1.86K | $533.9K | 0.3% | −$3.6K | Added−$3.03K |
| Marriott Intl Inc New | — | 1.62K | $530.5K | 0.3% | $27.3K | Held |
| Palantir Technologies Inc. | PLTR | 3.61K | $527.9K | 0.3% | −$113.6K | Cut−$126K |
| Vanguard World Fd | — | 1.87K | $510.4K | 0.3% | −$29.2K | Cut−$77K |
| Pacer Fds Tr | — | 9.72K | $509.8K | 0.3% | −$30.3K | Held |
| Invesco Exch Traded Fd Tr Ii | — | 4.52K | $506.6K | 0.3% | −$32.6K | Held |
| Bank America Corp | — | 10.3K | $500.7K | 0.3% | −$64.2K | Added−$64K |
| Procter And Gamble Co | PG | 3.29K | $475.5K | 0.3% | $3.7K | Added$5.29K |
| Cohen & Steers Etf Trust | — | 17.4K | $457.3K | 0.3% | $11.5K | Added$74.7K |
| Wisdomtree Tr | — | 11.3K | $452.4K | 0.3% | — | New |
| Corning Inc | — | 3.32K | $451K | 0.3% | $154.4K | Added$171.6K |
| Canadian Pacific Kansas City | — | 5.66K | $445.1K | 0.2% | $28.5K | Held |
| Elevation Series Trust | — | 11.1K | $442.4K | 0.2% | $4.35K | Held |
| Pacer Fds Tr | — | 11K | $441K | 0.2% | −$18.7K | Added$102.5K |
| Eversource Energy | ES | 6.34K | $439.5K | 0.2% | $12.4K | Added$12.8K |
| Linde Plc | LIN | 870 | $431.6K | 0.2% | $58.7K | Added$71.6K |
| Hershey Co | HSY | 2.08K | $431.6K | 0.2% | $53.2K | Added$57.8K |
| Ishares Tr | — | 654 | $427.2K | 0.2% | −$20.8K | Held |
| International Business Machs | — | 1.71K | $413.7K | 0.2% | −$91.8K | Held |
| Nextera Energy Inc | — | 4.42K | $410.8K | 0.2% | $55.7K | Cut$55.6K |
| 3M CO | MMM | 2.81K | $407.6K | 0.2% | −$41.7K | Cut−$44.6K |
| Vaneck Etf Trust | — | 4.43K | $406.4K | 0.2% | $22.2K | Added$88.9K |
| Elevation Series Trust | — | 14.1K | $404.1K | 0.2% | $16.9K | Held |
| Tjx Cos Inc New | — | 2.52K | $403.2K | 0.2% | $14.9K | Added$29.9K |
| Janus Detroit Str Tr | — | 7.77K | $400.4K | 0.2% | −$3.36K | Added$56.4K |
| Blackstone Inc. | BX | 3.42K | $392.8K | 0.2% | −$133.7K | Cut−$145.6K |
| Southern Co | — | 4.04K | $390.1K | 0.2% | $37.2K | Added$41.9K |
| Deere & Co | DE | 669 | $377.2K | 0.2% | $65.5K | Cut$59.9K |
| Boeing Co | — | 1.89K | $375.2K | 0.2% | −$34.1K | Cut−$66.7K |
| Ishares Bitcoin Trust Etf | IBIT | 9.73K | $373.7K | 0.2% | −$80.8K | Added$16.6K |
| Ishares Silver Tr | — | 5.46K | $372.1K | 0.2% | $15.6K | Added$102.5K |
| Shell Plc | — | 3.93K | $365.4K | 0.2% | $76.6K | Added$77.1K |
| Wisdomtree Tr | — | 7.45K | $358.7K | 0.2% | −$3.78K | Cut−$677.5K |
| Csx Corp | CSX | 8.72K | $357.9K | 0.2% | $41.8K | Held |
| Universal Display Corp | — | 3.89K | $357K | 0.2% | −$97.7K | Cut−$140K |
| Symbotic Inc. | SYM | 6.6K | $351.1K | 0.2% | −$41.6K | Cut−$71.3K |
| British Amern Tob Plc | — | 5.98K | $349.6K | 0.2% | $11.1K | Held |
| Invesco Exchange Traded Fd T | — | 6.33K | $345.6K | 0.2% | −$30K | Held |
| Mcdonalds Corp | MCD | 1.09K | $340K | 0.2% | $5.43K | Cut$3.28K |
| Pfizer Inc | PFE | 12K | $337K | 0.2% | $38.2K | Added$38.4K |
| Ge Aerospace | — | 1.19K | $336.9K | 0.2% | −$28.4K | Added−$23.6K |
| Pepsico Inc | PEP | 2.13K | $331.1K | 0.2% | $24.6K | Added$30.6K |
| Corteva, Inc. | CTVA | 3.96K | $331.1K | 0.2% | $66K | Held |
| Gsk Plc | — | 5.94K | $328K | 0.2% | $36.5K | Held |
| Ishares Gold Tr | — | 3.59K | $316.6K | 0.2% | $23.8K | Added$40.2K |
| Cisco Sys Inc | — | 4.03K | $313K | 0.2% | $2.29K | Cut−$62.7K |
| Micron Technology Inc | MU | 921 | $311.4K | 0.2% | $47.7K | Added$51.8K |
| Oreilly Automotive Inc | — | 3.24K | $299.4K | 0.2% | $3.43K | Added$15.2K |
| Coca Cola Co | KO | 3.9K | $296.7K | 0.2% | $24K | Held |
| Ppl Corp | — | 7.72K | $294.8K | 0.2% | $24.5K | Held |
| Select Sector Spdr Tr | — | 2.17K | $287.9K | 0.2% | −$24K | Held |
| Mastercard Inc | MA | 561 | $280.3K | 0.2% | −$40K | Cut−$62.2K |
| Vanguard Whitehall Fds | — | 2.92K | $274.7K | 0.2% | $11.2K | Added$37.1K |
| Merck & Co., Inc. | MRK | 2.16K | $260K | 0.1% | $32.5K | Added$33.1K |
| M & T Bk Corp | — | 1.25K | $259.6K | 0.1% | $6.59K | Held |
| Cohen & Steers Etf Trust | — | 9.14K | $253.6K | 0.1% | — | New |
| Waste Mgmt Inc Del | — | 1.07K | $246.9K | 0.1% | $10.2K | Added$21.2K |
| Price T Rowe Group Inc | TROW | 2.73K | $246.1K | 0.1% | −$32.5K | Added−$25.8K |
| Stryker Corp | SYK | 735 | $241.8K | 0.1% | −$16.6K | Added−$12.6K |
| Enbridge Inc | — | 4.45K | $241.1K | 0.1% | $28.1K | Held |
| RTX Corp | RTX | 1.23K | $236.4K | 0.1% | $11.5K | Added$14.4K |
| Vaneck Etf Trust | — | 1.94K | $232.8K | 0.1% | — | New |
| BlackRock, Inc. | BLK | 240 | $231K | 0.1% | −$26K | Cut−$52.8K |
| Wisdomtree Tr | — | 4.54K | $227.4K | 0.1% | — | New |
| Taiwan Semiconductor Mfg Ltd | — | 667 | $225.4K | 0.1% | $22.7K | Held |
| Goldman Sachs Physical Gold | — | 4.81K | $222.3K | 0.1% | — | New |
| Consolidated Edison Inc | ED | 1.93K | $218.8K | 0.1% | — | New |
| Bristol-Myers Squibb Co | — | 3.58K | $216.9K | 0.1% | $24K | Cut−$29.7K |
| Oracle Corp | — | 1.47K | $216.7K | 0.1% | −$70.4K | Cut−$109.2K |
| Ford Mtr Co | — | 18.7K | $216K | 0.1% | −$28.9K | Added−$23.7K |
| Digital Rlty Tr Inc | — | 1.19K | $214.8K | 0.1% | — | New |
| Xcel Energy Inc | — | 2.69K | $213.7K | 0.1% | — | New |
| Goldman Sachs Group Inc | — | 243 | $206.2K | 0.1% | −$7.72K | Cut−$16.5K |
| Vaneck Etf Trust | — | 2.1K | $203.1K | 0.1% | −$14.4K | Held |
| Vanguard Index Fds | — | 1.03K | $202.3K | 0.1% | — | New |
| Nuscale Pwr Corp | — | 12.1K | $131.6K | 0.1% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.