AlTi Global, Inc.

NEW YORK, NY · CIK 1838615 · 13F filing filed 2026-08-05

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityALTI GLOBAL, INC. (US)

Other 13F filers in this group: TIG Advisors, LLC $2.2bn, TIEDEMANN ADVISORS, LLC files a notice

Kindhedge funds, private equity, real estate, futures, FCA fund manager, wealth
Others nearbyNew York, NY, San Francisco, CA, Seattle, WA, Minneapolis, MN, Dallas, TX, Wilmington, DE
FamilyAlTi Global, Inc. · 3 related pages

As an employer

In the UK

FCA-authorised companies1
Manages investmentsyes
Retail clientsyes

Company	Town	Staff	Pay gap report	FCA register
ALTI WEALTH MANAGEMENT (UK) LIMITED Private Limited CompanyFCA: Authorised · manages investments, advises, deals	London			Authorisedmanages investments, advises, deals

Sources: Companies House (accounts filed electronically; the largest groups often file on paper, so their staff numbers can be missing), the UK gender pay gap service (employers with 250+ staff) and the FCA's Financial Services Register. Contains public sector information licensed under the Open Government Licence v3.0.

$4.8bn reported value +5.2% vs Q1 2026

505positions

54.0%in top 10

97 new 206 added 143 reduced 28 sold out vs Q1 2026

This report includes the holdings of 1 other manager that shares the investment decisions:

TIEDEMANN ADVISORS, LLC – reports through this filing

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR MSCI EAFE ETF EFA	EFA	5,853,778	$608.1m12.57%	12.57%	Reduced -368.9k	-368,937 -5.9%
2	ISHARES TR CORE S&P TTL STK ITOT	ITOT	2,992,236	$491.5m10.16%	10.16%	Added +91.5k	+91,475 3.1%
3	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	580,772	$434.6m8.98%	8.98%	Reduced -3.6k	-3,615 -0.6%
4	SPDR SERIES TRUST PORTFOLIO S&P400 SPMD	SPMD	2,803,253	$189.4m3.91%	3.91%	Reduced -20.2k	-20,206 -0.7%
5	2023 ETF SERIES TRUST PACIFIC NOS GLOB GEME	GEME	4,210,743	$183.3m3.79%	3.79%	Added +1.6m	+1,596,267 61.0%
6	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	494,367	$183.1m3.78%	3.78%	Reduced -6.3k	-6,325 -1.3%
7	FIRST TR EXCHANGE-TRADED FD ENERGY INM PARTN EIPX	EIPX	4,931,716	$154.4m3.19%	3.19%	Added +294.6k	+294,570 6.3%
8	ISHARES GOLD TR ISHARES NEW IAU	IAU	1,651,446	$124.7m2.58%	2.58%	Added +84.5k	+84,457 5.4%
9	ISHARES TR CORE S&P MCP ETF IJH	IJH	1,592,514	$122.8m2.54%	2.54%	Reduced -28.9k	-28,882 -1.8%
10	FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY EMLP	EMLP	2,813,338	$122.4m2.53%	2.53%	Added +7.1k	+7,078 0.2%
11	EXXON MOBIL CORP COM XOM	XOM	705,627	$96.5m1.99%	1.99%	Reduced -94.6k	-94,649 -11.8%
12	ALPHABET INC CAP STK CL A GOOGL	GOOGL	256,328	$91.6m1.89%	1.89%	Reduced -44	-44 -0.0%
13	APPLE INC COM AAPL	AAPL	308,990	$89.4m1.85%	1.85%	Added +19.8k	+19,797 6.8%
14	SPDR GOLD TR GOLD SHS GLD	GLD	185,703	$68.4m1.41%	1.41%	Reduced -174.9k	-174,898 -48.5%
15	SPDR SERIES TRUST NYSE TECH ETF XNTK	XNTK	150,434	$58.8m1.21%	1.21%	Added +43.6k	+43,610 40.8%
16	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	84,212	$57.8m1.20%	1.20%	Added +507	+507 0.6%
17	ISHARES GOLD TR SHARES REPRESENT IAUM	IAUM	1,419,049	$56.8m1.17%	1.17%	Added +80.0k	+80,000 6.0%
18	ISHARES TR 0-5 YR TIPS ETF STIP	STIP	502,009	$51.3m1.06%	1.06%	Reduced -3.3k	-3,337 -0.7%
19	PROFESIONALLY MANAGED PORTFO AKRE FOCUS ETF AKRE	AKRE	923,866	$49.1m1.02%	1.02%	Reduced -2.2m	-2,203,767 -70.5%
20	ISHARES TR 20 YR TR BD ETF TLT	TLT	553,585	$47.9m0.99%	0.99%	Reduced -11.4k	-11,400 -2.0%
21	AGNICO EAGLE MINES LTD COM AEM	AEM	277,616	$43.1m0.89%	0.89%	Added +268.6k	+268,624 2987.4%
22	MICROSOFT CORP COM MSFT	MSFT	90,145	$33.6m0.69%	0.69%	Added +291	+291 0.3%
23	ISHARES TR ESG AW MSCI EAFE ESGD	ESGD	289,260	$29.7m0.61%	0.61%	Added +3.6k	+3,616 1.3%
24	ISHARES TR PARIS ALIGNED CL PABD	PABD	423,378	$29.3m0.61%	0.61%	Added +22.7k	+22,743 5.7%
25	ISHARES TR PARIS ALGND CLIM PABU	PABU	374,556	$28.5m0.59%	0.59%	Added +26.0k	+25,984 7.5%
26	GOLDMAN SACHS GROUP INC COM GS	GS	27,379	$27.7m0.57%	0.57%	Reduced -121	-121 -0.4%
27	INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF QQQM	QQQM	90,000	$27.3m0.56%	0.56%	Added +47.8k	+47,800 113.3%
28	ALPHABET INC CAP STK CL C GOOG	GOOG	75,172	$26.6m0.55%	0.55%	Reduced -3.6k	-3,572 -4.5%
29	CHEVRON CORP NEW COM CVX	CVX	159,583	$26.5m0.55%	0.55%	Reduced -26.1k	-26,071 -14.0%
30	PROLOGIS INC. COM PLD	PLD	182,404	$24.7m0.51%	0.51%	Added +59	+59 0.0%
31	MEDTRONIC PLC SHS MDT	MDT	305,061	$24.1m0.50%	0.50%	Added +373	+373 0.1%
32	AMAZON COM INC COM AMZN	AMZN	99,104	$23.6m0.49%	0.49%	Added +2.1k	+2,133 2.2%
33	NVIDIA CORPORATION COM NVDA	NVDA	116,940	$23.4m0.48%	0.48%	Added +16.3k	+16,270 16.2%
34	VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF VGK	VGK	262,292	$23.2m0.48%	0.48%	Reduced -3.6k	-3,572 -1.3%
35	TESLA INC COM TSLA	TSLA	51,170	$21.5m0.44%	0.44%	Added +15.4k	+15,442 43.2%
36	ISHARES TR ESG AWR MSCI USA ESGU	ESGU	123,135	$20.2m0.42%	0.42%	Reduced -363	-363 -0.3%
37	ISHARES TR CORE S&P500 ETF IVV	IVV	26,239	$19.6m0.41%	0.41%	Reduced -123.7k	-123,740 -82.5%
38	WISDOMTREE TR JAPN HEDGE EQT DXJ	DXJ	112,650	$19.5m0.40%	0.40%	Reduced -500	-500 -0.4%
39	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	26,338	$19.4m0.40%	0.40%	Added +1.1k	+1,129 4.5%
40	DISNEY WALT CO COM DIS	DIS	192,790	$18.7m0.39%	0.39%	Reduced -2.9k	-2,879 -1.5%
41	ISHARES TR RUSSELL 3000 ETF IWV	IWV	40,240	$17.2m0.35%	0.35%	Added +213	+213 0.5%
42	TARGA RES CORP COM TRGP	TRGP	63,850	$17.1m0.35%	0.35%	New
43	WALMART INC COM WMT	WMT	135,498	$15.3m0.32%	0.32%	Added +3.1k	+3,059 2.3%
44	ISHARES TR MSCI ACWI ETF ACWI	ACWI	94,622	$14.9m0.31%	0.31%	Added +4.1k	+4,088 4.5%
45	JPMORGAN CHASE & CO COM JPM	JPM	44,853	$14.7m0.30%	0.30%	Added +1.9k	+1,896 4.4%
46	ISHARES TR NATIONAL MUN ETF MUB	MUB	131,321	$14.1m0.29%	0.29%	Added +22.8k	+22,813 21.0%
47	JOHNSON & JOHNSON COM JNJ	JNJ	55,639	$14.1m0.29%	0.29%	Added +993	+993 1.8%
48	SPROTT PHYSICAL SILVER TR TR UNIT PSLV	PSLV	671,620	$13.4m0.28%	0.28%	New
49	ISHARES TR S&P MC 400GR ETF IJK	IJK	111,329	$13.1m0.27%	0.27%	Reduced -1.7k	-1,669 -1.5%
50	TERAWULF INC COM WULF	WULF	509,847	$12.6m0.26%	0.26%	Added +249.9k	+249,913 96.1%
51	ISHARES TR SELECT DIVID ETF DVY	DVY	79,043	$12.4m0.26%	0.26%	Reduced -398	-398 -0.5%
52	UNITEDHEALTH GROUP INC COM UNH	UNH	27,760	$11.5m0.24%	0.24%	Reduced -1.2k	-1,248 -4.3%
53	ISHARES TR MSCI INTL QUALTY IQLT	IQLT	227,761	$11.3m0.23%	0.23%	Reduced -732	-732 -0.3%
54	ISHARES TR RUS 1000 GRW ETF IWF	IWF	86,510	$10.7m0.22%	0.22%	Reduced -17.3k	-17,302 -16.7%
55	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	21,405	$10.7m0.22%	0.22%	Reduced -4.9k	-4,873 -18.5%
56	VERIZON COMMUNICATIONS INC COM VZ	VZ	245,709	$10.4m0.22%	0.22%	Reduced -16.9k	-16,940 -6.5%
57	SCHWAB STRATEGIC TR FUNDAMENTAL US L FNDX	FNDX	325,797	$10.1m0.21%	0.21%	Reduced -5.9k	-5,863 -1.8%
58	MICRON TECHNOLOGY INC COM MU	MU	8,674	$10.0m0.21%	0.21%	Reduced -2.2k	-2,151 -19.9%
59	ISHARES BITCOIN TRUST ETF SHS BEN INT IBIT	IBIT	297,676	$9.9m0.20%	0.20%	Reduced -109.9k	-109,905 -27.0%
60	PEPSICO INC COM PEP	PEP	71,686	$9.7m0.20%	0.20%	Reduced -648	-648 -0.9%
61	CATERPILLAR INC COM CAT	CAT	8,939	$9.5m0.20%	0.20%	Added +147	+147 1.7%
62	META PLATFORMS INC CL A META	META	16,895	$9.5m0.20%	0.20%	Added +854	+854 5.3%
63	ORACLE CORP COM ORCL	ORCL	63,559	$9.3m0.19%	0.19%	Reduced -4.1k	-4,063 -6.0%
64	ISHARES TR RUS 1000 ETF IWB	IWB	22,638	$9.3m0.19%	0.19%	Reduced -33	-33 -0.1%
65	ISHARES TR S&P 500 GRWT ETF IVW	IVW	66,461	$9.1m0.19%	0.19%	Added +884	+884 1.4%
66	CME GROUP INC COM CME	CME	40,119	$8.9m0.18%	0.18%	Reduced -9	-9 -0.0%
67	BROADCOM INC COM AVGO	AVGO	23,210	$8.8m0.18%	0.18%	Reduced -1.6k	-1,586 -6.4%
68	VISA INC COM CL A V	V	25,179	$8.6m0.18%	0.18%	Added +738	+738 3.0%
69	VANGUARD WORLD FD ESG US STK ETF ESGV	ESGV	64,129	$8.5m0.18%	0.18%	Added +57.0k	+57,046 805.4%
70	WISDOMTREE TR FLOATNG RAT TREA USFR	USFR	165,095	$8.3m0.17%	0.17%	Unchanged
71	PHILIP MORRIS INTL INC COM PM	PM	45,003	$8.2m0.17%	0.17%	Added +1.1k	+1,108 2.5%
72	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	95,930	$8.0m0.17%	0.17%	Added +602	+602 0.6%
73	AMGEN INC COM AMGN	AMGN	22,182	$8.0m0.17%	0.17%	Added +1.0k	+1,023 4.8%
74	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	35,714	$8.0m0.17%	0.17%	Added +27.1k	+27,064 312.9%
75	SELECT SECTOR SPDR TR ENERGY XLE	XLE	146,918	$7.8m0.16%	0.16%	Reduced -5.7k	-5,688 -3.7%
76	ALTRIA GROUP INC COM MO	MO	106,550	$7.7m0.16%	0.16%	Added +3.5k	+3,458 3.4%
77	ISHARES TR RUS 1000 VAL ETF IWD	IWD	31,463	$7.6m0.16%	0.16%	Reduced -2.5k	-2,461 -7.2%
78	APPLIED MATLS INC COM AMAT	AMAT	10,397	$7.5m0.16%	0.16%	Reduced -3.2k	-3,193 -23.5%
79	INTEL CORP COM INTC	INTC	53,325	$7.4m0.15%	0.15%	Added +3.9k	+3,926 8.0%
80	DYCOM INDS INC COM DY	DY	14,698	$7.4m0.15%	0.15%	Added +1.9k	+1,927 15.1%
81	SPDR SER TR MSCI USA STRTGIC QUS	QUS	39,752	$7.4m0.15%	0.15%	Added +35	+35 0.1%
82	DIMENSIONAL ETF TRUST INTL CORE EQT MK DFAI	DFAI	178,250	$7.4m0.15%	0.15%	Unchanged
83	PHILLIPS 66 COM PSX	PSX	42,506	$7.2m0.15%	0.15%	Reduced -123	-123 -0.3%
84	COCA COLA CO COM KO	KO	87,174	$7.1m0.15%	0.15%	Added +5.1k	+5,122 6.2%
85	ONEOK INC NEW COM OKE	OKE	81,632	$7.1m0.15%	0.15%	Added +1.7k	+1,659 2.1%
86	ISHARES TR CORE MSCI EURO IEUR	IEUR	92,731	$7.0m0.14%	0.14%	Added +6.1k	+6,056 7.0%
87	SNOWFLAKE INC CL A SNOW	SNOW	27,249	$6.9m0.14%	0.14%	Added +798	+798 3.0%
88	SPDR SERIES TRUST STATE STRET SPDR CERY	CERY	204,400	$6.8m0.14%	0.14%	Added +131.8k	+131,800 181.5%
89	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	9	$6.7m0.14%	0.14%	Reduced -2	-2 -18.2%
90	ISHARES TR U S EQUITY FACTR LRGF	LRGF	88,300	$6.7m0.14%	0.14%	Reduced -5.4k	-5,427 -5.8%
91	EDISON INTL COM EIX	EIX	87,565	$6.5m0.13%	0.13%	Added +1.0k	+1,027 1.2%
92	PAYCHEX INC COM PAYX	PAYX	65,481	$6.4m0.13%	0.13%	New
93	ELI LILLY & CO COM LLY	LLY	5,208	$6.2m0.13%	0.13%	Added +1.1k	+1,108 27.0%
94	KIMBERLY-CLARK CORP COM KMB	KMB	55,729	$6.1m0.13%	0.13%	New
95	ENERGY TRANSFER L P COM UT LTD PTN ET	ET	310,454	$5.9m0.12%	0.12%	Added +245.0k	+244,996 374.3%
96	OMNICOM GROUP INC COM OMC	OMC	80,494	$5.9m0.12%	0.12%	Added +39.6k	+39,643 97.0%
97	ISHARES TR MSCI EMG MKT ETF EEM	EEM	85,939	$5.9m0.12%	0.12%	Added +7.0k	+7,036 8.9%
98	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	27,452	$5.8m0.12%	0.12%	Added +210	+210 0.8%
99	HOME DEPOT INC COM HD	HD	16,150	$5.7m0.12%	0.12%	Reduced -149	-149 -0.9%
100	ISHARES TR MSCI LW CRB TG CRBN	CRBN	22,274	$5.6m0.12%	0.12%	Added +2.0k	+2,045 10.1%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
COMPOSECURE INC GPGI	GPGI	807,557	$13.8m807.6k shares
HERITAGE COMM CORP HTBK	HTBK	561,671	$7.1m561.7k shares
RESOLUTE HLDGS MGMT INC RHLD	RHLD	31,019	$5.0m31.0k shares
HONEYWELL INTL INC		8,583	$3.9m8.6k shares
INVESTAR HOLDING CORP ISTR	ISTR	86,568	$2.4m86.6k shares
GRAYSCALE BITCOIN MINI TR ET BTC	BTC	60,197	$1.8m60.2k shares
ROYALTY PHARMA PLC RPRX	RPRX	25,073	$1.2m25.1k shares
AKAMAI TECHNOLOGIES INC AKAM	AKAM	10,396	$1.2m10.4k shares
COTERRA ENERGY INC CTRA	CTRA	32,163	$1.1m32.2k shares
GLOBAL X FDS SHLD	SHLD	14,669	$1.0m14.7k shares
KKR & CO INC KKR	KKR	10,677	$987.6k10.7k shares
SYNOPSYS INC SNPS	SNPS	2,296	$910.3k2.3k shares
MARTIN MARIETTA MATLS INC MLM	MLM	1,496	$880.7k1.5k shares
COINBASE GLOBAL INC COIN	COIN	4,111	$717.8k4.1k shares
ABRDN PLATINUM ETF TRUST PPLT	PPLT	33,000	$632.2k33.0k shares
DUPONT DE NEMOURS INC DWDP	DWDP	2,819	$387.4k2.8k shares
ISHARES TR IHI	IHI	7,020	$374.5k7.0k shares
VANECK ETF TRUST REMX	REMX	4,100	$360.8k4.1k shares
ROBLOX CORP RBLX	RBLX	5,895	$333.4k5.9k shares
LISTED FD TR NERD	NERD	14,800	$309.4k14.8k shares
INSTALLED BLDG PRODS INC IBP	IBP	1,006	$266.7k1.0k shares
LYONDELLBASELL INDUSTRIES N LYB	LYB	3,098	$249.5k3.1k shares
THOR INDS INC THO	THO	2,947	$235.4k2.9k shares
VANGUARD SCOTTSDALE FDS VGSH	VGSH	3,692	$216.1k3.7k shares
INTUIT INTU	INTU	489	$211.6k489 shares