Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $28.9M | 13.5% | −1.7% |
| NVDANvidia Corporation | $9.0M | 4.2% | −2.3% |
| AMZNAmazon Com Inc | $6.4M | 3.0% | +2.0% |
| BSTBlackrock Science & Technolo | $5.8M | 2.7% | −1.9% |
| RECSColumbia Etf Tr I | $5.1M | 2.4% | +6.0% |
| SPYState Str Spdr S&p 500 Etf T | $5.0M | 2.4% | +8.6% |
| VBILVanguard Instl Index Fd | $4.8M | 2.2% | +23.5% |
| MSFTMicrosoft Corp | $4.7M | 2.2% | −2.1% |
| BILSpdr Series Trust | $4.6M | 2.1% | −15.2% |
| GOOGLAlphabet Inc | $4.2M | 2.0% | |
| QQQMInvesco Exch Traded Fd Tr II | $4.1M | 1.9% | |
| CGGRCapital Group Growth Etf | $3.9M | 1.8% | +1.6% |
| INTFIshares Tr | $3.8M | 1.8% | +3.5% |
| TSLATesla Inc | $3.6M | 1.7% | −6.2% |
| METAMeta Platforms Inc | $3.1M | 1.4% | −2.9% |
| VTVVanguard Index Fds | $3.0M | 1.4% | +1243.5% |
| SOXLDirexion Shares Etf Trust | $3.0M | 1.4% | −25.6% |
| AMDAdvanced Micro Devices Inc | $3.0M | 1.4% | +1.2% |
| DNPDnp Select Income Fd Inc | $2.8M | 1.3% | +5.4% |
| Exxon Mobil CorpCUSIP 30231G102 | $2.6M | 1.2% | −1.8% |
| SMHVaneck Etf Trust | $2.4M | 1.1% | +12.4% |
| CIFRCipher Digital Inc | $2.3M | 1.1% | +1.0% |
| LLYEli Lilly & Co | $2.2M | 1.0% | |
| DUKDuke Energy Corp New | $2.2M | 1.0% | +7.1% |
| GOOGAlphabet Inc | $2.1M | 1.0% | +1.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AMDAdvanced Micro Devices Inc | December 31, 2025 | +171.3% | $3.0M |
| CATCaterpillar Inc | December 31, 2025 | +85.9% | $1.5M |
| SMHVaneck Etf Trust | December 31, 2025 | +82.1% | $2.4M |
| CIFRCipher Digital Inc | December 31, 2025 | +66.0% | $2.3M |
| IMVTImmunovant Inc | December 31, 2025 | +51.6% | $1.8M |
| BSTBlackrock Science & Technolo | December 31, 2025 | +25.1% | $5.8M |
| JNJJohnson & Johnson | December 31, 2025 | +22.7% | $1.4M |
| QQQMInvesco Exch Traded Fd Tr II | December 31, 2025 | +19.8% | $4.1M |
| XLISelect Sector Spdr Tr | December 31, 2025 | +19.4% | $1.8M |
| CGMMCapital Group Equity Etf Tr | December 31, 2025 | +14.3% | $1.4M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $557K
- PLTRPalantir Technologies Inc was $528K
- IHDGWisdomtree Tr was $359K
- SYMSymbotic Inc was $351K
- WMWaste Mgmt Inc Del was $247K
- GDXJVaneck Etf Trust was $233K
- AAAUGoldman Sachs Physical Gold was $222K
- DLRDigital Rlty Tr Inc was $215K
- XELXcel Energy Inc was $214K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.3% | +14.8% |
| March 31, 2026 | −3.4% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Alchemi Wealth, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2110606&type=13F-HR&dateb=&owner=include&count=40CIK 2110606
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2110606/000211060626000004/Filed July 29, 2026 · accession 0002110606-26-000004