Jonathan Wowak

Alterna Wealth Management, Inc

Assets Managed

$174.273M

Holdings

109

Last Quarter

2026 - Q2

Filed Date

3d ago

Growth Rate

32.01%(2Q avg: 21.04%)

Sustained Growth

2 quarters

Portfolio positions

This chart displays the top 10 holdings in Alterna Wealth Management, Inc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 109 positions.

Assets under management

The assets under management (AUM) of Alterna Wealth Management, Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 174.273M in assets, with a quarterly growth rate of 32.01% and a 2-quarter average growth rate of 21.04%. The portfolio is managed by Jonathan Wowak, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
IUSB Ishares Core Total Bond Etf Recent Activity Increased 108.89%	6.73%	$11.718M 253,902 shares@ $46.15 avg price	Increased 108.89%
IVV Ishares Core S&p 500 Etf Recent Activity Increased 110.59%	5.1%	$8.879M 11,856 shares@ $748.91 avg price	Increased 110.59%
IVW Ishares S&p 500 Growth Etf Recent Activity Increased 32.96%	4.38%	$7.619M 55,397 shares@ $137.53 avg price	Increased 32.96%
SHY Ishares 1-3 Year Treasury Bo Recent Activity Increased 9.73%	4.33%	$7.529M 91,691 shares@ $82.11 avg price	Increased 9.73%
GOVT Ishares Us Treasury Bond Etf Recent Activity Increased 123.56%	3.77%	$6.559M 287,911 shares@ $22.78 avg price	Increased 123.56%
SLQD Ishares 0-5 Yr Inv Grd Corp Recent Activity Decreased -18.58%	3.46%	$6.029M 119,691 shares@ $50.38 avg price	Decreased -18.58%
SHV Ishares Short Treasury Bond Recent Activity Decreased -2.77%	3.46%	$6.019M 54,542 shares@ $110.36 avg price	Decreased -2.77%
IEMG Ishares Core Msci Emerging Recent Activity Decreased -2.54%	3.44%	$5.991M 72,316 shares@ $82.85 avg price	Decreased -2.54%
SGOV Ishares 0-3 Month Treasury B Recent Activity Increased 3.42%	2.85%	$4.952M 49,193 shares@ $100.67 avg price	Increased 3.42%
MBB Ishares Mbs Etf Recent Activity Increased 107.84%	2.67%	$4.641M 49,102 shares@ $94.53 avg price	Increased 107.84%

1-10 of 109