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Colleen Graham

Alti Global, Inc.

Assets Managed
$4.6B
Holdings
437
Last Quarter
2026 - Q1
Filed Date
5d ago
Growth Rate
-1.37%(2Q avg: 4.03%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Alti Global, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 437 positions.

Assets under management

The assets under management (AUM) of Alti Global, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 4.6B in assets, with a quarterly growth rate of -1.37% and a 2-quarter average growth rate of 4.03%. The portfolio is managed by Colleen Graham, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
EFA
Ishares Msci Eafe Etf
Recent Activity
Increased 1.14%
13.14%
$604.412M
6.223M shares@ $97.14 avg price
ITOT
Ishares Core S&p Total U.s.
Recent Activity
Increased 5.4%
8.99%
$413.155M
2.901M shares@ $142.44 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 9.01%
8.32%
$382.692M
584,387 shares@ $654.87 avg price
SPMD
Spdr Portfolio S&p 400 Mid C
Recent Activity
Decreased -5.42%
3.64%
$167.205M
2.823M shares@ $59.23 avg price
AKRE
Akre Focus Etf
Recent Activity
Decreased -47.03%
3.6%
$165.295M
3.128M shares@ $52.86 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 1.66%
3.5%
$160.767M
500,692 shares@ $321.09 avg price
GLD
Spdr Gold Shares
Recent Activity
Increased 0.03%
3.38%
$155.418M
360,601 shares@ $431.0 avg price
EIPX
Ft Energy Inc Partners Strat
Recent Activity
Increased 4.83%
3.25%
$149.121M
4.637M shares@ $32.16 avg price
IAU
Ishares Gold Trust
Recent Activity
Decreased -1.33%
3.01%
$138.146M
1.567M shares@ $88.17 avg price
XOM
Exxon Mobil Corp
Recent Activity
Decreased -17.06%
2.96%
$135.775M
800,276 shares@ $169.66 avg price

1-10 of 437