Michael S. Johnson
Alchemi Wealth, Llc
Assets Managed
$180.21M
Holdings
155
Last Quarter
2026 - Q1
Filed Date
1mo 8d ago
Growth Rate
-1.47%(2Q avg: -0.73%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in Alchemi Wealth, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 155 positions.
Assets under management
The assets under management (AUM) of Alchemi Wealth, Llc 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 180.21M in assets, with a quarterly growth rate of -1.47% and a 2-quarter average growth rate of -0.73%. The portfolio is managed by Michael S. Johnson, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
AAPL Apple Inc
| 14.29% | $25.745M 101,440 shares@ $253.8 avg price | Decreased -2.18% |
NVDA Nvidia Corp
| 4.45% | $8.006M 45,908 shares@ $174.41 avg price | Increased 4.17% |
AMZN Amazon.com Inc
| 3.04% | $5.478M 26,302 shares@ $208.27 avg price | Decreased -0.23% |
BIL Spdr Bloomberg 1-3 Month T-b
| 3.01% | $5.407M 59,000 shares@ $91.65 avg price | Decreased -2.05% |
MSFT Microsoft Corp
| 2.64% | $4.749M 12,828 shares@ $370.19 avg price | Decreased -0.81% |
RECS Columbia Resrh Enhanced Core
| 2.42% | $4.356M 111,746 shares@ $38.99 avg price | Increased 2.48% |
BST Blackrock Science & Tech Tr
| 2.36% | $4.245M 116,779 shares@ $36.36 avg price | Increased 0.87% |
SPY Spdr S&p 500 Etf Trust
| 2.24% | $4.024M 6,186 shares@ $650.45 avg price | Decreased -0.24% |
VBIL Vanguard 0-3m T-bill Etf
| 2.14% | $3.85M 50,893 shares@ $75.65 avg price | Increased 0.62% |
INTF Ishares International Equity
| 1.95% | $3.503M 89,902 shares@ $38.97 avg price | Increased 4.02% |
1-10 of 155