AlTi Global, Inc. 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0001838615 · NEW YORK, NY

As of Sep 30, 2025, AlTi Global, Inc. reported 683 positions worth $4.0B in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
ISHARES MSCI EAFE ETF	EFA	—	6,000,422	$560.3M	13.94%
ISHARES CORE S&P TOTAL US STOCK MARKET ETF	ITOT	—	2,749,609	$400.5M	9.97%
SPDR S&P 500 ETF TRUST	SPY	—	538,787	$359.7M	8.95%
SS SPDR P S&P 400 MIDCAP ETF	SPMD	—	3,116,050	78.2M	4.44%
VANGUARD TOTAL STOCK MKT ETF	VTI	—	491,490	61.7M	4.03%
SPDR GOLD TRUST	GQ9	—	367,483	30.6M	3.25%
ISHARES CORE S&P MID-CAP ETF	IJH	—	1,827,328	19.3M	2.97%
FIRST TR EXCHANGE-TRADED FD	EIPX	—	4,387,022	14.8M	2.86%
ISHARES GOLD TRUST	IAU	—	1,525,062	11.0M	2.76%
FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND	EMLP	—	2,862,383	09.6M	2.73%
EXXON MOBIL CORP	XOM	Energy	956,976	07.9M	2.69%
ISHARES CORE S&P 500 ETF	IVV	—	128,515	$78.0M	1.94%
APPLE INC	AAPL	Technology	301,447	$76.8M	1.91%
ALPHABET INC	GOOGL	Equity	256,617	$62.4M	1.55%
ISHARES 0-5 YEAR TIPS BOND ETF	STIP	—	526,187	$54.4M	1.35%
ISHARES GOLD TRUST MICRO	IAUM	—	1,400,000	$53.9M	1.34%
VANGUARD 500 INDEX FUND	VOO	—	84,463	$51.9M	1.29%
ISHARES 20+ YEAR TREASURY BOND ETF	TLT	—	542,300	$48.5M	1.21%
MICROSOFT CORP	MSFT	Technology	83,716	$43.4M	1.08%
DIMENSIONAL US HIGH PROFITABILITY ETF	DUHP	—	1,098,400	$41.5M	1.03%
UBER TECHNOLOGIES INC	UBER	Technology	391,034	$38.3M	0.95%
MEDTRONIC PLC	MDT	Healthcare	304,346	$29.2M	0.73%
CHEVRON CORP	CHV	Energy	172,168	$26.7M	0.67%
ISHARES ESG AWARE MSCI EAFE ETF	ESGD	—	269,271	$25.0M	0.62%
ORACLE CORP	ORCL	Technology	88,066	$24.8M	0.62%