Altium Wealth Management LLC 13F Holdings

CIK 0001739594 · PURCHASE, NY

As of Jun 30, 2022, Altium Wealth Management LLC reported 374 positions worth .3M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
VANGUARD 500 INDEX FUNDVOO—482,795 67.5K12.61%
ISHARES CORE MSCI EAFE ETFIEFA—2,172,132 27.8K9.62%
ISHARES CORE S&P MID-CAP ETFIJH—298,638$67.6K5.09%
ISHARES CORE MSCI EMERGING MARKETS ETFIEMG—1,240,049$60.8K4.58%
VANGUARD TAX-MANAGED FUNDSVEA—1,436,805$58.6K4.41%
APPLE INCAAPLTechnology317,619$43.4K3.27%
VANGUARD MID-CAP INDEX FUNDVO—193,233$38.1K2.87%
VANGUARD EMERGING MARKETS STOCK INDEX FUNDVWO—910,913$37.9K2.86%
VANGUARD TAX-EXEMPT BOND INDEX FUNDVTEB—648,667$32.4K2.44%
ISHARES CORE S&P SMALL-CAP ETFIJR—334,817$30.9K2.33%
VANGUARD S&P 500 GROWTH INDEX FUNDVOOG—127,362$27.7K2.09%
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUNDVCIT—328,349$26.3K1.98%
MICROSOFT CORPMSFTTechnology101,333$26.0K1.96%
STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETFSPYG—444,939$23.3K1.75%
STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETFSPYV—621,125$22.9K1.72%
ISHARES NATIONAL MUNI BOND ETFMUB—195,745$20.8K1.57%
VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUNDVGIT—335,667$20.5K1.55%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services71,575 9.5K1.47%
VANGUARD VALUE INDEX FUNDVTV—128,077 6.9K1.27%
VANGUARD SMALL-CAP INDEX FUNDVB—94,750 6.7K1.26%
VANGUARD S&P 500 VALUE INDEX FUNDVOOV—124,242 6.5K1.24%
HARTFORD FDS EXCHANGE TRADEDHMOP—396,157 5.0K1.13%
INVESCO VARIABLE RATE PREFERRED ETFVRP—668,995 4.8K1.12%
AMAZON.COM INCAMZNEquity98,317 0.4K0.79%
VANGUARD GROWTH INDEX FUNDVUG—41,545$9.3K0.70%