Altman Advisors, Inc. 13F Holdings

CIK 0001731671 · CHICAGO, IL

As of Sep 30, 2025, Altman Advisors, Inc. reported 97 positions worth $505.7M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
ISHARES CORE MSCI EUROPE ETFIEUR—459,716$30.9M6.10%
NVIDIA CORPNVDATechnology132,315$22.5M4.45%
APPLE INCAAPLTechnology70,178 6.2M3.21%
MICROSOFT CORPMSFTTechnology30,658 5.5M3.06%
AMAZON.COM INCAMZNEquity69,575 5.3M3.03%
ALPHABET INCGOOGLEquity71,111 4.9M2.94%
ISHARES 7-10 YEAR TREASURY BOND ETFIEF—121,662 1.7M2.31%
INVESCO S&P SMALLCAP VALUE WITH MOMENTUM ETFXSVM—211,311 1.7M2.30%
BROADCOM INCAVGOTechnology36,722 0.9M2.16%
ISHARES GOLD TRUSTIAU—171,937 0.1M1.99%
FT VEST US EQUITY BUFFER ETF - NOVEMBERFNOV—209,052$7.9M1.57%
META PLATFORMS INCMETACommunication Services10,748$7.8M1.55%
WALMART INCWMTConsumer Defensive75,035$7.6M1.49%
CBOE GLOBAL MARKETS INCCBOEFinancial Services30,862$7.4M1.46%
NETFLIX INCNFLXCommunication Services5,872$7.3M1.45%
ORACLE CORPORCLTechnology27,812$6.9M1.36%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services13,480$6.7M1.32%
ABBVIE INCABBVEquity31,664$6.7M1.32%
CROWDSTRIKE HOLDINGS INCCRWDTechnology13,537$6.6M1.31%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology26,376$6.6M1.31%
CONSTELLATION ENERGY CORPCEGUtilities20,049$6.4M1.26%
MITSUBISHI UFJ FINANCIAL GROUP INCMUFGFinancial Services402,164$6.0M1.18%
ARISTA NETWORKS INCANETTechnology47,624$5.8M1.15%
CITIGROUP INCCFinancial Services61,285$5.7M1.14%
INTERNATIONAL BUSINESS MACHINES CORPIBMTechnology19,824$5.7M1.12%