Alteri Wealth LLC
RIA/Wealth
Alteri Wealth LLC is a RIA/Wealth based in Westlake Village, CA led by Michelle R Gruber, reporting $771.3M in AUM as of Q3 2025 with NVDA as the largest holding (6% allocation).
FounderMichelle R Gruber
- Portfolio Value
- $289.0M
- Positions
- 279
- Top Holding
- NVDA at 6.41%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Alteri Wealth LLC's portfolio (33.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $18.5M | 6.41% | +$111.9K Bought | 0.00% 99.3K shares | |
Consumer Electronics Technology | $18.4M | 6.38% | +$306.6K Bought | 0.00% 72.4K shares | |
Semiconductors Technology | $12.7M | 4.40% | -$136.6K Sold | 0.00% 38.6K shares | |
Software - Infrastructure Technology | $9.8M | 3.41% | -$211.8K Sold | 0.00% 19.0K shares | |
Discount Stores Consumer Defensive | $8.8M | 3.04% | +$55.4K Bought | 0.00% 85.2K shares | |
Oil & Gas Integrated Energy | $6.6M | 2.27% | +$55.7K Bought | 0.00% 58.2K shares | |
Internet Content & Information Communication Services | $6.5M | 2.24% | +$157.8K Bought | 0.00% 26.6K shares | |
Specialty Retail Consumer Cyclical | $6.2M | 2.15% | +$373.9K Bought | 0.00% 28.3K shares | |
Banks - Diversified Financial Services | $4.8M | 1.65% | -$50.5K Sold | 0.00% 15.1K shares | |
Banks - Diversified Financial Services | $4.2M | 1.44% | -$16.1K Sold | 0.00% 80.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Alteri Wealth LLC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Alteri Wealth LLC
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