Altfest L J &

$935M 13F equity value
388 Holdings
Latest filing 2026-03-31

Top Holdings

TickerCompanySharesValueWeight
VTIPVANGUARD MALVERN FDS1,004,638$50M5.4%
QQQMINVESCO EXCH TRADED FD TR II194,905$46M5.0%
EMLPFIRST TR EXCHANGE-TRADED FD958,838$42M4.5%
STIPISHARES TR391,581$41M4.3%
UTENRBB FD INC821,155$36M3.8%
MINVMATTHEWS ASIA FDS929,592$35M3.8%
SCHPSCHWAB STRATEGIC TR1,070,411$28M3.0%
AAPLAPPLE INC107,743$27M2.9%
SPMBSPDR SERIES TRUST862,594$19M2.1%
SMHVANECK ETF TRUST48,382$19M2.0%

Track Altfest L J &'s 13F portfolio: $935M in reported holdings, 388 positions. Top holdings and quarterly changes on SentiSense.

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