Alchemi Wealth, LLC

CIK 0002110606 • 3 13F filings • Feb 13, 2026 – Jul 29, 2026

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Filer information

Filed by: Alchemi Wealth, LLC, President
Address: 35 PRATT STREET, SUITE 202, ESSEX, CT, 06426
Phone: 860-767-7500
AUM: $182.9M

AUM over time

$213.4M latest

Sector allocation over time

Past 3 quarters

Q4 2025

Q2 2026

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $182.9M148 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$452K	0.2%Prev: 0.2%	2,823 SH	Decreased+15 SH
ABBOTT LABS	COM	$226K	0.1%	1,805 SH	New
ABBVIE INC	COM	$602K	0.3%Prev: 0.3%	2,635 SH	Decreased-107 SH
ADVANCED MICRO DEVICES INC	COM	$1.1M	0.6%Prev: 1.4%	5,026 SH	Decreased-56 SH
ALPHABET INC	CAP STK CL A	$3.7M	2.0%Prev: 2.0%	11,766 SH	Decreased-14 SH
ALPHABET INC	CAP STK CL C	$1.8M	1.0%Prev: 1.0%	5,877 SH	Decreased-19 SH
ALTRIA GROUP INC	COM	$1.1M	0.6%Prev: 0.5%	19,418 SH	Decreased+3,322 SH
AMAZON COM INC	COM	$6.1M	3.3%Prev: 3.0%	26,365 SH	Decreased-455 SH
AMERICAN EXPRESS CO	COM	$1.3M	0.7%Prev: 0.5%	3,437 SH	Increased+26 SH
AMGEN INC	COM	$539K	0.3%Prev: 0.3%	1,647 SH	Decreased-25 SH
AMPLIFY ETF TR	CWP ENHANCED DIV	$1.2M	0.6%Prev: 0.5%	26,645 SH	Increased+1,678 SH
APPLE INC	COM	$28.2M	15.4%Prev: 13.5%	103,706 SH	Decreased+3,966 SH
AT&T INC	COM	$509K	0.3%Prev: 0.2%	20,473 SH	Increased+976 SH
BANK AMERICA CORP	COM	$565K	0.3%	10,267 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.7M	0.9%Prev: 0.7%	3,330 SH	Increased+180 SH
BLACKROCK INC	COM	$284K	0.2%Prev: 0.1%	265 SH	Increased+41 SH
BLACKROCK SCIENCE & TECHNOLO	SHS	$4.7M	2.6%Prev: 2.7%	115,773 SH	Decreased+1,198 SH
BLACKSTONE INC	COM	$538K	0.3%Prev: 0.1%	3,492 SH	Increased+1,548 SH
BOEING CO	COM	$442K	0.2%Prev: 0.1%	2,035 SH	Increased+1,039 SH
BRISTOL-MYERS SQUIBB CO	COM	$247K	0.1%Prev: 0.1%	4,571 SH	Increased+992 SH
BRITISH AMERN TOB PLC	SPONSORED ADR	$339K	0.2%Prev: 0.2%	5,979 SH	Decreased-595 SH
BROADCOM INC	COM	$758K	0.4%Prev: 0.4%	2,190 SH	Decreased-93 SH
CANADIAN PACIFIC KANSAS CITY	COM	$417K	0.2%Prev: 0.2%	5,659 SH	Decreased-24 SH
CAPITAL GROUP EQUITY ETF TR	US SMALL AND MID	$1.0M	0.6%	35,915 SH	New
CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$3.5M	1.9%	79,140 SH	New
CAPITAL GRP FIXED INCM ETF T	CORE BOND ETF	$757K	0.4%Prev: 0.5%	28,551 SH	Decreased-13,470 SH
CAPITAL GRP FIXED INCM ETF T	US MULTI-SECTOR	$734K	0.4%Prev: 0.5%	26,563 SH	Decreased-12,130 SH
CATERPILLAR INC	COM	$746K	0.4%Prev: 0.7%	1,302 SH	Decreased-133 SH
CHEVRON CORP NEW	COM	$659K	0.4%	4,320 SH	New
CIPHER MINING INC	COM	$1.3M	0.7%	88,150 SH	New
CISCO SYS INC	COM	$376K	0.2%Prev: 0.2%	4,876 SH	Decreased+1,193 SH
COCA COLA CO	COM	$273K	0.1%Prev: 0.1%	3,900 SH	Decreased+11 SH
COHEN & STEERS ETF TRUST	REAL ESTATE ACTI	$383K	0.2%	14,994 SH	New
COLUMBIA ETF TR I	RESH ENHNC COR	$4.5M	2.4%Prev: 2.4%	109,047 SH	Decreased-9,398 SH
CORNING INC	COM	$279K	0.2%Prev: 0.4%	3,190 SH	Decreased-101 SH
CORTEVA INC	COM	$265K	0.1%Prev: 0.2%	3,955 SH	Decreased
COSTCO WHSL CORP NEW	COM	$741K	0.4%	858 SH	New
CSX CORP	COM	$316K	0.2%Prev: 0.2%	8,717 SH	Decreased-93 SH
DEERE & CO	COM	$317K	0.2%Prev: 0.2%	681 SH	Decreased+4 SH
DIREXION SHS ETF TR	DLY SCOND 3XBU	$796K	0.4%	18,949 SH	New
DNP SELECT INCOME FD INC	COM	$2.5M	1.4%Prev: 1.3%	249,181 SH	Decreased-13,936 SH
DUKE ENERGY CORP NEW	COM NEW	$1.8M	1.0%Prev: 1.0%	15,607 SH	Decreased-1,465 SH
ELEVATION SERIES TRUST	CLOUGH HEDGED EQ	$387K	0.2%	14,079 SH	New
ELEVATION SERIES TRUST	CLOUGH SELECT EQ	$438K	0.2%	11,107 SH	New
ELI LILLY & CO	COM	$1.9M	1.1%Prev: 1.0%	1,801 SH	Decreased-19 SH
EMERSON ELEC CO	COM	$1.3M	0.7%Prev: 0.7%	9,721 SH	Decreased-57 SH
ENBRIDGE INC	COM	$213K	0.1%Prev: 0.1%	4,453 SH	Decreased-25 SH
EVERSOURCE ENERGY	COM	$427K	0.2%Prev: 0.2%	6,337 SH	Decreased+293 SH
EXXON MOBIL CORP	COM	$2.4M	1.3%Prev: 1.2%	19,836 SH	Decreased+896 SH
FIDELITY COVINGTON TRUST	ENHANCED LARGE	$1.2M	0.7%Prev: 0.7%	33,420 SH	Decreased-2,405 SH
FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$692K	0.4%Prev: 0.4%	3,078 SH	Decreased-85 SH
FIDELITY WISE ORIGIN BITCOIN	SHS	$1.4M	0.8%Prev: 0.7%	18,307 SH	Decreased-9,837 SH
FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$987K	0.5%Prev: 0.4%	3,665 SH	Increased+181 SH
FORD MTR CO	COM	$240K	0.1%Prev: 0.1%	18,271 SH	Decreased+274 SH
GE AEROSPACE	COM NEW	$360K	0.2%Prev: 0.2%	1,170 SH	Decreased+107 SH
GE VERNOVA INC	COM	$474K	0.3%Prev: 0.5%	725 SH	Decreased-118 SH
GENERAL DYNAMICS CORP	COM	$564K	0.3%Prev: 0.3%	1,675 SH	Decreased+14 SH
GOLDMAN SACHS GROUP INC	COM	$223K	0.1%Prev: 0.1%	253 SH	Decreased+5 SH
GSK PLC	SPONSORED ADR	$291K	0.2%Prev: 0.1%	5,943 SH	Decreased-109 SH
HERSHEY CO	COM	$374K	0.2%Prev: 0.2%	2,054 SH	Increased
HOME DEPOT INC	COM	$615K	0.3%Prev: 0.3%	1,787 SH	Increased+135 SH
HONEYWELL INTL INC	COM	$481K	0.3%Prev: 0.1%	2,465 SH	Increased+1,271 SH
IMMUNOVANT INC	COM	$1.4M	0.8%Prev: 0.8%	56,576 SH	Decreased+10,076 SH
INTERNATIONAL BUSINESS MACHS	COM	$506K	0.3%Prev: 0.2%	1,706 SH	Increased+131 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$3.3M	1.8%Prev: 1.9%	13,228 SH	Decreased-215 SH
INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$539K	0.3%Prev: 0.3%	4,518 SH	Decreased
INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$376K	0.2%Prev: 0.2%	6,335 SH	Decreased
INVESCO EXCHANGE TRADED FD T	S&P SMLCP MOMENT	$675K	0.4%Prev: 0.5%	9,372 SH	Decreased-1,298 SH
INVESCO QQQ TR	UNIT SER 1	$729K	0.4%Prev: 0.3%	1,186 SH	Increased+236 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$357K	0.2%Prev: 0.2%	7,191 SH	Decreased-3,865 SH
ISHARES GOLD TR	ISHARES NEW	$276K	0.2%Prev: 0.1%	3,405 SH	Increased-221 SH
ISHARES SILVER TR	ISHARES	$270K	0.1%Prev: 0.1%	4,185 SH	Increased-64 SH
ISHARES TR	CORE S&P500 ETF	$448K	0.2%Prev: 0.2%	654 SH	Decreased
ISHARES TR	INTL EQTY FACTOR	$3.3M	1.8%Prev: 1.8%	86,428 SH	Decreased-6,634 SH
ITERUM THERAPEUTICS PLC	SHS NEW	$90K	0.0%	268,886 SH	New
JANUS DETROIT STR TR	HENDERSON SECURI	$344K	0.2%	6,607 SH	New
JANUS DETROIT STR TR	HENDRSON AAA CL	$544K	0.3%Prev: 0.3%	10,763 SH	Decreased-2,086 SH
JOHNSON & JOHNSON	COM	$1.2M	0.7%Prev: 0.7%	5,877 SH	Decreased+322 SH
JPMORGAN CHASE & CO.	COM	$1.8M	1.0%	5,709 SH	New
LINDE PLC	SHS	$360K	0.2%Prev: 0.2%	844 SH	Decreased-27 SH
M & T BK CORP	COM	$253K	0.1%Prev: 0.1%	1,255 SH	Decreased+9 SH
MARRIOTT INTL INC NEW	CL A	$503K	0.3%Prev: 0.3%	1,622 SH	Decreased
MASTERCARD INCORPORATED	CL A	$343K	0.2%Prev: 0.1%	600 SH	Increased+33 SH
MCDONALDS CORP	COM	$337K	0.2%Prev: 0.1%	1,100 SH	Increased+55 SH
MERCK & CO INC	COM	$227K	0.1%Prev: 0.1%	2,155 SH	Decreased+44 SH
META PLATFORMS INC	CL A	$3.8M	2.1%Prev: 1.4%	5,781 SH	Increased+356 SH
MICRON TECHNOLOGY INC	COM	$260K	0.1%Prev: 0.6%	909 SH	Decreased-166 SH
MICROSOFT CORP	COM	$6.3M	3.4%Prev: 2.2%	12,934 SH	Increased+370 SH
NETFLIX INC	COM	$2.9M	1.6%	30,940 SH	New
NEW JERSEY RES CORP	COM	$992K	0.5%Prev: 0.6%	21,514 SH	Decreased-87 SH
NEXTERA ENERGY INC	COM	$355K	0.2%Prev: 0.2%	4,423 SH	Decreased+105 SH
NORFOLK SOUTHN CORP	COM	$537K	0.3%Prev: 0.3%	1,858 SH	Decreased-2 SH
NVIDIA CORPORATION	COM	$8.2M	4.5%Prev: 4.2%	44,074 SH	Decreased-769 SH
ORACLE CORP	COM	$326K	0.2%Prev: 0.1%	1,671 SH	Increased+226 SH
OREILLY AUTOMOTIVE INC	COM	$284K	0.2%Prev: 0.1%	3,115 SH	Increased+97 SH
PACER FDS TR	ARISTOTLE PACIFI	$631K	0.3%	13,384 SH	New
PACER FDS TR	METAURUS CAP 400	$339K	0.2%Prev: 0.3%	7,968 SH	Decreased-6,351 SH
PACER FDS TR	TRENDP US LAR CP	$540K	0.3%Prev: 0.3%	9,718 SH	Decreased
PACER FDS TR	TRENDPILOT 100	$741K	0.4%Prev: 0.4%	9,427 SH	Decreased+75 SH
PACER FDS TR	US CASH COWS 100	$1.0M	0.6%Prev: 0.4%	16,721 SH	Increased+1,817 SH
PALANTIR TECHNOLOGIES INC	CL A	$654K	0.4%	3,679 SH	New
PEPSICO INC	COM	$300K	0.2%Prev: 0.2%	2,092 SH	Decreased-374 SH
PFIZER INC	COM	$299K	0.2%Prev: 0.1%	11,991 SH	Increased+135 SH
PHILIP MORRIS INTL INC	COM	$1.0M	0.6%Prev: 0.5%	6,523 SH	Decreased+37 SH
PHILLIPS 66	COM	$529K	0.3%Prev: 0.3%	4,097 SH	Decreased-81 SH
PPL CORP	COM	$270K	0.1%Prev: 0.1%	7,717 SH	Decreased
PRICE T ROWE GROUP INC	COM	$272K	0.1%Prev: 0.1%	2,656 SH	Decreased+141 SH
PROCTER AND GAMBLE CO	COM	$470K	0.3%	3,280 SH	New
QUALCOMM INC	COM	$843K	0.5%Prev: 0.5%	4,925 SH	Decreased-1,420 SH
RBB FUND TRUST	FIRST EAGLE GBL	$1.0M	0.6%Prev: 0.7%	22,232 SH	Decreased-8,826 SH
ROBLOX CORP	CL A	$203K	0.1%	2,500 SH	New
RTX CORPORATION	COM	$222K	0.1%Prev: 0.1%	1,210 SH	Decreased+19 SH
SELECT SECTOR SPDR TR	STATE STREET ENE	$585K	0.3%	13,085 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$896K	0.5%	5,773 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$312K	0.2%	2,166 SH	New
SHELL PLC	SPON ADS	$288K	0.2%Prev: 0.2%	3,921 SH	Decreased-306 SH
SOUTHERN CO	COM	$348K	0.2%Prev: 0.2%	3,993 SH	Decreased-48 SH
SPDR GOLD TR	GOLD SHS	$936K	0.5%Prev: 0.4%	2,362 SH	Increased+81 SH
SPDR S&P 500 ETF TR	TR UNIT	$4.2M	2.3%	6,201 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$5.7M	3.1%	62,705 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD AN	$1.3M	0.7%Prev: 0.5%	28,505 SH	Increased+2,220 SH
STRATEGY INC	CL A NEW	$1.3M	0.7%Prev: 0.5%	8,292 SH	Increased-4,047 SH
STRYKER CORPORATION	COM	$254K	0.1%Prev: 0.1%	723 SH	Increased-12 SH
SYMBOTIC INC	CLASS A COM	$422K	0.2%	7,100 SH	New
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$203K	0.1%	667 SH	New
TESLA INC	COM	$4.2M	2.3%Prev: 1.7%	9,343 SH	Increased+710 SH
TJX COS INC NEW	COM	$373K	0.2%Prev: 0.2%	2,430 SH	Decreased-95 SH
TREX CO INC	COM	$538K	0.3%	15,325 SH	New
UNION PAC CORP	COM	$689K	0.4%Prev: 0.4%	2,978 SH	Decreased-8 SH
UNITED RENTALS INC	COM	$710K	0.4%Prev: 0.5%	877 SH	Decreased-23 SH
UNIVERSAL DISPLAY CORP	COM	$497K	0.3%Prev: 0.2%	4,256 SH	Increased+92 SH
VANECK ETF TRUST	GOLD MINERS ETF	$318K	0.2%Prev: 0.1%	3,702 SH	Increased+290 SH
VANECK ETF TRUST	MRNGSTR WDE MOAT	$217K	0.1%Prev: 0.1%	2,100 SH	Decreased
VANECK ETF TRUST	SEMICONDUCTR ETF	$1.0M	0.6%Prev: 1.1%	2,868 SH	Decreased-800 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$847K	0.5%Prev: 0.8%	2,525 SH	Decreased-1,997 SH
VANGUARD INSTL INDEX FD	0-3 MO TREAS BIL	$3.8M	2.1%	50,581 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$964K	0.5%Prev: 1.0%	4,386 SH	Decreased-4,331 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$238K	0.1%Prev: 0.3%	2,640 SH	Decreased-4,731 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$587K	0.3%Prev: 0.2%	2,040 SH	Increased+420 SH
VANGUARD WORLD FD	INF TECH ETF	$776K	0.4%Prev: 0.5%	1,029 SH	Decreased-7,133 SH
VERIZON COMMUNICATIONS INC	COM	$646K	0.4%Prev: 0.3%	15,856 SH	Increased+1,649 SH
VISA INC	COM CL A	$1.2M	0.6%Prev: 0.5%	3,285 SH	Increased+10 SH
WALMART INC	COM	$563K	0.3%Prev: 0.3%	5,053 SH	Decreased-216 SH
WASTE MGMT INC DEL	COM	$226K	0.1%	1,026 SH	New
WISDOMTREE TR	HEDGED HI YLD BD	$374K	0.2%	16,578 SH	New
WISDOMTREE TR	ITL HDG QTLY DIV	$1.0M	0.6%	21,293 SH	New
WISDOMTREE TR	WISDOMTREE US VA	$1.5M	0.8%	16,113 SH	New
ZSCALER INC	COM	$242K	0.1%Prev: 0.2%	1,075 SH	Decreased-1,775 SH

Sold (vs prior filing)

APPLIED MATLS INC — $358K
BANK OF AMER CORP — $580K
BANK OF NY MELLON CORP — $212K
CANADIAN NATL RY CO — $227K
CAPITAL GROUP EQUITY ETF TR — $1.4M
CAPITAL GROUP GROWTH ETF — $3.9M
CHEVRON CORPORATION — $930K
CHUBB LIMITED — $204K
CIPHER DIGITAL INC — $2.3M
COHEN & STEERS ETF TRUST — $585K
COHEN & STEERS ETF TRUST — $334K
COHEN & STEERS ETF TRUST — $666K
CONSOLIDATED EDISON INC — $207K
COREWEAVE INC — $306K
COSTCO WHOLESALE CORPORATION — $807K
CROWDSTRIKE HLDGS INC — $248K
CUMMINS INC — $223K
DELL TECHNOLOGIES INC — $212K
DIREXION SHARES ETF TRUST — $3.0M
ELEVATION SERIES TRUST — $471K
… and 30 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 13, 2026	Q4 2025	13F-HR	0002110606-26-000001	$182.9M	View
Jul 29, 2026	Q2 2026	13F-HR	0002110606-26-000004	$213.4M	View
May 7, 2026	Q1 2026