Alterna Wealth Management, Inc. ETF holdings
Houston, TX
Reported $157.6M in 81 ETFs in its Form 13F for June 30, 2026.
ETF value
$157.6M
ETFs held
81
Change from prior quarter
+34.0%
With price moves
ETFs as a share of its 13F
90.5%
of $174.3M
Top 10 of 81 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IUSB | iShares Core Universal USD Bond ETF | $11.7M | 253,902 | +132,351 shares |
| IVV | iShares Core S&P 500 ETF | $8.9M | 11,856 | +6,226 shares |
| IVW | iShares S&P 500 Growth ETF | $7.6M | 55,397 | +13,730 shares |
| SHY | iShares 1-3 Year Treasury Bond ETF | $7.5M | 91,691 | +8,128 shares |
| GOVT | iShares U.S. Treasury Bond ETF | $6.6M | 287,911 | +159,121 shares |
| SLQD | iShares 0-5 Year Investment Grade Corporate Bond ETF | $6.0M | 119,691 | −27,331 shares |
| SHV | iShares 0–1 Year Treasury Bond ETF | $6.0M | 54,542 | −1,554 shares |
| IEMG | iShares Core MSCI Emerging Markets ETF | $6.0M | 72,316 | −1,886 shares |
| SGOV | iShares 0-3 Month Treasury Bond ETF | $5.0M | 49,193 | +1,623 shares |
| MBB | iShares MBS ETF | $4.6M | 49,102 | +25,477 shares |
71 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001767699. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Alterna Wealth Management, Inc. own?
Alterna Wealth Management, Inc. reported 81 ETF positions worth $157.6M in its Form 13F for June 30, 2026. The largest was IUSB, at $11.7M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.