Altman Advisors, Inc. ETF holdings
Chicago, IL
Reported $55.9M in 20 ETFs in its Form 13F for June 30, 2026.
ETF value
$55.9M
ETFs held
20
Change from prior quarter
+12.5%
With price moves
ETFs as a share of its 13F
20.0%
of $278.7M
Top 10 of 20 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IEUR | iShares Core MSCI Europe ETF | $20.0M | 265,639 | −3,196 shares |
| XSVM | Invesco S&P SmallCap Value with Momentum ETF | $9.7M | 139,180 | −815 shares |
| IEI | iShares 3-7 Year Treasury Bond ETF | $7.4M | 63,212 | −374 shares |
| IAU | iShares Gold Trust | $3.7M | 54,545 | −9,455 shares |
| FNOV | FT Vest U.S. Equity Buffer ETF - November | $3.4M | 88,314 | −5,984 shares |
| FLJP | Franklin FTSE Japan ETF | $2.3M | 57,104 | −793 shares |
| SPYV | State Street SPDR Portfolio S&P 500 Value ETF | $1.8M | 158,875 | +14,501 shares |
| SPYG | State Street SPDR Portfolio S&P 500 Growth ETF | $1.3M | 100,703 | +16,108 shares |
| JQUA | JPMorgan U.S. Quality Factor ETF | $857K | 11,853 | No change |
| ACWI | iShares MSCI ACWI ETF | $794K | 5,056 | New position |
10 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) 0001731671. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Altman Advisors, Inc. own?
Altman Advisors, Inc. reported 20 ETF positions worth $55.9M in its Form 13F for June 30, 2026. The largest was IEUR, at $20.0M.
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.