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Altman Advisors, Inc.
Period ended Sep 30, 2026 · Latest filing Nov 5, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $284,043,894
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- ISHARES TR · CORE MSCI EURO · 46434V738 · shares: $19,469,123
- NVIDIA CORPORATION · COM · 67066G104 · shares: $14,314,173
- ALPHABET INC · CAP STK CL A · 02079K305 · shares: $11,441,138
- APPLE INC · COM · 037833100 · shares: $11,427,946
- AMAZON COM INC · COM · 023135106 · shares: $9,999,964
- INVESCO EXCHANGE TRADED FD T · S&P SMCP VLU MNT · 46137V480 · shares: $9,092,597
- MICROSOFT CORP · COM · 594918104 · shares: $8,731,024
- TWILIO INC · CL A · 90138F102 · shares: $7,432,871
- ISHARES TR · 3 7 YR TREAS BD · 464288661 · shares: $7,192,673
- TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS · 874039100 · shares: $6,061,145
Reported holdings
88 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| ISHARES TR | CORE MSCI EURO | 46434V738 | — | 264,167 shares | $19,469,123 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 62,677 shares | $14,314,173 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 33,251 shares | $11,441,138 |
| APPLE INC | COM | 037833100 | — | 34,316 shares | $11,427,946 |
| AMAZON COM INC | COM | 023135106 | — | 40,136 shares | $9,999,964 |
| INVESCO EXCHANGE TRADED FD T | S&P SMCP VLU MNT | 46137V480 | — | 139,671 shares | $9,092,597 |
| MICROSOFT CORP | COM | 594918104 | — | 17,023 shares | $8,731,024 |
| TWILIO INC | CL A | 90138F102 | — | 25,415 shares | $7,432,871 |
| ISHARES TR | 3 7 YR TREAS BD | 464288661 | — | 63,405 shares | $7,192,673 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 13,286 shares | $6,061,145 |
| META PLATFORMS INC | CL A | 30303M102 | — | 8,052 shares | $5,839,196 |
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 16,794 shares | $5,517,105 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 8,605 shares | $5,264,195 |
| BROADCOM INC | COM | 11135F101 | — | 13,853 shares | $4,865,058 |
| ARISTA NETWORKS INC | COM SHS | 040413205 | — | 22,486 shares | $4,577,925 |
| CBOE GLOBAL MKTS INC | COM | 12503M108 | — | 15,431 shares | $4,248,000 |
| MIZUHO FINANCIAL GROUP INC | SPONSORED ADR | 60687Y109 | — | 376,231 shares | $4,157,352 |
| MITSUBISHI UFJ FINANCIAL GRO | SPONSORED ADS | 606822104 | — | 175,636 shares | $4,051,913 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 | — | 49,909 shares | $3,897,880 |
| ELI LILLY & CO | COM | 532457108 | — | 3,210 shares | $3,714,254 |
| SOUTHERN COPPER CORP | COM | 84265V105 | — | 16,942 shares | $3,433,198 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F847 | — | 55,923 shares | $3,364,328 |
| EXPEDIA GROUP INC | COM NEW | 30212P303 | — | 12,510 shares | $3,294,717 |
| GILEAD SCIENCES INC | COM | 375558103 | — | 21,803 shares | $3,249,773 |
| CITIGROUP INC | COM NEW | 172967424 | — | 24,559 shares | $3,179,959 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | — | 16,293 shares | $3,047,606 |
| UBS GROUP AG | SHS | H42097107 | — | 62,530 shares | $3,009,588 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | — | 11,267 shares | $2,982,938 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 2,666 shares | $2,839,586 |
| WALMART INC | COM | 931142103 | — | 26,822 shares | $2,787,303 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | — | 3,056 shares | $2,751,237 |
| EATON CORP PLC | SHS | G29183103 | — | 6,192 shares | $2,660,957 |
| VISA INC | COM CL A | 92826C839 | — | 7,223 shares | $2,595,335 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 | — | 10,201 shares | $2,591,159 |
| GE VERNOVA INC | COM | 36828A101 | — | 2,707 shares | $2,572,983 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 9,603 shares | $2,542,261 |
| ABBVIE INC | COM | 00287Y109 | — | 9,689 shares | $2,534,602 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 15,509 shares | $2,524,154 |
| DEERE & CO | COM | 244199105 | — | 3,698 shares | $2,483,548 |
| SHELL PLC | SPON ADS | 780259305 | — | 25,338 shares | $2,408,423 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 7,278 shares | $2,407,705 |
| MORGAN STANLEY | COM NEW | 617446448 | — | 12,580 shares | $2,366,121 |
| FRANKLIN TEMPLETON ETF TR | FTSE JAPAN ETF | 35473P744 | — | 56,612 shares | $2,343,751 |
| 3M CO | COM | 88579Y101 | — | 14,198 shares | $2,330,668 |
| GENERAC HLDGS INC | COM | 368736104 | — | 11,243 shares | $2,326,739 |
| BANK OF AMER CORP | COM | 060505104 | — | 42,476 shares | $2,311,989 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 4,090 shares | $2,255,601 |
| HEALTHPEAK PROPERTIES INC | COM | 42250P103 | — | 112,760 shares | $2,251,817 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 4,519 shares | $2,250,236 |
| NETFLIX INC. | COM | 64110L106 | — | 32,211 shares | $2,241,241 |
| CHENIERE ENERGY INC | COM NEW | 16411R208 | — | 8,207 shares | $2,207,869 |
| NOVARTIS AG | SPONSORED ADR | 66987V109 | — | 14,881 shares | $2,121,584 |
| AVERY DENNISON CORP | COM | 053611109 | — | 12,232 shares | $2,087,635 |
| PETROLEO BRASILEIRO S A | SPONSORED ADR | 71654V408 | — | 98,377 shares | $2,053,124 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 2,233 shares | $2,032,338 |
| AMCOR PLC | COM NEW | G0250X149 | — | 48,531 shares | $2,031,518 |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | — | 13,264 shares | $2,016,553 |
| EQUINIX INC | COM | 29444U700 | — | 1,984 shares | $2,007,251 |
| CVS HEALTH CORP | COM | 126650100 | — | 23,082 shares | $1,977,897 |
| UBER TECHNOLOGIES INC | COM | 90353T100 | — | 28,814 shares | $1,974,047 |
| YUM CHINA HLDGS INC | COM | 98850P109 | — | 47,612 shares | $1,956,853 |
| GENERAL DYNAMICS CORP | COM | 369550108 | — | 5,879 shares | $1,950,732 |
| PULTE GROUP INC | COM | 745867101 | — | 15,652 shares | $1,816,591 |
| DYCOM INDS INC | COM | 267475101 | — | 6,734 shares | $1,811,985 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | — | 9,720 shares | $1,782,356 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | — | 16,371 shares | $1,760,537 |
| REALTY INCOME CORP | COM | 756109104 | — | 31,292 shares | $1,699,146 |
| FIRSTENERGY CORP | COM | 337932107 | — | 38,725 shares | $1,677,937 |
| SPDR SERIES TRUST | ST STR P500VAL | 78464A508 | — | 27,335 shares | $1,670,967 |
| UNILEVER PLC | SPON ADR NEW | 904767803 | — | 27,158 shares | $1,649,317 |
| EOG RES INC | COM | 26875P101 | — | 11,560 shares | $1,592,475 |
| DOMINION ENERGY INC | COM | 25746U109 | — | 25,935 shares | $1,569,612 |
| HOME DEPOT INC | COM | 437076102 | — | 4,995 shares | $1,420,978 |
| COUPANG INC | CL A | 22266T109 | — | 101,849 shares | $1,412,639 |
| TESLA INC | COM | 88160R101 | — | 3,583 shares | $1,271,284 |
| SPDR SERIES TRUST | ST STR P500GRW | 78464A409 | — | 9,331 shares | $1,148,475 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 1,404 shares | $983,848 |
| J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | 46641Q761 | — | 11,853 shares | $874,751 |
| DIMENSIONAL ETF TRUST | GLOBAL CR ETF | 25434V567 | — | 14,228 shares | $738,503 |
| ISHARES TR | MSCI EAFE ETF | 464287465 | — | 6,967 shares | $723,774 |
| ISHARES TR | RUSEL 2500 ETF | 46435G268 | — | 6,014 shares | $514,282 |
| EATON VANCE SR FLTNG RTE TR | COM | 27828Q105 | — | 46,208 shares | $480,558 |
| PROSHARES TR | PSHS ULT S&P 500 | 74347R107 | — | 4,640 shares | $321,691 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 419 shares | $320,891 |
| ISHARES TR | YLD OPTIM BD | 46434V787 | — | 14,638 shares | $315,298 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 | — | 4,610 shares | $307,909 |
| DFA INVT DIMENSIONS GROUP IN | U.S. HIGH RELATI | 25239Y196 | — | 6,628 shares | $277,779 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 325 shares | $247,855 |