Altman Advisors, Inc.
CIK 1731671 · Holdings on Sep 30, 2025 · First reported Nov 13, 2025
Top ten holdings
Q3 2025- IEUR6.02%
- NVDA4.71%
- AAPL3.41%
- GOOGL3.28%
- MSFT3.03%
- AMZN2.93%
- XSVM2.68%
- IEF2.31%
- AVGO2.29%
- IAU2.06%
Share classes counted separately32.72%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- XSVMWeight increased · +0.78 pp1.90% → 2.68%Shares +36.42K (+41.64%)
- GOOGLWeight increased · +0.71 pp2.57% → 3.28%Shares -569 (-1.59%)
- NVDAWeight increased · +0.56 pp4.15% → 4.71%Shares -339 (-0.51%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IEURISHARES CORE MSCI EUROPE ETFCORE MSCI EURO View history and evidence | $15.73M | 6.02% | 230.94K shares | 6.18% → 6.02%-0.16 pp +2.17K (+0.95%) | Added | ↗▾ |
| 02 | NVDANVIDIA CORP View history and evidence | $12.31M | 4.71% | 65.99K shares | 4.15% → 4.71%+0.56 pp -339 (-0.51%) | Reduced | ↗▾ |
| 03 | AAPLAPPLE INC View history and evidence | $8.92M | 3.41% | 35.05K shares | 2.98% → 3.41%+0.43 pp -78 (-0.22%) | Reduced | ↗▾ |
| 04 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $8.57M | 3.28% | 35.27K shares | 2.57% → 3.28%+0.71 pp -569 (-1.59%) | Reduced | ↗▾ |
| 05 | MSFTMICROSOFT CORP View history and evidence | $7.93M | 3.03% | 15.30K shares | 3.09% → 3.03%-0.06 pp -48 (-0.31%) | Reduced | ↗▾ |
| 06 | AMZNAMAZON.COM INC View history and evidence | $7.65M | 2.93% | 34.82K shares | 3.13% → 2.93%-0.20 pp +71 (+0.20%) | Added | ↗▾ |
| 07 | XSVMINVESCO S&P SMALLCAP VALUE WS&P SMCP VLU MNT View history and evidence | $6.99M | 2.68% | 123.86K shares | 1.90% → 2.68%+0.78 pp +36.42K (+41.64%) | Added | ↗▾ |
| 08 | IEFISHARES 7-10 YEAR TREASURY B7-10 YR TRSY BD View history and evidence | $6.03M | 2.31% | 62.56K shares | 2.30% → 2.31%+0.01 pp +3.46K (+5.86%) | Added | ↗▾ |
| 09 | AVGOBROADCOM INC View history and evidence | $5.98M | 2.29% | 18.13K shares | 2.01% → 2.29%+0.28 pp -456 (-2.45%) | Reduced | ↗▾ |
| 10 | IAUISHARES GOLD TRUSTISHARES NEW View history and evidence | $5.38M | 2.06% | 86.48K shares | 1.92% → 2.06%+0.14 pp +1.03K (+1.20%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 6
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| NVO NOVO-NORDISK A/S-SPONS ADR | Non-derivative | -36,420 | -$2.54M | SEC filing ↗ | SEC filing ↗ |
| CB CHUBB LTD | Non-derivative | -7,548 | -$2.19M | SEC filing ↗ | SEC filing ↗ |
| SHW SHERWIN-WILLIAMS CO/THE | Non-derivative | -5,284 | -$1.88M | SEC filing ↗ | SEC filing ↗ |
3 / 6 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1731671 · Period 2025-09-30
Data loaded 2026-09-23 · First reported 2025-11-13
Amendments and versions
{
"amendments_merged": [
{
"action": "REPLACE",
"accession": "0001731671-25-000003",
"cover_total": 261376295,
"filing_date": "2025-11-13",
"claimed_type": "RESTATEMENT",
"confidential": false,
"positions_added": 3,
"positions_restated": 89,
"positions_cancelled": 5
}
],
"prior_versions": [
{
"accession": "0001731671-25-000002",
"filing_date": "2025-11-07",
"confidential": false,
"cover_table_value_total_raw": 244354864
}
],
"cover_table_value": 261376295
}Research all 92 reported holdings.
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