Alchemi Wealth, LLC has recently submitted its 13F-HR report, revealing a total of $222.6 million in assets under management as of September 30, 2026. This filing is significant as it highlights the company's investment strategies and positions across various sectors, providing a snapshot of its financial health and market engagement.

Alchemi Wealth, LLC, based in Essex, Connecticut, operates in the wealth management industry. The firm is categorized under the SEC's 13F filing requirements, which mandate institutional investment managers to disclose their equity holdings. This latest filing, accession number 0002110606-26-000006, was made on November 4, 2026, and is part of a series of recent filings that include a Schedule 13G/A and additional 13F-HR reports.

According to the filing, Alchemi Wealth's report encompasses a total of 168 different equity positions. The firm maintains sole investment discretion over these assets, indicating a strategic approach to its investment management. The report does not specify individual stock performances or detailed allocations, but the total reported value reflects the firm's ongoing commitment to managing and growing its client assets.

This filing may have implications for various stakeholders, including clients, competitors, and market analysts. For clients, the reported assets under management serve as a measure of the firm's capability and reliability in handling investments. Competitors in the wealth management sector may analyze Alchemi's strategies and holdings to gauge market trends and adjust their own investment approaches accordingly.

Looking ahead, the filing does not indicate any immediate actions or upcoming events related to Alchemi Wealth. However, the firm is likely to continue monitoring market conditions and client needs as it prepares for future filings and investment strategies.