Alterna Wealth Management, Inc. has recently submitted its 13F-HR report for the quarter ending September 30, 2026. This filing is significant as it details the firm’s investment portfolio, showing a total value of $180.3 million across various assets. The report not only reflects the company’s investment strategies but also provides insights into market trends that could impact the wealth management sector.
Founded in Texas, Alterna Wealth Management, Inc. operates in the wealth management industry. The firm’s recent filing, dated October 27, 2026, is part of a series of quarterly reports it has submitted, with the previous ones dating back to January 2026. The company has undergone a name change from Actinver Wealth Management, Inc. in February 2019, indicating a rebranding effort aimed at aligning with its current operational focus.
The latest 13F-HR filing reveals that Alterna Wealth Management holds a total of 109 positions in various securities. The firm’s investment discretion is reported as “sole,” suggesting that it has full control over these investments. Notable holdings include significant investments in major companies such as Amazon, Apple, and Alphabet, indicating a diversified portfolio aimed at capitalizing on established tech giants.
According to the filing, the total value of the holdings reported is $180,313,733. This figure represents a strategic allocation of assets that may influence client investment decisions and market dynamics. The filing also highlights the firm’s commitment to transparency and regulatory compliance, as it adheres to the SEC's reporting requirements.
The information in this filing may affect various stakeholders, including clients, potential investors, and competitors. Clients may view the report as a reassurance of the firm’s investment acumen, while competitors might analyze the holdings to adjust their strategies in response to market trends. The wealth management industry is highly competitive, and insights from such filings can provide a competitive edge.
As for what’s next, the filing does not specify any upcoming actions or changes. However, it is likely that Alterna Wealth Management will continue to monitor its investments and adjust its portfolio in response to market conditions, as indicated by its proactive reporting.