Altium Wealth Management LLC: summary

Altium Wealth Management LLC reported 374 positions with a reported value of $1.39B in its 13F for Q2 2022. Compared with Q1 2022: 22 new positions, 25 exited.

Top positions

• VANGUARD S&P 500 ETF
• ISHARES CORE MSCI EAFE ETF
• ISHARES CORE S&P MID-CAP ETF
• ISHARES CORE MSCI EMERGING MARKETS ETF
• VANGUARD FTSE DEVELOPED MARKETS ETF
• APPLE INC COM
• VANGUARD MORNINGSTAR MID-CAP ETF
• VANGUARD FTSE EMERGING MARKETS ETF
• VANGUARD TAX-EXEMPT BOND ETF
• ISHARES CORE S&P SMALL CAP ETF