Altman Advisors, Inc. Portfolio Holdings

Altman Advisors, Inc.

$271 Million
Q3 2025

Altman Advisors, Inc. has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $271 Million distributed in 92 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Ishares Core Msci E with a value of $15.7M, Nvidia Corp with a value of $12.3M, Spdr Portfolio with a value of $9.49M, Apple Inc. with a value of $8.92M, and Alphabet Inc. with a value of $8.57M.

Examining the 13F form we can see an decrease of $1.14M in the current position value, from $272M to 271M.

Altman Advisors, Inc. is based out at Chicago, IL

Below you can find more details about Altman Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $271 Million

ETFs: $68 Million

Technology: $55.9 Million

Financial Services: $39.8 Million

Communication Services: $24.3 Million

Consumer Cyclical: $22.5 Million

Healthcare: $15.9 Million

Industrials: $13.2 Million

Energy: $9.7 Million

Other: $21.8 Million

Stock Holdings Table ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
IEUR Ishares Tr Ishares Core Msci E ETFs	$0	$15.7 Million 5.8% of portfolio	230,942	Q3 2025 Added 0.95%
SPYG Spdr Portfolio ETFs	$0	$9.49 Million 3.5% of portfolio	90,815	Q3 2025 Added 7.97%
SPYV Spdr Portfolio S&P 500 Value E ETFs	$0	$7.67 Million 2.83% of portfolio	138,664	Q3 2025 Added 4.37%
XSVM Invesco S&P Smallcap Value Wit ETFs	$0	$6.99 Million 2.58% of portfolio	123,864	Q3 2025 Added 41.64%
IAU Ishares Gold Trust ETFs	$65.3B	$6.29 Million 2.32% of portfolio	86,483	Q3 2025 Added 1.2%
IEF Ishares Barclays ETFs	$0	$6.03 Million 2.23% of portfolio	62,562	Q3 2025 Added 5.86%
FNOV First Tr ETF Viii Ft Cboe Vest ETFs	$0	$5 Million 1.84% of portfolio	94,521	Q3 2025 Reduced 17.47%
FLIN Franklin Templeton ETF Tr ETFs	$0	$2.71 Million 1.0% of portfolio	72,790	Q3 2025 Added 0.69%
FLJP Franklin Templeton ETF Tr ETFs	$0	$2 Million 0.74% of portfolio	57,786	Q3 2025 Added 0.62%

SMMD Ishares Tr Russell 2500 ETF ETFs	$0	$1.75 Million 0.65% of portfolio	23,750	Q3 2025 Added 6.6%
JQUA J P Morgan ETF Tr U S Quality ETFs	$0	$1.04 Million 0.38% of portfolio	16,453	Q2 2025 New
DUHP Dimensional ETF Tr Dimensional ETFs	$0	$804,000 0.3% of portfolio	21,289	Q2 2025 New
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$694,000 0.26% of portfolio	1,134	Q2 2025 New
EFA Ishares Tr Msci Eafe ETF ETFs	$0	$671,000 0.25% of portfolio	7,189	Q3 2025 Reduced 0.7%
SSO Proshares Ultra S&P 500 ETFs	$0	$305,000 0.11% of portfolio	2,728	Q2 2025 Reduced 2.29%
EMXC Ishares Inc Msci Emerging Mkts ETFs	$0	$301,000 0.11% of portfolio	4,467	Q2 2025 New
EEM Ishares Msci Emerging Markets ETFs	$0	$269,000 0.1% of portfolio	5,052	Q3 2025 New
SPY Spdr S&P 500 ETF Trust ETFs	$0	$272,000 0.1% of portfolio	409	Q3 2025 Reduced 2.62%

Summary

Portfolio
No. of Stocks 92
Current Value $271 Million
Prior Value $272 Million
Filing
Period Q3 2025
Filing Date November 12, 2025
Form Type 13F-HR/A
Activity in Q3 2025
New Purchases 3 stocks
Additional Purchases 54 stocks
Sold out of 0 stocks
Reduced holdings in 28 stocks

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Altman Advisors, Inc. Portfolio Holdings