Altman Advisors, Inc. Portfolio Holdings

Altman Advisors, Inc.

$254 Million
Q2 2025

Altman Advisors, Inc. has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $254 Million distributed in 96 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 $15.1M, Nvidia Corp with a value of $10.5M, Spdr Portfolio with a value of $8.02M, Microsoft Corp with a value of $7.64M, and Amazon Com Inc with a value of $7.62M.

Examining the 13F form we can see an increase of $29.2M in the current position value, from $225M to 254M.

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 $254 Million

ETFs: $61.7 Million

Technology: $50.8 Million

Financial Services: $38.9 Million

Communication Services: $20.6 Million

Consumer Cyclical: $20.3 Million

Healthcare: $16.4 Million

Industrials: $11.2 Million

Energy: $9.7 Million

Other: $24.8 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	$15.1 Million 5.95% of portfolio	228,774	Q2 2025 Added 4.71%
SPYG Spdr Portfolio ETFs	$0	$8.02 Million 3.15% of portfolio	84,115	Q2 2025 Added 14.94%
SPYV Spdr Portfolio S&P 500 Value E ETFs	$0	$6.95 Million 2.73% of portfolio	132,856	Q2 2025 Added 2.25%
FNOV First Tr ETF Viii Ft Cboe Vest ETFs	$0	$5.74 Million 2.26% of portfolio	114,531	Q2 2025 Added 13.52%
IEF Ishares Barclays ETFs	$0	$5.66 Million 2.23% of portfolio	59,100	Q2 2025 Added 3.98%
IAU Ishares Gold Trust ETFs	$58.3B	$5.33 Million 2.09% of portfolio	85,454	Q2 2025 Added 0.38%
XSVM Invesco S&P Smallcap Value Wit ETFs	$0	$4.55 Million 1.79% of portfolio	87,447	Q2 2025 Added 2.79%
FLIN Franklin Templeton ETF Tr ETFs	$0	$2.88 Million 1.13% of portfolio	72,290	Q2 2025 Added 2.22%
FLJP Franklin Templeton ETF Tr ETFs	$0	$1.85 Million 0.73% of portfolio	57,432	Q2 2025 Added 3.86%
SMMD Ishares Tr Russell 2500 ETF ETFs	$0	$1.51 Million 0.59% of portfolio	22,279	Q2 2025 Added 5.29%
JQUA J P Morgan ETF Tr U S Quality ETFs	$0	$988,000 0.39% of portfolio	16,453	Q2 2025 New
DUHP Dimensional ETF Tr Dimensional ETFs	$0	$757,000 0.3% of portfolio	21,289	Q2 2025 New
EFA Ishares Tr Msci Eafe ETF ETFs	$0	$647,000 0.25% of portfolio	7,240	Q2 2025 Reduced 3.18%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$644,000 0.25% of portfolio	1,134	Q2 2025 New
EMXC Ishares Inc Msci Emerging Mkts ETFs	$0	$282,000 0.11% of portfolio	4,467	Q2 2025 New
SSO Proshares Ultra S&P 500 ETFs	$0	$266,000 0.1% of portfolio	2,728	Q2 2025 Reduced 2.29%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$259,000 0.1% of portfolio	420	Q2 2025 Reduced 0.24%
EEM Ishares Msci Emerging Markets ETFs	$0	$246,000 0.1% of portfolio	5,112	Q2 2025 New

Summary

Portfolio
No. of Stocks 96
Current Value $254 Million
Prior Value $225 Million
Filing
Period Q2 2025
Filing Date August 07, 2025
Form Type 13F-HR
Activity in Q2 2025
New Purchases 7 stocks
Additional Purchases 75 stocks
Sold out of 0 stocks
Reduced holdings in 9 stocks

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Altman Advisors, Inc. Portfolio Holdings