Financial Alternatives, Inc

Financial Alternatives, Inc reported 84 holdings worth US$203M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 11, 2026

Financial Alternatives, Inc reported 84 holdings worth US$203M as of Jun 30, 2026. Largest: Apple Inc, Berkshire Hathaway Inc. and Home Depot, Inc. (the). Filed Aug 11, 2026 (Form 13F).

Holdings
84
Value as reported
US$203M

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc11,739US$3.4M1.7%
Berkshire Hathaway Inc.5,674US$2.84M1.4%
Home Depot, Inc. (the)6,039US$2.13M1.0%
Dba Sempra19,741US$1.83M0.90%
Tesla, Inc.3,121US$1.31M0.65%
Exxon Mobil Corporation9,451US$1.29M0.64%
Amphenol Corporation4,813US$849K0.42%
Nvidia Corporation3,192US$639K0.31%
Visa Inc.1,676US$575K0.28%
Alphabet Inc (google) Class C1,468US$525K0.26%
Costco Wholesale Corporation541US$506K0.25%
Qualcomm Incorporated1,780US$329K0.16%
Bank Of America Corporation4,309US$246K0.12%
Amazon.com, Inc.1,000US$238K0.12%
S&p Global Inc.548US$223K0.11%
Taiwan Semiconductor Manufacturing Co., Ltd.467US$223K0.11%
Coherent Corp.546US$215K0.11%
Goldman Sachs Group, Inc. (the)198US$201K0.10%
Adobe Inc.0US$00.00%

Source

View original at SEC

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