Alphaq Advisors LLC

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Assets, Funds, Holdings

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Alphaq Advisors LLC
✚
CRD #141006
SEC #801-121907
CIK #0001965649
AUM 90.6 M (2026-02-18)
Employees 2 (100% Investors, 0% Brokers)
Fees
Minimum
Phone407-982-4550
Address941 W Morse Blvd
Winter Park, FL 32789
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
3502802101407002010201520212027
Sector Form 13F Holdings Value ($M)
Enterprise Products Partners L P 3.3
Amazon Com Inc 2.0
Alphabet Inc 1.3
Metropcs Communications Inc 1.2
Intuitive Surgical Inc 1.1
SPDR Gold Trust 1.1
Trebia Acquisition Corp 1.0
Microsoft Corp 0.9
Wal Mart Stores Inc 0.9
Priceline Com Inc 0.8
View All
Holdings by Sector ($M)
170136102683402023202420252026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 64 20.6
(b) Individuals (high net worth individuals) 22 69.9
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 1 0.1
(n) Other 0 0.0
Total 280 90.6
By Discretionary
Discretionary 275 79.0
Non-Discretionary 5 11.6
Total 280 90.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 90.6
Total 280 90.6
EDGAR Form CIK 2011 - 2026
13F-HR [0001965649]
Firm Profile (Form ADV)
Discretionary AUM$0.1B
ServesInstitutional, Retail
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