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| Alphaq Advisors LLC
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|---|---|
| CRD # | 141006 |
| SEC # | 801-121907 |
| CIK # | 0001965649 |
| AUM | 90.6 M (2026-02-18) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 407-982-4550 |
| Address | 941 W Morse Blvd Winter Park, FL 32789 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($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 ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($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 |
| Serves | Institutional, Retail |
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|---|---|---|
|
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|
Schaffer & Company Asset Management Inc
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|
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|
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|
Weiss Financial Group LLC
✚
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