# EDGAR Filing Document

**Accession Number:** 0001731671
**File Stem:** 0001085146-25-004680
**Filing Date:** 2025-8
**Character Count:** 14279
**Document Hash:** 0646f94318bf87bba66c638ef0ce72ef
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001085146-25-004680.hdr.sgml**: 20250807

**ACCESSION NUMBER**: 0001085146-25-004680

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250807

**DATE AS OF CHANGE**: 20250807

**EFFECTIVENESS DATE**: 20250807

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Altman Advisors, Inc.
- **CENTRAL INDEX KEY:** 0001731671

**ORGANIZATION NAME:**
- **EIN:** 813128190
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-18637
- **FILM NUMBER:** 251194370

**BUSINESS ADDRESS:**
- **STREET 1:** 1233 S WACKER DR., SUITE 9750
- **CITY:** CHICAGO
- **STATE:** IL
- **ZIP:** 60606
- **BUSINESS PHONE:** 3127597810

**MAIL ADDRESS:**
- **STREET 1:** 1233 S WACKER DR., SUITE 9750
- **CITY:** CHICAGO
- **STATE:** IL
- **ZIP:** 60606

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Altman Advisors Inc.<br>**Address:** 1233 S WACKER DR. SUITE 9750<br>CHICAGO, IL 60606

**Form 13F File Number:** 028-18637

**CRD Number (if applicable):** 000281778

**SEC File Number (if applicable):** 801-108135

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Gerardo Martinez<br>**Title:** Regulatory Consultant<br>**Phone:** 310-275-7300

**Signature, Place, and Date of Signing:**

/s/ Gerardo Martinez  Beverly Hills, CA  08-07-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 96

**Form 13F Information Table Value Total:** $244804987

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| 3M CO | COM | 88579Y101 | BBG001S5T7X2 | 2594621 | 16869 | SH |  | SOLE |  | 16869 | 0 | 0 |
| ABBVIE INC | COM | 00287Y109 | BBG0025Y4RZ3 | 3000026 | 15790 | SH |  | SOLE |  | 15790 | 0 | 0 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | BBG001S5NN36 | 1380836 | 10145 | SH |  | SOLE |  | 10145 | 0 | 0 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | BBG006G2JWB1 | 1432147 | 12566 | SH |  | SOLE |  | 12566 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 | BBG009S39JY5 | 6302133 | 35840 | SH |  | SOLE |  | 35840 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 | BBG001S5PQL7 | 7661351 | 34752 | SH |  | SOLE |  | 34752 | 0 | 0 |
| AMERICAN TOWER CORP NEW | COM | 03027X100 | BBG001S5NPQ6 | 1858636 | 8280 | SH |  | SOLE |  | 8280 | 0 | 0 |
| APPLE INC | COM | 037833100 | BBG001S5N8V8 | 7300204 | 35128 | SH |  | SOLE |  | 35128 | 0 | 0 |
| ARISTA NETWORKS INC | COM SHS | 040413205 | BBG001T51KQ0 | 2356234 | 23822 | SH |  | SOLE |  | 23822 | 0 | 0 |
| AT INC | COM | 00206R102 | BBG001S5VWH2 | 1945588 | 67368 | SH |  | SOLE |  | 67368 | 0 | 0 |
| BANK AMERICA CORP | COM | 060505104 | BBG001S5P0Y0 | 2404933 | 49947 | SH |  | SOLE |  | 49947 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | BBG001S90346 | 3284793 | 6709 | SH |  | SOLE |  | 6709 | 0 | 0 |
| BOOKING HOLDINGS INC | COM | 09857L108 | BBG001S89N72 | 257883 | 45 | SH |  | SOLE |  | 45 | 0 | 0 |
| BROADCOM INC | COM | 11135F101 | BBG00KHY5SY8 | 4921330 | 18589 | SH |  | SOLE |  | 18589 | 0 | 0 |
| CBOE GLOBAL MKTS INC | COM | 12503M108 | BBG001T71BP7 | 3579992 | 15431 | SH |  | SOLE |  | 15431 | 0 | 0 |
| CHENIERE ENERGY INC | COM NEW | 16411R208 | BBG001S7W158 | 2408925 | 10206 | SH |  | SOLE |  | 10206 | 0 | 0 |
| CHUBB LIMITED | COM | H1467J104 | BBG001S8S1L3 | 2185911 | 7548 | SH |  | SOLE |  | 7548 | 0 | 0 |
| CITIGROUP INC | COM NEW | 172967424 | BBG001S72ZG4 | 2672553 | 30979 | SH |  | SOLE |  | 30979 | 0 | 0 |
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | BBG001S5STN6 | 1917609 | 23839 | SH |  | SOLE |  | 23839 | 0 | 0 |
| COMCAST CORP NEW | CL A | 20030N101 | BBG001S5PXL2 | 285990 | 7872 | SH |  | SOLE |  | 7872 | 0 | 0 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 | BBG014KFRPJ9 | 3069480 | 9968 | SH |  | SOLE |  | 9968 | 0 | 0 |
| COSTCO WHSL CORP NEW | COM | 22160K105 | BBG001S9KRQ7 | 2111402 | 2141 | SH |  | SOLE |  | 2141 | 0 | 0 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | BBG00BLYKRZ7 | 3334266 | 6776 | SH |  | SOLE |  | 6776 | 0 | 0 |
| DEERE  CO | COM | 244199105 | BBG001S5QFF7 | 1961830 | 3859 | SH |  | SOLE |  | 3859 | 0 | 0 |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | BBG015DLMLQ7 | 761508 | 21289 | SH |  | SOLE |  | 21289 | 0 | 0 |
| DOMINION ENERGY INC | COM | 25746U109 | BBG001S5QCP3 | 1815595 | 31493 | SH |  | SOLE |  | 31493 | 0 | 0 |
| EATON CORP PLC | SHS | G29183103 | BBG001S5QZ45 | 2523428 | 7107 | SH |  | SOLE |  | 7107 | 0 | 0 |
| EATON VANCE SR FLTNG RTE TR | COM | 27828Q105 | BBG001SC5HJ7 | 553811 | 55924 | SH |  | SOLE |  | 55924 | 0 | 0 |
| ELI LILLY  CO | COM | 532457108 | BBG001S5STL8 | 1389637 | 1791 | SH |  | SOLE |  | 1791 | 0 | 0 |
| EOG RES INC | COM | 26875P101 | BBG001S5ZB93 | 1700884 | 14035 | SH |  | SOLE |  | 14035 | 0 | 0 |
| EQUINIX INC | COM | 29444U700 | BBG001SKBNS9 | 1635431 | 2056 | SH |  | SOLE |  | 2056 | 0 | 0 |
| EXPEDIA GROUP INC | COM NEW | 30212P303 | BBG001SP8VM0 | 2358949 | 13554 | SH |  | SOLE |  | 13554 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 | BBG001S69V32 | 2093694 | 19166 | SH |  | SOLE |  | 19166 | 0 | 0 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740F847 | BBG00QQFKGH4 | 4423781 | 114531 | SH |  | SOLE |  | 114531 | 0 | 0 |
| FIRSTENERGY CORP | COM | 337932107 | BBG001S5R3N4 | 1663955 | 41207 | SH |  | SOLE |  | 41207 | 0 | 0 |
| FRANKLIN TEMPLETON ETF TR | FRANKLIN INDIA | 35473P769 | BBG00JYWBLK9 | 2890154 | 72290 | SH |  | SOLE |  | 72290 | 0 | 0 |
| FRANKLIN TEMPLETON ETF TR | FTSE JAPAN ETF | 35473P744 | BBG00J3MDYR8 | 1835527 | 57432 | SH |  | SOLE |  | 57432 | 0 | 0 |
| GENERAL DYNAMICS CORP | COM | 369550108 | BBG001S5RHP1 | 2033409 | 6907 | SH |  | SOLE |  | 6907 | 0 | 0 |
| GILEAD SCIENCES INC | COM | 375558103 | BBG001S6Y1X7 | 2456476 | 21986 | SH |  | SOLE |  | 21986 | 0 | 0 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | BBG001SC07Z6 | 2031441 | 2876 | SH |  | SOLE |  | 2876 | 0 | 0 |
| HOME DEPOT INC | COM | 437076102 | BBG001S5RTW7 | 1846177 | 4947 | SH |  | SOLE |  | 4947 | 0 | 0 |
| HUBSPOT INC | COM | 443573100 | BBG001T53670 | 1844843 | 3307 | SH |  | SOLE |  | 3307 | 0 | 0 |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | BBG001SDJ4R0 | 2355678 | 12953 | SH |  | SOLE |  | 12953 | 0 | 0 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | BBG001S5S399 | 2881439 | 9895 | SH |  | SOLE |  | 9895 | 0 | 0 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | BBG001S7XR78 | 1996481 | 3711 | SH |  | SOLE |  | 3711 | 0 | 0 |
| INVESCO EXCHANGE TRADED FD T | S SMCP VLU MNT | 46137V480 | BBG001SJW5Z0 | 4660925 | 87447 | SH |  | SOLE |  | 87447 | 0 | 0 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 | BBG01KYQ6QS5 | 827049 | 13821 | SH |  | SOLE |  | 13821 | 0 | 0 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 | BBG001SJK6D5 | 4700960 | 85454 | SH |  | SOLE |  | 85454 | 0 | 0 |
| ISHARES INC | MSCI EMRG CHN | 46434G764 | BBG00H5VLN77 | 282672 | 4467 | SH |  | SOLE |  | 4467 | 0 | 0 |
| ISHARES TR | 7-10 YR TRSY BD | 464287440 | BBG001S80936 | 5631639 | 59100 | SH |  | SOLE |  | 59100 | 0 | 0 |
| ISHARES TR | CORE MSCI EURO | 46434V738 | BBG006MJ8984 | 15137976 | 228774 | SH |  | SOLE |  | 228774 | 0 | 0 |
| ISHARES TR | MSCI EAFE ETF | 464287465 | BBG001SG09V7 | 646102 | 7240 | SH |  | SOLE |  | 7240 | 0 | 0 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 | BBG001SK77D5 | 247063 | 5112 | SH |  | SOLE |  | 5112 | 0 | 0 |
| ISHARES TR | RUSEL 2500 ETF | 46435G268 | BBG00H31MJN5 | 322333 | 22279 | SH |  | SOLE |  | 22279 | 0 | 0 |
| ISHARES TR | YLD OPTIM BD | 46434V787 | BBG006C0Q441 | 536323 | 258762 | SH |  | SOLE |  | 258762 | 0 | 0 |
| J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | 46641Q761 | BBG00J5DPW97 | 990471 | 16453 | SH |  | SOLE |  | 16453 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 | BBG001S5SHQ9 | 1655762 | 10619 | SH |  | SOLE |  | 10619 | 0 | 0 |
| JPMORGAN CHASE  CO. | COM | 46625H100 | BBG001S8CRC3 | 2661726 | 9165 | SH |  | SOLE |  | 9165 | 0 | 0 |
| LAM RESEARCH CORP | COM NEW | 512807306 | BBG001S5SW40 | 2398578 | 24776 | SH |  | SOLE |  | 24776 | 0 | 0 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | BBG001SKNNS6 | 2292375 | 4060 | SH |  | SOLE |  | 4060 | 0 | 0 |
| MCDONALDS CORP | COM | 580135101 | BBG001S5T110 | 2264196 | 7611 | SH |  | SOLE |  | 7611 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 | BBG001SQCQC5 | 3094804 | 4303 | SH |  | SOLE |  | 4303 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 | BBG001S5TD05 | 7554657 | 15353 | SH |  | SOLE |  | 15353 | 0 | 0 |
| MITSUBISHI UFJ FINL GROUP IN | SPONSORED ADS | 606822104 | BBG001SFZ3S8 | 2758118 | 200883 | SH |  | SOLE |  | 200883 | 0 | 0 |
| MIZUHO FINANCIAL GROUP INC | SPONSORED ADR | 60687Y109 | BBG001SMCTP4 | 2528393 | 449892 | SH |  | SOLE |  | 449892 | 0 | 0 |
| MORGAN STANLEY | COM NEW | 617446448 | BBG001S9V5Z3 | 2401381 | 17023 | SH |  | SOLE |  | 17023 | 0 | 0 |
| NETFLIX INC | COM | 64110L106 | BBG001SF6L46 | 3796716 | 2935 | SH |  | SOLE |  | 2935 | 0 | 0 |
| NEXTERA ENERGY INC | COM | 65339F101 | BBG001S5RB29 | 1713081 | 23448 | SH |  | SOLE |  | 23448 | 0 | 0 |
| NOVARTIS AG | SPONSORED ADR | 66987V109 | BBG001SF5LW6 | 2092700 | 17000 | SH |  | SOLE |  | 17000 | 0 | 0 |
| NOVO-NORDISK A S | ADR | 670100205 | BBG001S5TSK0 | 2542844 | 36420 | SH |  | SOLE |  | 36420 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 | BBG001S5TZJ6 | 10167934 | 66327 | SH |  | SOLE |  | 66327 | 0 | 0 |
| ORACLE CORP | COM | 68389X105 | BBG001S5SJG6 | 3331863 | 15217 | SH |  | SOLE |  | 15217 | 0 | 0 |
| PETROLEO BRASILEIRO SA PETRO | SPONSORED ADR | 71654V408 | BBG001SF6W88 | 1648381 | 130928 | SH |  | SOLE |  | 130928 | 0 | 0 |
| PNC FINL SVCS GROUP INC | COM | 693475105 | BBG001S5V947 | 2116411 | 10993 | SH |  | SOLE |  | 10993 | 0 | 0 |
| PROSHARES TR | PSHS ULT S 500 | 74347R107 | BBG001SR6GZ7 | 266226 | 2728 | SH |  | SOLE |  | 2728 | 0 | 0 |
| REALTY INCOME CORP | COM | 756109104 | BBG001S884K0 | 1796119 | 31075 | SH |  | SOLE |  | 31075 | 0 | 0 |
| SHELL PLC | SPON ADS | 780259305 | BBG0147BN6H1 | 1850732 | 25997 | SH |  | SOLE |  | 25997 | 0 | 0 |
| SHERWIN WILLIAMS CO | COM | 824348106 | BBG001S5W2F9 | 1877405 | 5284 | SH |  | SOLE |  | 5284 | 0 | 0 |
| SOUTHERN CO | COM | 842587107 | BBG001S5W777 | 203060 | 2200 | SH |  | SOLE |  | 2200 | 0 | 0 |
| SOUTHERN COPPER CORP | COM | 84265V105 | BBG001S6ZM88 | 1517206 | 14860 | SH |  | SOLE |  | 14860 | 0 | 0 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 | BBG001S72SM3 | 259262 | 420 | SH |  | SOLE |  | 420 | 0 | 0 |
| SPDR SERIES TRUST | PRTFLO S GW | 78464A409 | BBG001SD7RB9 | 1164503 | 84115 | SH |  | SOLE |  | 84115 | 0 | 0 |
| SPDR SERIES TRUST | PRTFLO S VL | 78464A508 | BBG001SG4284 | 1737717 | 132856 | SH |  | SOLE |  | 132856 | 0 | 0 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | BBG001S5WWW4 | 2969472 | 13216 | SH |  | SOLE |  | 13216 | 0 | 0 |
| TESLA INC | COM | 88160R101 | BBG001SQKGD7 | 2753902 | 9158 | SH |  | SOLE |  | 9158 | 0 | 0 |
| TIM S A | SPONSORED ADR | 88706T108 | BBG00XS5MBP9 | 2436299 | 120430 | SH |  | SOLE |  | 120430 | 0 | 0 |
| TWILIO INC | CL A | 90138F102 | BBG0029ZX859 | 2422089 | 20661 | SH |  | SOLE |  | 20661 | 0 | 0 |
| UBER TECHNOLOGIES INC | COM | 90353T100 | BBG002B04MW4 | 2526850 | 27427 | SH |  | SOLE |  | 27427 | 0 | 0 |
| UBS GROUP AG | SHS | H42097107 | BBG007936GX0 | 2425543 | 71825 | SH |  | SOLE |  | 71825 | 0 | 0 |
| UNILEVER PLC | SPON ADR NEW | 904767704 | BBG001S5X1K4 | 1910571 | 31076 | SH |  | SOLE |  | 31076 | 0 | 0 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 | BBG001TC6MC1 | 643851 | 1134 | SH |  | SOLE |  | 1134 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 | BBG001SRCFY3 | 2661017 | 7486 | SH |  | SOLE |  | 7486 | 0 | 0 |
| WALMART INC | COM | 931142103 | BBG001S5XH92 | 3696170 | 37624 | SH |  | SOLE |  | 37624 | 0 | 0 |
| WASTE CONNECTIONS INC | COM | 94106B101 | BBG001SKJ4K1 | 2121220 | 11412 | SH |  | SOLE |  | 11412 | 0 | 0 |
| YUM CHINA HLDGS INC | COM | 98850P109 | BBG00B8N0HH0 | 1776358 | 38887 | SH |  | SOLE |  | 38887 | 0 | 0 |
| ZOETIS INC | CL A | 98978V103 | BBG0039320P7 | 1465011 | 9203 | SH |  | SOLE |  | 9203 | 0 | 0 |

---