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CIK: 0001843826
Total reported value
$368.9M
$368.9M
118 檔
23.0%
As reported in its official Q2 2025 Form 13F filing, Alta Wealth Advisors LLC's tracked investment portfolio stood at $368.9M with 118 total positions.
During Q2 2025, Alta Wealth Advisors LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 13.14% | +0.20% | +0.14% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 12.21% | -0.98% | +5.67% | |
| 3 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 5.95% | -0.28% | +6.67% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 5.33% | -0.15% | +0.25% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.42% | -0.18% | +1.38% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.19% | -0.04% | -1.65% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.67% | -0.25% | +4.30% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.55% | -0.04% | +0.20% | |
| 9 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.35% | -0.25% | -1.65% | |
| 10 | IWD | Ishares Russell 1000 Value E | ETF-Other | 2.31% | -0.14% | +0.46% | |
| 11 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.13% | -0.22% | -1.07% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.88% | -0.07% | +0.24% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.87% | +0.09% | +11.37% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.86% | -0.12% | +0.89% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.60% | -0.08% | +1.54% | |
| 16 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.44% | -0.13% | +29.21% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.43% | +0.04% | -0.62% | |
| 18 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.13% | +0.07% | — | |
| 19 | VTV | Vanguard Value ETF | ETF-Other | 1.06% | -0.07% | +3.15% | |
| 20 | SHOP | Shopify Inc - Class A | Stock-Tech | 1.05% | — | — | |
| 21 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.97% | +0.04% | -6.13% | |
| 22 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.95% | -0.06% | +97.28% | |
| 23 | VUG | Vanguard Growth ETF | ETF-Other | 0.89% | -0.01% | +5.39% | |
| 24 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.87% | -0.01% | -2.79% | |
| 25 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.86% | -0.03% | +0.01% | |
| 26 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.84% | +0.03% | +2.70% | |
| 27 | KLAC | Kla CORP | Stock-Tech | 0.81% | +0.62% | +4.24% | |
| 28 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.77% | — | +0.06% | |
| 29 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.76% | -0.03% | -2.51% | |
| 30 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.76% | -0.04% | -1.04% | |
| 31 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.71% | -0.02% | -0.26% | |
| 32 | ABBV | Abbvie Inc | Stock-Healthcare | 0.71% | -0.04% | +1.78% | |
| 33 | WMT | Walmart Inc | Stock-Consumer Staples | 0.68% | -0.17% | -0.11% | |
| 34 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.68% | -0.06% | — | |
| 35 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.65% | -0.04% | +1.84% | |
| 36 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.65% | -0.14% | +0.01% | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.65% | -0.02% | +0.13% | |
| 38 | CRM | Salesforce Inc | Stock-Tech | 0.64% | — | -1.23% | |
| 39 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.64% | — | -4.19% | |
| 40 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.63% | -0.08% | -30.08% | |
| 41 | GLD | Spdr Gold Shares | ETF-Commodities | 0.61% | -0.15% | +10.30% | |
| 42 | INCY | Incyte CORP | Stock-Healthcare | 0.53% | — | — | |
| 43 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.48% | — | -2.69% | |
| 44 | ORCL | Oracle CORP | Stock-Tech | 0.39% | -0.05% | +0.13% | |
| 45 | XLV | Ss Health Care Select Sector | ETF-Other | 0.38% | -0.02% | -22.06% | |
| 46 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.38% | -0.02% | — | |
| 47 | NFLX | Netflix Inc | Stock-Comm Services | 0.37% | — | +12.40% | |
| 48 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.33% | — | -25.36% | |
| 49 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.33% | -0.05% | +0.09% | |
| 50 | ✓ | Cyberark Software LTD. Cmn | Stock-Other | 0.31% | — | +4.53% |
According to official SEC Form 13F filings, Alta Wealth Advisors LLC reported a total U.S. public equity portfolio value of $368.9M across 118 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPYG, SPYV, SPMD) accounted for 23.0% of total reported equity market value during Q2 2025.
During Q2 2025, Alta Wealth Advisors LLC's top holdings by market value included SPYG (13.1%)、SPYV (12.2%)、SPMD (6.0%). The largest single position, SPYG, represented 13.1% of total portfolio value.
In Q2 2025, Alta Wealth Advisors LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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