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CIK: 0001843826
Total reported value
$368.9M
$368.9M
164 檔
29.3%
As reported in its official Q4 2025 Form 13F filing, Alta Wealth Advisors LLC's tracked investment portfolio stood at $368.9M with 164 total positions.
In Q4 2025, Alta Wealth Advisors LLC displayed an active expansion posture, initiating 24 new positions and adding to 91 existing holdings, outstripping position reductions.
| # | 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 | 11.58% | +0.20% | +0.96% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 11.29% | -0.98% | +6.28% | |
| 3 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 5.31% | -0.28% | +5.18% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 4.61% | -0.15% | +4.00% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.34% | -0.18% | +4.31% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.75% | -0.04% | +7.43% | |
| 7 | SOPH | SOPHiA GENETICS SA | Stock-Other | 2.20% | -0.07% | — | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 1.96% | -0.25% | +8.71% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.88% | -0.04% | -5.38% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.85% | +0.09% | +26.86% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.82% | +0.04% | +6.02% | |
| 12 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.73% | -0.14% | -2.37% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.56% | -0.25% | +6.73% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.48% | -0.07% | +10.51% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.48% | -0.12% | +2.94% | |
| 16 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.47% | -0.11% | -16.77% | |
| 17 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.34% | -0.13% | +6.83% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.21% | +0.05% | +11.11% | |
| 19 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.09% | +0.04% | +43.98% | |
| 20 | SHOP | Shopify Inc - Class A | Stock-Tech | 1.03% | — | -0.14% | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.92% | +0.07% | +1.22% | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.91% | -0.22% | -28.10% | |
| 23 | APP | Applovin Corp-class A | Stock-Tech | 0.88% | +0.04% | +0.62% | |
| 24 | VTV | Vanguard Value ETF | ETF-Other | 0.86% | -0.07% | +5.44% | |
| 25 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.83% | -0.08% | +73.97% | |
| 26 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.82% | -0.01% | +22.67% | |
| 27 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.81% | -0.04% | +2.52% | |
| 28 | KLAC | Kla CORP | Stock-Tech | 0.77% | +0.62% | -0.73% | |
| 29 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.75% | +0.03% | +0.31% | |
| 30 | LRCX | Lam Research CORP | Stock-Tech | 0.75% | +0.64% | +0.74% | |
| 31 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.73% | -0.06% | — | |
| 32 | VUG | Vanguard Growth ETF | ETF-Other | 0.69% | -0.01% | -1.84% | |
| 33 | CRDO | Credo Technology Group Holding Ltd | Stock-Tech | 0.69% | +0.62% | +11.13% | |
| 34 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.65% | -0.04% | +10.10% | |
| 35 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.64% | -0.09% | +20.20% | |
| 36 | BKIE | Bny Mellon Intl Eqty ETF | ETF-Other | 0.64% | +0.12% | -3.80% | |
| 37 | ABBV | Abbvie Inc | Stock-Healthcare | 0.61% | -0.04% | +2.63% | |
| 38 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.61% | -0.03% | +0.01% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.58% | -0.08% | -48.13% | |
| 40 | SOFI | Sofi Technologies Inc | Stock-Financials | 0.58% | -0.34% | EXIT | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.57% | -0.17% | +4.07% | |
| 42 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.55% | -0.02% | +0.14% | |
| 43 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.51% | -0.06% | — | |
| 44 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.51% | -0.14% | +0.86% | |
| 45 | FTMA | Fr Massachusetts Mun Inc ETF | ETF-Other | 0.47% | -0.08% | — | |
| 46 | GLD | Spdr Gold Shares | ETF-Commodities | 0.46% | -0.15% | -14.66% | |
| 47 | LDOS | Leidos Holdings Inc | Stock-Tech | 0.44% | — | +1.56% | |
| 48 | STNE | StoneCo Ltd. | Stock-Other | 0.43% | — | +1.97% | |
| 49 | V | Visa Inc-class A Shares | Stock-Financials | 0.43% | -0.02% | +1.17% | |
| 50 | APH | Amphenol Corp-cl A | Stock-Tech | 0.42% | +0.06% | +52.70% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.4% | +6.02% | Add |
| 2 | IVE | Ishares S&p 500 Value ETF | +0.3% | +73.97% | Add |
| 3 | IVV | Ishares Core S&p 500 ETF | +0.3% | +26.86% | Add |
| 4 | IVW | Ishares S&p 500 Growth ETF | +0.3% | +43.98% | Add |
| 5 | LLY | Eli Lilly & Co | +0.2% | +1.22% | Add |
| 6 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.2% | +6.28% | Add |
| 7 | APH | Amphenol Corp-cl A | +0.2% | +52.70% | Add |
| 8 | MS | Morgan Stanley | +0.2% | +123.57% | Add |
| 9 | MU | Micron Technology Inc | +0.2% | +2.83% | Add |
| 10 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +96.32% | Add |
| 11 | AAPL | Apple Inc | +0.1% | +4.31% | Add |
| 12 | LRCX | Lam Research CORP | +0.1% | +0.74% | Add |
| 13 | QUAL | Ishares Msci USA Quality Fac | +0.1% | +22.67% | Add |
| 14 | AMZN | Amazon.com Inc | +0.1% | +10.51% | Add |
| 15 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +44.32% | Add |
| 16 | AVGO | Broadcom Inc | +0.1% | +62.91% | Add |
| 17 | AMD | Advanced Micro Devices | +0.1% | +5.24% | Add |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +7.43% | Add |
| 19 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +11.11% | Add |
| 20 | GH | Guardant Health Inc | +0.1% | -2.11% | Trim |
| 21 | NEM | Newmont CORP | +0.1% | +59.53% | Add |
| 22 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | +20.20% | Add |
| 23 | COHR | Coherent CORP | +0.1% | -7.85% | Trim |
| 24 | GOOG | Alphabet Inc-cl C | +0.1% | +8.37% | Add |
| 25 | REGN | Regeneron Pharmaceuticals | +0.1% | — | Unchanged |
| 26 | SLV | Ishares Silver Trust | +0.1% | +3.89% | Add |
| 27 | MUB | Ishares National Muni Bond E | 0% | +29.02% | Add |
| 28 | VRT | Vertiv Holdings Co-a | 0% | +24.72% | Add |
| 29 | IJR | Ishares Core S&p Small-cap E | 0% | +26.07% | Add |
| 30 | PATH | Uipath Inc - Class A | 0% | +36.87% | Add |
| 31 | MA | Mastercard Inc - A | 0% | +41.11% | Add |
| 32 | KLAC | Kla CORP | 0% | -0.73% | Trim |
| 33 | NOBL | Proshares S&p 500 Dividend A | 0% | +10.10% | Add |
| 34 | WMT | Walmart Inc | 0% | +4.07% | Add |
| 35 | PAAS | Pan American Silver CORP | 0% | +4.70% | Add |
| 36 | JNJ | Johnson & Johnson | 0% | +29.49% | Add |
| 37 | VRTX | Vertex Pharmaceuticals Inc | 0% | +1.82% | Add |
| 38 | ITOT | Ishares Core S&p Total U.s. | 0% | +6.83% | Add |
| 39 | CRDO | Credo Technology Group Holding Ltd | 0% | +11.13% | Add |
| 40 | GILD | Gilead Sciences Inc | 0% | +0.86% | Add |
| 41 | VOO | Vanguard S&p 500 ETF | 0% | +18.69% | Add |
| 42 | C | Citigroup Inc | 0% | +5.40% | Add |
| 43 | CRS | Carpenter Technology | 0% | — | Unchanged |
| 44 | IJH | Ishares Core S&p Midcap ETF | 0% | +13.57% | Add |
| 45 | XOM | Exxon Mobil CORP | 0% | +7.10% | Add |
| 46 | ARGX | Argenx Se - Adr | 0% | +0.24% | Add |
| 47 | VEA | Vanguard Ftse Developed ETF | 0% | +15.83% | Add |
| 48 | PM | Philip Morris International | 0% | +29.89% | Add |
| 49 | SHOP | Shopify Inc - Class A | 0% | -0.14% | Trim |
| 50 | MRVL | Marvell Technology Inc | 0% | +13.28% | Add |
According to official SEC Form 13F filings, Alta Wealth Advisors LLC reported a total U.S. public equity portfolio value of $368.9M across 164 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPYG, SPYV, SPMD) accounted for 29.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
FTMA
市值: $1.4M
Top Position Liquidated / Trimmed
PANW
前期市值: $1.6M
During Q4 2025, Alta Wealth Advisors LLC's top holdings by market value included SPYG (11.6%)、SPYV (11.3%)、SPMD (5.3%). The largest single position, SPYG, represented 11.6% of total portfolio value.
In Q4 2025, Alta Wealth Advisors LLC made 168 total portfolio adjustments, initiating 24 new buys, adding to 91 positions, trimming 38 holdings, and fully liquidating 15 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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