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CIK: 0001843826
Total reported value
$368.9M
$368.9M
161 檔
30.0%
According to the latest 13F quarterly dataset, Alta Wealth Advisors LLC managed an equity portfolio of $368.9M at the end of Q1 2026, spanning 161 distinct U.S. exchange-listed positions.
In Q1 2026, Alta Wealth Advisors LLC displayed an active expansion posture, initiating 21 new positions and adding to 81 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 11.79% | -0.98% | +7.89% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 11.12% | +0.20% | +7.63% | |
| 3 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 5.67% | -0.28% | +7.34% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 4.21% | -0.15% | +0.61% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.17% | -0.18% | +4.59% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.33% | -0.04% | -8.52% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.28% | +0.09% | +33.26% | |
| 8 | SOPH | SOPHiA GENETICS SA | Stock-Other | 2.27% | -0.07% | — | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.74% | +0.04% | +6.58% | |
| 10 | IWD | Ishares Russell 1000 Value E | ETF-Other | 1.69% | -0.14% | -1.16% | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.67% | -0.04% | +1.43% | |
| 12 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.41% | -0.11% | -1.35% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.39% | -0.25% | -4.89% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.35% | -0.07% | +3.89% | |
| 15 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.33% | +0.04% | +37.21% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.33% | -0.12% | +1.30% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.29% | -0.25% | -1.44% | |
| 18 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.25% | -0.13% | -0.13% | |
| 19 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.19% | -0.08% | +48.93% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.05% | +0.05% | -4.14% | |
| 21 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.01% | -0.22% | -0.73% | |
| 22 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.94% | -0.01% | +21.36% | |
| 23 | LRCX | Lam Research CORP | Stock-Tech | 0.92% | +0.64% | +1.14% | |
| 24 | KLAC | Kla CORP | Stock-Tech | 0.91% | +0.62% | -0.58% | |
| 25 | VTV | Vanguard Value ETF | ETF-Other | 0.90% | -0.07% | +4.36% | |
| 26 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.86% | +0.03% | +14.08% | |
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.76% | +0.07% | -0.47% | |
| 28 | MU | Micron Technology Inc | Stock-Tech | 0.74% | +1.39% | +74.99% | |
| 29 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.73% | -0.06% | — | |
| 30 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.69% | +0.04% | +92.43% | |
| 31 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.67% | -0.21% | — | |
| 32 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.67% | -0.04% | +4.75% | |
| 33 | BKIE | Bny Mellon Intl Eqty ETF | ETF-Other | 0.65% | +0.12% | +3.95% | |
| 34 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.64% | -0.04% | -2.52% | |
| 35 | VUG | Vanguard Growth ETF | ETF-Other | 0.63% | -0.01% | +6.09% | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 0.62% | -0.17% | +0.44% | |
| 37 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.61% | +0.04% | +88.27% | |
| 38 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.58% | -0.03% | -0.82% | |
| 39 | CALY | Callaway Golf Company | Stock-Other | 0.57% | +0.08% | — | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.57% | -0.08% | +5.49% | |
| 41 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.57% | -0.09% | -9.54% | |
| 42 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.56% | -0.14% | -0.02% | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.56% | -0.04% | -0.55% | |
| 44 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.53% | -0.02% | +112.88% | |
| 45 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.52% | -0.02% | +1.80% | |
| 46 | APP | Applovin Corp-class A | Stock-Tech | 0.51% | +0.04% | +0.94% | |
| 47 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.51% | -0.06% | — | |
| 48 | GLD | Spdr Gold Shares | ETF-Commodities | 0.49% | -0.15% | +0.72% | |
| 49 | FTMA | Fr Massachusetts Mun Inc ETF | ETF-Other | 0.45% | -0.08% | — | |
| 50 | RBC | RBC Bearings Inc | Stock-Industrials | 0.45% | — | +13.80% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.5% | +7.89% | Add |
| 2 | IVV | Ishares Core S&p 500 ETF | +0.4% | +33.26% | Add |
| 3 | MU | Micron Technology Inc | +0.4% | +74.99% | Add |
| 4 | SPMD | Ss Spdr P S&p 400 Midcap ETF | +0.4% | +7.34% | Add |
| 5 | IVE | Ishares S&p 500 Value ETF | +0.4% | +48.93% | Add |
| 6 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.3% | +92.43% | Add |
| 7 | IEMG | Ishares Core Msci Emerging | +0.3% | +88.27% | Add |
| 8 | EFV | Ishares Msci Eafe Value ETF | +0.3% | +112.88% | Add |
| 9 | IVW | Ishares S&p 500 Growth ETF | +0.2% | +37.21% | Add |
| 10 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.2% | +149.26% | Add |
| 11 | LRCX | Lam Research CORP | +0.2% | +1.14% | Add |
| 12 | BAI | Ishrs Ai In And Tech Act ETF | +0.2% | +133.50% | Add |
| 13 | THRO | Ishares U.s. Thematic Rotati | +0.2% | +127.44% | Add |
| 14 | MTUM | Ishares Msci USA Momentum Fa | +0.2% | +117.03% | Add |
| 15 | KLAC | Kla CORP | +0.1% | -0.58% | Trim |
| 16 | CRS | Carpenter Technology | +0.1% | +58.14% | Add |
| 17 | XOM | Exxon Mobil CORP | +0.1% | +11.83% | Add |
| 18 | STRL | Sterling Infrastructure Inc | +0.1% | +28.27% | Add |
| 19 | QUAL | Ishares Msci USA Quality Fac | +0.1% | +21.36% | Add |
| 20 | VRT | Vertiv Holdings Co-a | +0.1% | +5.62% | Add |
| 21 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.1% | +14.08% | Add |
| 22 | RBC | RBC Bearings Inc | +0.1% | +13.80% | Add |
| 23 | COST | Costco Wholesale CORP | +0.1% | -0.73% | Trim |
| 24 | TLH | Ishares 10-20 Year Treasury | +0.1% | +155.56% | Add |
| 25 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +108.85% | Add |
| 26 | SOPH | SOPHiA GENETICS SA | +0.1% | — | Unchanged |
| 27 | VEA | Vanguard Ftse Developed ETF | +0.1% | +44.42% | Add |
| 28 | COHR | Coherent CORP | +0.1% | +2.11% | Add |
| 29 | GILD | Gilead Sciences Inc | +0.1% | -0.02% | Trim |
| 30 | WMT | Walmart Inc | +0.1% | +0.44% | Add |
| 31 | VTV | Vanguard Value ETF | 0% | +4.36% | Add |
| 32 | QQQM | Invesco Nasdaq 100 ETF | 0% | +22.36% | Add |
| 33 | GOOG | Alphabet Inc-cl C | 0% | +28.70% | Add |
| 34 | VOO | Vanguard S&p 500 ETF | 0% | +27.72% | Add |
| 35 | GLD | Spdr Gold Shares | 0% | +0.72% | Add |
| 36 | VZ | Verizon Communications Inc | 0% | +17.37% | Add |
| 37 | AVGO | Broadcom Inc | 0% | +26.09% | Add |
| 38 | XLE | Ss Energy Select Sector | 0% | +0.38% | Add |
| 39 | IAU | Ishares Gold Trust | 0% | +25.85% | Add |
| 40 | PAAS | Pan American Silver CORP | 0% | +13.83% | Add |
| 41 | NOBL | Proshares S&p 500 Dividend A | 0% | +4.75% | Add |
| 42 | CVX | Chevron CORP | 0% | +3.43% | Add |
| 43 | PLTR | Palantir Technologies Inc-a | 0% | +53.08% | Add |
| 44 | JNJ | Johnson & Johnson | 0% | +13.22% | Add |
| 45 | JNJ | Johnson & Johnson | 0% | -3.48% | Trim |
| 46 | HON | Honeywell International Inc | 0% | +3.05% | Add |
| 47 | BKIE | Bny Mellon Intl Eqty ETF | 0% | +3.95% | Add |
| 48 | DGRO | Ishares Core Dividend Growth | 0% | +11.98% | Add |
| 49 | SLV | Ishares Silver Trust | 0% | +3.61% | Add |
| 50 | BNDX | Vanguard Total Intl Bond ETF | 0% | +17.94% | 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 161 disclosed positions in Q1 2026.
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 SPYV, SPYG, SPMD) accounted for 30.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
LMT
市值: $2.1M
Top Position Liquidated / Trimmed
SHOP
前期市值: $3.1M
During Q1 2026, Alta Wealth Advisors LLC's top holdings by market value included SPYV (11.8%)、SPYG (11.1%)、SPMD (5.7%). The largest single position, SPYV, represented 11.8% of total portfolio value.
In Q1 2026, Alta Wealth Advisors LLC made 175 total portfolio adjustments, initiating 21 new buys, adding to 81 positions, trimming 49 holdings, and fully liquidating 24 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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