13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001931465
Total reported value
$296.5M
$296.5M
63 檔
23.7%
According to the latest 13F quarterly dataset, Altura Wealth Advisors Inc. managed an equity portfolio of $296.5M at the end of Q3 2025, spanning 63 distinct U.S. exchange-listed positions.
In Q3 2025, Altura Wealth Advisors Inc. displayed an active expansion posture, initiating 11 new positions and adding to 31 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 9.35% | -1.10% | -31.49% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 8.31% | -0.81% | +11.48% | |
| 3 | MUB | Ishares National Muni Bond E | ETF-Other | 6.65% | -0.89% | +20.03% | |
| 4 | VGT | Vanguard Info Tech ETF | ETF-Tech | 4.62% | +0.32% | +13.00% | |
| 5 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 4.60% | -0.57% | +16.60% | |
| 6 | MUNI | Pimco Intermediate Municipal | ETF-Other | 4.57% | -1.17% | -8.26% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.94% | -0.45% | +7.93% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.27% | -0.19% | +18.19% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.08% | -0.17% | +54.72% | |
| 10 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 3.03% | -0.18% | +14.40% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.01% | -0.21% | +15.83% | |
| 12 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.89% | -0.18% | +21.71% | |
| 13 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 2.87% | -0.23% | +11.61% | |
| 14 | VIS | Vanguard Industrials ETF | ETF-Other | 2.59% | -0.16% | +19.15% | |
| 15 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 2.21% | +0.21% | -3.91% | |
| 16 | VFH | Vanguard Financials ETF | ETF-Other | 2.09% | -0.11% | +19.87% | |
| 17 | XLRE | Ss Real Estate Select Sector | ETF-Other | 1.85% | -0.17% | +23.24% | |
| 18 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 1.84% | -0.27% | +21.68% | |
| 19 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.73% | -0.20% | +33.52% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.67% | +0.03% | +1.33% | |
| 21 | GLD | Spdr Gold Shares | ETF-Commodities | 1.57% | -0.47% | +14.61% | |
| 22 | IVOG | Vanguard S&p Mid-cap 400 Gro | ETF-Other | 1.54% | +0.03% | +53.76% | |
| 23 | VHT | Vanguard Health Care ETF | ETF-Other | 1.54% | -0.08% | +31.84% | |
| 24 | FNGU | Ms Fang+ 3x Leveraged Etn | ETF-Other | 1.36% | -0.17% | — | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 1.35% | +0.43% | +17.74% | |
| 26 | APP | Applovin Corp-class A | Stock-Tech | 1.19% | -0.01% | +0.14% | |
| 27 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.16% | +0.52% | +16.78% | |
| 28 | VOX | Vanguard Communication Servi | ETF-Other | 1.11% | -0.14% | +18.93% | |
| 29 | XLK | Ss Technology Select Sector | ETF-Tech | 1.10% | +0.15% | +18.76% | |
| 30 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.06% | +0.19% | +20.21% | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.02% | -0.11% | -1.19% | |
| 32 | EDIV | State Street Spdr S&p Emergi | ETF-Other | 0.99% | -0.12% | +22.48% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.98% | +0.90% | +56.68% | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 0.96% | -0.02% | +19.94% | |
| 35 | MA | Mastercard Inc - A | Stock-Financials | 0.95% | -0.08% | +18.97% | |
| 36 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.91% | -0.11% | +42.58% | |
| 37 | EQIX | Equinix Inc | Stock-Real Estate | 0.80% | +0.45% | +27.74% | |
| 38 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.53% | +0.02% | +18.71% | |
| 39 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.53% | -0.01% | +20.25% | |
| 40 | HON | Honeywell International Inc | Stock-Industrials | 0.45% | -0.62% | EXIT | |
| 41 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.42% | -0.04% | +28.27% | |
| 42 | UNP | Union Pacific CORP | Stock-Industrials | 0.40% | -0.02% | +35.39% | |
| 43 | VAW | Vanguard Materials ETF | ETF-Other | 0.40% | -0.06% | +29.27% | |
| 44 | DHR | Danaher CORP | Stock-Healthcare | 0.39% | -0.05% | +40.27% | |
| 45 | XLV | Ss Health Care Select Sector | ETF-Other | 0.37% | -0.06% | -3.85% | |
| 46 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.29% | -0.10% | -6.64% | |
| 47 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.25% | -0.02% | — | |
| 48 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.22% | -0.04% | +3.19% | |
| 49 | FALN | Ishares Fallen Angels ETF | ETF-Other | 0.22% | -0.05% | — | |
| 50 | ORCL | Oracle CORP | Stock-Tech | 0.21% | +0.05% | +8.31% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | +2.8% | +54.72% | Add |
| 2 | SGOV | Ishares 0-3 Month Treasury B | +1% | -3.91% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.9% | +18.19% | Add |
| 4 | APP | Applovin Corp-class A | +0.6% | +0.14% | Trim |
| 5 | IBIT | Ishares Bitcoin Trust ETF | +0.3% | +42.58% | Add |
| 6 | VGT | Vanguard Info Tech ETF | +0.3% | +13.00% | Add |
| 7 | MSFT | Microsoft CORP | +0.2% | +17.74% | Add |
| 8 | XLK | Ss Technology Select Sector | +0.2% | +18.76% | Add |
| 9 | TMO | Thermo Fisher Scientific Inc | +0.1% | +20.25% | Add |
| 10 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +16.78% | Add |
| 11 | VOX | Vanguard Communication Servi | +0.1% | +18.93% | Add |
| 12 | VIS | Vanguard Industrials ETF | +0.1% | +19.15% | Add |
| 13 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +1.33% | Add |
| 14 | IGV | Ishares Expanded Tech-softwa | +0.1% | +18.71% | Add |
| 15 | META | Meta Platforms Inc-class A | 0% | -1.19% | Add |
| 16 | DFAS | Dimensional US Small Cap ETF | — | +21.71% | Add |
| 17 | XLU | St Sr Utl Sl Se Spdr Etf-usd | 0% | +20.21% | Add |
| 18 | EDIV | State Street Spdr S&p Emergi | -0.1% | +22.48% | Add |
| 19 | EQIX | Equinix Inc | -0.1% | +27.74% | Add |
| 20 | GLD | Spdr Gold Shares | -0.1% | +14.61% | Add |
| 21 | VFH | Vanguard Financials ETF | -0.1% | +19.87% | Add |
| 22 | AMZN | Amazon.com Inc | -0.1% | +15.83% | Add |
| 23 | MA | Mastercard Inc - A | -0.1% | +18.97% | Add |
| 24 | V | Visa Inc-class A Shares | -0.2% | +19.94% | Add |
| 25 | XLRE | Ss Real Estate Select Sector | -0.3% | +23.24% | Add |
| 26 | VEU | Vanguard Ftse All-world Ex-u | -0.3% | +11.61% | Add |
| 27 | VDC | Vanguard Consumer Staple ETF | -0.3% | +21.68% | Add |
| 28 | VCR | Vanguard Consumer Discre ETF | -0.3% | +14.40% | Add |
| 29 | AAPL | Apple Inc | -0.4% | +7.93% | Add |
| 30 | MRK | Merck & Co. Inc. | -0.5% | +33.52% | Add |
| 31 | BND | Vanguard Total Bond Market | -0.6% | +11.48% | Add |
| 32 | JNK | Ss Spdr Bb High Yield Bond | -1.5% | +16.60% | Add |
| 33 | NVDA | Nvidia CORP | -1.7% | -31.49% | Trim |
| 34 | MUB | Ishares National Muni Bond E | -7.8% | +20.03% | Trim |
| 35 | MUNI | Pimco Intermediate Municipal | — | NEW | New buy |
| 36 | IVOG | Vanguard S&p Mid-cap 400 Gro | — | NEW | New buy |
| 37 | FNGU | Ms Fang+ 3x Leveraged Etn | — | NEW | New buy |
| 38 | VWO | Vanguard Ftse Emerging Marke | — | NEW | New buy |
| 39 | ✓ | Bank Montreal Que | — | EXIT | Sold out |
| 40 | XLV | Ss Health Care Select Sector | — | NEW | New buy |
| 41 | BMY | Bristol-myers Squibb Co | — | NEW | New buy |
| 42 | AGG | Ishares Core U.s. Aggregate | — | NEW | New buy |
| 43 | CSCO | Cisco Systems Inc | — | EXIT | Sold out |
| 44 | FALN | Ishares Fallen Angels ETF | — | NEW | New buy |
| 45 | VOO | Vanguard S&p 500 ETF | — | EXIT | Sold out |
| 46 | ORCL | Oracle CORP | — | NEW | New buy |
| 47 | TLT | Ishares 20+ Year Treasury Bd | — | EXIT | Sold out |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | EXIT | Sold out |
| 49 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 50 | IYW | Ishares Ustechnology ETF | — | NEW | New buy |
According to official SEC Form 13F filings, Altura Wealth Advisors Inc. reported a total U.S. public equity portfolio value of $296.5M across 63 disclosed positions in Q3 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 NVDA, BND, MUB) accounted for 23.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
MUNI
市值: $9.6M
Top Position Liquidated / Trimmed
BANK MONTREAL QUE
前期市值: $1.5M
During Q3 2025, Altura Wealth Advisors Inc.'s top holdings by market value included NVDA (9.3%)、BND (8.3%)、MUB (6.7%). The largest single position, NVDA, represented 9.3% of total portfolio value.
In Q3 2025, Altura Wealth Advisors Inc. made 50 total portfolio adjustments, initiating 11 new buys, adding to 31 positions, trimming 3 holdings, and fully liquidating 5 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.