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CIK: 0001931465
Total reported value
$296.5M
$296.5M
65 檔
25.6%
In Q4 2025, Altura Wealth Advisors Inc.'s U.S. equity holdings reached a combined market value of $296.5M, distributed across 65 disclosed stock positions.
In Q4 2025, Altura Wealth Advisors Inc. displayed an active expansion posture, initiating 4 new positions and adding to 40 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 8.66% | -1.10% | +2.51% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 7.89% | -0.81% | +5.49% | |
| 3 | MUB | Ishares National Muni Bond E | ETF-Other | 7.02% | -0.89% | +16.16% | |
| 4 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 4.57% | -0.57% | +10.74% | |
| 5 | VGT | Vanguard Info Tech ETF | ETF-Tech | 4.49% | +0.32% | +6.39% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 4.21% | -0.45% | +10.77% | |
| 7 | MUNI | Pimco Intermediate Municipal | ETF-Other | 4.13% | -1.17% | -0.39% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.92% | -0.19% | +3.03% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.73% | -0.17% | +28.41% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.09% | -0.21% | +8.07% | |
| 11 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 2.99% | -0.23% | +11.71% | |
| 12 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 2.98% | -0.18% | +9.18% | |
| 13 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.92% | -0.18% | +9.82% | |
| 14 | VIS | Vanguard Industrials ETF | ETF-Other | 2.59% | -0.16% | +9.89% | |
| 15 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.17% | -0.20% | +11.07% | |
| 16 | VFH | Vanguard Financials ETF | ETF-Other | 2.17% | -0.11% | +12.98% | |
| 17 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 1.87% | -0.27% | +13.86% | |
| 18 | IVOG | Vanguard S&p Mid-cap 400 Gro | ETF-Other | 1.85% | +0.03% | +31.81% | |
| 19 | XLRE | Ss Real Estate Select Sector | ETF-Other | 1.83% | -0.17% | +14.16% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.75% | +0.03% | +13.76% | |
| 21 | VHT | Vanguard Health Care ETF | ETF-Other | 1.75% | -0.08% | +13.65% | |
| 22 | GLD | Spdr Gold Shares | ETF-Commodities | 1.63% | -0.47% | +2.85% | |
| 23 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.57% | +0.21% | -20.84% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 1.25% | +0.43% | +9.60% | |
| 25 | VOX | Vanguard Communication Servi | ETF-Other | 1.17% | -0.14% | +13.56% | |
| 26 | XLK | Ss Technology Select Sector | ETF-Tech | 1.12% | +0.15% | +120.69% | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.12% | +0.90% | +27.48% | |
| 28 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.10% | +0.52% | +9.94% | |
| 29 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.03% | +0.19% | +119.82% | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 1.01% | -0.02% | +13.29% | |
| 31 | APP | Applovin Corp-class A | Stock-Tech | 1.01% | -0.01% | — | |
| 32 | EDIV | State Street Spdr S&p Emergi | ETF-Other | 1.00% | -0.12% | +11.11% | |
| 33 | MA | Mastercard Inc - A | Stock-Financials | 0.97% | -0.08% | +12.83% | |
| 34 | EQIX | Equinix Inc | Stock-Real Estate | 0.82% | +0.45% | +15.75% | |
| 35 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.82% | -0.11% | +29.74% | |
| 36 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.63% | -0.01% | +10.32% | |
| 37 | FNGU | Ms Fang+ 3x Leveraged Etn | ETF-Other | 0.61% | -0.17% | -42.63% | |
| 38 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.50% | +0.02% | +13.53% | |
| 39 | DHR | Danaher CORP | Stock-Healthcare | 0.46% | -0.05% | +14.29% | |
| 40 | HON | Honeywell International Inc | Stock-Industrials | 0.45% | -0.62% | EXIT | |
| 41 | VAW | Vanguard Materials ETF | ETF-Other | 0.43% | -0.06% | +18.24% | |
| 42 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.43% | -0.04% | +17.60% | |
| 43 | UNP | Union Pacific CORP | Stock-Industrials | 0.42% | -0.02% | +18.58% | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.42% | -0.11% | -48.87% | |
| 45 | XLV | Ss Health Care Select Sector | ETF-Other | 0.37% | -0.06% | +0.58% | |
| 46 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.32% | -0.10% | +1.32% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.26% | -0.03% | — | |
| 48 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.22% | -0.02% | +1.32% | |
| 49 | FALN | Ishares Fallen Angels ETF | ETF-Other | 0.20% | -0.05% | +1.96% | |
| 50 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.20% | +0.24% | +35.33% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.7% | +3.03% | Add |
| 2 | VEA | Vanguard Ftse Developed ETF | +0.7% | +28.41% | Add |
| 3 | MRK | Merck & Co. Inc. | +0.4% | +11.07% | Add |
| 4 | MUB | Ishares National Muni Bond E | +0.4% | +16.16% | Add |
| 5 | IVOG | Vanguard S&p Mid-cap 400 Gro | +0.3% | +31.81% | Add |
| 6 | AAPL | Apple Inc | +0.3% | +10.77% | Add |
| 7 | VHT | Vanguard Health Care ETF | +0.2% | +13.65% | Add |
| 8 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +27.48% | Add |
| 9 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +11.71% | Add |
| 10 | TMO | Thermo Fisher Scientific Inc | +0.1% | +10.32% | Add |
| 11 | AMZN | Amazon.com Inc | +0.1% | +8.07% | Add |
| 12 | VFH | Vanguard Financials ETF | +0.1% | +12.98% | Add |
| 13 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +13.76% | Add |
| 14 | DHR | Danaher CORP | +0.1% | +14.29% | Add |
| 15 | GOOG | Alphabet Inc-cl C | +0.1% | +35.33% | Add |
| 16 | GLD | Spdr Gold Shares | +0.1% | +2.85% | Add |
| 17 | VOX | Vanguard Communication Servi | +0.1% | +13.56% | Add |
| 18 | V | Visa Inc-class A Shares | +0.1% | +13.29% | Add |
| 19 | DFAS | Dimensional US Small Cap ETF | 0% | +9.82% | Add |
| 20 | VDC | Vanguard Consumer Staple ETF | 0% | +13.86% | Add |
| 21 | VAW | Vanguard Materials ETF | 0% | +18.24% | Add |
| 22 | BMY | Bristol-myers Squibb Co | 0% | +1.32% | Add |
| 23 | XLK | Ss Technology Select Sector | 0% | +120.69% | Add |
| 24 | MA | Mastercard Inc - A | 0% | +12.83% | Add |
| 25 | EQIX | Equinix Inc | 0% | +15.75% | Add |
| 26 | UNP | Union Pacific CORP | 0% | +18.58% | Add |
| 27 | AMAT | Applied Materials Inc | 0% | +0.14% | Add |
| 28 | EDIV | State Street Spdr S&p Emergi | 0% | +11.11% | Add |
| 29 | LOW | Lowe's Cos Inc | 0% | +17.60% | Add |
| 30 | VIS | Vanguard Industrials ETF | — | +9.89% | Add |
| 31 | HON | Honeywell International Inc | — | +18.30% | Add |
| 32 | XLV | Ss Health Care Select Sector | — | +0.58% | Add |
| 33 | XLRE | Ss Real Estate Select Sector | 0% | +14.16% | Add |
| 34 | JNK | Ss Spdr Bb High Yield Bond | 0% | +10.74% | Add |
| 35 | XLU | St Sr Utl Sl Se Spdr Etf-usd | 0% | +119.82% | Add |
| 36 | VCR | Vanguard Consumer Discre ETF | -0.1% | +9.18% | Add |
| 37 | CRWD | Crowdstrike Holdings Inc - A | -0.1% | +9.94% | Add |
| 38 | VGT | Vanguard Info Tech ETF | -0.1% | +6.39% | Add |
| 39 | APP | Applovin Corp-class A | -0.2% | — | Unchanged |
| 40 | BND | Vanguard Total Bond Market | -0.4% | +5.49% | Add |
| 41 | META | Meta Platforms Inc-class A | -0.6% | -48.87% | Trim |
| 42 | SGOV | Ishares 0-3 Month Treasury B | -0.6% | -20.84% | Trim |
| 43 | NVDA | Nvidia CORP | -0.7% | +2.51% | Add |
| 44 | FNGU | Ms Fang+ 3x Leveraged Etn | -0.8% | -42.63% | Trim |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 46 | ABBV | Abbvie Inc | — | NEW | New buy |
| 47 | SMH | Vaneck Semiconductor ETF | — | NEW | New buy |
| 48 | TSLA | Tesla Inc | — | EXIT | Sold out |
| 49 | HD | Home Depot Inc | — | EXIT | Sold out |
| 50 | LLY | Eli Lilly & Co | — | 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 65 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 NVDA, BND, MUB) accounted for 25.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
SPY
市值: $602.6K
Top Position Liquidated / Trimmed
TSLA
前期市值: $217.0K
During Q4 2025, Altura Wealth Advisors Inc.'s top holdings by market value included NVDA (8.7%)、BND (7.9%)、MUB (7.0%). The largest single position, NVDA, represented 8.7% of total portfolio value.
In Q4 2025, Altura Wealth Advisors Inc. made 49 total portfolio adjustments, initiating 4 new buys, adding to 40 positions, trimming 3 holdings, and fully liquidating 2 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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