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CIK: 0001931465
Total reported value
$296.5M
$296.5M
75 檔
25.6%
The Q1 2026 SEC filing reveals that Altura Wealth Advisors Inc. held a total portfolio value of $296.5M, covering 75 public equity positions.
In Q1 2026, Altura Wealth Advisors Inc. displayed an active expansion posture, initiating 12 new positions and adding to 36 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 8.61% | -1.10% | +4.90% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 8.21% | -0.81% | +3.24% | |
| 3 | MUB | Ishares National Muni Bond E | ETF-Other | 7.24% | -0.89% | +2.57% | |
| 4 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 4.65% | -0.57% | +2.05% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 4.43% | -0.45% | +11.28% | |
| 6 | VGT | Vanguard Info Tech ETF | ETF-Tech | 4.23% | +0.32% | +0.49% | |
| 7 | MUNI | Pimco Intermediate Municipal | ETF-Other | 3.94% | -1.17% | -5.47% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.12% | -0.19% | -14.51% | |
| 9 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 3.09% | -0.23% | -0.01% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.90% | -0.21% | +2.27% | |
| 11 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 2.80% | -0.18% | +1.74% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.75% | -0.17% | -29.04% | |
| 13 | IVOG | Vanguard S&p Mid-cap 400 Gro | ETF-Other | 2.16% | +0.03% | +11.06% | |
| 14 | VFH | Vanguard Financials ETF | ETF-Other | 2.09% | -0.11% | +5.33% | |
| 15 | VIS | Vanguard Industrials ETF | ETF-Other | 2.09% | -0.16% | -23.98% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.72% | +0.03% | +1.36% | |
| 17 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.70% | -0.18% | -43.82% | |
| 18 | GLD | Spdr Gold Shares | ETF-Commodities | 1.66% | -0.47% | -7.38% | |
| 19 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 1.56% | -0.27% | -22.53% | |
| 20 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.51% | -0.37% | +1094.04% | |
| 21 | VOX | Vanguard Communication Servi | ETF-Other | 1.42% | -0.14% | +29.00% | |
| 22 | XLRE | Ss Real Estate Select Sector | ETF-Other | 1.42% | -0.17% | -24.50% | |
| 23 | VHT | Vanguard Health Care ETF | ETF-Other | 1.22% | -0.08% | -27.22% | |
| 24 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.15% | -1.15% | EXIT | |
| 25 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.14% | -0.20% | -54.58% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 1.09% | +0.43% | +12.37% | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.08% | -0.11% | +191.39% | |
| 28 | XLK | Ss Technology Select Sector | ETF-Tech | 1.06% | +0.15% | +0.91% | |
| 29 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.05% | -1.05% | EXIT | |
| 30 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.03% | +0.21% | -35.66% | |
| 31 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.01% | +0.52% | +9.04% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 1.00% | -0.02% | +12.64% | |
| 33 | MA | Mastercard Inc - A | Stock-Financials | 0.97% | -0.08% | +12.36% | |
| 34 | ORCL | Oracle CORP | Stock-Tech | 0.93% | +0.05% | +557.74% | |
| 35 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.79% | -0.11% | +24.14% | |
| 36 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.72% | +0.19% | -36.07% | |
| 37 | ABBV | Abbvie Inc | Stock-Healthcare | 0.66% | +0.08% | +475.62% | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.66% | -0.01% | — | |
| 39 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.63% | +0.18% | — | |
| 40 | HON | Honeywell International Inc | Stock-Industrials | 0.62% | -0.62% | EXIT | |
| 41 | APP | Applovin Corp-class A | Stock-Tech | 0.60% | -0.01% | — | |
| 42 | EDIV | State Street Spdr S&p Emergi | ETF-Other | 0.60% | -0.12% | -41.63% | |
| 43 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.58% | -0.01% | +7.73% | |
| 44 | EQIX | Equinix Inc | Stock-Real Estate | 0.58% | +0.45% | -45.57% | |
| 45 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.54% | +0.90% | -52.18% | |
| 46 | UNP | Union Pacific CORP | Stock-Industrials | 0.54% | -0.02% | +20.42% | |
| 47 | VAW | Vanguard Materials ETF | ETF-Other | 0.54% | -0.06% | +12.75% | |
| 48 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.48% | +0.02% | +24.73% | |
| 49 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.48% | -0.04% | +12.35% | |
| 50 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.37% | -0.04% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SMH | Vaneck Semiconductor ETF | +1.4% | +1094.04% | Add |
| 2 | ORCL | Oracle CORP | +0.8% | +557.74% | Add |
| 3 | META | Meta Platforms Inc-class A | +0.7% | +191.39% | Add |
| 4 | ABBV | Abbvie Inc | +0.5% | +475.62% | Add |
| 5 | BND | Vanguard Total Bond Market | +0.3% | +3.24% | Add |
| 6 | IVOG | Vanguard S&p Mid-cap 400 Gro | +0.3% | +11.06% | Add |
| 7 | VOX | Vanguard Communication Servi | +0.3% | +29.00% | Add |
| 8 | LLY | Eli Lilly & Co | +0.2% | +306.70% | Add |
| 9 | AAPL | Apple Inc | +0.2% | +11.28% | Add |
| 10 | MUB | Ishares National Muni Bond E | +0.2% | +2.57% | Add |
| 11 | HON | Honeywell International Inc | +0.2% | +16.46% | Add |
| 12 | UNP | Union Pacific CORP | +0.1% | +20.42% | Add |
| 13 | VAW | Vanguard Materials ETF | +0.1% | +12.75% | Add |
| 14 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | -0.01% | Trim |
| 15 | JNK | Ss Spdr Bb High Yield Bond | +0.1% | +2.05% | Add |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +26.02% | Add |
| 17 | LOW | Lowe's Cos Inc | +0.1% | +12.35% | Add |
| 18 | BMY | Bristol-myers Squibb Co | 0% | -0.71% | Trim |
| 19 | GLD | Spdr Gold Shares | 0% | -7.38% | Trim |
| 20 | MA | Mastercard Inc - A | — | +12.36% | Add |
| 21 | IVV | Ishares Core S&p 500 ETF | — | — | Unchanged |
| 22 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | — | -6.10% | Trim |
| 23 | FALN | Ishares Fallen Angels ETF | — | +0.92% | Add |
| 24 | DFAC | Dimensional US Core Equity 2 | — | +0.25% | Add |
| 25 | V | Visa Inc-class A Shares | 0% | +12.64% | Add |
| 26 | XLV | Ss Health Care Select Sector | 0% | +1.79% | Add |
| 27 | IYW | Ishares Ustechnology ETF | 0% | -4.13% | Trim |
| 28 | IBM | Intl Business Machines CORP | 0% | +9.11% | Add |
| 29 | AMD | Advanced Micro Devices | 0% | +0.08% | Add |
| 30 | IGV | Ishares Expanded Tech-softwa | 0% | +24.73% | Add |
| 31 | VTI | Vanguard Total Stock Mkt ETF | 0% | +1.36% | Add |
| 32 | IBIT | Ishares Bitcoin Trust ETF | 0% | +24.14% | Add |
| 33 | AOA | Ishares Core 80/20 Aggressiv | 0% | -13.41% | Trim |
| 34 | AOR | Ishares Core 60/40 Balanced | 0% | -14.67% | Trim |
| 35 | QCOM | Qualcomm Inc | 0% | +0.61% | Add |
| 36 | NVDA | Nvidia CORP | -0.1% | +4.90% | Add |
| 37 | TMO | Thermo Fisher Scientific Inc | -0.1% | +7.73% | Add |
| 38 | XLK | Ss Technology Select Sector | -0.1% | +0.91% | Add |
| 39 | AGG | Ishares Core U.s. Aggregate | -0.1% | -27.50% | Trim |
| 40 | GOOG | Alphabet Inc-cl C | -0.1% | -21.75% | Trim |
| 41 | VFH | Vanguard Financials ETF | -0.1% | +5.33% | Add |
| 42 | CRWD | Crowdstrike Holdings Inc - A | -0.1% | +9.04% | Add |
| 43 | MSFT | Microsoft CORP | -0.2% | +12.37% | Add |
| 44 | VCR | Vanguard Consumer Discre ETF | -0.2% | +1.74% | Add |
| 45 | MUNI | Pimco Intermediate Municipal | -0.2% | -5.47% | Trim |
| 46 | AMZN | Amazon.com Inc | -0.2% | +2.27% | Add |
| 47 | EQIX | Equinix Inc | -0.2% | -45.57% | Trim |
| 48 | FNGU | Ms Fang+ 3x Leveraged Etn | -0.3% | -6.73% | Trim |
| 49 | VGT | Vanguard Info Tech ETF | -0.3% | +0.49% | Add |
| 50 | DHR | Danaher CORP | -0.3% | -52.97% | Trim |
According to official SEC Form 13F filings, Altura Wealth Advisors Inc. reported a total U.S. public equity portfolio value of $296.5M across 75 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 NVDA, BND, MUB) accounted for 25.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
VBK
市值: $2.6M
Top Position Liquidated / Trimmed
AMAT
前期市值: $367.1K
During Q1 2026, Altura Wealth Advisors Inc.'s top holdings by market value included NVDA (8.6%)、BND (8.2%)、MUB (7.2%). The largest single position, NVDA, represented 8.6% of total portfolio value.
In Q1 2026, Altura Wealth Advisors Inc. made 75 total portfolio adjustments, initiating 12 new buys, adding to 36 positions, trimming 25 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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