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CIK: 0001931465
Total reported value
$323.0M
$323.0M
84 檔
27.4%
At the close of Q2 2026, Altura Wealth Advisors Inc. disclosed equity holdings valued at approximately $323.0M, spread across 84 reported holdings.
In Q2 2026, Altura Wealth Advisors Inc. displayed an active expansion posture, initiating 12 new positions and adding to 53 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, BND, MUB) accounted for 27.4% of total reported equity market value during Q2 2026.
Top New Position Initiated
NFLX
市值: $11.6M
Top Position Liquidated / Trimmed
VBK
前期市值: $2.6M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 7.51% | +0.48% | -1.60% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 7.40% | -0.02% | +17.01% | |
| 3 | MUB | Ishares National Muni Bond E | ETF-Other | 6.35% | -1.74% | +11.94% | |
| 4 | VGT | Vanguard Info Tech ETF | ETF-Tech | 4.55% | +0.03% | +712.20% | |
| 5 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 4.08% | -0.38% | +12.68% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.98% | +0.35% | +1.88% | |
| 7 | NFLX | Netflix Inc | Stock-Comm Services | 3.90% | -0.40% | — | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.93% | -0.17% | -2.06% | |
| 9 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 2.86% | -0.04% | +7.28% | |
| 10 | MUNI | Pimco Intermediate Municipal | ETF-Other | 2.77% | +0.75% | -9.78% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.69% | +0.05% | +5.16% | |
| 12 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 2.62% | -0.26% | +9.75% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.58% | +0.09% | +9.18% | |
| 14 | IVOG | Vanguard S&p Mid-cap 400 Gro | ETF-Other | 2.19% | -0.07% | +12.24% | |
| 15 | VFH | Vanguard Financials ETF | ETF-Other | 1.98% | -0.05% | +12.59% | |
| 16 | VIS | Vanguard Industrials ETF | ETF-Other | 1.93% | -0.28% | +3.47% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.75% | +0.05% | +13.83% | |
| 18 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.53% | +0.42% | +0.10% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.52% | +0.47% | +78.91% | |
| 20 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.52% | -0.18% | -0.33% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.44% | +0.10% | +209.99% | |
| 22 | VB | Vanguard Small-cap ETF | ETF-Other | 1.34% | +0.03% | +824.23% | |
| 23 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 1.29% | -0.09% | +6.48% | |
| 24 | VOX | Vanguard Communication Servi | ETF-Other | 1.28% | +0.02% | +13.46% | |
| 25 | XLRE | Ss Real Estate Select Sector | ETF-Other | 1.25% | -0.12% | +6.17% | |
| 26 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.24% | +0.57% | +55.27% | |
| 27 | XLK | Ss Technology Select Sector | ETF-Tech | 1.21% | -0.01% | +3.23% | |
| 28 | GLD | Spdr Gold Shares | ETF-Commodities | 1.19% | +0.01% | +8.37% | |
| 29 | VHT | Vanguard Health Care ETF | ETF-Other | 1.14% | +0.04% | +10.32% | |
| 30 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.14% | -0.08% | -42.91% | |
| 31 | EQIX | Equinix Inc | Stock-Real Estate | 1.03% | -0.11% | +116.57% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.98% | +0.04% | +12.30% | |
| 33 | ORCL | Oracle CORP | Stock-Tech | 0.98% | -0.01% | +36.91% | |
| 34 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.97% | +0.22% | +18.16% | |
| 35 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.94% | +0.02% | -0.11% | |
| 36 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.91% | -0.13% | +66.07% | |
| 37 | MA | Mastercard Inc - A | Stock-Financials | 0.89% | +0.05% | +15.82% | |
| 38 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.81% | -0.09% | +9.09% | |
| 39 | ARTY | Ishares Future Ai & Tech ETF | ETF-Tech | 0.79% | +0.07% | — | |
| 40 | ABBV | Abbvie Inc | Stock-Healthcare | 0.74% | +0.05% | +26.43% | |
| 41 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.68% | +0.32% | +27.53% | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.65% | +0.05% | +22.81% | |
| 43 | APP | Applovin Corp-class A | Stock-Tech | 0.59% | -0.28% | -1.73% | |
| 44 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.57% | +0.18% | +24.37% | |
| 45 | UNP | Union Pacific CORP | Stock-Industrials | 0.52% | — | +9.81% | |
| 46 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 0.51% | +0.09% | +19.64% | |
| 47 | VAW | Vanguard Materials ETF | ETF-Other | 0.48% | -0.01% | +14.78% | |
| 48 | EDIV | State Street Spdr S&p Emergi | ETF-Other | 0.48% | -0.04% | +0.47% | |
| 49 | STX | Seagate Technology Holdings plc | Stock-Tech | 0.46% | -0.06% | — | |
| 50 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.44% | -0.09% | +27.61% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NFLX | Netflix Inc | +3.9% | NEW | New buy |
| 2 | VB | Vanguard Small-cap ETF | +1.2% | +824.23% | Add |
| 3 | VWO | Vanguard Ftse Emerging Marke | +0.9% | +209.99% | Add |
| 4 | ARTY | Ishares Future Ai & Tech ETF | +0.8% | NEW | New buy |
| 5 | CRWD | Crowdstrike Holdings Inc - A | +0.5% | +0.10% | Add |
| 6 | STX | Seagate Technology Holdings plc | +0.5% | NEW | New buy |
| 7 | EQIX | Equinix Inc | +0.5% | +116.57% | Add |
| 8 | MSFT | Microsoft CORP | +0.4% | +78.91% | Add |
| 9 | ✓ | +0.4% | NEW | New buy | |
| 10 | VGT | Vanguard Info Tech ETF | +0.3% | +712.20% | Add |
| 11 | ✓ | +0.3% | NEW | New buy | |
| 12 | ✓ | +0.3% | NEW | New buy | |
| 13 | GOOG | Alphabet Inc-cl C | +0.2% | +174.22% | Add |
| 14 | SGOV | Ishares 0-3 Month Treasury B | +0.2% | +55.27% | Add |
| 15 | QCOM | Qualcomm Inc | +0.2% | +130.28% | Add |
| 16 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.2% | +66.07% | Add |
| 17 | UNH | Unitedhealth Group Inc | +0.2% | +9.09% | Add |
| 18 | XLK | Ss Technology Select Sector | +0.2% | +3.23% | Add |
| 19 | BAC | Bank Of America CORP | +0.2% | NEW | New buy |
| 20 | TXN | Texas Instruments Inc | +0.2% | NEW | New buy |
| 21 | PANW | Palo Alto Networks Inc | +0.1% | -0.46% | Trim |
| 22 | AMD | Advanced Micro Devices | +0.1% | -0.96% | Trim |
| 23 | CMF | Ishares California Muni Bond | +0.1% | NEW | New buy |
| 24 | ABBV | Abbvie Inc | +0.1% | +26.43% | Add |
| 25 | LLY | Eli Lilly & Co | +0.1% | +25.60% | Add |
| 26 | EXEL | Exelixis Inc | +0.1% | NEW | New buy |
| 27 | UPRO | Proshares Ultrapro S&p 500 | +0.1% | NEW | New buy |
| 28 | DIA | Ss Spdr Dow Jones Indus Avg | +0.1% | NEW | New buy |
| 29 | ORCL | Oracle CORP | +0.1% | +36.91% | Add |
| 30 | IVOG | Vanguard S&p Mid-cap 400 Gro | 0% | +12.24% | Add |
| 31 | VTI | Vanguard Total Stock Mkt ETF | 0% | +13.83% | Add |
| 32 | IGV | Ishares Expanded Tech-softwa | 0% | +19.64% | Add |
| 33 | QQQ | Invesco Qqq Trust Series 1 | 0% | +12.85% | Add |
| 34 | IYW | Ishares Ustechnology ETF | — | -5.36% | Trim |
| 35 | CVX | Chevron CORP | — | +59.31% | Add |
| 36 | IVV | Ishares Core S&p 500 ETF | — | +5.31% | Add |
| 37 | JNJ | Johnson & Johnson | 0% | +22.81% | Add |
| 38 | APP | Applovin Corp-class A | 0% | -1.73% | Trim |
| 39 | TMO | Thermo Fisher Scientific Inc | 0% | +24.37% | Add |
| 40 | CSX | Csx CORP | 0% | +0.29% | Add |
| 41 | IBM | Intl Business Machines CORP | 0% | -6.41% | Trim |
| 42 | V | Visa Inc-class A Shares | 0% | +12.30% | Add |
| 43 | UNP | Union Pacific CORP | 0% | +9.81% | Add |
| 44 | AGG | Ishares Core U.s. Aggregate | 0% | +9.10% | Add |
| 45 | DFAC | Dimensional US Core Equity 2 | 0% | +0.25% | Add |
| 46 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | 0% | -10.43% | Trim |
| 47 | AOR | Ishares Core 60/40 Balanced | 0% | -5.11% | Trim |
| 48 | IYM | Ishares U.s. Basic Materials | 0% | +0.24% | Add |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +2.60% | Add |
| 50 | LOW | Lowe's Cos Inc | 0% | +27.61% | Add |
According to official SEC Form 13F filings, Altura Wealth Advisors Inc. reported a total U.S. public equity portfolio value of $323.0M across 84 disclosed positions in Q2 2026.
During Q2 2026, Altura Wealth Advisors Inc.'s top holdings by market value included NVDA (7.5%)、BND (7.4%)、MUB (6.3%). The largest single position, NVDA, represented 7.5% of total portfolio value.
In Q2 2026, Altura Wealth Advisors Inc. made 87 total portfolio adjustments, initiating 12 new buys, adding to 53 positions, trimming 19 holdings, and fully liquidating 3 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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