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Altura Wealth Advisors Inc.

Diversified strategyMomentum followerSector-focused

Total reported value

$229.1M

Reporting period: 2026-03-31 · Number of holdings: 75

Altura Wealth Advisors Inc. disclosed 75 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $229.1M and a quarterly turnover rate of 21.6%.

Personality snowflake

Concentration
14.51
Portfolio Stability
21.63
Momentum/Contrarian
100
Sector conviction
91.3
Diversification
100
Sizing Uniformity
86.79

Recent moves

  • Add SMH

    +1094.0%　$3.2M

  • Trim DFAS

    -43.8%　-$2.9M

  • Trim MRK

    -54.6%　-$2.4M

  • Trim VEA

    -29.0%　-$2.4M

  • Trim GOOGL

    -14.5%　-$2.0M

  • Add ORCL

    +557.7%　$1.7M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1NVDANvidia CORPStock-Tech8.61%-0.05%+4.90%
2BNDVanguard Total Bond MarketETF-Other8.21%+0.32%+3.24%
3MUBIshares National Muni Bond EETF-Other7.24%+0.22%+2.57%
4JNKSs Spdr Bb High Yield BondETF-High Yield4.65%—+2.05%
5AAPLApple INCStock-Tech4.43%+0.22%+11.28%
6VGTVanguard Info Tech ETFETF-Tech4.23%-0.26%+0.49%
7MUNIPimco Intermediate MunicipalETF-Other3.94%-0.19%-5.47%
8GOOGLAlphabet Inc-cl AStock-Comm Services3.12%-0.80%-14.51%
9VEUVanguard Ftse All-world Ex-uETF-Other3.09%—-0.01%
10AMZNAmazon.com INCStock-Consumer Disc2.90%-0.19%+2.27%
11VCRVanguard Consumer Discre ETFETF-Other2.80%-0.18%+1.74%
12VEAVanguard Ftse Developed ETFETF-Other2.75%-0.98%-29.04%
13IVOGVanguard S&p Mid-cap 400 GroETF-Other2.16%+0.31%+11.06%
14VFHVanguard Financials ETFETF-Other2.09%-0.08%+5.33%
15VISVanguard Industrials ETFETF-Other2.09%-0.50%-23.98%
16VTIVanguard Total Stock Mkt ETFETF-Other1.72%—+1.36%
17DFASDimensional US Small Cap ETFETF-Small Cap1.70%-1.22%-43.82%
18GLDSpdr Gold SharesETF-Commodities1.66%—-7.38%
19VDCVanguard Consumer Staple ETFETF-Other1.56%-0.31%-22.53%
20SMHVaneck Semiconductor ETFETF-Other1.51%+1.39%+1094.04%
21VOXVanguard Communication ServiETF-Other1.42%+0.25%+29.00%
22XLRESs Real Estate Select SectorETF-Other1.42%-0.41%-24.50%
23VHTVanguard Health Care ETFETF-Other1.22%-0.53%-27.22%
24VBKVanguard Small-cap Grwth ETFETF-Other1.15%+1.15%NEW
25MRKMerck & Co. INC.Stock-Healthcare1.14%-1.03%-54.58%
26MSFTMicrosoft CORPStock-Tech1.09%-0.16%+12.37%
27METAMeta Platforms Inc-class AStock-Comm Services1.08%+0.66%+191.39%
28XLKSs Technology Select SectorETF-Tech1.06%—+0.91%
29EFGIshares Msci Eafe Growth ETFETF-Other1.05%+1.05%NEW
30SGOVIshares 0-3 Month Treasury BETF-Gov Bonds1.03%-0.54%-35.66%
31CRWDCrowdstrike Holdings INC - AStock-Tech1.01%-0.09%+9.04%
32VVisa Inc-class A SharesStock-Financials1.00%—+12.64%
33MAMastercard INC - AStock-Financials0.97%—+12.36%
34ORCLOracle CORPStock-Tech0.93%+0.75%+557.74%
35IBITIshares Bitcoin Trust ETFETF-Crypto0.79%—+24.14%
36XLUSt Sr Utl Sl Se Spdr Etf-usdETF-Other0.72%-0.31%-36.07%
37ABBVAbbvie INCStock-Healthcare0.66%+0.54%+475.62%
38JNJJohnson & JohnsonStock-Healthcare0.66%+0.66%NEW
39UNHUnitedhealth Group INCStock-Healthcare0.63%+0.63%NEW
40HONHoneywell International INCStock-Industrials0.62%+0.17%+16.46%
41APPApplovin Corp-class AStock-Tech0.60%-0.41%—
42EDIVState Street Spdr S&p EmergiETF-Other0.60%-0.40%-41.63%
43TMOThermo Fisher Scientific INCStock-Healthcare0.58%—+7.73%
44EQIXEquinix INCStock-Real Estate0.58%-0.24%-45.57%
45VWOVanguard Ftse Emerging MarkeETF-Emerging Markets0.54%-0.58%-52.18%
46UNPUnion Pacific CORPStock-Industrials0.54%+0.12%+20.42%
47VAWVanguard Materials ETFETF-Other0.54%+0.11%+12.75%
48IGVIshares Expanded Tech-softwaETF-Tech0.48%—+24.73%
49LOWLowe's Cos INCStock-Consumer Disc0.48%—+12.35%
50COSTCostco Wholesale CORPStock-Consumer Staples0.37%+0.37%NEW
1–50 of 75

Holding changes this quarter

Altura Wealth Advisors Inc.'s most significant position changes for 2026-03-31: New buy: Vanguard Small-cap Grwth ETF (VBK); New buy: Ishares Msci Eafe Growth ETF (EFG); New buy: Johnson & Johnson (JNJ); New buy: Unitedhealth Group INC (UNH); New buy: Costco Wholesale CORP (COST).

Position changes disclosed by Altura Wealth Advisors Inc. for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1SMHVaneck Semiconductor ETF+1.4%+1094.04%Add
2ORCLOracle CORP+0.8%+557.74%Add
3METAMeta Platforms Inc-class A+0.7%+191.39%Add
4ABBVAbbvie INC+0.5%+475.62%Add
5BNDVanguard Total Bond Market+0.3%+3.24%Add
6IVOGVanguard S&p Mid-cap 400 Gro+0.3%+11.06%Add
7VOXVanguard Communication Servi+0.3%+29.00%Add
8LLYEli Lilly & Co+0.2%+306.70%Add
9AAPLApple INC+0.2%+11.28%Add
10MUBIshares National Muni Bond E+0.2%+2.57%Add
11HONHoneywell International INC+0.2%+16.46%Add
12UNPUnion Pacific CORP+0.1%+20.42%Add
13VAWVanguard Materials ETF+0.1%+12.75%Add
14NVDANvidia CORP-0.1%+4.90%Add
15VFHVanguard Financials ETF-0.1%+5.33%Add
16CRWDCrowdstrike Holdings INC - A-0.1%+9.04%Add
17MSFTMicrosoft CORP-0.2%+12.37%Add
18VCRVanguard Consumer Discre ETF-0.2%+1.74%Add
19MUNIPimco Intermediate Municipal-0.2%-5.47%Trim
20AMZNAmazon.com INC-0.2%+2.27%Add
21EQIXEquinix INC-0.2%-45.57%Trim
22FNGUMs Fang+ 3x Leveraged Etn-0.3%-6.73%Trim
23VGTVanguard Info Tech ETF-0.3%+0.49%Add
24DHRDanaher CORP-0.3%-52.97%Trim
25VDCVanguard Consumer Staple ETF-0.3%-22.53%Trim
26XLUSt Sr Utl Sl Se Spdr Etf-usd-0.3%-36.07%Trim
27EDIVState Street Spdr S&p Emergi-0.4%-41.63%Trim
28XLRESs Real Estate Select Sector-0.4%-24.50%Trim
29APPApplovin Corp-class A-0.4%—Unchanged
30VISVanguard Industrials ETF-0.5%-23.98%Trim
31VHTVanguard Health Care ETF-0.5%-27.22%Trim
32SGOVIshares 0-3 Month Treasury B-0.5%-35.66%Trim
33VWOVanguard Ftse Emerging Marke-0.6%-52.18%Trim
34GOOGLAlphabet Inc-cl A-0.8%-14.51%Trim
35VEAVanguard Ftse Developed ETF-1%-29.04%Trim
36MRKMerck & Co. INC.-1%-54.58%Trim
37DFASDimensional US Small Cap ETF-1.2%-43.82%Trim
38VBKVanguard Small-cap Grwth ETF—NEWNew buy
39EFGIshares Msci Eafe Growth ETF—NEWNew buy
40JNJJohnson & Johnson—NEWNew buy
41UNHUnitedhealth Group INC—NEWNew buy
42COSTCostco Wholesale CORP—NEWNew buy
43WMTWalmart INC—NEWNew buy
44PANWPalo Alto Networks INC—NEWNew buy
45VBVanguard Small-cap ETF—NEWNew buy
46AMATApplied Materials INC—EXITSold out
47QQQInvesco Qqq Trust Series 1—NEWNew buy
48GWREGuidewire Software INC—EXITSold out
49CSXCsx CORP—NEWNew buy
50IYMIshares U.s. Basic Materials—NEWNew buy

FAQ

What is Altura Wealth Advisors Inc. and what type of investor is it?
Altura Wealth Advisors Inc. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $229.1M, spread across 75 disclosed positions.
What are Altura Wealth Advisors Inc.'s largest equity positions?
Based on the latest 13F filing, Altura Wealth Advisors Inc.'s top holdings by market value are: 1. Nvidia CORP (NVDA) — $19.7M (8.6%) 2. Vanguard Total Bond Market (BND) — $18.8M (8.2%) 3. Ishares National Muni Bond E (MUB) — $16.6M (7.2%) 4. Ss Spdr Bb High Yield Bond (JNK) — $10.7M (4.7%) 5. Apple INC (AAPL) — $10.2M (4.4%)
What changes did Altura Wealth Advisors Inc. make in its most recent portfolio filing?
In the latest reported quarter, Altura Wealth Advisors Inc. made 49 notable position adjustments: 11 new positions were initiated, 20 existing holdings were added to, 16 positions were partially reduced, and 2 were completely exited. The largest of these moves: New buy: Vanguard Small-cap Grwth ETF (VBK); New buy: Ishares Msci Eafe Growth ETF (EFG); New buy: Johnson & Johnson (JNJ); New buy: Unitedhealth Group INC (UNH); New buy: Costco Wholesale CORP (COST)
What sectors does Altura Wealth Advisors Inc. focus on?
Altura Wealth Advisors Inc. is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 50.5% • Health Care: 13.3% • Communication Services: 12.7% • Consumer Discretionary: 9.9% • Financials: 5.8% • Industrials: 3.7%