Alta Wealth Advisors
Latest statistics and disclosures from Alta Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPYG, SPYV, SPMD, NVDA, AAPL, and represent 36.13% of Alta Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: SPYV, FTMA, IVV, DYNF, IVE, RBC, IVW, IEMG, OEF, SPMD.
- Started 24 new stock positions in XLE, TASK, QTWO, BAI, EFV, FTMA, IUSB, ESGU, VCYT, STRL. IAU, DYNF, TLH, PG, IEMG, OEF, ITA, RBC, MTUM, ES, LCTU, THRO, ACN, ANIP.
- Reduced shares in these 10 stocks: BRK.B, PANW, COST, SOUN, INCY, RSP, CYBR, DIA, PYPL, TSM.
- Sold out of its positions in BMRN, CTRA, KO, DASH, FVD, FHTX, HD, TLT, MOS, PANW. PFE, PGR, SOUN, WWW, CYBR.
- Alta Wealth Advisors was a net buyer of stock by $13M.
- Alta Wealth Advisors has $299M in assets under management (AUM), dropping by 7.20%.
- Central Index Key (CIK): 0001843826
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Portfolio Holdings for Alta Wealth Advisors
Alta Wealth Advisors holds 164 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust State Street Spd (SPYG) | 11.6 | $35M | 325k | 106.70 |
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| Spdr Series Trust State Street Spd (SPYV) | 11.3 | $34M | +6% | 595k | 56.81 |
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| Spdr Series Trust State Street Spd (SPMD) | 5.3 | $16M | +5% | 275k | 57.91 |
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| NVIDIA Corporation (NVDA) | 4.6 | $14M | +3% | 74k | 186.50 |
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| Apple (AAPL) | 3.3 | $10M | +4% | 37k | 271.86 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.7 | $8.2M | +7% | 12k | 681.95 |
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| Sophia Genetics Sa Ordinary Shares (SOPH) | 2.2 | $6.6M | 1.4M | 4.67 |
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| Microsoft Corporation (MSFT) | 2.0 | $5.9M | +8% | 12k | 483.62 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.9 | $5.6M | -5% | 12k | 473.29 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.8 | $5.5M | +26% | 8.1k | 684.94 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.8 | $5.5M | +6% | 17k | 312.99 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 1.7 | $5.2M | -2% | 25k | 210.34 |
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| Meta Platforms Cl A (META) | 1.6 | $4.7M | +6% | 7.1k | 660.05 |
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| Amazon (AMZN) | 1.5 | $4.4M | +10% | 19k | 230.82 |
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| JPMorgan Chase & Co. (JPM) | 1.5 | $4.4M | +2% | 14k | 322.22 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.5 | $4.4M | -16% | 23k | 191.56 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 1.3 | $4.0M | +6% | 27k | 148.69 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.2 | $3.6M | +11% | 5.9k | 614.31 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.1 | $3.3M | +43% | 26k | 123.26 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 1.0 | $3.1M | 19k | 160.97 |
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| Eli Lilly & Co. (LLY) | 0.9 | $2.8M | 2.6k | 1074.73 |
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| Costco Wholesale Corporation (COST) | 0.9 | $2.7M | -28% | 3.1k | 862.20 |
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| Applovin Corp Com Cl A (APP) | 0.9 | $2.6M | 3.9k | 673.82 |
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| Vanguard Index Fds Value Etf (VTV) | 0.9 | $2.6M | +5% | 14k | 190.99 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.8 | $2.5M | +73% | 12k | 212.07 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.8 | $2.5M | +22% | 12k | 198.62 |
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| Tesla Motors Call Option (TSLA) | 0.8 | $2.4M | +2% | 5.4k | 449.72 |
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| Kla Corp Com New (KLAC) | 0.8 | $2.3M | 1.9k | 1215.21 |
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| Spdr Series Trust State Street Spd (SPSM) | 0.8 | $2.3M | 48k | 46.86 |
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| Lam Research Corp Com New (LRCX) | 0.8 | $2.3M | 13k | 171.18 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.7 | $2.2M | 29k | 75.44 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.7 | $2.1M | 4.2k | 487.90 |
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| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.7 | $2.1M | +11% | 14k | 143.89 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.6 | $1.9M | +10% | 19k | 104.07 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.6 | $1.9M | +20% | 19k | 100.38 |
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| Bny Mellon Etf Trust Internationl Eqt (BKIE) | 0.6 | $1.9M | -3% | 21k | 92.56 |
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| Abbvie (ABBV) | 0.6 | $1.8M | +2% | 8.0k | 228.50 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.6 | $1.8M | 23k | 79.73 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $1.7M | -48% | 3.5k | 502.65 |
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| Sofi Technologies (SOFI) | 0.6 | $1.7M | 66k | 26.18 |
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| Wal-Mart Stores (WMT) | 0.6 | $1.7M | +4% | 15k | 111.41 |
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| Spdr Series Trust State Street Spd (SPTM) | 0.6 | $1.7M | 20k | 82.50 |
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| Wisdomtree Tr Us Largecap Divd (DLN) | 0.5 | $1.5M | 17k | 88.08 |
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| Gilead Sciences (GILD) | 0.5 | $1.5M | 13k | 122.74 |
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| Putnam Etf Trust Franklin Massach (FTMA) | 0.5 | $1.4M | NEW | 155k | 9.01 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.5 | $1.4M | -14% | 3.5k | 396.31 |
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| Leidos Holdings (LDOS) | 0.4 | $1.3M | 7.3k | 180.40 |
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| Stoneco Com Cl A (STNE) | 0.4 | $1.3M | 88k | 14.79 |
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| Visa Com Cl A (V) | 0.4 | $1.3M | 3.6k | 350.66 |
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| Amphenol Corp Cl A (APH) | 0.4 | $1.3M | +52% | 9.3k | 135.14 |
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| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.4 | $1.2M | NEW | 19k | 60.81 |
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| Oracle Corporation (ORCL) | 0.4 | $1.1M | +20% | 5.9k | 194.92 |
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| Micron Technology (MU) | 0.4 | $1.1M | +2% | 3.9k | 285.41 |
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| Affirm Hldgs Com Cl A (AFRM) | 0.3 | $1.0M | 14k | 74.43 |
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| RBC Bearings Incorporated (RBC) | 0.3 | $1.0M | NEW | 2.2k | 448.43 |
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| Lowe's Companies (LOW) | 0.3 | $1.0M | -3% | 4.2k | 241.17 |
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| Advanced Micro Devices (AMD) | 0.3 | $990k | +5% | 4.6k | 214.16 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.3 | $970k | -40% | 2.0k | 480.49 |
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| Ishares Core Msci Emkt (IEMG) | 0.3 | $969k | NEW | 14k | 67.22 |
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| Uber Technologies (UBER) | 0.3 | $969k | 12k | 81.71 |
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| Robinhood Mkts Com Cl A (HOOD) | 0.3 | $956k | +19% | 8.5k | 113.10 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $925k | +96% | 2.0k | 468.76 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.3 | $903k | +44% | 3.6k | 252.90 |
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| International Business Machines (IBM) | 0.3 | $825k | +4% | 2.8k | 296.17 |
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| Morgan Stanley Com New (MS) | 0.3 | $813k | +123% | 4.6k | 177.53 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.3 | $784k | NEW | 2.3k | 342.97 |
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| Regeneron Pharmaceuticals (REGN) | 0.3 | $772k | 1.0k | 771.87 |
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| Ge Aerospace Com New (GE) | 0.3 | $761k | -4% | 2.5k | 308.07 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $756k | +8% | 2.4k | 313.83 |
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| Ishares Tr National Mun Etf (MUB) | 0.3 | $752k | +29% | 7.0k | 107.10 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.2 | $740k | NEW | 10k | 71.41 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $739k | +7% | 6.1k | 120.35 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $738k | +13% | 11k | 66.00 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $737k | 1.6k | 453.36 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.2 | $730k | 4.7k | 154.81 |
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| Arista Networks Com Shs (ANET) | 0.2 | $729k | +6% | 5.6k | 131.03 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $728k | +2% | 7.7k | 94.16 |
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| Argenx Se Sponsored Adr (ARGX) | 0.2 | $712k | 847.00 | 840.95 |
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| Cadence Design Systems (CDNS) | 0.2 | $710k | -11% | 2.3k | 312.58 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $701k | +2% | 2.1k | 335.22 |
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| Broadcom (AVGO) | 0.2 | $696k | +62% | 2.0k | 346.15 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $682k | +26% | 5.7k | 120.18 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $681k | 1.8k | 373.36 |
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| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.2 | $671k | 8.9k | 75.05 |
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| Guardant Health (GH) | 0.2 | $650k | -2% | 6.4k | 102.13 |
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| Incyte Corporation (INCY) | 0.2 | $626k | -61% | 6.3k | 98.77 |
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| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.2 | $626k | -2% | 5.2k | 119.31 |
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| Vanguard World Health Car Etf (VHT) | 0.2 | $624k | 2.2k | 287.85 |
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| Zoom Communications Cl A (ZM) | 0.2 | $622k | -37% | 7.2k | 86.29 |
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| Coherent Corp (COHR) | 0.2 | $611k | -7% | 3.3k | 184.57 |
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| Marvell Technology (MRVL) | 0.2 | $608k | +13% | 7.2k | 84.98 |
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| Vertiv Holdings Com Cl A (VRT) | 0.2 | $606k | +24% | 3.7k | 162.01 |
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| Sterling Construction Company (STRL) | 0.2 | $599k | NEW | 2.0k | 306.23 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $581k | +18% | 927.00 | 627.10 |
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| Wisdomtree Tr Us Total Dividnd (DTD) | 0.2 | $580k | 6.8k | 84.88 |
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| Citigroup Com New (C) | 0.2 | $569k | +5% | 4.9k | 116.69 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $558k | 6.2k | 89.47 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.2 | $554k | +2% | 6.2k | 89.42 |
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| Intuit (INTU) | 0.2 | $549k | 828.00 | 662.81 |
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| Ishares Silver Tr Ishares (SLV) | 0.2 | $548k | +3% | 8.5k | 64.42 |
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| Veracyte (VCYT) | 0.2 | $536k | NEW | 13k | 42.10 |
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| Legg Mason Etf Invt Franklin Clearbr (YLDE) | 0.2 | $521k | 9.6k | 54.19 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $501k | 7.2k | 69.42 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $488k | +2% | 1.9k | 258.00 |
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| Newmont Mining Corporation (NEM) | 0.2 | $482k | +59% | 4.8k | 99.85 |
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| Tenet Healthcare Corp Com New (THC) | 0.2 | $461k | 2.3k | 198.72 |
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| Carpenter Technology Corporation (CRS) | 0.2 | $451k | 1.4k | 314.84 |
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| Interactive Brokers Group In Com Cl A (IBKR) | 0.1 | $447k | 7.0k | 64.31 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $435k | +41% | 762.00 | 570.89 |
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| Pan American Silver Corp Can (PAAS) | 0.1 | $433k | +4% | 8.4k | 51.81 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $432k | NEW | 1.7k | 250.35 |
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| Blackrock Etf Trust Ishares Us Thema (THRO) | 0.1 | $427k | NEW | 11k | 38.56 |
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| American Express Company (AXP) | 0.1 | $427k | 1.2k | 369.89 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $410k | +7% | 9.2k | 44.41 |
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| Ishares Tr Core Univrsl Usd (IUSB) | 0.1 | $407k | NEW | 8.7k | 46.54 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $407k | +15% | 6.5k | 62.47 |
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| Bristol Myers Squibb (BMY) | 0.1 | $403k | -12% | 7.5k | 53.94 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $402k | 1.4k | 290.30 |
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| Johnson & Johnson (JNJ) | 0.1 | $398k | +29% | 1.9k | 206.95 |
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| Blackrock Etf Trust Ishares A I Inno (BAI) | 0.1 | $388k | NEW | 12k | 33.30 |
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| Paypal Holdings (PYPL) | 0.1 | $377k | -58% | 6.5k | 58.38 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $361k | +2% | 2.0k | 183.44 |
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| Qualcomm (QCOM) | 0.1 | $348k | +12% | 2.0k | 171.05 |
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| Bank of America Corporation (BAC) | 0.1 | $340k | +11% | 6.2k | 55.00 |
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| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.1 | $337k | 4.8k | 69.47 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $332k | 3.5k | 96.03 |
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| Uipath Cl A (PATH) | 0.1 | $320k | +36% | 20k | 16.39 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $317k | 3.0k | 106.70 |
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| First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 0.1 | $312k | -13% | 6.1k | 51.13 |
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| Snowflake Com Shs Call Option (SNOW) | 0.1 | $306k | -41% | 1.4k | 219.36 |
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| Reddit Cl A (RDDT) | 0.1 | $302k | +6% | 1.3k | 229.87 |
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| Johnson Ctls Intl SHS (JCI) | 0.1 | $301k | +2% | 2.5k | 119.75 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $295k | +11% | 1.7k | 177.75 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.1 | $293k | 6.1k | 48.32 |
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| Blackrock Etf Trust Ishares Us Carbo (LCTU) | 0.1 | $285k | NEW | 3.8k | 74.09 |
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| Honeywell International (HON) | 0.1 | $275k | -2% | 1.4k | 195.09 |
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| Eversource Energy (ES) | 0.1 | $271k | NEW | 4.0k | 67.33 |
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| Simon Property (SPG) | 0.1 | $271k | 1.5k | 185.11 |
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| Philip Morris International (PM) | 0.1 | $262k | +29% | 1.6k | 160.45 |
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| Q2 Holdings (QTWO) | 0.1 | $258k | NEW | 3.6k | 72.16 |
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| Spdr Series Trust State Street Spd (HYMB) | 0.1 | $253k | -32% | 10k | 24.94 |
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| Spdr Series Trust State Street Spd (MDYV) | 0.1 | $250k | -9% | 3.0k | 84.64 |
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| Deere & Company (DE) | 0.1 | $243k | +10% | 521.00 | 465.36 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $242k | NEW | 3.0k | 81.17 |
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| Verizon Communications (VZ) | 0.1 | $238k | +12% | 5.8k | 40.73 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $237k | NEW | 1.1k | 214.69 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.1 | $237k | NEW | 5.3k | 44.71 |
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| Ishares Tr Msci Intl Qualty (IQLT) | 0.1 | $236k | 5.2k | 45.45 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $233k | -67% | 768.00 | 303.92 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $231k | NEW | 860.00 | 268.31 |
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| Ishares Tr Rus Tp200 Vl Etf (IWX) | 0.1 | $221k | 2.4k | 91.86 |
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| At&t (T) | 0.1 | $218k | +14% | 8.8k | 24.84 |
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| American Centy Etf Tr Us Quality Grow (QGRO) | 0.1 | $217k | -3% | 1.9k | 114.52 |
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| Procter & Gamble Company (PG) | 0.1 | $217k | NEW | 1.5k | 143.28 |
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| Biosante Pharmaceuticals (ANIP) | 0.1 | $217k | NEW | 2.7k | 78.94 |
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| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $215k | +7% | 1.0k | 209.02 |
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| First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) | 0.1 | $214k | 11k | 20.05 |
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| Cintas Corporation (CTAS) | 0.1 | $210k | 1.1k | 188.07 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $209k | NEW | 1.4k | 148.98 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $207k | 1.5k | 136.97 |
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| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.1 | $206k | NEW | 2.0k | 101.65 |
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| Chevron Corporation (CVX) | 0.1 | $200k | -3% | 1.3k | 152.45 |
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| Taskus Class A Com (TASK) | 0.1 | $197k | NEW | 17k | 11.79 |
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| Quad / Graphics Com Cl A (QUAD) | 0.0 | $94k | 15k | 6.27 |
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Past Filings by Alta Wealth Advisors
SEC 13F filings are viewable for Alta Wealth Advisors going back to 2020
- Alta Wealth Advisors 2025 Q4 filed Feb. 3, 2026
- Alta Wealth Advisors 2025 Q3 filed Nov. 3, 2025
- Alta Wealth Advisors 2025 Q2 filed July 22, 2025
- Alta Wealth Advisors 2025 Q1 filed April 24, 2025
- Alta Wealth Advisors 2024 Q4 filed Jan. 23, 2025
- Alta Wealth Advisors 2024 Q3 filed Oct. 18, 2024
- Alta Wealth Advisors 2024 Q2 filed July 24, 2024
- Alta Wealth Advisors 2024 Q1 filed May 1, 2024
- Alta Wealth Advisors 2023 Q4 filed Feb. 12, 2024
- Alta Wealth Advisors 2023 Q3 filed Oct. 19, 2023
- Alta Wealth Advisors 2023 Q2 filed July 17, 2023
- Alta Wealth Advisors 2023 Q1 filed April 21, 2023
- Alta Wealth Advisors 2022 Q4 filed Jan. 20, 2023
- Alta Wealth Advisors 2022 Q3 filed Oct. 17, 2022
- Alta Wealth Advisors 2022 Q2 filed July 28, 2022
- Alta Wealth Advisors 2022 Q1 filed April 27, 2022