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 36.45% of Alta Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: SOPH (+$6.7M), RSP (+$5.2M), SPYV, QQQ, SPYG, APP, BKIE, CRDO, LRCX, SOFI.
- Started 50 new stock positions in QQQM, AVGO, SGOV, ZM, ARGX, CDNS, CRS, PLTR, MOS, RSP.
- Reduced shares in these 10 stocks: , NFLX, COWZ, INOD, , , LMT, LLY, , .
- Sold out of its positions in ADBE, Brookline Ban, CNC, INOD, LMT, Mag Silver Corp, NFLX, NEE, COWZ, CRM. SHAK, ACN, CRSP.
- Alta Wealth Advisors was a net buyer of stock by $50M.
- Alta Wealth Advisors has $279M in assets under management (AUM), dropping by 31.75%.
- Central Index Key (CIK): 0001843826
Tip: Access up to 7 years of quarterly data
Positions held by Alta Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Alta Wealth Advisors
Alta Wealth Advisors holds 155 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 12.0 | $34M | +10% | 322k | 104.51 |
|
| Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 11.1 | $31M | +13% | 560k | 55.33 |
|
| Spdr Series Trust Portfolio S&p400 (SPMD) | 5.3 | $15M | +12% | 261k | 57.19 |
|
| NVIDIA Corporation (NVDA) | 4.8 | $13M | 71k | 186.58 |
|
|
| Apple (AAPL) | 3.2 | $9.0M | 35k | 254.63 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.7 | $7.5M | +2% | 11k | 666.16 |
|
| Sophia Genetics Sa Ordinary Shares (SOPH) | 2.4 | $6.7M | NEW | 1.4M | 4.76 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 2.1 | $5.9M | 13k | 468.42 |
|
|
| Microsoft Corporation (MSFT) | 2.1 | $5.8M | 11k | 517.94 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.9 | $5.2M | NEW | 28k | 189.70 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 1.8 | $5.1M | 25k | 203.59 |
|
|
| Meta Platforms Cl A (META) | 1.7 | $4.9M | -2% | 6.6k | 734.32 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.5 | $4.3M | 6.4k | 669.30 |
|
|
| JPMorgan Chase & Co. (JPM) | 1.5 | $4.2M | -2% | 13k | 315.43 |
|
| Costco Wholesale Corporation (COST) | 1.5 | $4.1M | -3% | 4.4k | 925.63 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.4 | $4.0M | -4% | 17k | 243.11 |
|
| Amazon (AMZN) | 1.4 | $3.8M | -4% | 17k | 219.57 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 1.3 | $3.7M | +11% | 25k | 145.65 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $3.4M | -4% | 6.7k | 502.74 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.1 | $3.2M | NEW | 5.3k | 600.33 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 1.0 | $2.9M | 19k | 148.61 |
|
|
| Applovin Corp Com Cl A (APP) | 1.0 | $2.8M | NEW | 3.9k | 718.54 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.9 | $2.4M | 13k | 186.48 |
|
|
| Tesla Motors (TSLA) | 0.8 | $2.3M | +4% | 5.3k | 444.72 |
|
| Spdr Series Trust Portfolio S&p600 (SPSM) | 0.8 | $2.2M | +14% | 48k | 46.32 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.8 | $2.2M | -2% | 18k | 120.72 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.8 | $2.1M | 29k | 73.46 |
|
|
| Kla Corp Com New (KLAC) | 0.7 | $2.1M | 1.9k | 1078.65 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.7 | $2.1M | 4.3k | 479.62 |
|
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.7 | $2.0M | 10k | 194.49 |
|
|
| Eli Lilly & Co. (LLY) | 0.7 | $1.9M | -17% | 2.5k | 763.00 |
|
| Bny Mellon Etf Trust Internationl Eqt (BKIE) | 0.7 | $1.9M | NEW | 22k | 89.55 |
|
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.7 | $1.9M | NEW | 13k | 145.61 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.7 | $1.8M | 23k | 79.93 |
|
|
| Abbvie (ABBV) | 0.6 | $1.8M | -3% | 7.8k | 231.54 |
|
| Lam Research Corp Com New (LRCX) | 0.6 | $1.7M | NEW | 13k | 133.90 |
|
| Sofi Technologies (SOFI) | 0.6 | $1.7M | NEW | 66k | 26.42 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.6 | $1.7M | +23% | 17k | 103.07 |
|
| Stoneco Com Cl A (STNE) | 0.6 | $1.6M | NEW | 86k | 18.91 |
|
| Spdr Series Trust Portfoli S&p1500 (SPTM) | 0.6 | $1.6M | 20k | 80.65 |
|
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.6 | $1.6M | NEW | 16k | 100.70 |
|
| Palo Alto Networks (PANW) | 0.6 | $1.6M | -2% | 7.7k | 203.62 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.6 | $1.6M | -7% | 3.4k | 463.74 |
|
| Wisdomtree Tr Us Largecap Divd (DLN) | 0.5 | $1.5M | 17k | 87.03 |
|
|
| Wal-Mart Stores (WMT) | 0.5 | $1.5M | 15k | 103.06 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.5 | $1.4M | -4% | 4.1k | 355.47 |
|
| Incyte Corporation (INCY) | 0.5 | $1.4M | 16k | 84.81 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.5 | $1.4M | 6.7k | 206.52 |
|
|
| Oracle Corporation (ORCL) | 0.5 | $1.4M | +27% | 4.9k | 281.25 |
|
| Gilead Sciences (GILD) | 0.5 | $1.4M | 12k | 111.00 |
|
|
| Leidos Holdings (LDOS) | 0.5 | $1.4M | NEW | 7.2k | 188.96 |
|
| Visa Com Cl A (V) | 0.4 | $1.2M | -6% | 3.6k | 341.40 |
|
| Uber Technologies (UBER) | 0.4 | $1.2M | NEW | 12k | 97.97 |
|
| Lowe's Companies (LOW) | 0.4 | $1.1M | -5% | 4.3k | 251.33 |
|
| Paypal Holdings (PYPL) | 0.4 | $1.0M | -14% | 16k | 67.06 |
|
| Affirm Hldgs Com Cl A (AFRM) | 0.4 | $1.0M | NEW | 14k | 73.08 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.4 | $1.0M | NEW | 7.1k | 143.18 |
|
| Soundhound Ai Class A Com (SOUN) | 0.4 | $1.0M | NEW | 62k | 16.08 |
|
| Zoom Communications Cl A (ZM) | 0.3 | $952k | NEW | 12k | 82.50 |
|
| Cadence Design Systems (CDNS) | 0.3 | $902k | NEW | 2.6k | 351.26 |
|
| Cyberark Software SHS (CYBR) | 0.3 | $829k | +7% | 1.7k | 483.15 |
|
| Ge Aerospace Com New (GE) | 0.3 | $774k | NEW | 2.6k | 300.84 |
|
| Arista Networks Com Shs (ANET) | 0.3 | $759k | NEW | 5.2k | 145.71 |
|
| International Business Machines (IBM) | 0.3 | $752k | +60% | 2.7k | 282.16 |
|
| Amphenol Corp Cl A (APH) | 0.3 | $751k | 6.1k | 123.75 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.3 | $715k | 7.5k | 95.14 |
|
|
| Advanced Micro Devices (AMD) | 0.3 | $711k | 4.4k | 161.79 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $670k | +4% | 2.0k | 328.21 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $666k | -19% | 4.8k | 139.17 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $665k | -3% | 1.8k | 365.47 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.2 | $655k | NEW | 8.9k | 73.29 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $654k | +54% | 2.3k | 279.29 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.2 | $653k | NEW | 5.4k | 121.06 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $646k | -2% | 5.7k | 112.75 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $642k | 9.8k | 65.26 |
|
|
| Micron Technology (MU) | 0.2 | $627k | NEW | 3.7k | 167.32 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $625k | -10% | 1.6k | 391.64 |
|
| Argenx Se Sponsored Adr (ARGX) | 0.2 | $623k | NEW | 845.00 | 737.56 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.2 | $611k | NEW | 2.5k | 247.12 |
|
| Ishares Tr National Mun Etf (MUB) | 0.2 | $579k | -9% | 5.4k | 106.49 |
|
| Wisdomtree Tr Us Total Dividnd (DTD) | 0.2 | $573k | 6.8k | 84.00 |
|
|
| Vanguard World Health Car Etf (VHT) | 0.2 | $562k | -9% | 2.2k | 259.60 |
|
| Regeneron Pharmaceuticals (REGN) | 0.2 | $562k | 1.0k | 562.27 |
|
|
| Intuit (INTU) | 0.2 | $560k | +24% | 819.00 | 683.28 |
|
| Snowflake Com Shs Call Option (SNOW) | 0.2 | $542k | NEW | 2.4k | 225.55 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $541k | -4% | 6.2k | 87.31 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $541k | 2.2k | 243.54 |
|
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.2 | $540k | +3% | 6.1k | 88.96 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $535k | -2% | 4.5k | 118.83 |
|
| Marvell Technology (MRVL) | 0.2 | $531k | NEW | 6.3k | 84.07 |
|
| Legg Mason Etf Invt Franklin Clearbr (YLDE) | 0.2 | $526k | NEW | 9.6k | 54.61 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $493k | NEW | 1.0k | 490.38 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $489k | 7.2k | 68.08 |
|
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.2 | $481k | NEW | 7.0k | 68.81 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $478k | 781.00 | 612.09 |
|
|
| Coca-Cola Company (KO) | 0.2 | $475k | +66% | 7.2k | 66.32 |
|
| Tenet Healthcare Corp Com New (THC) | 0.2 | $474k | NEW | 2.3k | 203.04 |
|
| Citigroup Com New (C) | 0.2 | $470k | 4.6k | 101.50 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $470k | +4% | 1.8k | 254.34 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.2 | $452k | NEW | 3.0k | 150.86 |
|
| Broadcom (AVGO) | 0.1 | $408k | NEW | 1.2k | 329.93 |
|
| Guardant Health (GH) | 0.1 | $406k | NEW | 6.5k | 62.48 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $406k | 1.4k | 293.75 |
|
|
| Cabot Oil & Gas Corporation (CTRA) | 0.1 | $388k | -32% | 16k | 23.65 |
|
| Coherent Corp (COHR) | 0.1 | $387k | NEW | 3.6k | 107.72 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $387k | -14% | 8.6k | 45.10 |
|
| American Express Company (AXP) | 0.1 | $386k | -7% | 1.2k | 332.09 |
|
| Spdr Series Trust Nuveen Ice High (HYMB) | 0.1 | $372k | 15k | 24.93 |
|
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $367k | 8.6k | 42.79 |
|
|
| First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 0.1 | $359k | 7.1k | 50.70 |
|
|
| Carpenter Technology Corporation (CRS) | 0.1 | $351k | NEW | 1.4k | 245.54 |
|
| Ishares Silver Tr Ishares (SLV) | 0.1 | $347k | 8.2k | 42.37 |
|
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $339k | -32% | 3.8k | 89.37 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $337k | 5.6k | 59.92 |
|
|
| Mosaic (MOS) | 0.1 | $329k | NEW | 9.5k | 34.68 |
|
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.1 | $326k | -8% | 4.8k | 67.26 |
|
| Morgan Stanley Com New (MS) | 0.1 | $326k | 2.0k | 158.96 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $323k | 3.5k | 93.37 |
|
|
| Raytheon Technologies Corp (RTX) | 0.1 | $323k | NEW | 1.9k | 167.33 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $317k | 3.0k | 106.78 |
|
|
| Pan American Silver Corp Can (PAAS) | 0.1 | $309k | NEW | 8.0k | 38.73 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $307k | 540.00 | 568.81 |
|
|
| Honeywell International (HON) | 0.1 | $306k | -7% | 1.5k | 210.51 |
|
| Qualcomm (QCOM) | 0.1 | $302k | -29% | 1.8k | 166.38 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.1 | $300k | -3% | 6.1k | 49.46 |
|
| Bank of America Corporation (BAC) | 0.1 | $285k | 5.5k | 51.59 |
|
|
| Reddit Cl A (RDDT) | 0.1 | $284k | NEW | 1.2k | 229.99 |
|
| Johnson & Johnson (JNJ) | 0.1 | $275k | 1.5k | 185.45 |
|
|
| Simon Property (SPG) | 0.1 | $274k | 1.5k | 187.67 |
|
|
| Doordash Cl A (DASH) | 0.1 | $274k | NEW | 1.0k | 271.99 |
|
| Spdr Series Trust S&p 400 Mdcp Val (MDYV) | 0.1 | $272k | -3% | 3.3k | 83.40 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $271k | NEW | 1.5k | 182.42 |
|
| Johnson Ctls Intl SHS (JCI) | 0.1 | $268k | 2.4k | 109.95 |
|
|
| Newmont Mining Corporation (NEM) | 0.1 | $255k | NEW | 3.0k | 84.30 |
|
| Wolverine World Wide (WWW) | 0.1 | $241k | NEW | 8.8k | 27.44 |
|
| Progressive Corporation (PGR) | 0.1 | $240k | -17% | 971.00 | 246.95 |
|
| First Tr Exchange-traded SHS (FVD) | 0.1 | $234k | +9% | 5.1k | 46.24 |
|
| Cintas Corporation (CTAS) | 0.1 | $229k | 1.1k | 205.26 |
|
|
| Ishares Tr Msci Intl Qualty (IQLT) | 0.1 | $229k | 5.2k | 44.19 |
|
|
| Verizon Communications (VZ) | 0.1 | $229k | 5.2k | 43.95 |
|
|
| American Centy Etf Tr Us Quality Grow (QGRO) | 0.1 | $225k | NEW | 2.0k | 114.40 |
|
| BioMarin Pharmaceutical (BMRN) | 0.1 | $224k | -17% | 4.1k | 54.16 |
|
| Home Depot (HD) | 0.1 | $219k | 541.00 | 405.44 |
|
|
| Pfizer (PFE) | 0.1 | $219k | 8.6k | 25.48 |
|
|
| First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) | 0.1 | $218k | NEW | 11k | 20.08 |
|
| At&t (T) | 0.1 | $217k | 7.7k | 28.24 |
|
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $215k | 1.5k | 142.44 |
|
|
| Deere & Company (DE) | 0.1 | $215k | 470.00 | 456.90 |
|
|
| Chevron Corporation (CVX) | 0.1 | $212k | NEW | 1.4k | 155.30 |
|
| Ishares Tr Rus Tp200 Vl Etf (IWX) | 0.1 | $211k | -8% | 2.4k | 87.88 |
|
| Philip Morris International (PM) | 0.1 | $204k | 1.3k | 162.21 |
|
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.1 | $200k | NEW | 957.00 | 209.32 |
|
| Uipath Cl A (PATH) | 0.1 | $191k | NEW | 14k | 13.38 |
|
| Quad / Graphics Com Cl A (QUAD) | 0.0 | $92k | NEW | 15k | 6.26 |
|
| Foghorn Therapeutics (FHTX) | 0.0 | $49k | NEW | 10k | 4.89 |
|
Past Filings by Alta Wealth Advisors
SEC 13F filings are viewable for Alta Wealth Advisors going back to 2020
- 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
- Alta Wealth Advisors 2021 Q4 filed Feb. 14, 2022