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Alta Wealth Advisors

Latest statistics and disclosures from Alta Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPYV, SPYG, SPMD, NVDA, AAPL, and represent 35.95% of Alta Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: SPYV, SPYG, LMT, CALY, IVV, IVE, CBOE, SPMD, IVW, DYNF.
Started 21 new stock positions in IDEF, WDC, CALY, FDX, EXPE, STT, ROKU, IMCR, AA, HSY. SHLD, GCT, COO, KMB, IAGG, MBB, CBOE, DPZ, EFG, LMT, BLCR.
Reduced shares in these 10 stocks: SHOP, LDOS, STNE, AFRM, LOW, CRWD, SPY, INTU, PYPL, QCOM.
Sold out of its positions in AFRM, QGRO, LCTU, CTAS, CRWD, ES, INTU, IWP, ITA, IWX. ESGU, LDOS, LOW, PYPL, PG, QTWO, QCOM, RDDT, MDYV, SHOP, SNOW, TASK, ACN, STNE.
Alta Wealth Advisors was a net buyer of stock by $20M.
Alta Wealth Advisors has $308M in assets under management (AUM), dropping by 2.91%.
Central Index Key (CIK): 0001843826

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Portfolio Holdings for Alta Wealth Advisors

Alta Wealth Advisors holds 161 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust State Street Spd (SPYV)	11.8	$36M	+7%	642k	56.58	View chart
Spdr Series Trust State Street Spd (SPYG)	11.1	$34M	+7%	350k	97.91	View chart
Spdr Series Trust State Street Spd (SPMD)	5.7	$17M	+7%	295k	59.22	View chart
NVIDIA Corporation (NVDA)	4.2	$13M		74k	174.40	View chart
Apple (AAPL)	3.2	$9.8M	+4%	39k	253.79	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	2.3	$7.2M	-8%	11k	650.36	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.3	$7.0M	+33%	11k	653.21	View chart
Sophia Genetics Sa Ordinary Shares (SOPH)	2.3	$7.0M		1.4M	4.95	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.7	$5.3M	+6%	19k	287.55	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	1.7	$5.2M		24k	213.67	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.7	$5.1M		12k	426.39	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.4	$4.3M		23k	191.92	View chart
Microsoft Corporation (MSFT)	1.4	$4.3M	-4%	12k	370.18	View chart
Amazon (AMZN)	1.4	$4.2M	+3%	20k	208.27	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.3	$4.1M	+37%	36k	113.11	View chart
JPMorgan Chase & Co. (JPM)	1.3	$4.1M		14k	294.16	View chart
Meta Platforms Cl A (META)	1.3	$4.0M		7.0k	572.11	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.2	$3.8M		27k	142.43	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.2	$3.7M	+48%	17k	211.15	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.1	$3.2M	-4%	5.6k	577.14	View chart
Costco Wholesale Corporation (COST)	1.0	$3.1M		3.1k	996.28	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.9	$2.9M	+21%	15k	191.81	View chart
Lam Research Corp Com New (LRCX)	0.9	$2.8M		13k	213.66	View chart
Kla Corp Com New (KLAC)	0.9	$2.8M		1.9k	1472.64	View chart
Vanguard Index Fds Value Etf (VTV)	0.9	$2.8M	+4%	14k	196.19	View chart
Spdr Series Trust State Street Spd (SPSM)	0.9	$2.7M	+14%	55k	48.32	View chart
Eli Lilly & Co. (LLY)	0.8	$2.4M		2.6k	919.64	View chart
Micron Technology (MU)	0.7	$2.3M	+74%	6.7k	337.84	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.7	$2.2M		29k	77.11	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.7	$2.1M	+92%	37k	58.18	View chart
Lockheed Martin Corporation (LMT)	0.7	$2.1M	NEW	3.4k	604.39	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.7	$2.1M	+4%	20k	106.01	View chart
Bny Mellon Etf Trust Internationl Eqt (BKIE)	0.7	$2.0M	+3%	22k	93.43	View chart
Tesla Motors (TSLA)	0.6	$2.0M	-2%	5.3k	371.75	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$2.0M	+6%	4.5k	436.83	View chart
Wal-Mart Stores (WMT)	0.6	$1.9M		15k	124.28	View chart
Ishares Core Msci Emkt (IEMG)	0.6	$1.9M	+88%	27k	69.75	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.6	$1.8M		23k	79.27	View chart
Callaway Golf Company (CALY)	0.6	$1.8M	NEW	127k	13.88	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$1.7M	+5%	3.7k	479.20	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.6	$1.7M	-9%	17k	100.66	View chart
Gilead Sciences (GILD)	0.6	$1.7M		13k	139.37	View chart
Abbvie (ABBV)	0.6	$1.7M		8.0k	217.48	View chart
Ishares Tr Eafe Value Etf (EFV)	0.5	$1.6M	+112%	22k	74.35	View chart
Spdr Series Trust State Street Spd (SPTM)	0.5	$1.6M		20k	79.06	View chart
Applovin Corp Com Cl A (APP)	0.5	$1.6M		4.0k	398.00	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.5	$1.6M		17k	89.33	View chart
Spdr Gold Tr Gold Shs (GLD)	0.5	$1.5M		3.5k	430.29	View chart
Putnam Etf Trust Franklin Massach (FTMA)	0.5	$1.4M		155k	8.96	View chart
RBC Bearings Incorporated (RBC)	0.5	$1.4M	+13%	2.6k	543.12	View chart
Credo Technology Group Holdi Ordinary Shares (CRDO)	0.4	$1.3M		14k	93.87	View chart
Amphenol Corp Cl A (APH)	0.4	$1.3M	+8%	10k	126.35	View chart
CBOE Holdings (CBOE)	0.4	$1.2M	NEW	4.3k	281.07	View chart
Exxon Mobil Corporation (XOM)	0.4	$1.2M	+11%	6.9k	169.65	View chart
Sofi Technologies (SOFI)	0.3	$1.1M		66k	15.88	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.3	$1.0M	+22%	4.4k	237.60	View chart
Sterling Construction Company (STRL)	0.3	$1.0M	+28%	2.5k	407.27	View chart
Visa Com Cl A (V)	0.3	$1.0M	-7%	3.4k	302.20	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.3	$1.0M	+149%	22k	46.19	View chart
Vertiv Holdings Com Cl A (VRT)	0.3	$990k	+5%	3.9k	250.58	View chart
Hershey Company (HSY)	0.3	$959k	NEW	4.6k	207.89	View chart
Advanced Micro Devices (AMD)	0.3	$920k	-2%	4.5k	203.43	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.3	$913k	+127%	25k	36.22	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.3	$910k	-2%	2.0k	463.19	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.3	$899k	+117%	3.7k	240.00	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.3	$898k	+133%	27k	32.95	View chart
Cooper Cos (COO)	0.3	$892k	NEW	13k	71.50	View chart
Carpenter Technology Corporation (CRS)	0.3	$892k	+58%	2.3k	394.15	View chart
Oracle Corporation (ORCL)	0.3	$892k	+2%	6.1k	147.11	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$889k	+28%	3.1k	286.86	View chart
Western Digital (WDC)	0.3	$822k	NEW	3.0k	270.49	View chart
Coherent Corp (COHR)	0.3	$806k	+2%	3.4k	238.21	View chart
Uber Technologies (UBER)	0.3	$802k	-5%	11k	71.93	View chart
Morgan Stanley Com New (MS)	0.3	$787k	+4%	4.8k	164.57	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.3	$786k	NEW	7.1k	111.37	View chart
Broadcom (AVGO)	0.3	$785k	+26%	2.5k	309.52	View chart
Regeneron Pharmaceuticals (REGN)	0.3	$779k		1.0k	772.64	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$772k	+3%	7.3k	106.15	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$751k		11k	67.53	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.2	$744k	+2%	1.7k	446.54	View chart
Ge Aerospace Com New (GE)	0.2	$722k	+2%	2.5k	283.82	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$707k	+27%	1.2k	597.51	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$703k		5.7k	124.31	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$701k	-2%	7.6k	92.74	View chart
Arista Networks Com Shs (ANET)	0.2	$688k		5.6k	122.78	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.2	$681k		4.6k	146.60	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.2	$673k		9.0k	75.19	View chart
Gigacloud Technology Class A Ord (GCT)	0.2	$664k	NEW	15k	45.38	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$657k	-2%	2.0k	320.77	View chart
International Business Machines (IBM)	0.2	$648k	-4%	2.7k	242.43	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$603k	+44%	9.4k	64.08	View chart
Cadence Design Systems (CDNS)	0.2	$601k	-4%	2.2k	277.87	View chart
FedEx Corporation (FDX)	0.2	$600k	NEW	1.7k	356.18	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$600k	+3%	8.8k	68.14	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$597k	-8%	1.7k	356.47	View chart
Incyte Corporation (INCY)	0.2	$597k		6.3k	94.12	View chart
Vanguard World Health Car Etf (VHT)	0.2	$587k		2.2k	272.33	View chart
Robinhood Mkts Com Cl A (HOOD)	0.2	$587k		8.5k	69.30	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.2	$585k		6.8k	86.36	View chart
Guardant Health (GH)	0.2	$576k		6.2k	92.36	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$567k	+11%	8.1k	70.18	View chart
Zoom Communications Cl A (ZM)	0.2	$553k	-4%	6.9k	80.39	View chart
Citigroup Com New (C)	0.2	$551k		4.9k	113.41	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$542k	+108%	1.6k	337.98	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$540k		6.1k	87.84	View chart
Expedia Group Com New (EXPE)	0.2	$532k	NEW	2.3k	230.89	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$521k	-7%	5.8k	90.53	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.2	$521k	+155%	5.2k	100.72	View chart
Pan American Silver Corp Can (PAAS)	0.2	$519k	+13%	9.5k	54.63	View chart
Newmont Mining Corporation (NEM)	0.2	$510k	-2%	4.7k	108.25	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.2	$508k	-13%	4.5k	112.10	View chart
Legg Mason Etf Invt Franklin Clearbr (YLDE)	0.2	$499k	-3%	9.2k	53.99	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$497k		1.9k	261.97	View chart
Blackrock Etf Trust Ishares Defense (IDEF)	0.2	$495k	NEW	15k	32.72	View chart
Marvell Technology (MRVL)	0.2	$480k	-32%	4.8k	99.04	View chart
Alcoa (AA)	0.2	$475k	NEW	7.2k	66.33	View chart
Blackrock Etf Trust Ishares Large Ca (BLCR)	0.2	$473k	NEW	12k	41.06	View chart
Interactive Brokers Group In Com Cl A (IBKR)	0.2	$466k		7.0k	67.07	View chart
Kimberly-Clark Corporation (KMB)	0.1	$462k	NEW	4.8k	96.47	View chart
Johnson & Johnson (JNJ)	0.1	$454k	-3%	1.9k	244.38	View chart
Tenet Healthcare Corp Com New (THC)	0.1	$432k		2.3k	188.71	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$429k	-40%	1.4k	318.05	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.1	$427k		9.3k	45.65	View chart
Veracyte (VCYT)	0.1	$422k	+3%	13k	32.21	View chart
Bristol Myers Squibb (BMY)	0.1	$414k	-8%	6.8k	60.65	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$399k		1.4k	287.26	View chart
Raytheon Technologies Corp (RTX)	0.1	$391k	+2%	2.0k	192.89	View chart
Johnson Controls Internation SHS (JCI)	0.1	$372k	+13%	2.8k	130.95	View chart
Palantir Technologies Cl A (PLTR)	0.1	$371k	+53%	2.5k	146.28	View chart
Argenx Se Sponsored Adr (ARGX)	0.1	$369k	-40%	505.00	730.25	View chart
Mastercard Incorporated Cl A (MA)	0.1	$356k	-6%	712.00	499.70	View chart
American Express Company (AXP)	0.1	$351k		1.2k	302.45	View chart
Verizon Communications (VZ)	0.1	$344k	+17%	6.9k	50.20	View chart
Bank of America Corporation (BAC)	0.1	$343k	+13%	7.0k	48.75	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$343k	+17%	7.1k	48.05	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$340k	+2%	5.0k	68.28	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$336k		3.5k	97.13	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$330k	+25%	3.7k	88.16	View chart
Honeywell International (HON)	0.1	$329k	+3%	1.5k	226.06	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$325k		5.3k	61.26	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$317k		3.0k	106.51	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.1	$305k		6.0k	50.66	View chart
State Street Corporation (STT)	0.1	$304k	NEW	2.4k	126.56	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$284k	NEW	5.7k	50.04	View chart
Chevron Corporation (CVX)	0.1	$281k	+3%	1.4k	206.91	View chart
Philip Morris International (PM)	0.1	$280k	+3%	1.7k	165.34	View chart
Simon Property (SPG)	0.1	$279k	+2%	1.5k	186.53	View chart
Deere & Company (DE)	0.1	$275k	-6%	488.00	563.16	View chart
Uipath Cl A (PATH)	0.1	$257k	+18%	23k	11.10	View chart
Immunocore Hldgs Ads (IMCR)	0.1	$249k	NEW	8.3k	30.15	View chart
At&t (T)	0.1	$248k	-2%	8.6k	28.99	View chart
Spdr Series Trust State Street Spd (HYMB)	0.1	$242k	-3%	9.8k	24.80	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$240k		5.2k	46.23	View chart
Roku Com Cl A (ROKU)	0.1	$235k	NEW	2.5k	94.62	View chart
Global X Fds Defense Tech Etf (SHLD)	0.1	$235k	NEW	3.3k	70.84	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$232k	+9%	1.1k	205.86	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$220k	NEW	2.3k	94.95	View chart
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)	0.1	$214k		11k	19.96	View chart
Domino's Pizza (DPZ)	0.1	$213k	NEW	594.00	358.79	View chart
Biosante Pharmaceuticals (ANIP)	0.1	$211k		2.7k	76.90	View chart
Quad / Graphics Com Cl A (QUAD)	0.0	$99k		15k	6.61	View chart

Past Filings by Alta Wealth Advisors

SEC 13F filings are viewable for Alta Wealth Advisors going back to 2020

Alta Wealth Advisors 2026 Q1 filed May 5, 2026
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

View all past filings

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