Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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 34.57% of Alta Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: KLAC (+$5.1M), IWF, VUG, NOBL, SPYV, BKIE, IVV, LITE, TPR, DVA.
Started 19 new stock positions in LMUB, DVA, SNDK, CGUS, LUMN, CLS, AR, SMH, AMAT, TPR. INTC, AKBA, CGGR, GOVT, IWP, WGS, AXON, PWR, LITE.
Reduced shares in these 10 stocks: SOFI, HSY, HOOD, , CDNS, Honeywell International, ITOT, IMCR, , SHLD.
Sold out of its positions in ANIP, T, DPZ, SHLD, HSY, Honeywell International, IMCR, IBKR, HOOD, SOFI.
Alta Wealth Advisors was a net buyer of stock by $17M.
Alta Wealth Advisors has $369M in assets under management (AUM), dropping by 19.80%.
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 170 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust ST STR P500GRW (SPYG)	11.3	$42M		351k	118.99	View chart
Spdr Series Trust St Str P500val (SPYV)	10.8	$40M	+2%	656k	60.79	View chart
Spdr Series Trust St Str P400mid (SPMD)	5.4	$20M		295k	67.56	View chart
NVIDIA Corporation (NVDA)	4.1	$15M		75k	200.09	View chart
Apple (AAPL)	3.0	$11M		38k	289.36	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.4	$8.7M	+8%	12k	748.89	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	2.3	$8.4M	+2%	11k	746.75	View chart
Sophia Genetics Sa Ordinary Shares (SOPH)	2.2	$8.1M		1.4M	5.77	View chart
Micron Technology (MU)	2.1	$7.9M		6.8k	1154.29	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.8	$6.5M		18k	357.36	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.6	$6.0M	+302%	49k	124.17	View chart
Lam Research Corp Com New (LRCX)	1.6	$5.8M		13k	433.34	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	1.5	$5.7M	-3%	24k	242.43	View chart
Kla Corp Com New (KLAC)	1.5	$5.7M	+889%	19k	301.71	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.4	$5.1M		37k	137.53	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.3	$4.8M		23k	212.77	View chart
Amazon (AMZN)	1.3	$4.7M		20k	238.34	View chart
JPMorgan Chase & Co. (JPM)	1.2	$4.4M	-2%	14k	327.33	View chart
Microsoft Corporation (MSFT)	1.1	$4.2M	-2%	11k	373.02	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.1	$4.1M	-6%	25k	164.27	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.1	$4.1M	+3%	18k	227.06	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.1	$4.1M	-2%	5.5k	736.45	View chart
Credo Technology Group Holdi Ordinary Shares (CRDO)	1.1	$3.9M		14k	271.95	View chart
Meta Platforms Cl A (META)	1.0	$3.8M	-2%	6.8k	563.30	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.9	$3.4M	+3%	16k	219.43	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.9	$3.3M	+3%	57k	57.67	View chart
Vanguard Index Fds Value Etf (VTV)	0.8	$3.1M		14k	217.94	View chart
Eli Lilly & Co. (LLY)	0.8	$3.0M		2.5k	1199.50	View chart
Costco Wholesale Corporation (COST)	0.8	$2.9M		3.1k	935.34	View chart
Bny Mellon Etf Trust Internationl Eqt (BKIE)	0.8	$2.9M	+32%	28k	100.60	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.7	$2.7M	+8%	40k	68.01	View chart
Advanced Micro Devices (AMD)	0.7	$2.6M		4.5k	580.91	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.7	$2.5M		29k	85.49	View chart
Ishares Core Msci Emkt (IEMG)	0.7	$2.4M	+8%	30k	82.84	View chart
Callaway Golf Company (CALY)	0.6	$2.4M		127k	18.79	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.6	$2.3M	+111%	41k	56.16	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$2.3M	+496%	27k	86.14	View chart
Tesla Motors (TSLA)	0.6	$2.2M		5.3k	420.60	View chart
Sterling Construction Company (STRL)	0.6	$2.1M		2.5k	839.36	View chart
Applovin Corp Com Cl A (APP)	0.5	$2.0M		3.9k	515.23	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.5	$2.0M	+12%	26k	79.03	View chart
Abbvie (ABBV)	0.5	$1.9M	-3%	7.7k	251.66	View chart
Western Digital (WDC)	0.5	$1.9M		3.0k	638.72	View chart
Ishares Tr Eafe Value Etf (EFV)	0.5	$1.9M	+11%	25k	76.55	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.5	$1.9M		21k	90.79	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$1.8M		3.6k	500.39	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.5	$1.8M		17k	100.67	View chart
Amphenol Corp Cl A (APH)	0.5	$1.7M	-2%	9.8k	176.33	View chart
Lockheed Martin Corporation (LMT)	0.5	$1.7M	-2%	3.3k	509.47	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.5	$1.7M		17k	96.32	View chart
Wal-Mart Stores (WMT)	0.5	$1.7M	-3%	15k	113.26	View chart
RBC Bearings Incorporated (RBC)	0.4	$1.6M		2.6k	644.06	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.4	$1.6M	+9%	30k	52.72	View chart
Gilead Sciences (GILD)	0.4	$1.6M		12k	126.34	View chart
Marvell Technology (MRVL)	0.4	$1.4M		4.8k	297.87	View chart
Carpenter Technology Corporation (CRS)	0.4	$1.4M		2.3k	616.84	View chart
Vertiv Holdings Com Cl A (VRT)	0.4	$1.4M	+6%	4.2k	334.82	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.4	$1.4M	+5%	4.6k	302.95	View chart
Putnam Etf Trust Frank Mass Etf (FTMA)	0.4	$1.4M	-3%	150k	9.12	View chart
Coherent Corp (COHR)	0.4	$1.3M		3.4k	394.47	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.4	$1.3M	+2%	3.8k	342.86	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$1.3M		3.5k	368.38	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$1.2M	+54%	11k	107.62	View chart
Blackrock Etf Trust Isha Us Them Etf (THRO)	0.3	$1.2M	+10%	28k	43.11	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$1.1M	+4%	3.2k	353.30	View chart
Visa Com Cl A (V)	0.3	$1.1M	-2%	3.3k	343.04	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.3	$1.1M	+23%	8.7k	124.42	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.3	$1.0M	+3%	23k	46.15	View chart
CBOE Holdings (CBOE)	0.3	$1.0M		4.3k	242.67	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.3	$1.0M		1.9k	522.39	View chart
Morgan Stanley Com New (MS)	0.3	$972k	-2%	4.7k	209.04	View chart
Exxon Mobil Corporation (XOM)	0.3	$960k	+2%	7.0k	136.72	View chart
Broadcom (AVGO)	0.3	$950k		2.5k	377.70	View chart
Arista Networks Com Shs (ANET)	0.3	$947k		5.6k	169.88	View chart
Guardant Health (GH)	0.3	$932k		6.2k	150.02	View chart
Ge Aerospace Com New (GE)	0.2	$891k	-6%	2.4k	373.66	View chart
Oracle Corporation (ORCL)	0.2	$873k		6.0k	146.55	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$873k	+3%	5.9k	148.30	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$871k	+7%	1.3k	687.06	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$871k		11k	77.11	View chart
Cooper Cos (COO)	0.2	$840k	-6%	12k	71.71	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.2	$817k		1.6k	496.73	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.2	$808k		9.0k	90.10	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$779k		1.6k	477.65	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$778k	+2%	2.1k	369.97	View chart
Uber Technologies (UBER)	0.2	$774k	-3%	11k	72.16	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	0.2	$727k	+25%	14k	50.37	View chart
International Business Machines (IBM)	0.2	$723k	-3%	2.6k	281.23	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$720k	+17%	9.5k	75.79	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.2	$720k	-2%	4.5k	158.67	View chart
Incyte Corporation (INCY)	0.2	$719k		6.3k	113.36	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.2	$692k	-5%	4.3k	161.55	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$690k	+2%	9.7k	71.25	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.2	$682k	-6%	7.1k	96.46	View chart
Citigroup Com New (C)	0.2	$670k		4.8k	139.97	View chart
Lumentum Hldgs (LITE)	0.2	$645k	NEW	752.00	858.06	View chart
Regeneron Pharmaceuticals (REGN)	0.2	$629k		1.0k	623.54	View chart
Vanguard World Health Car Etf (VHT)	0.2	$627k	-2%	2.1k	299.01	View chart
Veracyte (VCYT)	0.2	$617k	-19%	11k	58.73	View chart
Tapestry (TPR)	0.2	$611k	NEW	4.2k	146.39	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.2	$606k	-4%	6.5k	93.25	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$602k	-12%	1.5k	409.49	View chart
Expedia Group Com New (EXPE)	0.2	$595k		2.3k	255.88	View chart
Johnson Controls Internation SHS (JCI)	0.2	$594k	+43%	4.1k	146.11	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$589k		6.2k	95.63	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$586k		1.9k	303.06	View chart
Zoom Communications Cl A (ZM)	0.2	$576k	-2%	6.7k	86.31	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$551k	+6%	5.5k	100.35	View chart
Blackrock Etf Trust Ishares Defense (IDEF)	0.1	$539k	+11%	17k	31.78	View chart
FedEx Corporation (FDX)	0.1	$527k		1.7k	313.13	View chart
Legg Mason Etf Invt Fran Cle Enh Etf (YLDE)	0.1	$514k		9.2k	55.62	View chart
DaVita (DVA)	0.1	$498k	NEW	2.2k	222.48	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$486k	-12%	5.0k	96.57	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.1	$476k		9.5k	50.39	View chart
Gigacloud Technology Class A Ord (GCT)	0.1	$467k		15k	31.60	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$458k	-2%	8.6k	53.47	View chart
Intel Corporation (INTC)	0.1	$452k	NEW	3.2k	139.63	View chart
Newmont Mining Corporation (NEM)	0.1	$450k	+2%	4.8k	93.40	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$448k	+300%	5.6k	80.56	View chart
Argenx Se Sponsored Adr (ARGX)	0.1	$447k	-4%	482.00	927.77	View chart
Johnson & Johnson (JNJ)	0.1	$445k	-5%	1.8k	253.99	View chart
Cadence Design Systems (CDNS)	0.1	$429k	-47%	1.1k	375.32	View chart
Kimberly-Clark Corporation (KMB)	0.1	$422k	-19%	3.8k	109.78	View chart
Tenet Healthcare Corp Com New (THC)	0.1	$418k	-2%	2.2k	187.08	View chart
State Street Corporation (STT)	0.1	$409k		2.4k	169.57	View chart
Bank of America Corporation (BAC)	0.1	$389k	-2%	6.8k	56.98	View chart
American Express Company (AXP)	0.1	$388k		1.1k	338.24	View chart
Raytheon Technologies Corp (RTX)	0.1	$384k		2.0k	189.70	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$383k	-5%	4.7k	81.06	View chart
Pan American Silver Corp Can (PAAS)	0.1	$378k	-11%	8.4k	44.79	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$378k	-23%	1.0k	365.90	View chart
Ishares Tr Long Term Muni (LMUB)	0.1	$378k	NEW	7.4k	51.22	View chart
Axon Enterprise (AXON)	0.1	$372k	NEW	664.00	560.61	View chart
Mastercard Incorporated Cl A (MA)	0.1	$361k		702.00	513.67	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$360k		3.5k	103.88	View chart
Bristol Myers Squibb (BMY)	0.1	$356k	-9%	6.2k	57.62	View chart
Roku Com Cl A (ROKU)	0.1	$343k		2.5k	138.14	View chart
Alcoa (AA)	0.1	$339k	-9%	6.5k	52.14	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$337k	NEW	514.00	656.31	View chart
Simon Property (SPG)	0.1	$321k	-4%	1.4k	223.65	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$319k		3.0k	106.46	View chart
Verizon Communications (VZ)	0.1	$318k	+9%	7.5k	42.34	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	0.1	$310k	NEW	6.6k	47.20	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.1	$309k		6.0k	51.37	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$307k	+6%	6.1k	50.60	View chart
Sandisk Corp (SNDK)	0.1	$302k	NEW	133.00	2273.74	View chart
Palantir Technologies Cl A (PLTR)	0.1	$301k		2.6k	116.67	View chart
Deere & Company (DE)	0.1	$296k	-4%	467.00	634.33	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$295k	+4%	3.9k	75.51	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$285k	+2%	1.2k	246.27	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$282k		5.3k	53.11	View chart
Philip Morris International (PM)	0.1	$272k	-11%	1.5k	180.89	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$257k		5.2k	49.55	View chart
Genedx Holdings Corp Com Cl A (WGS)	0.1	$255k	NEW	3.7k	68.65	View chart
Spdr Series Trust St Nuve High Etf (HYMB)	0.1	$250k		9.8k	25.44	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$250k	+14%	2.6k	94.52	View chart
Quanta Services (PWR)	0.1	$236k	NEW	328.00	720.04	View chart
Capital Group Core Equity Et Shs Creat Unit (CGUS)	0.1	$228k	NEW	5.1k	44.48	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$222k	NEW	1.5k	146.37	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$215k	NEW	9.4k	22.78	View chart
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)	0.1	$215k		11k	19.99	View chart
Chevron Corporation (CVX)	0.1	$214k	-4%	1.3k	165.76	View chart
Antero Res (AR)	0.1	$211k	NEW	6.0k	35.14	View chart
Celestica (CLS)	0.1	$205k	NEW	562.00	364.80	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$203k	-41%	4.2k	48.43	View chart
Applied Materials (AMAT)	0.1	$202k	NEW	280.00	722.98	View chart
Quad / Graphics Com Cl A (QUAD)	0.0	$126k		15k	8.43	View chart
Uipath Cl A (PATH)	0.0	$121k	-52%	11k	10.87	View chart
Lumen Technologies (LUMN)	0.0	$100k	NEW	13k	7.68	View chart
Akebia Therapeutics (AKBA)	0.0	$21k	NEW	18k	1.14	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 Q2 filed July 30, 2026
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

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z