ESG Planning
Latest statistics and disclosures from Altura Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, BND, MUB, VGT, JNK, and represent 29.89% of Altura Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: VGT (+$12M), NFLX (+$12M), VB, BND, VWO, ARTY, MUB, MSFT, EQIX, JNK.
- Started 12 new stock positions in HON, TXN, UPRO, HONA, Advisor Managed Portfolios, BAC, ARTY, STX, CMF, NFLX. EXEL, DIA.
- Reduced shares in these 10 stocks: VBK, SMH, EFG, Honeywell International, MUNI, FNGU, NVDA, GOOGL, AOA, DHR.
- Sold out of its positions in Honeywell International, EFG, VBK.
- Altura Wealth Advisors was a net buyer of stock by $52M.
- Altura Wealth Advisors has $297M in assets under management (AUM), dropping by 29.42%.
- Central Index Key (CIK): 0001931465
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Portfolio Holdings for Altura Wealth Advisors
Altura Wealth Advisors holds 84 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 | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 7.5 | $22M | 111k | 200.09 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 7.4 | $22M | +17% | 299k | 73.41 |
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| Ishares Tr National Mun Etf (MUB) | 6.3 | $19M | +11% | 175k | 107.62 |
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| Vanguard World Inf Tech Etf (VGT) | 4.6 | $14M | +712% | 113k | 119.52 |
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| Spdr Series Trust St Bloo High Etf (JNK) | 4.1 | $12M | +12% | 126k | 96.37 |
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| Apple (AAPL) | 4.0 | $12M | 41k | 289.36 |
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| Netflix (NFLX) | 3.9 | $12M | NEW | 162k | 71.40 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.9 | $8.7M | -2% | 24k | 357.37 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 2.9 | $8.5M | +7% | 101k | 83.75 |
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| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 2.8 | $8.2M | -9% | 156k | 52.60 |
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| Amazon (AMZN) | 2.7 | $8.0M | +5% | 34k | 238.34 |
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| Vanguard World Consum Dis Etf (VCR) | 2.6 | $7.8M | +9% | 20k | 396.62 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 2.6 | $7.7M | +9% | 108k | 71.25 |
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| Vanguard Admiral Fds Midcp 400 Grth (IVOG) | 2.2 | $6.5M | +12% | 45k | 146.30 |
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| Vanguard World Financials Etf (VFH) | 2.0 | $5.9M | +12% | 45k | 131.60 |
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| Vanguard World Industrial Etf (VIS) | 1.9 | $5.7M | +3% | 16k | 360.38 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.7 | $5.2M | +13% | 14k | 370.04 |
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| Crowdstrike Hldgs Cl A (CRWD) | 1.5 | $4.5M | 6.0k | 763.14 |
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| Microsoft Corporation (MSFT) | 1.5 | $4.5M | +78% | 12k | 373.00 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 1.5 | $4.5M | 55k | 82.34 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 1.4 | $4.3M | +209% | 72k | 59.69 |
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| Vanguard Index Fds Small Cp Etf (VB) | 1.3 | $4.0M | +824% | 13k | 303.13 |
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| Vanguard World Consum Stp Etf (VDC) | 1.3 | $3.8M | +6% | 17k | 225.50 |
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| Vanguard World Comm Srvc Etf (VOX) | 1.3 | $3.8M | +13% | 21k | 183.95 |
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| Select Sector Spdr Tr St Str Real Etf (XLRE) | 1.3 | $3.7M | +6% | 84k | 44.03 |
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| Ishares Tr 0-3 Mth Treasury (SGOV) | 1.2 | $3.7M | +55% | 36k | 100.67 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 1.2 | $3.6M | +3% | 19k | 190.52 |
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| Spdr Gold Tr Gold Shs (GLD) | 1.2 | $3.5M | +8% | 9.6k | 368.38 |
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| Vanguard World Health Car Etf (VHT) | 1.1 | $3.4M | +10% | 11k | 299.01 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 1.1 | $3.4M | -42% | 5.1k | 655.83 |
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| Equinix (EQIX) | 1.0 | $3.1M | +116% | 2.9k | 1042.39 |
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| Visa Com Cl A (V) | 1.0 | $2.9M | +12% | 8.5k | 343.08 |
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| Oracle Corporation (ORCL) | 1.0 | $2.9M | +36% | 20k | 146.55 |
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| Meta Platforms Cl A (META) | 1.0 | $2.9M | +18% | 5.1k | 563.28 |
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| Merck & Co (MRK) | 0.9 | $2.8M | 22k | 128.50 |
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| Select Sector Spdr Tr St Str Util Etf (XLU) | 0.9 | $2.7M | +66% | 60k | 45.34 |
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| Mastercard Incorporated Cl A (MA) | 0.9 | $2.6M | +15% | 5.1k | 513.58 |
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| UnitedHealth (UNH) | 0.8 | $2.4M | +9% | 5.8k | 415.66 |
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| Ishares Tr Futu Ai Tech Etf (ARTY) | 0.8 | $2.3M | NEW | 31k | 76.16 |
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| Abbvie (ABBV) | 0.7 | $2.2M | +26% | 8.7k | 251.65 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.7 | $2.0M | +27% | 60k | 33.29 |
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| Johnson & Johnson (JNJ) | 0.6 | $1.9M | +22% | 7.6k | 253.96 |
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| Applovin Corp Com Cl A (APP) | 0.6 | $1.8M | 3.4k | 515.23 |
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| Thermo Fisher Scientific (TMO) | 0.6 | $1.7M | +24% | 3.4k | 501.33 |
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| Union Pacific Corporation (UNP) | 0.5 | $1.5M | +9% | 5.6k | 272.01 |
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| Ishares Tr Expanded Tech (IGV) | 0.5 | $1.5M | +19% | 17k | 90.60 |
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| Vanguard World Materials Etf (VAW) | 0.5 | $1.4M | +14% | 6.3k | 228.80 |
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| Spdr Index Shs Fds St Mar Divid Etf (EDIV) | 0.5 | $1.4M | 35k | 40.96 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.5 | $1.4M | NEW | 1.4k | 965.00 |
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| Lowe's Companies (LOW) | 0.4 | $1.3M | +27% | 5.9k | 220.51 |
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| Advisor Managed Portfolios Ruk Str Gro Etf | 0.4 | $1.2M | NEW | 45k | 27.13 |
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| Eli Lilly & Co. (LLY) | 0.4 | $1.2M | +25% | 991.00 | 1198.89 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $1.1M | +174% | 3.1k | 353.35 |
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| Palo Alto Networks (PANW) | 0.4 | $1.0M | 3.1k | 341.02 |
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| Qualcomm (QCOM) | 0.3 | $986k | +130% | 5.3k | 184.79 |
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| Costco Wholesale Corporation (COST) | 0.3 | $965k | +21% | 1.0k | 935.86 |
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| Wal-Mart Stores (WMT) | 0.3 | $908k | +20% | 8.0k | 113.26 |
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| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.3 | $899k | 5.7k | 158.65 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.3 | $853k | +2% | 1.1k | 746.60 |
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| Bristol Myers Squibb (BMY) | 0.3 | $781k | 14k | 57.62 |
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| Honeywell International (HON) | 0.3 | $745k | NEW | 3.3k | 223.90 |
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| Honeywell Aerospace (HONA) | 0.2 | $728k | NEW | 3.3k | 221.08 |
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| Advanced Micro Devices (AMD) | 0.2 | $722k | 1.2k | 580.97 |
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| Bank Montreal Medium Cal Lkd 45 (FNGU) | 0.2 | $564k | -58% | 22k | 25.71 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $505k | +12% | 685.00 | 736.92 |
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| Bank of America Corporation (BAC) | 0.2 | $459k | NEW | 8.1k | 56.98 |
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| Ishares Tr Faln Angls Usd (FALN) | 0.1 | $443k | -4% | 16k | 27.24 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $441k | NEW | 1.5k | 298.14 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $410k | +9% | 4.1k | 98.98 |
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| Danaher Corporation (DHR) | 0.1 | $390k | -7% | 2.0k | 190.52 |
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| Ishares Tr Calif Mun Bd Etf (CMF) | 0.1 | $368k | NEW | 6.4k | 57.64 |
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| Ishares Tr Core 80 20 Etf (AOA) | 0.1 | $335k | -14% | 3.4k | 97.59 |
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| Ishares Tr Core 60 Bala Etf (AOR) | 0.1 | $315k | -5% | 4.5k | 69.51 |
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| Chevron Corporation (CVX) | 0.1 | $274k | +59% | 1.7k | 165.74 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $272k | -5% | 1.1k | 252.23 |
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| CSX Corporation (CSX) | 0.1 | $261k | 5.5k | 47.53 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $252k | +5% | 337.00 | 748.48 |
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| Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) | 0.1 | $250k | 5.6k | 44.36 |
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| Spdr Series Trust St Str Sp600grwo (SLYG) | 0.1 | $245k | -10% | 2.1k | 119.14 |
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| International Business Machines (IBM) | 0.1 | $230k | -6% | 818.00 | 281.19 |
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| Ishares Tr U.s. Bas Mtl Etf (IYM) | 0.1 | $223k | 1.2k | 179.52 |
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| Exelixis (EXEL) | 0.1 | $223k | NEW | 4.1k | 54.41 |
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| Proshares Tr Ultrpro S&p500 (UPRO) | 0.1 | $216k | NEW | 1.5k | 141.79 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.1 | $211k | NEW | 404.00 | 523.03 |
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Past Filings by Altura Wealth Advisors
SEC 13F filings are viewable for Altura Wealth Advisors going back to 2022
- Altura Wealth Advisors 2026 Q2 filed July 22, 2026
- Altura Wealth Advisors 2026 Q1 filed May 12, 2026
- ESG Planning DBA Harper Investing 2025 Q4 filed Feb. 4, 2026
- ESG Planning DBA Harper Investing 2025 Q3 filed Nov. 13, 2025
- ESG Planning DBA Harper Investing 2025 Q2 filed Aug. 13, 2025
- ESG Planning DBA Harper Investing 2025 Q1 filed May 2, 2025
- ESG Planning DBA Harper Investing 2024 Q4 filed Feb. 12, 2025
- ESG Planning DBA Harper Investing 2024 Q3 filed Nov. 8, 2024
- ESG Planning DBA Harper Investing 2024 Q2 filed July 30, 2024
- ESG Planning DBA Harper Investing 2024 Q1 filed May 1, 2024
- ESG Planning 2023 Q4 filed Jan. 31, 2024
- ESG Planning 2023 Q3 filed Nov. 1, 2023
- ESG Planning 2023 Q2 filed Aug. 8, 2023
- ESG Planning 2023 Q1 filed April 26, 2023
- ESG Planning 2022 Q4 filed Feb. 3, 2023
- ESG Planning 2022 Q3 filed Nov. 9, 2022