ESG Planning
Latest statistics and disclosures from Altura Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, BND, MUB, JNK, AAPL, and represent 33.14% of Altura Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: SMH, VBK, EFG, ORCL, META, JNJ, UNH, ABBV, AAPL, NVDA.
- Started 12 new stock positions in EFG, IYM, CSX, VB, VBK, JNJ, PANW, WMT, CVX, COST. UNH, QQQ.
- Reduced shares in these 10 stocks: MRK, DFAS, VEA, VIS, VWO, SGOV, GOOGL, EQIX, XLRE, VHT.
- Sold out of its positions in AMAT, GWRE.
- Altura Wealth Advisors was a net buyer of stock by $4.8M.
- Altura Wealth Advisors has $229M in assets under management (AUM), dropping by -1.37%.
- Central Index Key (CIK): 0001931465
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Portfolio Holdings for Altura Wealth Advisors
Altura Wealth Advisors holds 75 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 | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 8.6 | $20M | +4% | 113k | 174.40 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 8.2 | $19M | +3% | 256k | 73.64 |
|
| Ishares Tr National Mun Etf (MUB) | 7.2 | $17M | +2% | 156k | 106.15 |
|
| Spdr Series Trust State Street Spd (JNK) | 4.7 | $11M | +2% | 111k | 95.72 |
|
| Apple (AAPL) | 4.4 | $10M | +11% | 40k | 253.79 |
|
| Vanguard World Inf Tech Etf (VGT) | 4.2 | $9.7M | 14k | 697.72 |
|
|
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 3.9 | $9.0M | -5% | 173k | 52.19 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 3.1 | $7.1M | -14% | 25k | 287.56 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 3.1 | $7.1M | 94k | 75.10 |
|
|
| Amazon (AMZN) | 2.9 | $6.6M | +2% | 32k | 208.27 |
|
| Vanguard World Consum Dis Etf (VCR) | 2.8 | $6.4M | 18k | 359.03 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 2.8 | $6.3M | -29% | 99k | 64.08 |
|
| Vanguard Admiral Fds Midcp 400 Grth (IVOG) | 2.2 | $5.0M | +11% | 40k | 125.03 |
|
| Vanguard World Financials Etf (VFH) | 2.1 | $4.8M | +5% | 40k | 120.81 |
|
| Vanguard World Industrial Etf (VIS) | 2.1 | $4.8M | -23% | 15k | 312.21 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.7 | $3.9M | 12k | 320.82 |
|
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 1.7 | $3.9M | -43% | 55k | 71.13 |
|
| Spdr Gold Tr Gold Shs (GLD) | 1.7 | $3.8M | -7% | 8.8k | 430.29 |
|
| Vanguard World Consum Stp Etf (VDC) | 1.6 | $3.6M | -22% | 16k | 224.58 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 1.5 | $3.5M | +1094% | 9.0k | 383.38 |
|
| Vanguard World Comm Srvc Etf (VOX) | 1.4 | $3.3M | +28% | 18k | 179.84 |
|
| Select Sector Spdr Tr State Street Rea (XLRE) | 1.4 | $3.2M | -24% | 80k | 40.83 |
|
| Vanguard World Health Car Etf (VHT) | 1.2 | $2.8M | -27% | 10k | 272.34 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 1.1 | $2.6M | NEW | 8.7k | 302.24 |
|
| Merck & Co (MRK) | 1.1 | $2.6M | -54% | 22k | 120.29 |
|
| Microsoft Corporation (MSFT) | 1.1 | $2.5M | +12% | 6.8k | 370.16 |
|
| Meta Platforms Cl A (META) | 1.1 | $2.5M | +191% | 4.3k | 572.10 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 1.1 | $2.4M | 18k | 132.90 |
|
|
| Ishares Tr Eafe Grwth Etf (EFG) | 1.0 | $2.4M | NEW | 22k | 111.37 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 1.0 | $2.4M | -35% | 23k | 100.66 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 1.0 | $2.3M | +9% | 6.0k | 390.41 |
|
| Visa Com Cl A (V) | 1.0 | $2.3M | +12% | 7.6k | 302.22 |
|
| Mastercard Incorporated Cl A (MA) | 1.0 | $2.2M | +12% | 4.4k | 499.67 |
|
| Oracle Corporation (ORCL) | 0.9 | $2.1M | +557% | 14k | 147.11 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.8 | $1.8M | +24% | 47k | 38.42 |
|
| Select Sector Spdr Tr State Street Uti (XLU) | 0.7 | $1.6M | -36% | 36k | 45.89 |
|
| Abbvie (ABBV) | 0.7 | $1.5M | +475% | 6.9k | 217.49 |
|
| Johnson & Johnson (JNJ) | 0.7 | $1.5M | NEW | 6.2k | 244.46 |
|
| UnitedHealth (UNH) | 0.6 | $1.4M | NEW | 5.3k | 270.57 |
|
| Honeywell International (HON) | 0.6 | $1.4M | +16% | 6.2k | 226.02 |
|
| Applovin Corp Com Cl A (APP) | 0.6 | $1.4M | 3.5k | 398.00 |
|
|
| Spdr Index Shs Fds State Street Spd (EDIV) | 0.6 | $1.4M | -41% | 35k | 39.48 |
|
| Thermo Fisher Scientific (TMO) | 0.6 | $1.3M | +7% | 2.7k | 491.52 |
|
| Equinix (EQIX) | 0.6 | $1.3M | -45% | 1.4k | 980.26 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.5 | $1.2M | -52% | 23k | 54.05 |
|
| Union Pacific Corporation (UNP) | 0.5 | $1.2M | +20% | 5.1k | 242.63 |
|
| Vanguard World Materials Etf (VAW) | 0.5 | $1.2M | +12% | 5.4k | 225.34 |
|
| Ishares Tr Expanded Tech (IGV) | 0.5 | $1.1M | +24% | 14k | 80.05 |
|
| Lowe's Companies (LOW) | 0.5 | $1.1M | +12% | 4.6k | 236.29 |
|
| Costco Wholesale Corporation (COST) | 0.4 | $849k | NEW | 852.00 | 996.71 |
|
| Select Sector Spdr Tr State Street Hea (XLV) | 0.4 | $833k | 5.7k | 146.60 |
|
|
| Bristol Myers Squibb (BMY) | 0.4 | $832k | 14k | 60.65 |
|
|
| Wal-Mart Stores (WMT) | 0.4 | $827k | NEW | 6.7k | 124.27 |
|
| Bank Montreal Medium Cal Lkd 45 (FNGU) | 0.4 | $820k | -6% | 53k | 15.63 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $726k | +306% | 789.00 | 920.12 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.3 | $725k | +26% | 1.1k | 650.45 |
|
| Palo Alto Networks (PANW) | 0.2 | $492k | NEW | 3.1k | 160.32 |
|
| Ishares Tr Faln Angls Usd (FALN) | 0.2 | $455k | 17k | 26.72 |
|
|
| Danaher Corporation (DHR) | 0.2 | $421k | -52% | 2.2k | 189.61 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $377k | -27% | 3.8k | 99.28 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $372k | NEW | 1.4k | 261.83 |
|
| Ishares Tr Core 80/20 Aggre (AOA) | 0.2 | $354k | -13% | 4.0k | 88.50 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $351k | NEW | 607.00 | 577.64 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $329k | -21% | 1.1k | 286.80 |
|
| Ishares Tr Core 60/40 Balan (AOR) | 0.1 | $307k | -14% | 4.8k | 64.35 |
|
| Qualcomm (QCOM) | 0.1 | $299k | 2.3k | 128.80 |
|
|
| Advanced Micro Devices (AMD) | 0.1 | $255k | 1.3k | 203.45 |
|
|
| CSX Corporation (CSX) | 0.1 | $225k | NEW | 5.5k | 41.05 |
|
| Spdr Series Trust State Street Spd (SLYG) | 0.1 | $222k | -6% | 2.3k | 96.62 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.1 | $219k | 5.6k | 38.86 |
|
|
| Ishares Tr U.s. Bas Mtl Etf (IYM) | 0.1 | $218k | NEW | 1.2k | 175.91 |
|
| Chevron Corporation (CVX) | 0.1 | $215k | NEW | 1.0k | 206.95 |
|
| International Business Machines (IBM) | 0.1 | $212k | +9% | 874.00 | 242.49 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $209k | 320.00 | 653.32 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $206k | -4% | 1.1k | 181.38 |
|
Past Filings by Altura Wealth Advisors
SEC 13F filings are viewable for Altura Wealth Advisors going back to 2022
- 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
- ESG Planning 2022 Q2 filed Aug. 10, 2022