Alta Wealth Advisors

Alta Wealth Advisors as of Dec. 31, 2025

Portfolio Holdings for Alta Wealth Advisors

Alta Wealth Advisors holds 164 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust State Street Spd (SPYG) 11.6 $35M 325k 106.70
Spdr Series Trust State Street Spd (SPYV) 11.3 $34M 595k 56.81
Spdr Series Trust State Street Spd (SPMD) 5.3 $16M 275k 57.91
NVIDIA Corporation (NVDA) 4.6 $14M 74k 186.50
Apple (AAPL) 3.3 $10M 37k 271.86
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.7 $8.2M 12k 681.95
Sophia Genetics Sa Ordinary Shares (SOPH) 2.2 $6.6M 1.4M 4.67
Microsoft Corporation (MSFT) 2.0 $5.9M 12k 483.62
Ishares Tr Rus 1000 Grw Etf (IWF) 1.9 $5.6M 12k 473.29
Ishares Tr Core S&p500 Etf (IVV) 1.8 $5.5M 8.1k 684.94
Alphabet Cap Stk Cl A (GOOGL) 1.8 $5.5M 17k 312.99
Ishares Tr Rus 1000 Val Etf (IWD) 1.7 $5.2M 25k 210.34
Meta Platforms Cl A (META) 1.6 $4.7M 7.1k 660.05
Amazon (AMZN) 1.5 $4.4M 19k 230.82
JPMorgan Chase & Co. (JPM) 1.5 $4.4M 14k 322.22
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.5 $4.4M 23k 191.56
Ishares Tr Core S&p Ttl Stk (ITOT) 1.3 $4.0M 27k 148.69
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.2 $3.6M 5.9k 614.31
Ishares Tr S&p 500 Grwt Etf (IVW) 1.1 $3.3M 26k 123.26
Shopify Cl A Sub Vtg Shs (SHOP) 1.0 $3.1M 19k 160.97
Eli Lilly & Co. (LLY) 0.9 $2.8M 2.6k 1074.73
Costco Wholesale Corporation (COST) 0.9 $2.7M 3.1k 862.20
Applovin Corp Com Cl A (APP) 0.9 $2.6M 3.9k 673.82
Vanguard Index Fds Value Etf (VTV) 0.9 $2.6M 14k 190.99
Ishares Tr S&p 500 Val Etf (IVE) 0.8 $2.5M 12k 212.07
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.8 $2.5M 12k 198.62
Tesla Motors Call Option (TSLA) 0.8 $2.4M 5.4k 449.72
Kla Corp Com New (KLAC) 0.8 $2.3M 1.9k 1215.21
Spdr Series Trust State Street Spd (SPSM) 0.8 $2.3M 48k 46.86
Lam Research Corp Com New (LRCX) 0.8 $2.3M 13k 171.18
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.7 $2.2M 29k 75.44
Vanguard Index Fds Growth Etf (VUG) 0.7 $2.1M 4.2k 487.90
Credo Technology Group Holdi Ordinary Shares (CRDO) 0.7 $2.1M 14k 143.89
Proshares Tr S&p 500 Dv Arist (NOBL) 0.6 $1.9M 19k 104.07
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.6 $1.9M 19k 100.38
Bny Mellon Etf Trust Internationl Eqt (BKIE) 0.6 $1.9M 21k 92.56
Abbvie (ABBV) 0.6 $1.8M 8.0k 228.50
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.6 $1.8M 23k 79.73
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $1.7M 3.5k 502.65
Sofi Technologies (SOFI) 0.6 $1.7M 66k 26.18
Wal-Mart Stores (WMT) 0.6 $1.7M 15k 111.41
Spdr Series Trust State Street Spd (SPTM) 0.6 $1.7M 20k 82.50
Wisdomtree Tr Us Largecap Divd (DLN) 0.5 $1.5M 17k 88.08
Gilead Sciences (GILD) 0.5 $1.5M 13k 122.74
Putnam Etf Trust Franklin Massach (FTMA) 0.5 $1.4M 155k 9.01
Spdr Gold Tr Gold Shs (GLD) 0.5 $1.4M 3.5k 396.31
Leidos Holdings (LDOS) 0.4 $1.3M 7.3k 180.40
Stoneco Com Cl A (STNE) 0.4 $1.3M 88k 14.79
Visa Com Cl A (V) 0.4 $1.3M 3.6k 350.66
Amphenol Corp Cl A (APH) 0.4 $1.3M 9.3k 135.14
Blackrock Etf Trust Ishares Us Equit (DYNF) 0.4 $1.2M 19k 60.81
Oracle Corporation (ORCL) 0.4 $1.1M 5.9k 194.92
Micron Technology (MU) 0.4 $1.1M 3.9k 285.41
Affirm Hldgs Com Cl A (AFRM) 0.3 $1.0M 14k 74.43
RBC Bearings Incorporated (RBC) 0.3 $1.0M 2.2k 448.43
Lowe's Companies (LOW) 0.3 $1.0M 4.2k 241.17
Advanced Micro Devices (AMD) 0.3 $990k 4.6k 214.16
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.3 $970k 2.0k 480.49
Ishares Core Msci Emkt (IEMG) 0.3 $969k 14k 67.22
Uber Technologies (UBER) 0.3 $969k 12k 81.71
Robinhood Mkts Com Cl A (HOOD) 0.3 $956k 8.5k 113.10
Crowdstrike Hldgs Cl A (CRWD) 0.3 $925k 2.0k 468.76
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.3 $903k 3.6k 252.90
International Business Machines (IBM) 0.3 $825k 2.8k 296.17
Morgan Stanley Com New (MS) 0.3 $813k 4.6k 177.53
Ishares Tr S&p 100 Etf (OEF) 0.3 $784k 2.3k 342.97
Regeneron Pharmaceuticals (REGN) 0.3 $772k 1.0k 771.87
Ge Aerospace Com New (GE) 0.3 $761k 2.5k 308.07
Alphabet Cap Stk Cl C (GOOG) 0.3 $756k 2.4k 313.83
Ishares Tr National Mun Etf (MUB) 0.3 $752k 7.0k 107.10
Ishares Tr Eafe Value Etf (EFV) 0.2 $740k 10k 71.41
Exxon Mobil Corporation (XOM) 0.2 $739k 6.1k 120.35
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $738k 11k 66.00
Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $737k 1.6k 453.36
Select Sector Spdr Tr State Street Hea (XLV) 0.2 $730k 4.7k 154.81
Arista Networks Com Shs (ANET) 0.2 $729k 5.6k 131.03
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $728k 7.7k 94.16
Argenx Se Sponsored Adr (ARGX) 0.2 $712k 847.00 840.95
Cadence Design Systems (CDNS) 0.2 $710k 2.3k 312.58
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $701k 2.1k 335.22
Broadcom (AVGO) 0.2 $696k 2.0k 346.15
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $682k 5.7k 120.18
Ishares Tr Rus 1000 Etf (IWB) 0.2 $681k 1.8k 373.36
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.2 $671k 8.9k 75.05
Guardant Health (GH) 0.2 $650k 6.4k 102.13
Incyte Corporation (INCY) 0.2 $626k 6.3k 98.77
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.2 $626k 5.2k 119.31
Vanguard World Health Car Etf (VHT) 0.2 $624k 2.2k 287.85
Zoom Communications Cl A (ZM) 0.2 $622k 7.2k 86.29
Coherent Corp (COHR) 0.2 $611k 3.3k 184.57
Marvell Technology (MRVL) 0.2 $608k 7.2k 84.98
Vertiv Holdings Com Cl A (VRT) 0.2 $606k 3.7k 162.01
Sterling Construction Company (STRL) 0.2 $599k 2.0k 306.23
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $581k 927.00 627.10
Wisdomtree Tr Us Total Dividnd (DTD) 0.2 $580k 6.8k 84.88
Citigroup Com New (C) 0.2 $569k 4.9k 116.69
Ishares Tr Core Msci Eafe (IEFA) 0.2 $558k 6.2k 89.47
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.2 $554k 6.2k 89.42
Intuit (INTU) 0.2 $549k 828.00 662.81
Ishares Silver Tr Ishares (SLV) 0.2 $548k 8.5k 64.42
Veracyte (VCYT) 0.2 $536k 13k 42.10
Legg Mason Etf Invt Franklin Clearbr (YLDE) 0.2 $521k 9.6k 54.19
Ishares Tr Core Div Grwth (DGRO) 0.2 $501k 7.2k 69.42
Vanguard Index Fds Small Cp Etf (VB) 0.2 $488k 1.9k 258.00
Newmont Mining Corporation (NEM) 0.2 $482k 4.8k 99.85
Tenet Healthcare Corp Com New (THC) 0.2 $461k 2.3k 198.72
Carpenter Technology Corporation (CRS) 0.2 $451k 1.4k 314.84
Interactive Brokers Group In Com Cl A (IBKR) 0.1 $447k 7.0k 64.31
Mastercard Incorporated Cl A (MA) 0.1 $435k 762.00 570.89
Pan American Silver Corp Can (PAAS) 0.1 $433k 8.4k 51.81
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $432k 1.7k 250.35
Blackrock Etf Trust Ishares Us Thema (THRO) 0.1 $427k 11k 38.56
American Express Company (AXP) 0.1 $427k 1.2k 369.89
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $410k 9.2k 44.41
Ishares Tr Core Univrsl Usd (IUSB) 0.1 $407k 8.7k 46.54
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $407k 6.5k 62.47
Bristol Myers Squibb (BMY) 0.1 $403k 7.5k 53.94
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $402k 1.4k 290.30
Johnson & Johnson (JNJ) 0.1 $398k 1.9k 206.95
Blackrock Etf Trust Ishares A I Inno (BAI) 0.1 $388k 12k 33.30
Paypal Holdings (PYPL) 0.1 $377k 6.5k 58.38
Raytheon Technologies Corp (RTX) 0.1 $361k 2.0k 183.44
Qualcomm (QCOM) 0.1 $348k 2.0k 171.05
Bank of America Corporation (BAC) 0.1 $340k 6.2k 55.00
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.1 $337k 4.8k 69.47
Ishares Tr Msci Eafe Etf (EFA) 0.1 $332k 3.5k 96.03
Uipath Cl A (PATH) 0.1 $320k 20k 16.39
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $317k 3.0k 106.70
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.1 $312k 6.1k 51.13
Snowflake Com Shs Call Option (SNOW) 0.1 $306k 1.4k 219.36
Reddit Cl A (RDDT) 0.1 $302k 1.3k 229.87
Johnson Ctls Intl SHS (JCI) 0.1 $301k 2.5k 119.75
Palantir Technologies Cl A (PLTR) 0.1 $295k 1.7k 177.75
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $293k 6.1k 48.32
Blackrock Etf Trust Ishares Us Carbo (LCTU) 0.1 $285k 3.8k 74.09
Honeywell International (HON) 0.1 $275k 1.4k 195.09
Eversource Energy (ES) 0.1 $271k 4.0k 67.33
Simon Property (SPG) 0.1 $271k 1.5k 185.11
Philip Morris International (PM) 0.1 $262k 1.6k 160.45
Q2 Holdings (QTWO) 0.1 $258k 3.6k 72.16
Spdr Series Trust State Street Spd (HYMB) 0.1 $253k 10k 24.94
Spdr Series Trust State Street Spd (MDYV) 0.1 $250k 3.0k 84.64
Deere & Company (DE) 0.1 $243k 521.00 465.36
Ishares Gold Tr Ishares New (IAU) 0.1 $242k 3.0k 81.17
Verizon Communications (VZ) 0.1 $238k 5.8k 40.73
Ishares Tr Us Aer Def Etf (ITA) 0.1 $237k 1.1k 214.69
Select Sector Spdr Tr State Street Ene (XLE) 0.1 $237k 5.3k 44.71
Ishares Tr Msci Intl Qualty (IQLT) 0.1 $236k 5.2k 45.45
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $233k 768.00 303.92
Accenture Plc Ireland Shs Class A (ACN) 0.1 $231k 860.00 268.31
Ishares Tr Rus Tp200 Vl Etf (IWX) 0.1 $221k 2.4k 91.86
At&t (T) 0.1 $218k 8.8k 24.84
American Centy Etf Tr Us Quality Grow (QGRO) 0.1 $217k 1.9k 114.52
Procter & Gamble Company (PG) 0.1 $217k 1.5k 143.28
Biosante Pharmaceuticals (ANIP) 0.1 $217k 2.7k 78.94
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $215k 1.0k 209.02
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) 0.1 $214k 11k 20.05
Cintas Corporation (CTAS) 0.1 $210k 1.1k 188.07
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $209k 1.4k 148.98
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $207k 1.5k 136.97
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.1 $206k 2.0k 101.65
Chevron Corporation (CVX) 0.1 $200k 1.3k 152.45
Taskus Class A Com (TASK) 0.1 $197k 17k 11.79
Quad / Graphics Com Cl A (QUAD) 0.0 $94k 15k 6.27