Alta Wealth Advisors

Alta Wealth Advisors as of March 31, 2026

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