Alta Wealth Advisors

Alta Wealth Advisors as of June 30, 2026

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