ESG Planning

Altura Wealth Advisors as of March 31, 2026

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 113k 174.40
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 8.2 $19M 256k 73.64
Ishares Tr National Mun Etf (MUB) 7.2 $17M 156k 106.15
Spdr Series Trust State Street Spd (JNK) 4.7 $11M 111k 95.72
Apple (AAPL) 4.4 $10M 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 173k 52.19
Alphabet Cap Stk Cl A (GOOGL) 3.1 $7.1M 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 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 99k 64.08
Vanguard Admiral Fds Midcp 400 Grth (IVOG) 2.2 $5.0M 40k 125.03
Vanguard World Financials Etf (VFH) 2.1 $4.8M 40k 120.81
Vanguard World Industrial Etf (VIS) 2.1 $4.8M 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 55k 71.13
Spdr Gold Tr Gold Shs (GLD) 1.7 $3.8M 8.8k 430.29
Vanguard World Consum Stp Etf (VDC) 1.6 $3.6M 16k 224.58
Vaneck Etf Trust Semiconductr Etf (SMH) 1.5 $3.5M 9.0k 383.38
Vanguard World Comm Srvc Etf (VOX) 1.4 $3.3M 18k 179.84
Select Sector Spdr Tr State Street Rea (XLRE) 1.4 $3.2M 80k 40.83
Vanguard World Health Car Etf (VHT) 1.2 $2.8M 10k 272.34
Vanguard Index Fds Sml Cp Grw Etf (VBK) 1.1 $2.6M 8.7k 302.24
Merck & Co (MRK) 1.1 $2.6M 22k 120.29
Microsoft Corporation (MSFT) 1.1 $2.5M 6.8k 370.16
Meta Platforms Cl A (META) 1.1 $2.5M 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 22k 111.37
Ishares Tr 0-3 Mnth Treasry (SGOV) 1.0 $2.4M 23k 100.66
Crowdstrike Hldgs Cl A (CRWD) 1.0 $2.3M 6.0k 390.41
Visa Com Cl A (V) 1.0 $2.3M 7.6k 302.22
Mastercard Incorporated Cl A (MA) 1.0 $2.2M 4.4k 499.67
Oracle Corporation (ORCL) 0.9 $2.1M 14k 147.11
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.8 $1.8M 47k 38.42
Select Sector Spdr Tr State Street Uti (XLU) 0.7 $1.6M 36k 45.89
Abbvie (ABBV) 0.7 $1.5M 6.9k 217.49
Johnson & Johnson (JNJ) 0.7 $1.5M 6.2k 244.46
UnitedHealth (UNH) 0.6 $1.4M 5.3k 270.57
Honeywell International (HON) 0.6 $1.4M 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 35k 39.48
Thermo Fisher Scientific (TMO) 0.6 $1.3M 2.7k 491.52
Equinix (EQIX) 0.6 $1.3M 1.4k 980.26
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $1.2M 23k 54.05
Union Pacific Corporation (UNP) 0.5 $1.2M 5.1k 242.63
Vanguard World Materials Etf (VAW) 0.5 $1.2M 5.4k 225.34
Ishares Tr Expanded Tech (IGV) 0.5 $1.1M 14k 80.05
Lowe's Companies (LOW) 0.5 $1.1M 4.6k 236.29
Costco Wholesale Corporation (COST) 0.4 $849k 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 6.7k 124.27
Bank Montreal Medium Cal Lkd 45 (FNGU) 0.4 $820k 53k 15.63
Eli Lilly & Co. (LLY) 0.3 $726k 789.00 920.12
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.3 $725k 1.1k 650.45
Palo Alto Networks (PANW) 0.2 $492k 3.1k 160.32
Ishares Tr Faln Angls Usd (FALN) 0.2 $455k 17k 26.72
Danaher Corporation (DHR) 0.2 $421k 2.2k 189.61
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $377k 3.8k 99.28
Vanguard Index Fds Small Cp Etf (VB) 0.2 $372k 1.4k 261.83
Ishares Tr Core 80/20 Aggre (AOA) 0.2 $354k 4.0k 88.50
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $351k 607.00 577.64
Alphabet Cap Stk Cl C (GOOG) 0.1 $329k 1.1k 286.80
Ishares Tr Core 60/40 Balan (AOR) 0.1 $307k 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 5.5k 41.05
Spdr Series Trust State Street Spd (SLYG) 0.1 $222k 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 1.2k 175.91
Chevron Corporation (CVX) 0.1 $215k 1.0k 206.95
International Business Machines (IBM) 0.1 $212k 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 1.1k 181.38