ESG Planning

Altura Wealth Advisors as of June 30, 2026

Portfolio Holdings for Altura Wealth Advisors

Altura Wealth Advisors holds 84 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
NVIDIA Corporation (NVDA) 7.5 $22M 111k 200.09
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 7.4 $22M 299k 73.41
Ishares Tr National Mun Etf (MUB) 6.3 $19M 175k 107.62
Vanguard World Inf Tech Etf (VGT) 4.6 $14M 113k 119.52
Spdr Series Trust St Bloo High Etf (JNK) 4.1 $12M 126k 96.37
Apple (AAPL) 4.0 $12M 41k 289.36
Netflix (NFLX) 3.9 $12M 162k 71.40
Alphabet Cap Stk Cl A (GOOGL) 2.9 $8.7M 24k 357.37
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 2.9 $8.5M 101k 83.75
Pimco Etf Tr Inter Mun Bd Act (MUNI) 2.8 $8.2M 156k 52.60
Amazon (AMZN) 2.7 $8.0M 34k 238.34
Vanguard World Consum Dis Etf (VCR) 2.6 $7.8M 20k 396.62
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.6 $7.7M 108k 71.25
Vanguard Admiral Fds Midcp 400 Grth (IVOG) 2.2 $6.5M 45k 146.30
Vanguard World Financials Etf (VFH) 2.0 $5.9M 45k 131.60
Vanguard World Industrial Etf (VIS) 1.9 $5.7M 16k 360.38
Vanguard Index Fds Total Stk Mkt (VTI) 1.7 $5.2M 14k 370.04
Crowdstrike Hldgs Cl A (CRWD) 1.5 $4.5M 6.0k 763.14
Microsoft Corporation (MSFT) 1.5 $4.5M 12k 373.00
Dimensional Etf Trust Us Small Cap Etf (DFAS) 1.5 $4.5M 55k 82.34
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.4 $4.3M 72k 59.69
Vanguard Index Fds Small Cp Etf (VB) 1.3 $4.0M 13k 303.13
Vanguard World Consum Stp Etf (VDC) 1.3 $3.8M 17k 225.50
Vanguard World Comm Srvc Etf (VOX) 1.3 $3.8M 21k 183.95
Select Sector Spdr Tr St Str Real Etf (XLRE) 1.3 $3.7M 84k 44.03
Ishares Tr 0-3 Mth Treasury (SGOV) 1.2 $3.7M 36k 100.67
Select Sector Spdr Tr St Str Techn Etf (XLK) 1.2 $3.6M 19k 190.52
Spdr Gold Tr Gold Shs (GLD) 1.2 $3.5M 9.6k 368.38
Vanguard World Health Car Etf (VHT) 1.1 $3.4M 11k 299.01
Vaneck Etf Trust Semiconductr Etf (SMH) 1.1 $3.4M 5.1k 655.83
Equinix (EQIX) 1.0 $3.1M 2.9k 1042.39
Visa Com Cl A (V) 1.0 $2.9M 8.5k 343.08
Oracle Corporation (ORCL) 1.0 $2.9M 20k 146.55
Meta Platforms Cl A (META) 1.0 $2.9M 5.1k 563.28
Merck & Co (MRK) 0.9 $2.8M 22k 128.50
Select Sector Spdr Tr St Str Util Etf (XLU) 0.9 $2.7M 60k 45.34
Mastercard Incorporated Cl A (MA) 0.9 $2.6M 5.1k 513.58
UnitedHealth (UNH) 0.8 $2.4M 5.8k 415.66
Ishares Tr Futu Ai Tech Etf (ARTY) 0.8 $2.3M 31k 76.16
Abbvie (ABBV) 0.7 $2.2M 8.7k 251.65
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.7 $2.0M 60k 33.29
Johnson & Johnson (JNJ) 0.6 $1.9M 7.6k 253.96
Applovin Corp Com Cl A (APP) 0.6 $1.8M 3.4k 515.23
Thermo Fisher Scientific (TMO) 0.6 $1.7M 3.4k 501.33
Union Pacific Corporation (UNP) 0.5 $1.5M 5.6k 272.01
Ishares Tr Expanded Tech (IGV) 0.5 $1.5M 17k 90.60
Vanguard World Materials Etf (VAW) 0.5 $1.4M 6.3k 228.80
Spdr Index Shs Fds St Mar Divid Etf (EDIV) 0.5 $1.4M 35k 40.96
Seagate Technology Hldngs Pl Ord Shs (STX) 0.5 $1.4M 1.4k 965.00
Lowe's Companies (LOW) 0.4 $1.3M 5.9k 220.51
Advisor Managed Portfolios Ruk Str Gro Etf 0.4 $1.2M 45k 27.13
Eli Lilly & Co. (LLY) 0.4 $1.2M 991.00 1198.89
Alphabet Cap Stk Cl C (GOOG) 0.4 $1.1M 3.1k 353.35
Palo Alto Networks (PANW) 0.4 $1.0M 3.1k 341.02
Qualcomm (QCOM) 0.3 $986k 5.3k 184.79
Costco Wholesale Corporation (COST) 0.3 $965k 1.0k 935.86
Wal-Mart Stores (WMT) 0.3 $908k 8.0k 113.26
Select Sector Spdr Tr St Str Care Etf (XLV) 0.3 $899k 5.7k 158.65
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.3 $853k 1.1k 746.60
Bristol Myers Squibb (BMY) 0.3 $781k 14k 57.62
Honeywell International (HON) 0.3 $745k 3.3k 223.90
Honeywell Aerospace (HONA) 0.2 $728k 3.3k 221.08
Advanced Micro Devices (AMD) 0.2 $722k 1.2k 580.97
Bank Montreal Medium Cal Lkd 45 (FNGU) 0.2 $564k 22k 25.71
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $505k 685.00 736.92
Bank of America Corporation (BAC) 0.2 $459k 8.1k 56.98
Ishares Tr Faln Angls Usd (FALN) 0.1 $443k 16k 27.24
Texas Instruments Incorporated (TXN) 0.1 $441k 1.5k 298.14
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $410k 4.1k 98.98
Danaher Corporation (DHR) 0.1 $390k 2.0k 190.52
Ishares Tr Calif Mun Bd Etf (CMF) 0.1 $368k 6.4k 57.64
Ishares Tr Core 80 20 Etf (AOA) 0.1 $335k 3.4k 97.59
Ishares Tr Core 60 Bala Etf (AOR) 0.1 $315k 4.5k 69.51
Chevron Corporation (CVX) 0.1 $274k 1.7k 165.74
Ishares Tr U.s. Tech Etf (IYW) 0.1 $272k 1.1k 252.23
CSX Corporation (CSX) 0.1 $261k 5.5k 47.53
Ishares Tr Core S&p500 Etf (IVV) 0.1 $252k 337.00 748.48
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) 0.1 $250k 5.6k 44.36
Spdr Series Trust St Str Sp600grwo (SLYG) 0.1 $245k 2.1k 119.14
International Business Machines (IBM) 0.1 $230k 818.00 281.19
Ishares Tr U.s. Bas Mtl Etf (IYM) 0.1 $223k 1.2k 179.52
Exelixis (EXEL) 0.1 $223k 4.1k 54.41
Proshares Tr Ultrpro S&p500 (UPRO) 0.1 $216k 1.5k 141.79
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.1 $211k 404.00 523.03