Back to Alta Wealth Advisors LLC

Alta Wealth Advisors LLC

Q2 2026 13F filing

Updated 44 days ago

170 disclosed positions worth $368.9M

Portfolio value
$368.9M
Total holdings
170
New positions
19
Closed positions
10
Increased
68
Decreased
71
Turnover
17.1%
Filed
2026-07-30

Full holdings

Every line item disclosed in Q2 2026

S

SPDR SERIES TRUST

+0.4%
Value
$41.8M
Shares
351.0K
% Port
11.32%
S

SPDR SERIES TRUST

+2.2%
Value
$39.9M
Shares
656.1K
% Port
10.81%
S

SPDR SERIES TRUST

-0.1%
Value
$19.9M
Shares
294.5K
% Port
5.39%
N

NVIDIA CORPORATION

+0.6%
Value
$15M
Shares
74.8K
% Port
4.06%
A

APPLE INC

-0.9%
Value
$11M
Shares
38.1K
% Port
2.99%
E

ISHARES TR

+8.4%
Value
$8.7M
Shares
11.7K
% Port
2.37%
S
7.SPY

STATE STR SPDR S&P 500 ETF T

+2.4%
Value
$8.4M
Shares
11.3K
% Port
2.29%
S

SOPHIA GENETICS SA

Unchanged
Value
$8.1M
Shares
1.41M
% Port
2.20%
M
9.MU

MICRON TECHNOLOGY INC

+1.1%
Value
$7.9M
Shares
6.8K
% Port
2.13%
G

ALPHABET INC

-1.4%
Value
$6.5M
Shares
18.3K
% Port
1.78%
E
11.ETHA

ISHARES TR

+303.0%
Value
$6M
Shares
48.5K
% Port
1.63%
L
12.LRCX

LAM RESEARCH CORP

+0.0%
Value
$5.8M
Shares
13.3K
% Port
1.56%
E
13.ETHA

ISHARES TR

-3.4%
Value
$5.7M
Shares
23.5K
% Port
1.55%
K
14.KLAC

KLA CORP

+889.1%
Value
$5.7M
Shares
18.7K
% Port
1.53%
E
15.ETHA

ISHARES TR

+1.5%
Value
$5.1M
Shares
36.8K
% Port
1.37%
I
16.IVZ

INVESCO EXCHANGE TRADED FD T

-0.4%
Value
$4.8M
Shares
22.5K
% Port
1.30%
A
17.AMZN

AMAZON COM INC

-0.5%
Value
$4.7M
Shares
19.9K
% Port
1.28%
J

JPMORGAN CHASE & CO

-2.2%
Value
$4.4M
Shares
13.6K
% Port
1.21%
M
19.MSFT

MICROSOFT CORP

-2.5%
Value
$4.2M
Shares
11.2K
% Port
1.14%
E
20.ETHA

ISHARES TR

-7.0%
Value
$4.1M
Shares
25.1K
% Port
1.12%
E
21.ETHA

ISHARES TR

+3.8%
Value
$4.1M
Shares
18.1K
% Port
1.11%
Q
22.QQQ

INVESCO QQQ TR

-2.3%
Value
$4.1M
Shares
5.5K
% Port
1.10%
C
23.CRDO

CREDO TECHNOLOGY GROUP HOLDI

+0.4%
Value
$3.9M
Shares
14.4K
% Port
1.06%
M
24.META

META PLATFORMS INC

-2.0%
Value
$3.8M
Shares
6.8K
% Port
1.04%
E
25.ETHA

ISHARES TR

+3.5%
Value
$3.4M
Shares
15.6K
% Port
0.93%
A
26.ARCC

SPDR SERIES TRUST

+3.2%
Value
$3.3M
Shares
56.7K
% Port
0.89%
V
27.VGES

VANGUARD INDEX FDS

-0.4%
Value
$3.1M
Shares
14.0K
% Port
0.83%
L
28.LLY

ELI LILLY & CO

-0.8%
Value
$3M
Shares
2.5K
% Port
0.83%
C
29.COST

COSTCO WHOLESALE CORPORATION

-0.0%
Value
$2.9M
Shares
3.1K
% Port
0.79%
?
30.N/A

BNY MELLON ETF TRUST

+32.4%
Value
$2.9M
Shares
28.4K
% Port
0.77%
E
31.ETHA

BLACKROCK ETF TRUST

+8.8%
Value
$2.7M
Shares
39.7K
% Port
0.73%
A
32.AMD

ADVANCED MICRO DEVICES INC

-0.6%
Value
$2.6M
Shares
4.5K
% Port
0.71%
V
33.VGES

VANGUARD STAR FDS

Unchanged
Value
$2.5M
Shares
29.0K
% Port
0.67%
E
34.ETHA

ISHARES INC

+8.7%
Value
$2.4M
Shares
29.5K
% Port
0.66%
C
35.CALY

CALLAWAY GOLF CO

+0.2%
Value
$2.4M
Shares
127.3K
% Port
0.65%
K
36.KOLD

PROSHARES TR

+111.5%
Value
$2.3M
Shares
41.1K
% Port
0.63%
V
37.VGES

VANGUARD INDEX FDS

+496.1%
Value
$2.3M
Shares
26.7K
% Port
0.62%
T
38.TSLA

TESLA INC

-0.2%
Value
$2.2M
Shares
5.3K
% Port
0.60%
S
39.STRL

STERLING INFRASTRUCTURE INC

-1.3%
Value
$2.1M
Shares
2.5K
% Port
0.56%
A
40.APP

APPLOVIN CORP

-0.8%
Value
$2M
Shares
3.9K
% Port
0.55%
V
41.VGES

VANGUARD SCOTTSDALE FDS

+12.8%
Value
$2M
Shares
25.6K
% Port
0.55%
A
42.ABBV

ABBVIE INC

-3.4%
Value
$1.9M
Shares
7.7K
% Port
0.53%
W
43.WDC

WESTERN DIGITAL CORP

-1.1%
Value
$1.9M
Shares
3.0K
% Port
0.52%
E
44.ETHA

ISHARES TR

+11.2%
Value
$1.9M
Shares
24.5K
% Port
0.51%
S

SPDR SERIES TRUST

+0.1%
Value
$1.9M
Shares
20.5K
% Port
0.50%
B

BERKSHIRE HATHAWAY INC DEL

-0.4%
Value
$1.8M
Shares
3.6K
% Port
0.49%
E
47.ETHA

ISHARES TR

+0.4%
Value
$1.8M
Shares
17.4K
% Port
0.48%
A
48.APH

AMPHENOL CORP

-2.1%
Value
$1.7M
Shares
9.8K
% Port
0.47%
L
49.LMT

LOCKHEED MARTIN CORP

-2.8%
Value
$1.7M
Shares
3.3K
% Port
0.46%
B
50.BTCW

WISDOMTREE TR

Unchanged
Value
$1.7M
Shares
17.4K
% Port
0.45%