Altura Wealth Advisors Inc. Portfolio Stock Holdings
According to the SEC 13F filed on July 22, 2026, Altura Wealth Advisors Inc. disclosed 81 stock positions valued at approximately $296.54M as of quarter-end June 30, 2026. The largest holdings include NVIDIA CORPORATION, VANGUARD BD INDEX FDS, and ISHARES TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 81
- Portfolio Value
- $296.54M
Holdings by Sector
Altura Wealth Advisors Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | Technology | 7.51% | 111,349 | -1,805 | -1.60% | $22,279,722 |
| VANGUARD BD INDEX FDS | BND | Other | 7.40% | 298,902 | +43,452 | +17.01% | $21,942,387 |
| ISHARES TR | MUB | Other | 6.35% | 174,883 | +18,659 | +11.94% | $18,820,925 |
| VANGUARD WORLD FD | VGT | Other | 4.55% | 112,944 | +99,038 | +712.20% | $13,499,125 |
| SPDR SERIES TRUST | JNK | Other | 4.08% | 125,451 | +14,118 | +12.68% | $12,089,703 |
| APPLE INC | AAPL | Technology | 3.98% | 40,782 | +751 | +1.88% | $11,800,798 |
| NETFLIX INC. | NFLX | Communication Services | 3.90% | 162,096 | +162,096 | +100.00% | $11,573,687 |
| ALPHABET INC | GOOGL | Communication Services | 2.93% | 24,348 | -512 | -2.06% | $8,701,188 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 2.86% | 101,131 | +6,864 | +7.28% | $8,469,755 |
| PIMCO ETF TR | MUNI | Other | 2.77% | 156,043 | -16,912 | -9.78% | $8,207,855 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.69% | 33,497 | +1,645 | +5.16% | $7,983,675 |
| VANGUARD WORLD FD | VCR | Other | 2.62% | 19,595 | +1,741 | +9.75% | $7,771,721 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 2.58% | 107,529 | +9,044 | +9.18% | $7,661,412 |
| VANGUARD ADMIRAL FDS INC | IVOG | Other | 2.19% | 44,466 | +4,848 | +12.24% | $6,505,431 |
| VANGUARD WORLD FD | VFH | Other | 1.98% | 44,706 | +4,998 | +12.59% | $5,883,346 |
| VANGUARD WORLD FD | VIS | Other | 1.93% | 15,843 | +531 | +3.47% | $5,709,542 |
| VANGUARD INDEX FDS | VTI | Other | 1.75% | 14,007 | +1,702 | +13.83% | $5,183,093 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 1.53% | 5,962 | +6 | +0.10% | $4,549,841 |
| MICROSOFT CORP | MSFT | Technology | 1.52% | 12,078 | +5,327 | +78.91% | $4,505,153 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 1.52% | 54,590 | -178 | -0.33% | $4,494,977 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 1.44% | 71,481 | +48,422 | +209.99% | $4,266,696 |
| VANGUARD INDEX FDS | VB | Other | 1.34% | 13,124 | +11,704 | +824.23% | $3,978,230 |
| VANGUARD WORLD FD | VDC | Other | 1.29% | 16,970 | +1,032 | +6.48% | $3,826,653 |
| VANGUARD WORLD FD | VOX | Other | 1.28% | 20,570 | +2,441 | +13.46% | $3,783,779 |
| SELECT SECTOR SPDR TR | XLRE | Other | 1.25% | 84,441 | +4,908 | +6.17% | $3,717,938 |
| ISHARES TR | SGOV | Other | 1.24% | 36,407 | +12,960 | +55.27% | $3,665,088 |
| SELECT SECTOR SPDR TR | XLK | Other | 1.21% | 18,791 | +588 | +3.23% | $3,579,974 |
| SPDR GOLD TR | GLD | Other | 1.19% | 9,569 | +739 | +8.37% | $3,525,028 |
| VANGUARD WORLD FD | VHT | Other | 1.14% | 11,333 | +1,060 | +10.32% | $3,388,660 |
| VANECK ETF TRUST | SMH | Other | 1.14% | 5,147 | -3,868 | -42.91% | $3,375,564 |
Showing 30 of 81 holdings in the latest reporting period.