Altura Wealth Advisors Inc. Portfolio Stock Holdings
Altura Wealth Advisors Inc. disclosed 84 stock positions valued at approximately $296.5 million in its latest SEC 13F filing. The largest holdings include NVIDIA CORPORATION, VANGUARD BD INDEX FDS, and ISHARES TR. The filing reflects positions held as of June 30, 2026 and was filed on July 22, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 84
- Portfolio Value
- $296.5M
Holdings by Sector
Altura Wealth Advisors Inc. Portfolio Holdings in Q2 2026
80 holdings in the latest reporting period.
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| 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 |
| EQUINIX INC | EQIX | Real Estate | 1.03% | 2,928 | +1,576 | +116.57% | $3,052,129 |
| VISA INC | V | Financial Services | 0.98% | 8,499 | +931 | +12.30% | $2,915,815 |
| ORACLE CORP | ORCL | Technology | 0.98% | 19,775 | +5,331 | +36.91% | $2,897,966 |
| META PLATFORMS INC | META | Communication Services | 0.97% | 5,120 | +787 | +18.16% | $2,883,972 |
| MERCK & CO INC | MRK | Healthcare | 0.94% | 21,760 | -25 | -0.11% | $2,796,124 |
| SELECT SECTOR SPDR TR | XLU | Other | 0.91% | 59,507 | +23,675 | +66.07% | $2,698,032 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.89% | 5,139 | +702 | +15.82% | $2,639,295 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.81% | 5,806 | +484 | +9.09% | $2,413,297 |
| ISHARES TR | ARTY | Other | 0.79% | 30,733 | +30,733 | +100.00% | $2,340,612 |
| ABBVIE INC | ABBV | Healthcare | 0.74% | 8,748 | +1,829 | +26.43% | $2,201,435 |
| ISHARES BITCOIN TRUST ETF | IBIT | Other | 0.68% | 60,443 | +13,049 | +27.53% | $2,012,147 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.65% | 7,553 | +1,403 | +22.81% | $1,918,170 |
| APPLOVIN CORP | APP | Technology | 0.59% | 3,409 | -60 | -1.73% | $1,756,419 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 0.57% | 3,379 | +662 | +24.37% | $1,693,985 |
| UNION PAC CORP | UNP | Industrials | 0.52% | 5,621 | +502 | +9.81% | $1,528,959 |
| ISHARES TR | IGV | Other | 0.51% | 16,529 | +2,713 | +19.64% | $1,497,545 |
| VANGUARD WORLD FD | VAW | Other | 0.48% | 6,251 | +805 | +14.78% | $1,430,198 |
| SPDR INDEX SHS FDS | EDIV | Other | 0.48% | 34,798 | +163 | +0.47% | $1,425,254 |
| SEAGATE TECHNOLOGY HLDNGS PL | STX | Other | 0.46% | 1,403 | +1,403 | +100.00% | $1,353,895 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.44% | 5,921 | +1,281 | +27.61% | $1,305,631 |
| ELI LILLY & CO | LLY | Healthcare | 0.40% | 991 | +202 | +25.60% | $1,188,101 |
| ALPHABET INC | GOOG | Communication Services | 0.38% | 3,148 | +2,000 | +174.22% | $1,112,343 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.35% | 3,052 | -14 | -0.46% | $1,040,793 |
| QUALCOMM INC | QCOM | Technology | 0.33% | 5,338 | +3,020 | +130.28% | $986,424 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.33% | 1,031 | +179 | +21.01% | $964,875 |
| WALMART INC | WMT | Consumer Defensive | 0.31% | 8,017 | +1,361 | +20.45% | $908,012 |
| SELECT SECTOR SPDR TR | XLV | Other | 0.30% | 5,668 | -12 | -0.21% | $899,221 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.29% | 1,143 | +29 | +2.60% | $853,364 |
| BRISTOL-MYERS SQUIBB CO | BMY | Healthcare | 0.26% | 13,556 | -157 | -1.14% | $781,077 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.24% | 1,242 | -12 | -0.96% | $721,560 |
| INVESCO QQQ TR | QQQ | Other | 0.17% | 685 | +78 | +12.85% | $504,792 |
| BANK OF AMER CORP | BAC | Financial Services | 0.15% | 8,062 | +8,062 | +100.00% | $459,393 |
| ISHARES TR | FALN | Other | 0.15% | 16,279 | -747 | -4.39% | $443,427 |
| TEXAS INSTRS INC | TXN | Technology | 0.15% | 1,480 | +1,480 | +100.00% | $441,252 |
| ISHARES TR | AGG | Other | 0.14% | 4,137 | +345 | +9.10% | $409,469 |
| DANAHER CORP DEL | DHR | Healthcare | 0.13% | 2,047 | -172 | -7.75% | $389,991 |
| ISHARES TR | CMF | Other | 0.12% | 6,380 | +6,380 | +100.00% | $367,744 |
| ISHARES TR | AOA | Other | 0.11% | 3,432 | -564 | -14.11% | $334,916 |
| ISHARES TR | AOR | Other | 0.11% | 4,527 | -244 | -5.11% | $314,660 |
| CHEVRON CORPORATION | CVX | Energy | 0.09% | 1,652 | +615 | +59.31% | $273,807 |
| ISHARES TR | IYW | Other | 0.09% | 1,077 | -61 | -5.36% | $271,654 |
| CSX CORP | CSX | Industrials | 0.09% | 5,499 | +16 | +0.29% | $261,372 |
| ISHARES TR | IVV | Other | 0.09% | 337 | +17 | +5.31% | $252,239 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 0.08% | 5,636 | +14 | +0.25% | $250,003 |
| SPDR SERIES TRUST | SLYG | Other | 0.08% | 2,053 | -239 | -10.43% | $244,591 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.08% | 818 | -56 | -6.41% | $230,016 |
| ISHARES TR | IYM | Other | 0.08% | 1,241 | +3 | +0.24% | $222,782 |
| EXELIXIS INC | EXEL | Healthcare | 0.08% | 4,092 | +4,092 | +100.00% | $222,646 |
| PROSHARES TR | UPRO | Other | 0.07% | 1,524 | +1,524 | +100.00% | $216,088 |
| STATE STR SPDR DOW JONES IND | DIA | Other | 0.07% | 404 | +404 | +100.00% | $211,306 |