Altura Wealth Advisors Inc. Portfolio Stock Holdings
According to the SEC 13F filed on October 22, 2026, Altura Wealth Advisors Inc. disclosed 86 stock positions valued at approximately $323.00M as of quarter-end September 30, 2026. The largest holdings include NVIDIA CORPORATION, VANGUARD BD INDEX FDS, and ISHARES TR.
- Report Period
- September 30, 2026
- No. of Stocks
- 86
- Portfolio Value
- $323.00M
Holdings by Sector
Altura Wealth Advisors Inc. Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | Technology | 7.99% | 113,026 | +1,677 | +1.51% | $25,812,862 |
| VANGUARD BD INDEX FDS | BND | Other | 7.38% | 339,953 | +41,051 | +13.73% | $23,847,708 |
| ISHARES TR | MUB | Other | 4.61% | 147,259 | -27,624 | -15.80% | $14,887,853 |
| VANGUARD WORLD FD | VGT | Other | 4.58% | 117,778 | +4,834 | +4.28% | $14,801,101 |
| APPLE INC | AAPL | Technology | 4.33% | 41,957 | +1,175 | +2.88% | $13,972,534 |
| SPDR SERIES TRUST | JNK | Other | 3.70% | 128,891 | +3,440 | +2.74% | $11,954,625 |
| PIMCO ETF TR | MUNI | Other | 3.52% | 229,111 | +73,068 | +46.83% | $11,384,544 |
| NETFLIX INC. | NFLX | Communication Services | 3.50% | 162,410 | +314 | +0.19% | $11,300,520 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 2.82% | 109,928 | +8,797 | +8.70% | $9,120,746 |
| ALPHABET INC | GOOGL | Communication Services | 2.76% | 25,864 | +1,516 | +6.23% | $8,899,148 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.74% | 35,461 | +1,964 | +5.86% | $8,835,108 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 2.67% | 122,361 | +14,832 | +13.79% | $8,639,912 |
| VANGUARD WORLD FD | VCR | Other | 2.36% | 20,864 | +1,269 | +6.48% | $7,608,864 |
| VANGUARD ADMIRAL FDS INC | IVOG | Other | 2.12% | 50,129 | +5,663 | +12.74% | $6,848,588 |
| MICROSOFT CORP | MSFT | Technology | 1.99% | 12,560 | +482 | +3.99% | $6,441,897 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 1.95% | 23,839 | +17,877 | +299.85% | $6,311,375 |
| VANGUARD WORLD FD | VFH | Other | 1.93% | 48,036 | +3,330 | +7.45% | $6,249,057 |
| ISHARES TR | SGOV | Other | 1.81% | 57,933 | +21,526 | +59.13% | $5,832,695 |
| VANGUARD INDEX FDS | VTI | Other | 1.80% | 15,558 | +1,551 | +11.07% | $5,822,492 |
| VANGUARD WORLD FD | VIS | Other | 1.65% | 16,635 | +792 | +5.00% | $5,331,700 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 1.54% | 83,824 | +12,343 | +17.27% | $4,971,578 |
| VANGUARD INDEX FDS | VB | Other | 1.37% | 15,549 | +2,425 | +18.48% | $4,423,501 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 1.34% | 55,768 | +1,178 | +2.16% | $4,317,538 |
| VANGUARD WORLD FD | VOX | Other | 1.30% | 21,993 | +1,423 | +6.92% | $4,191,557 |
| VANGUARD WORLD FD | VDC | Other | 1.20% | 17,741 | +771 | +4.54% | $3,871,249 |
| SPDR GOLD TR | GLD | Other | 1.20% | 10,152 | +583 | +6.09% | $3,866,288 |
| SELECT SECTOR SPDR TR | XLK | Other | 1.20% | 19,745 | +954 | +5.08% | $3,865,103 |
| META PLATFORMS INC | META | Communication Services | 1.19% | 5,304 | +184 | +3.59% | $3,846,169 |
| VANGUARD WORLD FD | VHT | Other | 1.18% | 12,061 | +728 | +6.42% | $3,812,182 |
| SELECT SECTOR SPDR TR | XLRE | Other | 1.13% | 89,092 | +4,651 | +5.51% | $3,644,753 |
Showing 30 of 86 holdings in the latest reporting period.