Altura Wealth Advisors Inc. Portfolio Stock Holdings
Altura Wealth Advisors Inc. disclosed 75 stock positions valued at approximately $229.1 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 March 31, 2026 and was filed on May 12, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 75
- Portfolio Value
- $229.1M
Holdings by Sector
Altura Wealth Advisors Inc. Portfolio Holdings in Q1 2026
74 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | Technology | 8.61% | 113,154 | +5,289 | +4.90% | $19,734,144 |
| VANGUARD BD INDEX FDS | BND | Other | 8.21% | 255,450 | +8,026 | +3.24% | $18,811,338 |
| ISHARES TR | MUB | Other | 7.24% | 156,224 | +3,913 | +2.57% | $16,583,157 |
| SPDR SERIES TRUST | JNK | Other | 4.65% | 111,333 | +2,237 | +2.05% | $10,656,831 |
| APPLE INC | AAPL | Technology | 4.43% | 40,031 | +4,059 | +11.28% | $10,159,518 |
| VANGUARD WORLD FD | VGT | Other | 4.23% | 13,906 | +68 | +0.49% | $9,702,557 |
| PIMCO ETF TR | MUNI | Other | 3.94% | 172,955 | -10,014 | -5.47% | $9,026,513 |
| ALPHABET INC | GOOGL | Communication Services | 3.12% | 24,860 | -4,219 | -14.51% | $7,148,785 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 3.09% | 94,267 | -13 | -0.01% | $7,079,483 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.90% | 31,852 | +707 | +2.27% | $6,633,816 |
| VANGUARD WORLD FD | VCR | Other | 2.80% | 17,854 | +305 | +1.74% | $6,410,088 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 2.75% | 98,485 | -40,308 | -29.04% | $6,310,945 |
| VANGUARD ADMIRAL FDS INC | IVOG | Other | 2.16% | 39,618 | +3,947 | +11.07% | $4,953,490 |
| VANGUARD WORLD FD | VFH | Other | 2.09% | 39,708 | +2,009 | +5.33% | $4,797,179 |
| VANGUARD WORLD FD | VIS | Other | 2.09% | 15,312 | -4,831 | -23.98% | $4,780,558 |
| VANGUARD INDEX FDS | VTI | Other | 1.72% | 12,305 | +165 | +1.36% | $3,947,664 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 1.70% | 54,768 | -42,727 | -43.82% | $3,895,652 |
| SPDR GOLD TR | GLD | Other | 1.66% | 8,830 | -704 | -7.38% | $3,799,461 |
| VANGUARD WORLD FD | VDC | Other | 1.56% | 15,938 | -4,636 | -22.53% | $3,579,422 |
| VANECK ETF TRUST | SMH | Other | 1.51% | 9,015 | +8,260 | +1094.04% | $3,456,184 |
| VANGUARD WORLD FD | VOX | Other | 1.42% | 18,129 | +4,075 | +29.00% | $3,260,328 |
| SELECT SECTOR SPDR TR | XLRE | Other | 1.42% | 79,533 | -25,804 | -24.50% | $3,247,329 |
| VANGUARD WORLD FD | VHT | Other | 1.22% | 10,273 | -3,843 | -27.22% | $2,797,699 |
| VANGUARD INDEX FDS | VBK | Other | 1.15% | 8,710 | +8,710 | +100.00% | $2,632,538 |
| MERCK & CO INC | MRK | Healthcare | 1.14% | 21,785 | -26,181 | -54.58% | $2,620,527 |
| MICROSOFT CORP | MSFT | Technology | 1.09% | 6,751 | +743 | +12.37% | $2,498,950 |
| META PLATFORMS INC | META | Communication Services | 1.08% | 4,333 | +2,846 | +191.39% | $2,478,928 |
| SELECT SECTOR SPDR TR | XLK | Other | 1.06% | 18,203 | +164 | +0.91% | $2,419,168 |
| ISHARES TR | EFG | Other | 1.05% | 21,545 | +21,545 | +100.00% | $2,399,467 |
| ISHARES TR | SGOV | Other | 1.03% | 23,447 | -12,995 | -35.66% | $2,360,198 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 1.01% | 5,956 | +494 | +9.04% | $2,325,282 |
| VISA INC | V | Financial Services | 1.00% | 7,568 | +849 | +12.64% | $2,287,207 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.97% | 4,437 | +488 | +12.36% | $2,217,029 |
| ORACLE CORP | ORCL | Technology | 0.93% | 14,444 | +12,248 | +557.74% | $2,124,885 |
| ISHARES BITCOIN TRUST ETF | IBIT | Other | 0.79% | 47,394 | +9,217 | +24.14% | $1,820,877 |
| SELECT SECTOR SPDR TR | XLU | Other | 0.72% | 35,832 | -20,217 | -36.07% | $1,644,351 |
| ABBVIE INC | ABBV | Healthcare | 0.66% | 6,919 | +5,717 | +475.62% | $1,504,835 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.66% | 6,150 | +6,150 | +100.00% | $1,503,424 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.63% | 5,322 | +5,322 | +100.00% | $1,439,978 |
| HONEYWELL INTL INC | HON | Industrials | 0.62% | 6,242 | +882 | +16.46% | $1,410,804 |
| APPLOVIN CORP | APP | Technology | 0.60% | 3,469 | - | - | $1,380,662 |
| SPDR INDEX SHS FDS | EDIV | Other | 0.60% | 34,635 | -24,697 | -41.63% | $1,367,403 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 0.58% | 2,717 | +195 | +7.73% | $1,335,448 |
| EQUINIX INC | EQIX | Real Estate | 0.58% | 1,352 | -1,132 | -45.57% | $1,325,313 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.54% | 23,059 | -25,159 | -52.18% | $1,246,343 |
| UNION PAC CORP | UNP | Industrials | 0.54% | 5,119 | +868 | +20.42% | $1,242,047 |
| VANGUARD WORLD FD | VAW | Other | 0.54% | 5,446 | +616 | +12.75% | $1,227,216 |
| ISHARES TR | IGV | Other | 0.48% | 13,816 | +2,739 | +24.73% | $1,105,971 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.48% | 4,640 | +510 | +12.35% | $1,096,367 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.37% | 852 | +852 | +100.00% | $849,199 |
| SELECT SECTOR SPDR TR | XLV | Other | 0.36% | 5,680 | +100 | +1.79% | $832,677 |
| BRISTOL-MYERS SQUIBB CO | BMY | Healthcare | 0.36% | 13,713 | -98 | -0.71% | $831,706 |
| WALMART INC | WMT | Consumer Defensive | 0.36% | 6,656 | +6,656 | +100.00% | $827,162 |
| ELI LILLY & CO | LLY | Healthcare | 0.32% | 789 | +595 | +306.70% | $725,977 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.32% | 1,114 | +230 | +26.02% | $724,600 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.21% | 3,066 | +3,066 | +100.00% | $491,541 |
| ISHARES TR | FALN | Other | 0.20% | 17,026 | +155 | +0.92% | $454,941 |
| DANAHER CORP DEL | DHR | Healthcare | 0.18% | 2,219 | -2,499 | -52.97% | $420,734 |
| ISHARES TR | AGG | Other | 0.16% | 3,792 | -1,438 | -27.50% | $376,481 |
| VANGUARD INDEX FDS | VB | Other | 0.16% | 1,420 | +1,420 | +100.00% | $371,797 |
| ISHARES TR | AOA | Other | 0.15% | 3,996 | -619 | -13.41% | $353,630 |
| INVESCO QQQ TR | QQQ | Other | 0.15% | 607 | +607 | +100.00% | $350,628 |
| ALPHABET INC | GOOG | Communication Services | 0.14% | 1,148 | -319 | -21.75% | $329,249 |
| ISHARES TR | AOR | Other | 0.13% | 4,771 | -820 | -14.67% | $307,019 |
| QUALCOMM INC | QCOM | Technology | 0.13% | 2,318 | +14 | +0.61% | $298,565 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.11% | 1,254 | +1 | +0.08% | $255,126 |
| CSX CORP | CSX | Industrials | 0.10% | 5,483 | +5,483 | +100.00% | $225,096 |
| SPDR SERIES TRUST | SLYG | Other | 0.10% | 2,292 | -149 | -6.10% | $221,450 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 0.10% | 5,622 | +14 | +0.25% | $218,471 |
| ISHARES TR | IYM | Other | 0.10% | 1,238 | +1,238 | +100.00% | $217,776 |
| CHEVRON CORPORATION | CVX | Energy | 0.09% | 1,037 | +1,037 | +100.00% | $214,612 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.09% | 874 | +73 | +9.11% | $211,933 |
| ISHARES TR | IVV | Other | 0.09% | 320 | - | - | $209,062 |
| ISHARES TR | IYW | Other | 0.09% | 1,138 | -49 | -4.13% | $206,409 |