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Portfolio (Quarterly) Guide ↗

Alta Wealth Advisors LLC

· CIK 0001843826
13F Portfolio $308M AUM 161 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 21 New 73 Added 40 Reduced 26 Exited
Page 1 of 9  ·  161 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPYV SPDR SERIES TRUST 641,702.0 $36.3M 11.79% +47K +7.9% $56.58 +7.6%
2 SPYG SPDR SERIES TRUST 349,608.0 $34.2M 11.12% +25K +7.6% $97.91 +22.1%
3 SPMD SPDR SERIES TRUST 294,650.0 $17.4M 5.67% +20K +7.3% $59.22 +12.4%
4 NVDA NVIDIA CORPORATION Technology 74,362.0 $13.0M 4.21% +449.0 +0.6% $174.40 +20.8%
5 AAPL APPLE INC Technology 38,472.0 $9.8M 3.17% +2K +4.6% $253.79 +17.4%
6 SPY STATE STR SPDR S&P 500 ETF T Financial Services 11,023.0 $7.2M 2.33% -1K -8.5% $650.36 +14.8%
7 IVV ISHARES TR 10,769.0 $7.0M 2.28% +3K +33.3% $653.21 +14.8%
8 SOPH SOPHIA GENETICS SA Healthcare 1,409,160.0 $7.0M 2.27% $4.95 +10.3%
9 GOOGL ALPHABET INC Communication Services 18,591.0 $5.3M 1.74% +1K +6.6% $287.55 +28.0%
10 IWD ISHARES TR 24,379.0 $5.2M 1.69% -285.0 -1.2% $213.67 +13.3%
11 IWF ISHARES TR 12,044.0 $5.1M 1.67% +170.0 +1.4% $426.39 -71.1%
12 RSP INVESCO EXCHANGE TRADED FD T 22,600.0 $4.3M 1.41% -310.0 -1.4% $191.92 +9.4%
13 MSFT MICROSOFT CORP Technology 11,539.0 $4.3M 1.39% -593.0 -4.9% $370.18 +2.5%
14 AMZN AMAZON COM INC Consumer Cyclical 19,994.0 $4.2M 1.35% +748.0 +3.9% $208.27 +17.3%
15 IVW ISHARES TR 36,247.0 $4.1M 1.33% +10K +37.2% $113.11 +22.0%
16 JPM JPMORGAN CHASE & CO Financial Services 13,896.0 $4.1M 1.33% +178.0 +1.3% $294.16 +10.6%
17 META META PLATFORMS INC Communication Services 6,959.0 $4.0M 1.29% -102.0 -1.4% $572.11 +0.9%
18 ITOT ISHARES TR 26,999.0 $3.8M 1.25% $142.43 +15.0%
19 IVE ISHARES TR 17,390.0 $3.7M 1.19% +6K +48.9% $211.15 +7.2%
20 QQQ INVESCO QQQ TR Financial Services 5,628.0 $3.2M 1.05% -243.0 -4.1% $577.14 +28.3%
Page 1 of 9  ·  161 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 37.5%
Financial Services 19.0%
Healthcare 13.8%
Communication Services 8.5%
Industrials 7.0%
Consumer Cyclical 6.6%
Consumer Defensive 5.1%
Basic Materials 1.2%
Energy 1.1%
Real Estate 0.2%