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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 2 of 4  ·  73 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TSLA TESLA INC Consumer Cyclical 5,269.0 $2.0M 0.64% +64.0 +1.2% $371.75 +7.7%
22 VUG VANGUARD INDEX FDS 4,475.0 $2.0M 0.64% +257.0 +6.1% $436.83 -80.1%
23 IEMG ISHARES INC 27,151.0 $1.9M 0.61% +13K +88.3% $69.75 +22.8%
24 BERKSHIRE HATHAWAY INC DEL 3,650.0 $1.7M 0.57% +190.0 +5.5% $479.20
25 EFV ISHARES TR 22,046.0 $1.6M 0.53% +12K +112.9% $74.35 +3.1%
26 SPTM SPDR SERIES TRUST 20,446.0 $1.6M 0.53% +361.0 +1.8% $79.06 +15.0%
27 APP APPLOVIN CORP Technology 3,962.0 $1.6M 0.51% +37.0 +0.9% $398.00 +18.0%
28 GLD SPDR GOLD TR Financial Services 3,488.0 $1.5M 0.49% +25.0 +0.7% $430.29 -10.0%
29 RBC RBC BEARINGS INC Industrials 2,557.0 $1.4M 0.45% +310.0 +13.8% $543.12 +17.7%
30 APH AMPHENOL CORP Technology 10,032.0 $1.3M 0.41% +763.0 +8.2% $126.35 +29.8%
31 XOM EXXON MOBIL CORP Energy 6,864.0 $1.2M 0.38% +726.0 +11.8% $169.65 -18.8%
32 QQQM INVESCO EXCH TRADED FD TR II 4,367.0 $1.0M 0.34% +798.0 +22.4% $237.60 +28.2%
33 STRL STERLING INFRASTRUCTURE INC Industrials 2,509.0 $1.0M 0.33% +553.0 +28.3% $407.27 +111.6%
34 IUSB ISHARES TR 21,798.0 $1.0M 0.33% +13K +149.3% $46.19 -0.2%
35 VRT VERTIV HOLDINGS CO Industrials 3,949.0 $990K 0.32% +210.0 +5.6% $250.58 +32.9%
36 THRO BLACKROCK ETF TRUST 25,198.0 $913K 0.30% +14K +127.4% $36.22 +19.4%
37 MTUM ISHARES TR 3,746.0 $899K 0.29% +2K +117.0% $240.00 +41.0%
38 BAI BLACKROCK ETF TRUST 27,238.0 $897K 0.29% +16K +133.5% $32.95 +61.5%
39 CRS CARPENTER TECHNOLOGY CORP Industrials 2,263.0 $892K 0.29% +832.0 +58.1% $394.15 +48.8%
40 ORCL ORACLE CORP Technology 6,063.0 $892K 0.29% +170.0 +2.9% $147.11 +25.3%
Page 2 of 4  ·  73 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%