Portfolio (Quarterly) Guide ↗

Alta Wealth Advisors LLC

· CIK 0001843826

13F Portfolio $369M AUM 170 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 19 New 53 Added 62 Reduced 10 Exited

Page 3 of 3 · 53 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Chg Shares	Chg %	Period Price ①	Since Period ①
41	TLH	ISHARES TR	—	5,487.0	$551K	0.15%	+317.0	+6.1%	$100.35	-3.1%
42	—	BLACKROCK ETF TRUST	—	16,955.0	$539K	0.15%	+2K	+12.0%	$31.78	—
43	SPDW	SPDR INDEX SHS FDS	—	9,450.0	$476K	0.13%	+102.0	+1.1%	$50.39	+2.9%
44	GCT	GIGACLOUD TECHNOLOGY INC	Technology	14,770.0	$467K	0.13%	+150.0	+1.0%	$31.60	+67.6%
45	NEM	NEWMONT CORP	Basic Materials	4,814.0	$450K	0.12%	+105.0	+2.2%	$93.40	+37.0%
46	VO	VANGUARD INDEX FDS	—	5,557.0	$448K	0.12%	+4K	+300.1%	$80.56	+2.4%
47	VZ	VERIZON COMMUNICATIONS INC	Communication Services	7,511.0	$318K	0.09%	+653.0	+9.5%	$42.34	+18.3%
48	IAGG	ISHARES TR	—	6,062.0	$307K	0.08%	+385.0	+6.8%	$50.60	-1.7%
49	PLTR	PALANTIR TECHNOLOGIES INC	Technology	2,579.0	$301K	0.08%	+41.0	+1.6%	$116.67	+59.7%
50	IAU	ISHARES GOLD TR	Financial Services	3,903.0	$295K	0.08%	+159.0	+4.2%	$75.51	+11.0%
51	VXF	VANGUARD INDEX FDS	—	1,159.0	$285K	0.08%	+31.0	+2.8%	$246.27	-1.6%
52	HYMB	SPDR SERIES TRUST	—	9,823.0	$250K	0.07%	+69.0	+0.7%	$25.44	-2.5%
53	MBB	ISHARES TR	—	2,642.0	$250K	0.07%	+326.0	+14.1%	$94.52	-1.4%

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① 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 45.5%

Financial Services 15.7%

Healthcare 12.9%

Industrials 7.2%

Communication Services 6.9%

Consumer Cyclical 6.6%

Consumer Defensive 3.3%

Energy 0.9%

Basic Materials 0.7%

Real Estate 0.2%