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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 4 of 4  ·  73 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PLTR PALANTIR TECHNOLOGIES INC Technology 2,538.0 $371K 0.12% +880.0 +53.1% $146.28 -12.2%
62 AXP AMERICAN EXPRESS CO Financial Services 1,161.0 $351K 0.11% +7.0 +0.6% $302.45 +11.8%
63 VZ VERIZON COMMUNICATIONS INC Communication Services 6,858.0 $344K 0.11% +1K +17.4% $50.20 -9.6%
64 BAC BANK AMERICA CORP Financial Services 7,040.0 $343K 0.11% +857.0 +13.9% $48.75 +15.3%
65 BNDX VANGUARD CHARLOTTE FDS 7,141.0 $343K 0.11% +1K +17.9% $48.05 +0.6%
66 RDVY FIRST TR EXCHANGE TRADED FD 4,984.0 $340K 0.11% +136.0 +2.8% $68.28 +15.9%
67 IAU ISHARES GOLD TR Financial Services 3,744.0 $330K 0.11% +769.0 +25.9% $88.16 -10.0%
68 HON HONEYWELL INTL INC Industrials 1,453.0 $328K 0.11% +43.0 +3.0% $226.06 +1.3%
69 CVX CHEVRON CORPORATION Energy 1,358.0 $281K 0.09% +45.0 +3.4% $206.91 -16.1%
70 PM PHILIP MORRIS INTL INC Consumer Defensive 1,695.0 $280K 0.09% +61.0 +3.7% $165.34 +7.9%
71 SPG SIMON PPTY GROUP INC NEW Real Estate 1,497.0 $279K 0.09% +32.0 +2.2% $186.53 +13.3%
72 PATH UIPATH INC Technology 23,180.0 $257K 0.08% +4K +18.8% $11.10 -7.5%
73 VXF VANGUARD INDEX FDS 1,128.0 $232K 0.07% +99.0 +9.6% $205.86 +17.1%
Page 4 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%