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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 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 CTAS CINTAS CORP Industrials 1,116 $210K 0.07% SOLD
22 ESGU ISHARES TR 1,402 $209K 0.07% SOLD
23 IWP ISHARES TR 1,512 $207K 0.07% SOLD
24 TASK TASKUS INC Technology 16,726 $197K 0.07% SOLD
25 TSLA CALL TESLA INC Consumer Cyclical 200 $90K 0.03% SOLD
26 SNOW CALL SNOWFLAKE INC Technology 100 $22K 0.01% SOLD
Page 2 of 2  ·  26 positions
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%