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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 2  ·  21 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 LMT LOCKHEED MARTIN CORP Industrials 3,425.0 $2.1M 0.67% NEW $604.39 -15.5%
2 CALY CALLAWAY GOLF CO Consumer Cyclical 127,054.0 $1.8M 0.57% NEW $13.88 +31.3%
3 CBOE CBOE GLOBAL MKTS INC Financial Services 4,261.0 $1.2M 0.39% NEW $281.07 -11.4%
4 HSY HERSHEY CO Consumer Defensive 4,611.0 $959K 0.31% NEW $207.89 -17.0%
5 COOPER COS INC 12,481.0 $892K 0.29% NEW $71.50
6 WDC WESTERN DIGITAL CORP Technology 3,037.0 $821K 0.27% NEW $270.49 +175.9%
7 EFG ISHARES TR 7,059.0 $786K 0.26% NEW $111.37 +12.3%
8 GCT GIGACLOUD TECHNOLOGY INC Technology 14,620.0 $663K 0.21% NEW $45.38 -25.1%
9 FDX FEDEX CORP Industrials 1,685.0 $600K 0.20% NEW $356.18 -8.4%
10 EXPE EXPEDIA GROUP INC Consumer Cyclical 2,302.0 $532K 0.17% NEW $230.89 +4.3%
11 BLACKROCK ETF TRUST 15,140.0 $495K 0.16% NEW $32.72
12 AA ALCOA CORP Basic Materials 7,167.0 $475K 0.15% NEW $66.33 -10.5%
13 BLCR BLACKROCK ETF TRUST 11,508.0 $473K 0.15% NEW $41.06 +22.5%
14 KMB KIMBERLY-CLARK CORP Consumer Defensive 4,786.0 $462K 0.15% NEW $96.47 +6.3%
15 STT STATE STR CORP Financial Services 2,403.0 $304K 0.10% NEW $126.56 +33.0%
16 IAGG ISHARES TR 5,677.0 $284K 0.09% NEW $50.04 +1.0%
17 IMCR IMMUNOCORE HLDGS PLC Healthcare 8,255.0 $249K 0.08% NEW $30.15 -5.1%
18 ROKU ROKU INC Communication Services 2,481.0 $235K 0.08% NEW $94.62 +45.9%
19 SHLD GLOBAL X FDS 3,310.0 $234K 0.08% NEW $70.84 -12.1%
20 MBB ISHARES TR 2,316.0 $220K 0.07% NEW $94.95 -0.5%
Page 1 of 2  ·  21 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%