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Portfolio (Quarterly) Guide ↗

Alta Wealth Advisors LLC

· CIK 0001843826
13F Portfolio $299M AUM Filed Feb 3, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 166 New
Page 4 of 9  ·  166 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 HOOD ROBINHOOD MKTS INC Financial Services 8,455.0 $956K 0.32% NEW $113.10 -4.4%
62 CRWD CROWDSTRIKE HLDGS INC Technology 1,973.0 $925K 0.31% NEW $468.76 +46.1%
63 QQQM INVESCO EXCH TRADED FD TR II 3,569.0 $903K 0.30% NEW $252.90 +20.4%
64 IBM INTERNATIONAL BUSINESS MACHS Technology 2,784.0 $825K 0.28% NEW $296.17 -15.9%
65 MS MORGAN STANLEY Financial Services 4,581.0 $813K 0.27% NEW $177.53 +25.7%
66 OEF ISHARES TR 2,287.0 $784K 0.26% NEW $342.97 +7.5%
67 REGN REGENERON PHARMACEUTICALS Healthcare 1,000.0 $772K 0.26% NEW $771.87 -21.0%
68 GE GE AEROSPACE Industrials 2,470.0 $761K 0.25% NEW $308.07 +16.1%
69 GOOG ALPHABET INC Communication Services 2,408.0 $756K 0.25% NEW $313.83 +17.1%
70 MUB ISHARES TR 7,020.0 $752K 0.25% NEW $107.10 +0.2%
71 EFV ISHARES TR 10,356.0 $740K 0.25% NEW $71.41 +7.3%
72 XOM EXXON MOBIL CORP Energy 6,138.0 $739K 0.25% NEW $120.35 +14.5%
73 IJH ISHARES TR 11,175.0 $738K 0.25% NEW $66.00 +14.8%
74 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,625.0 $737K 0.25% NEW $453.36 -0.4%
75 XLV SELECT SECTOR SPDR TR 4,715.0 $730K 0.24% NEW $154.81 -3.5%
76 ANET ARISTA NETWORKS INC Technology 5,560.0 $729K 0.24% NEW $131.03 +29.5%
77 USMV ISHARES TR 7,735.0 $728K 0.24% NEW $94.16 +0.1%
78 ARGX ARGENX SE Healthcare 847.0 $712K 0.24% NEW $840.95 +4.4%
79 CDNS CADENCE DESIGN SYSTEM INC Technology 2,270.0 $710K 0.24% NEW $312.58 +23.9%
80 VTI VANGUARD INDEX FDS 2,091.0 $701K 0.23% NEW $335.22 +10.4%
Page 4 of 9  ·  166 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 43.2%
Financial Services 19.8%
Healthcare 13.5%
Communication Services 8.6%
Consumer Cyclical 5.8%
Industrials 3.6%
Consumer Defensive 3.6%
Energy 0.7%
Basic Materials 0.7%
Utilities 0.2%