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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  ·  40 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY STATE STR SPDR S&P 500 ETF T Financial Services 11,023.0 $7.2M 2.33% -1K -8.5% $650.36 +14.8%
2 IWD ISHARES TR 24,379.0 $5.2M 1.69% -285.0 -1.2% $213.67 +13.3%
3 RSP INVESCO EXCHANGE TRADED FD T 22,600.0 $4.3M 1.41% -310.0 -1.4% $191.92 +9.4%
4 MSFT MICROSOFT CORP Technology 11,539.0 $4.3M 1.39% -593.0 -4.9% $370.18 +2.5%
5 META META PLATFORMS INC Communication Services 6,959.0 $4.0M 1.29% -102.0 -1.4% $572.11 +0.9%
6 QQQ INVESCO QQQ TR Financial Services 5,628.0 $3.2M 1.05% -243.0 -4.1% $577.14 +28.3%
7 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 3,124.0 $3.1M 1.01% -23.0 -0.7% $996.28 -4.5%
8 KLAC KLA CORP Technology 1,894.0 $2.8M 0.91% -11.0 -0.6% $1472.64 -82.4%
9 VCSH VANGUARD SCOTTSDALE FDS 22,668.0 $1.8M 0.58% -188.0 -0.8% $79.27 -0.5%
10 SGOV ISHARES TR 17,336.0 $1.7M 0.57% -2K -9.5% $100.66 -0.1%
11 ABBV ABBVIE INC Healthcare 7,968.0 $1.7M 0.56% -44.0 -0.6% $217.48 -0.5%
12 V VISA INC Financial Services 3,368.0 $1.0M 0.33% -279.0 -7.7% $302.20 +8.3%
13 AMD ADVANCED MICRO DEVICES INC Technology 4,524.0 $920K 0.30% -98.0 -2.1% $203.43 +164.2%
14 DIA STATE STR SPDR DOW JONES IND Financial Services 1,964.0 $910K 0.29% -55.0 -2.7% $463.19 +11.3%
15 UBER UBER TECHNOLOGIES INC Technology 11,151.0 $802K 0.26% -703.0 -5.9% $71.93 -0.4%
16 USMV ISHARES TR 7,557.0 $701K 0.23% -178.0 -2.3% $92.74 +1.6%
17 XLV SELECT SECTOR SPDR TR 4,643.0 $681K 0.22% -72.0 -1.5% $146.60 +1.9%
18 VTI VANGUARD INDEX FDS 2,049.0 $657K 0.21% -42.0 -2.0% $320.77 +15.3%
19 IBM INTERNATIONAL BUSINESS MACHS Technology 2,671.0 $648K 0.21% -113.0 -4.1% $242.43 +2.7%
20 CDNS CADENCE DESIGN SYSTEM INC Technology 2,161.0 $600K 0.20% -109.0 -4.8% $277.87 +39.4%
Page 1 of 2  ·  40 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%