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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  ·  40 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IWB ISHARES TR 1,675.0 $597K 0.19% -149.0 -8.2% $356.47 +14.6%
22 DTD WISDOMTREE TR 6,778.0 $585K 0.19% -57.0 -0.8% $86.36 +7.6%
23 GH GUARDANT HEALTH INC Healthcare 6,233.0 $576K 0.19% -126.0 -2.0% $92.36 +42.7%
24 ZM ZOOM COMMUNICATIONS INC Technology 6,876.0 $553K 0.18% -330.0 -4.6% $80.39 +7.4%
25 DGRW WISDOMTREE TR 6,147.0 $540K 0.17% -49.0 -0.8% $87.84 +9.2%
26 IEFA ISHARES TR 5,758.0 $521K 0.17% -482.0 -7.7% $90.53 +7.5%
27 NEM NEWMONT CORP Basic Materials 4,709.0 $510K 0.17% -120.0 -2.5% $108.25 -4.1%
28 SPMO INVESCO EXCH TRADED FD TR II 4,532.0 $508K 0.17% -716.0 -13.6% $112.10 +42.6%
29 YLDE LEGG MASON ETF INVT 9,248.0 $499K 0.16% -370.0 -3.9% $53.99 +2.9%
30 MRVL MARVELL TECHNOLOGY INC Technology 4,843.0 $480K 0.16% -2K -32.3% $99.04 +213.6%
31 JNJ JOHNSON & JOHNSON Healthcare 1,856.0 $454K 0.15% -67.0 -3.5% $244.38 -6.5%
32 THC TENET HEALTHCARE CORP Healthcare 2,290.0 $432K 0.14% -28.0 -1.2% $188.71 -8.6%
33 OEF ISHARES TR 1,350.0 $429K 0.14% -937.0 -41.0% $318.05 +15.9%
34 BMY BRISTOL-MYERS SQUIBB CO Healthcare 6,817.0 $413K 0.13% -655.0 -8.8% $60.65 -11.0%
35 ARGX ARGENX SE Healthcare 505.0 $369K 0.12% -342.0 -40.4% $730.25 +20.2%
36 MA MASTERCARD INCORPORATED Financial Services 712.0 $356K 0.12% -50.0 -6.6% $499.70 -2.0%
37 FMB FIRST TR EXCH TRADED FD III 6,011.0 $305K 0.10% -90.0 -1.5% $50.66 +1.4%
38 DE DEERE & CO Industrials 488.0 $275K 0.09% -33.0 -6.3% $563.16 +4.6%
39 T AT&T INC Communication Services 8,553.0 $248K 0.08% -238.0 -2.7% $28.99 -24.1%
40 HYMB SPDR SERIES TRUST 9,754.0 $242K 0.08% -386.0 -3.8% $24.80 +2.1%
Page 2 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%