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Portfolio (Quarterly) Guide ↗

Alta Wealth Advisors LLC

· CIK 0001843826
13F Portfolio $369M AUM 170 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 19 New 53 Added 62 Reduced 10 Exited
Page 2 of 4  ·  62 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PUTNAM ETF TRUST 149,607.0 $1.4M 0.37% -6K -3.8% $9.12
22 GLD SPDR GOLD TR Financial Services 3,450.0 $1.3M 0.34% -38.0 -1.1% $368.38 +11.0%
23 V VISA INC Financial Services 3,293.0 $1.1M 0.31% -75.0 -2.2% $343.04 +11.2%
24 DIA STATE STR SPDR DOW JONES IND Financial Services 1,934.0 $1.0M 0.27% -30.0 -1.5% $522.39 +2.4%
25 MS MORGAN STANLEY Financial Services 4,651.0 $972K 0.26% -128.0 -2.7% $209.04 +2.7%
26 AVGO BROADCOM INC Technology 2,514.0 $950K 0.26% -23.0 -0.9% $377.70 -2.4%
27 GE GE AEROSPACE Industrials 2,384.0 $891K 0.24% -158.0 -6.2% $373.66 -8.3%
28 ORCL ORACLE CORP Technology 5,959.0 $873K 0.24% -104.0 -1.7% $146.55 +2.8%
29 COOPER COS INC 11,719.0 $840K 0.23% -762.0 -6.1% $71.71
30 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,645.0 $817K 0.22% -21.0 -1.3% $496.73 +9.1%
31 UBER UBER TECHNOLOGIES INC Technology 10,728.0 $774K 0.21% -423.0 -3.8% $72.16 +9.2%
32 IBM INTERNATIONAL BUSINESS MACHS Technology 2,570.0 $723K 0.20% -101.0 -3.8% $281.23 -16.2%
33 XLV SELECT SECTOR SPDR TR 4,537.0 $720K 0.20% -106.0 -2.3% $158.67 +7.9%
34 SPMO INVESCO EXCH TRADED FD TR II 4,281.0 $692K 0.19% -251.0 -5.5% $161.55 -9.1%
35 USMV ISHARES TR 7,070.0 $682K 0.18% -487.0 -6.4% $96.46 +5.5%
36 C CITIGROUP INC Financial Services 4,784.0 $670K 0.18% -72.0 -1.5% $139.97 -5.1%
37 VHT VANGUARD WORLD FD 2,096.0 $627K 0.17% -60.0 -2.8% $299.01 +7.3%
38 VCYT VERACYTE INC Healthcare 10,497.0 $616K 0.17% -3K -19.9% $58.73 -26.2%
39 DTD WISDOMTREE TR 6,497.0 $606K 0.16% -281.0 -4.2% $93.25 +4.0%
40 IWB ISHARES TR 1,469.0 $602K 0.16% -206.0 -12.3% $409.49 +2.8%
Page 2 of 4  ·  62 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 45.5%
Financial Services 15.7%
Healthcare 12.9%
Industrials 7.2%
Communication Services 6.9%
Consumer Cyclical 6.6%
Consumer Defensive 3.3%
Energy 0.9%
Basic Materials 0.7%
Real Estate 0.2%