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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 3 of 4  ·  62 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ZM ZOOM COMMUNICATIONS INC Technology 6,672.0 $576K 0.16% -204.0 -3.0% $86.31 +14.0%
42 IEFA ISHARES TR 5,027.0 $485K 0.13% -731.0 -12.7% $96.57 +4.1%
43 SLV ISHARES SILVER TR Financial Services 8,565.0 $458K 0.12% -242.0 -2.8% $53.47 +12.2%
44 ARGX ARGENX SE Healthcare 482.0 $447K 0.12% -23.0 -4.5% $927.77 +10.3%
45 JNJ JOHNSON & JOHNSON Healthcare 1,750.0 $444K 0.12% -106.0 -5.7% $253.99 +5.5%
46 CDNS CADENCE DESIGN SYSTEM INC Technology 1,142.0 $429K 0.12% -1K -47.1% $375.32 -9.3%
47 KMB KIMBERLY-CLARK CORP Consumer Defensive 3,848.0 $422K 0.12% -938.0 -19.6% $109.78 -0.2%
48 THC TENET HEALTHCARE CORP Healthcare 2,236.0 $418K 0.11% -54.0 -2.4% $187.08 +42.6%
49 BAC BANK OF AMER CORP Financial Services 6,829.0 $389K 0.10% -211.0 -3.0% $56.98 +9.4%
50 AXP AMERICAN EXPRESS CO Financial Services 1,148.0 $388K 0.10% -13.0 -1.1% $338.24 -1.5%
51 RDVY FIRST TR EXCHANGE TRADED FD 4,727.0 $383K 0.10% -257.0 -5.2% $81.06 +1.2%
52 PAAS PAN AMERN SILVER CORP Basic Materials 8,448.0 $378K 0.10% -1K -11.1% $44.79 +18.0%
53 OEF ISHARES TR 1,033.0 $378K 0.10% -317.0 -23.5% $365.90 +4.1%
54 MA MASTERCARD INCORPORATED Financial Services 702.0 $361K 0.10% -10.0 -1.4% $513.67 +15.9%
55 BMY BRISTOL-MYERS SQUIBB CO Healthcare 6,179.0 $356K 0.10% -638.0 -9.4% $57.62 +15.6%
56 AA ALCOA CORP Basic Materials 6,510.0 $339K 0.09% -657.0 -9.2% $52.14 -3.5%
57 SPG SIMON PPTY GROUP INC NEW Real Estate 1,433.0 $320K 0.09% -64.0 -4.3% $223.65 -4.1%
58 DE DEERE & CO Industrials 467.0 $296K 0.08% -21.0 -4.3% $634.33 -0.6%
59 PM PHILIP MORRIS INTL INC Consumer Defensive 1,502.0 $272K 0.07% -193.0 -11.4% $180.89 +6.1%
60 CVX CHEVRON CORPORATION Energy 1,293.0 $214K 0.06% -65.0 -4.8% $165.76 +21.8%
Page 3 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%