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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 9  ·  170 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IVE ISHARES TR 18,052.0 $4.1M 1.11% +662.0 +3.8% $227.06 +4.5%
22 QQQ INVESCO QQQ TR Financial Services 5,501.0 $4.1M 1.10% -127.0 -2.3% $736.45 -2.7%
23 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 14,376.0 $3.9M 1.06% $271.95 -14.4%
24 META META PLATFORMS INC Communication Services 6,818.0 $3.8M 1.04% -141.0 -2.0% $563.30 +2.6%
25 QUAL ISHARES TR 15,586.0 $3.4M 0.93% +535.0 +3.5% $219.43 +1.9%
26 SPSM SPDR SERIES TRUST 56,652.0 $3.3M 0.89% +2K +3.2% $57.67 -1.9%
27 VTV VANGUARD INDEX FDS 14,034.0 $3.1M 0.83% $217.94 +3.4%
28 LLY ELI LILLY & CO Healthcare 2,539.0 $3.0M 0.83% -21.0 -0.8% $1199.50 -2.2%
29 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 3,123.0 $2.9M 0.79% $935.34 +1.1%
30 BKIE BNY MELLON ETF TRUST 28,414.0 $2.9M 0.78% +7K +32.4% $33.53 +3.5%
31 DYNF BLACKROCK ETF TRUST 39,708.0 $2.7M 0.73% +3K +8.8% $68.01 +2.3%
32 AMD ADVANCED MICRO DEVICES INC Technology 4,496.0 $2.6M 0.71% -28.0 -0.6% $580.91 -19.9%
33 VXUS VANGUARD STAR FDS 28,986.0 $2.5M 0.67% $85.49 +2.4%
34 IEMG ISHARES INC 29,519.0 $2.4M 0.66% +2K +8.7% $82.84 -1.2%
35 CALY CALLAWAY GOLF CO Consumer Cyclical 127,336.0 $2.4M 0.65% $18.79 -16.5%
36 NOBL PROSHARES TR 41,148.0 $2.3M 0.63% +22K +111.5% $56.16 +3.9%
37 VUG VANGUARD INDEX FDS 26,676.0 $2.3M 0.62% +22K +496.1% $86.14 +2.8%
38 TSLA TESLA INC Consumer Cyclical 5,260.0 $2.2M 0.60% $420.60 -17.1%
39 STRL STERLING INFRASTRUCTURE INC Industrials 2,476.0 $2.1M 0.56% -33.0 -1.3% $839.36 -43.9%
40 APP APPLOVIN CORP Technology 3,929.0 $2.0M 0.55% -33.0 -0.8% $515.23 -38.3%
Page 2 of 9  ·  170 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%