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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 3 of 9  ·  161 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SGOV ISHARES TR 17,336.0 $1.7M 0.57% -2K -9.5% $100.66 -0.1%
42 GILD GILEAD SCIENCES INC Healthcare 12,468.0 $1.7M 0.56% $139.37 -11.2%
43 ABBV ABBVIE INC Healthcare 7,968.0 $1.7M 0.56% -44.0 -0.6% $217.48 -0.5%
44 EFV ISHARES TR 22,046.0 $1.6M 0.53% +12K +112.9% $74.35 +3.1%
45 SPTM SPDR SERIES TRUST 20,446.0 $1.6M 0.53% +361.0 +1.8% $79.06 +15.0%
46 APP APPLOVIN CORP Technology 3,962.0 $1.6M 0.51% +37.0 +0.9% $398.00 +18.0%
47 DLN WISDOMTREE TR 17,420.0 $1.6M 0.51% $89.33 +7.7%
48 GLD SPDR GOLD TR Financial Services 3,488.0 $1.5M 0.49% +25.0 +0.7% $430.29 -10.0%
49 PUTNAM ETF TRUST 155,428.0 $1.4M 0.45% $8.96
50 RBC RBC BEARINGS INC Industrials 2,557.0 $1.4M 0.45% +310.0 +13.8% $543.12 +17.7%
51 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 14,324.0 $1.3M 0.44% $93.87 +189.6%
52 APH AMPHENOL CORP Technology 10,032.0 $1.3M 0.41% +763.0 +8.2% $126.35 +29.8%
53 CBOE CBOE GLOBAL MKTS INC Financial Services 4,261.0 $1.2M 0.39% NEW $281.07 -11.4%
54 XOM EXXON MOBIL CORP Energy 6,864.0 $1.2M 0.38% +726.0 +11.8% $169.65 -18.8%
55 SOFI SOFI TECHNOLOGIES INC Financial Services 66,148.0 $1.1M 0.34% $15.88 +12.8%
56 QQQM INVESCO EXCH TRADED FD TR II 4,367.0 $1.0M 0.34% +798.0 +22.4% $237.60 +28.2%
57 STRL STERLING INFRASTRUCTURE INC Industrials 2,509.0 $1.0M 0.33% +553.0 +28.3% $407.27 +111.6%
58 V VISA INC Financial Services 3,368.0 $1.0M 0.33% -279.0 -7.7% $302.20 +8.3%
59 IUSB ISHARES TR 21,798.0 $1.0M 0.33% +13K +149.3% $46.19 -0.2%
60 VRT VERTIV HOLDINGS CO Industrials 3,949.0 $990K 0.32% +210.0 +5.6% $250.58 +32.9%
Page 3 of 9  ·  161 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%