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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 9  ·  170 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VCSH VANGUARD SCOTTSDALE FDS 25,581.0 $2.0M 0.55% +3K +12.8% $79.03 -0.7%
42 ABBV ABBVIE INC Healthcare 7,697.0 $1.9M 0.53% -271.0 -3.4% $251.66 +1.5%
43 WDC WESTERN DIGITAL CORP Technology 3,003.0 $1.9M 0.52% -34.0 -1.1% $638.72 -28.1%
44 EFV ISHARES TR 24,510.0 $1.9M 0.51% +2K +11.2% $76.55 +6.8%
45 SPTM SPDR SERIES TRUST 20,475.0 $1.9M 0.50% $90.79 +2.7%
46 BERKSHIRE HATHAWAY INC DEL 3,634.0 $1.8M 0.49% $500.39
47 SGOV ISHARES TR 17,413.0 $1.8M 0.47% $100.67 +0.0%
48 APH AMPHENOL CORP Technology 9,817.0 $1.7M 0.47% -215.0 -2.1% $176.33 -10.5%
49 LMT LOCKHEED MARTIN CORP Industrials 3,330.0 $1.7M 0.46% -95.0 -2.8% $509.47 +10.7%
50 DLN WISDOMTREE TR 17,420.0 $1.7M 0.46% $96.32 +4.5%
51 WMT WALMART INC Consumer Defensive 14,812.0 $1.7M 0.46% -495.0 -3.2% $113.26 -9.0%
52 RBC RBC BEARINGS INC Industrials 2,559.0 $1.6M 0.45% $644.06 -22.3%
53 BAI BLACKROCK ETF TRUST 29,721.0 $1.6M 0.42% +2K +9.1% $52.72 -16.3%
54 GILD GILEAD SCIENCES INC Healthcare 12,355.0 $1.6M 0.42% -113.0 -0.9% $126.34 +15.3%
55 MRVL MARVELL TECHNOLOGY INC Technology 4,818.0 $1.4M 0.39% -25.0 -0.5% $297.87 -27.3%
56 CRS CARPENTER TECHNOLOGY CORP Industrials 2,285.0 $1.4M 0.38% +22.0 +1.0% $616.84 -22.8%
57 VRT VERTIV HOLDINGS CO Industrials 4,194.0 $1.4M 0.38% +245.0 +6.2% $334.82 -23.2%
58 QQQM INVESCO EXCH TRADED FD TR II 4,612.0 $1.4M 0.38% +245.0 +5.6% $302.95 -2.6%
59 PUTNAM ETF TRUST 149,607.0 $1.4M 0.37% -6K -3.8% $9.12
60 COHR COHERENT CORP Technology 3,398.0 $1.3M 0.36% $394.47 -29.2%
Page 3 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%