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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 5 of 9  ·  161 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 GE GE AEROSPACE Industrials 2,542.0 $721K 0.23% +72.0 +2.9% $283.82 +26.0%
82 VOO VANGUARD INDEX FDS 1,184.0 $707K 0.23% +257.0 +27.7% $597.51 +15.2%
83 IJR ISHARES TR 5,658.0 $703K 0.23% $124.31 +15.2%
84 USMV ISHARES TR 7,557.0 $701K 0.23% -178.0 -2.3% $92.74 +1.6%
85 ANET ARISTA NETWORKS INC Technology 5,602.0 $688K 0.22% +42.0 +0.8% $122.78 +38.2%
86 XLV SELECT SECTOR SPDR TR 4,643.0 $681K 0.22% -72.0 -1.5% $146.60 +1.9%
87 SPHQ INVESCO EXCHANGE TRADED FD T 8,954.0 $673K 0.22% $75.19 +18.8%
88 GCT GIGACLOUD TECHNOLOGY INC Technology 14,620.0 $663K 0.21% NEW $45.38 -25.1%
89 VTI VANGUARD INDEX FDS 2,049.0 $657K 0.21% -42.0 -2.0% $320.77 +15.3%
90 IBM INTERNATIONAL BUSINESS MACHS Technology 2,671.0 $648K 0.21% -113.0 -4.1% $242.43 +2.7%
91 VEA VANGUARD TAX-MANAGED FDS 9,406.0 $603K 0.20% +3K +44.4% $64.08 +12.8%
92 CDNS CADENCE DESIGN SYSTEM INC Technology 2,161.0 $600K 0.20% -109.0 -4.8% $277.87 +39.4%
93 FDX FEDEX CORP Industrials 1,685.0 $600K 0.20% NEW $356.18 -8.4%
94 SLV ISHARES SILVER TR Financial Services 8,807.0 $600K 0.20% +307.0 +3.6% $68.14 -12.7%
95 IWB ISHARES TR 1,675.0 $597K 0.19% -149.0 -8.2% $356.47 +14.6%
96 INCY INCYTE CORP Healthcare 6,342.0 $597K 0.19% $94.12 +4.4%
97 VHT VANGUARD WORLD FD 2,156.0 $587K 0.19% $272.33 +3.0%
98 HOOD ROBINHOOD MKTS INC Financial Services 8,471.0 $587K 0.19% $69.30 +56.1%
99 DTD WISDOMTREE TR 6,778.0 $585K 0.19% -57.0 -0.8% $86.36 +7.6%
100 GH GUARDANT HEALTH INC Healthcare 6,233.0 $576K 0.19% -126.0 -2.0% $92.36 +42.7%
Page 5 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%