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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 5 of 9  ·  170 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 COOPER COS INC 11,719.0 $840K 0.23% -762.0 -6.1% $71.71
82 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,645.0 $817K 0.22% -21.0 -1.3% $496.73 +9.1%
83 SPHQ INVESCO EXCHANGE TRADED FD T 8,962.0 $807K 0.22% $90.10 -4.9%
84 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,631.0 $779K 0.21% +27.0 +1.7% $477.65 -12.6%
85 VTI VANGUARD INDEX FDS 2,104.0 $778K 0.21% +55.0 +2.7% $369.97 +2.5%
86 UBER UBER TECHNOLOGIES INC Technology 10,728.0 $774K 0.21% -423.0 -3.8% $72.16 +9.2%
87 BLCR BLACKROCK ETF TRUST 14,425.0 $727K 0.20% +3K +25.4% $50.37 -1.9%
88 IBM INTERNATIONAL BUSINESS MACHS Technology 2,570.0 $723K 0.20% -101.0 -3.8% $281.23 -16.2%
89 DGRO ISHARES TR 9,504.0 $720K 0.20% +1K +17.7% $75.79 +4.7%
90 XLV SELECT SECTOR SPDR TR 4,537.0 $720K 0.20% -106.0 -2.3% $158.67 +7.9%
91 INCY INCYTE CORP Healthcare 6,342.0 $719K 0.20% $113.36 +9.7%
92 SPMO INVESCO EXCH TRADED FD TR II 4,281.0 $692K 0.19% -251.0 -5.5% $161.55 -9.1%
93 VEA VANGUARD TAX-MANAGED FDS 9,687.0 $690K 0.19% +281.0 +3.0% $71.25 +2.5%
94 USMV ISHARES TR 7,070.0 $682K 0.18% -487.0 -6.4% $96.46 +5.5%
95 C CITIGROUP INC Financial Services 4,784.0 $670K 0.18% -72.0 -1.5% $139.97 -5.1%
96 LITE LUMENTUM HLDGS INC Technology 752.0 $645K 0.17% NEW $858.06 +4.3%
97 REGN REGENERON PHARMACEUTICALS Healthcare 1,008.0 $629K 0.17% $623.54 +27.4%
98 VHT VANGUARD WORLD FD 2,096.0 $627K 0.17% -60.0 -2.8% $299.01 +7.3%
99 VCYT VERACYTE INC Healthcare 10,497.0 $616K 0.17% -3K -19.9% $58.73 -26.2%
100 TPR TAPESTRY INC Consumer Cyclical 4,176.0 $611K 0.17% NEW $146.39 -14.3%
Page 5 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%