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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 6 of 9  ·  170 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 DTD WISDOMTREE TR 6,497.0 $606K 0.16% -281.0 -4.2% $93.25 +4.0%
102 IWB ISHARES TR 1,469.0 $602K 0.16% -206.0 -12.3% $409.49 +2.8%
103 EXPE EXPEDIA GROUP INC Consumer Cyclical 2,325.0 $595K 0.16% +23.0 +1.0% $255.88 +28.7%
104 JCI JOHNSON CONTROLS INTERNATION Industrials 4,067.0 $594K 0.16% +1K +43.0% $146.11 -4.5%
105 DGRW WISDOMTREE TR 6,159.0 $589K 0.16% $95.63 +3.9%
106 VB VANGUARD INDEX FDS 1,934.0 $586K 0.16% +37.0 +1.9% $303.06 -0.8%
107 ZM ZOOM COMMUNICATIONS INC Technology 6,672.0 $576K 0.16% -204.0 -3.0% $86.31 +14.0%
108 TLH ISHARES TR 5,487.0 $551K 0.15% +317.0 +6.1% $100.35 -3.1%
109 BLACKROCK ETF TRUST 16,955.0 $539K 0.15% +2K +12.0% $31.78
110 FDX FEDEX CORP Industrials 1,683.0 $527K 0.14% $313.13 +5.7%
111 YLDE LEGG MASON ETF INVT 9,248.0 $514K 0.14% $55.62 +3.9%
112 DVA DAVITA INC Healthcare 2,238.0 $498K 0.14% NEW $222.48 -18.8%
113 IEFA ISHARES TR 5,027.0 $485K 0.13% -731.0 -12.7% $96.57 +4.1%
114 SPDW SPDR INDEX SHS FDS 9,450.0 $476K 0.13% +102.0 +1.1% $50.39 +2.9%
115 GCT GIGACLOUD TECHNOLOGY INC Technology 14,770.0 $467K 0.13% +150.0 +1.0% $31.60 +67.6%
116 SLV ISHARES SILVER TR Financial Services 8,565.0 $458K 0.12% -242.0 -2.8% $53.47 +12.2%
117 INTC INTEL CORP Technology 3,238.0 $452K 0.12% NEW $139.63 -35.9%
118 NEM NEWMONT CORP Basic Materials 4,814.0 $450K 0.12% +105.0 +2.2% $93.40 +37.0%
119 VO VANGUARD INDEX FDS 5,557.0 $448K 0.12% +4K +300.1% $80.56 +2.4%
120 ARGX ARGENX SE Healthcare 482.0 $447K 0.12% -23.0 -4.5% $927.77 +10.3%
Page 6 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%