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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 8 of 9  ·  161 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SUB ISHARES TR 2,980.0 $317K 0.10% $106.51 +0.0%
142 FMB FIRST TR EXCH TRADED FD III 6,011.0 $305K 0.10% -90.0 -1.5% $50.66 +1.4%
143 STT STATE STR CORP Financial Services 2,403.0 $304K 0.10% NEW $126.56 +33.0%
144 IAGG ISHARES TR 5,677.0 $284K 0.09% NEW $50.04 +1.0%
145 CVX CHEVRON CORPORATION Energy 1,358.0 $281K 0.09% +45.0 +3.4% $206.91 -16.1%
146 PM PHILIP MORRIS INTL INC Consumer Defensive 1,695.0 $280K 0.09% +61.0 +3.7% $165.34 +7.9%
147 SPG SIMON PPTY GROUP INC NEW Real Estate 1,497.0 $279K 0.09% +32.0 +2.2% $186.53 +13.3%
148 DE DEERE & CO Industrials 488.0 $275K 0.09% -33.0 -6.3% $563.16 +4.6%
149 PATH UIPATH INC Technology 23,180.0 $257K 0.08% +4K +18.8% $11.10 -7.5%
150 IMCR IMMUNOCORE HLDGS PLC Healthcare 8,255.0 $249K 0.08% NEW $30.15 -5.1%
151 T AT&T INC Communication Services 8,553.0 $248K 0.08% -238.0 -2.7% $28.99 -24.1%
152 HYMB SPDR SERIES TRUST 9,754.0 $242K 0.08% -386.0 -3.8% $24.80 +2.1%
153 ISHARES TR 5,182.0 $240K 0.08% $46.23
154 ROKU ROKU INC Communication Services 2,481.0 $235K 0.08% NEW $94.62 +45.9%
155 SHLD GLOBAL X FDS 3,310.0 $234K 0.08% NEW $70.84 -12.1%
156 VXF VANGUARD INDEX FDS 1,128.0 $232K 0.07% +99.0 +9.6% $205.86 +17.1%
157 MBB ISHARES TR 2,316.0 $220K 0.07% NEW $94.95 -0.5%
158 FSMB FIRST TR EXCH TRADED FD III 10,695.0 $213K 0.07% $19.96 +0.4%
159 DPZ DOMINOS PIZZA INC Consumer Cyclical 594.0 $213K 0.07% NEW $358.79 -12.9%
160 ANIP ANI PHARMACEUTICALS INC Healthcare 2,747.0 $211K 0.07% $76.90 +3.4%
Page 8 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%