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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 9 of 9  ·  170 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 FSMB FIRST TR EXCH TRADED FD III 10,730.0 $214K 0.06% $19.99 -0.6%
162 CVX CHEVRON CORPORATION Energy 1,293.0 $214K 0.06% -65.0 -4.8% $165.76 +21.8%
163 AR ANTERO RESOURCES CORP Energy 6,006.0 $211K 0.06% NEW $35.14 +9.4%
164 CLS CELESTICA INC Technology 562.0 $205K 0.06% NEW $364.80 -18.1%
165 BNDX VANGUARD CHARLOTTE FDS 4,200.0 $203K 0.06% -3K -41.2% $48.43 -1.7%
166 AMAT APPLIED MATLS INC Technology 280.0 $202K 0.06% NEW $722.98 -36.1%
167 QUAD QUAD / GRAPHICS INC Industrials 14,920.0 $126K 0.03% $8.43 +19.7%
168 PATH UIPATH INC Technology 11,113.0 $121K 0.03% -12K -52.1% $10.87 +67.0%
169 LUMN LUMEN TECHNOLOGIES INC Communication Services 13,067.0 $100K 0.03% NEW $7.68 -21.4%
170 AKBA AKEBIA THREAPEUTICS INC Healthcare 18,164.0 $21K 0.01% NEW $1.14 -22.9%
Page 9 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%