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Portfolio (Quarterly) Guide ↗

Altura Wealth Advisors Inc.

· CIK 0001931465
13F Portfolio $297M AUM 84 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 22 New 38 Added 21 Reduced 3 Exited
Page 1 of 2  ·  22 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 NFLX NETFLIX INC. Communication Services 162,096.0 $11.6M 3.90% NEW $71.40 +13.2%
2 VB VANGUARD INDEX FDS 13,124.0 $4.0M 1.34% NEW $303.13 -2.4%
3 UNH UNITEDHEALTH GROUP INC Healthcare 5,806.0 $2.4M 0.81% NEW $415.66 -4.7%
4 ARTY ISHARES TR 30,733.0 $2.3M 0.79% NEW $76.16 -3.9%
5 JNJ JOHNSON & JOHNSON Healthcare 7,553.0 $1.9M 0.65% NEW $253.96 +6.8%
6 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 1,403.0 $1.4M 0.46% NEW $965.00 -15.4%
7 ADVISOR MANAGED PORTFOLIOS 45,094.0 $1.2M 0.41% NEW $27.13
8 PANW PALO ALTO NETWORKS INC Technology 3,052.0 $1.0M 0.35% NEW $341.02 +6.2%
9 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,031.0 $965K 0.33% NEW $935.86 +0.4%
10 WMT WALMART INC Consumer Defensive 8,017.0 $908K 0.31% NEW $113.26 -6.5%
11 HONEYWELL INTL INC 3,326.0 $745K 0.25% NEW $223.90
12 HONEYWELL AEROSPACE INC 3,293.0 $728K 0.25% NEW $221.08
13 QQQ INVESCO QQQ TR Financial Services 685.0 $505K 0.17% NEW $736.92 -4.0%
14 BAC BANK OF AMER CORP Financial Services 8,062.0 $459K 0.15% NEW $56.98 +8.8%
15 TXN TEXAS INSTRS INC Technology 1,480.0 $441K 0.15% NEW $298.14 -15.0%
16 CMF ISHARES TR 6,380.0 $368K 0.12% NEW $57.64 -3.3%
17 CVX CHEVRON CORPORATION Energy 1,652.0 $274K 0.09% NEW $165.74 +27.3%
18 CSX CSX CORP Industrials 5,499.0 $261K 0.09% NEW $47.53 +2.5%
19 IYM ISHARES TR 1,241.0 $223K 0.07% NEW $179.52 +5.5%
20 EXEL EXELIXIS INC Healthcare 4,092.0 $223K 0.07% NEW $54.41 +4.6%
Page 1 of 2  ·  22 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 44.1%
Communication Services 19.4%
Financial Services 11.5%
Healthcare 11.4%
Consumer Cyclical 7.8%
Real Estate 2.6%
Consumer Defensive 1.6%
Industrials 1.5%
Energy 0.2%