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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 3 of 5  ·  84 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IBIT ISHARES BITCOIN TRUST ETF Financial Services 60,443.0 $2.0M 0.68% +22K +58.3% $33.29 +31.5%
42 JNJ JOHNSON & JOHNSON Healthcare 7,553.0 $1.9M 0.65% NEW $253.96 +6.8%
43 APP APPLOVIN CORP Technology 3,409.0 $1.8M 0.59% -60.0 -1.7% $515.23 -39.5%
44 TMO THERMO FISHER SCIENTIFIC INC Healthcare 3,379.0 $1.7M 0.57% +857.0 +34.0% $501.33 +19.8%
45 UNP UNION PAC CORP Industrials 5,621.0 $1.5M 0.52% +1K +32.2% $272.01 +6.8%
46 IGV ISHARES TR 16,529.0 $1.5M 0.51% +5K +49.2% $90.60 +17.2%
47 VAW VANGUARD WORLD FD 6,251.0 $1.4M 0.48% +1K +29.4% $228.80 +1.9%
48 EDIV SPDR INDEX SHS FDS 34,798.0 $1.4M 0.48% -25K -41.4% $40.96 +1.6%
49 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 1,403.0 $1.4M 0.46% NEW $965.00 -15.4%
50 LOW LOWES COS INC Consumer Cyclical 5,921.0 $1.3M 0.44% +2K +43.4% $220.51 -9.3%
51 ADVISOR MANAGED PORTFOLIOS 45,094.0 $1.2M 0.41% NEW $27.13
52 LLY ELI LILLY & CO Healthcare 991.0 $1.2M 0.40% +797.0 +410.8% $1198.89 -3.2%
53 GOOG ALPHABET INC 3,148.0 $1.1M 0.38% +2K +114.6% $353.35
54 PANW PALO ALTO NETWORKS INC Technology 3,052.0 $1.0M 0.35% NEW $341.02 +6.2%
55 QCOM QUALCOMM INC Technology 5,338.0 $986K 0.33% +3K +131.7% $184.79 -9.8%
56 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,031.0 $965K 0.33% NEW $935.86 +0.4%
57 WMT WALMART INC Consumer Defensive 8,017.0 $908K 0.31% NEW $113.26 -6.5%
58 XLV SELECT SECTOR SPDR TR 5,668.0 $899K 0.30% +88.0 +1.6% $158.65 +8.2%
59 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,143.0 $853K 0.29% +259.0 +29.3% $746.60 +2.0%
60 BMY BRISTOL-MYERS SQUIBB CO Healthcare 13,556.0 $781K 0.26% -255.0 -1.9% $57.62 +16.1%
Page 3 of 5  ·  84 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%