Altura Wealth Advisors Inc.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 1, 2024), Altura Wealth Advisors Inc. reported 36 stock positions worth $85.1 million. Its top holding was iShares 0-3 Month Treasury B (SGOV) at 52.2% of the portfolio, followed by Vanguard Total Bond Market (BND, 7.0%) and iShares National Muni Bond E (MUB, 4.4%). Compared with Q4 2023, it opened 18 new positions, added to 15 and reduced 3. The biggest buy was Vanguard Total Bond Market (BND, shares +852%) and the biggest sale iShares 0-3 Month Treasury B (SGOV, shares −47%).
- Most Recent 13F
- Q2 2026
- Location
- SANTA CLARA, CA
- CIK
- 0001931465
- Portfolio Value
- $85.1M (Q1 2024)
- SEC Filing
- 0001941040-24-000222 ↗ filed May 1, 2024
Holdings Value
Holdings 36 stocks · $85.1M
| SGOV iShares 0-3 Month Treasury B | 52.21% | 440,930 | $44.4M | Reduce -47.0% |
| BND Vanguard Total Bond Market | 7.01% | 82,040 | $6.0M | Add +851.6% |
| MUB iShares National Muni Bond E | 4.39% | 34,693 | $3.7M | Add +629.8% |
| JNK SS SPDR BB High Yield Bond | 4.17% | 37,223 | $3.5M | New |
| AAPL Apple Inc. | 3.34% | 16,590 | $2.8M | Add +17.9% |
| VGT Vanguard Info Tech ETF | 2.45% | 3,979 | $2.1M | Add +204.7% |
| AMZN Amazon.com Inc. | 2.24% | 10,584 | $1.9M | Add +61.0% |
| VCR Vanguard Consumer Discre ETF | 1.69% | 4,511 | $1.4M | Add +299.6% |
| VEU Vanguard Ftse All-World Ex-U | 1.46% | 21,163 | $1.2M | New |
| META Meta Platforms Inc. Class A | 1.41% | 2,472 | $1.2M | Reduce -0.6% |
| MRK Merck & Co. Inc. | 1.39% | 8,932 | $1.2M | Add +140.4% |
| GOOGL Alphabet Inc. Class A | 1.38% | 7,779 | $1.2M | Add +253.9% |
| DFAS Dimensional US Small Cap ETF | 1.37% | 18,706 | $1.2M | New |
| BANK MONTREAL QUE | 1.22% | 3,173 | $1.0M | Reduce -29.8% |
| VIS Vanguard Industrials ETF | 1.21% | 4,207 | $1.0M | Add +350.9% |
| TLT iShares 20+ Year Treasury BD | 1.13% | 10,141 | $960K | New |
| VFH Vanguard Financials ETF | 1.05% | 8,728 | $894K | Add +227.0% |
| VHT Vanguard Health Care ETF | 1.05% | 3,298 | $892K | Add +93.3% |
| VDC Vanguard Consumer Staple ETF | 0.97% | 4,032 | $823K | New |
| XLRE SS Real Estate Select Sector | 0.90% | 19,433 | $768K | New |
| NVDA Nvidia Corp. | 0.86% | 811 | $733K | New |
| EQIX Equinix Inc. | 0.77% | 796 | $657K | Add +97.5% |
| GLD SPDR Gold Shares | 0.77% | 3,187 | $656K | Add +152.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.73% | 2,375 | $617K | Add +73.0% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.49% | 6,329 | $416K | New |
| MSFT Microsoft Corp. | 0.48% | 973 | $409K | New |
| XLK SS Technology Select Sector | 0.47% | 1,938 | $404K | New |
| V Visa Inc. Class A | 0.46% | 1,402 | $391K | New |
| MA Mastercard Inc. Class A | 0.45% | 800 | $385K | New |
| EDIV State Street SPDR S&P Emergi | 0.44% | 11,266 | $378K | New |
| VOX Vanguard Communication Servi | 0.44% | 2,869 | $376K | New |
| CRWD CrowdStrike Holdings Inc. Class A | 0.42% | 1,112 | $356K | New |
| NFLX Netflix Inc. | 0.36% | 503 | $305K | Add +0.6% |
| AMAT Applied Materials Inc. | 0.34% | 1,395 | $288K | New |
| UNP Union Pacific Corp. | 0.24% | 837 | $206K | New |
| VAW Vanguard Materials ETF | 0.24% | 986 | $202K | New |
Portfolio Sells Q4 2023 → Q1 2024
| SGOV iShares 0-3 Month Treasury B | Reduce -47.0% | 52.21% | −36.61 |
| BANK MONTREAL QUE | Reduce -29.8% | 1.22% | +0.10 |
| META Meta Platforms Inc. Class A | Reduce -0.6% | 1.41% | +0.47 |
Portfolio Buys Q4 2023 → Q1 2024
| BND Vanguard Total Bond Market | Add +851.6% | 7.01% | +6.33 |
| JNK SS SPDR BB High Yield Bond | New | 4.17% | +4.17 |
| MUB iShares National Muni Bond E | Add +629.8% | 4.39% | +3.84 |
| VGT Vanguard Info Tech ETF | Add +204.7% | 2.45% | +1.78 |
| VEU Vanguard Ftse All-World Ex-U | New | 1.46% | +1.46 |
| DFAS Dimensional US Small Cap ETF | New | 1.37% | +1.37 |
| VCR Vanguard Consumer Discre ETF | Add +299.6% | 1.69% | +1.32 |
| AMZN Amazon.com Inc. | Add +61.0% | 2.24% | +1.18 |
| TLT iShares 20+ Year Treasury BD | New | 1.13% | +1.13 |
| GOOGL Alphabet Inc. Class A | Add +253.9% | 1.38% | +1.05 |
| VIS Vanguard Industrials ETF | Add +350.9% | 1.21% | +0.99 |
| VDC Vanguard Consumer Staple ETF | New | 0.97% | +0.97 |
| MRK Merck & Co. Inc. | Add +140.4% | 1.39% | +0.95 |
| XLRE SS Real Estate Select Sector | New | 0.90% | +0.90 |
| NVDA Nvidia Corp. | New | 0.86% | +0.86 |
| VFH Vanguard Financials ETF | Add +227.0% | 1.05% | +0.79 |
| VHT Vanguard Health Care ETF | Add +93.3% | 1.05% | +0.59 |
| GLD SPDR Gold Shares | Add +152.5% | 0.77% | +0.51 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | New | 0.49% | +0.49 |
| MSFT Microsoft Corp. | New | 0.48% | +0.48 |
| XLK SS Technology Select Sector | New | 0.47% | +0.47 |
| V Visa Inc. Class A | New | 0.46% | +0.46 |
| AAPL Apple Inc. | Add +17.9% | 3.34% | +0.46 |
| MA Mastercard Inc. Class A | New | 0.45% | +0.45 |
| EDIV State Street SPDR S&P Emergi | New | 0.44% | +0.44 |
| VOX Vanguard Communication Servi | New | 0.44% | +0.44 |
| EQIX Equinix Inc. | Add +97.5% | 0.77% | +0.43 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.42% | +0.42 |
| VTI VG Morningstar TS MKT ETF-US | Add +73.0% | 0.73% | +0.38 |
| AMAT Applied Materials Inc. | New | 0.34% | +0.34 |
| UNP Union Pacific Corp. | New | 0.24% | +0.24 |
| VAW Vanguard Materials ETF | New | 0.24% | +0.24 |
| NFLX Netflix Inc. | Add +0.6% | 0.36% | +0.10 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 84 | $296.5M | NVDA, BND, MUB, VGT, JNK |
| Q1 2026 | 75 | $229.1M | NVDA, BND, MUB, JNK, AAPL |
| Q4 2025 | 65 | $232.3M | NVDA, BND, MUB, JNK, VGT |
| Q3 2025 | 63 | $210.0M | NVDA, BND, MUB, VGT, JNK |
| Q2 2025 | 58 | $178.8M | NVDA, BND, MUB, MUNI, JNK |
| Q1 2025 | 50 | $150.9M | MUB, NVDA, BND, JNK, VGT |
| Q4 2024 | 45 | $135.6M | NVDA, MUB, BND, JNK, AAPL |
| Q3 2024 | 49 | $152.5M | NVDA, MUB, BND, JNK, VGT |
| Q2 2024 | 42 | $101.6M | MUB, BND, JNK, NVDA, VGT |
| Q1 2024 | 36 | $85.1M | SGOV, BND, MUB, JNK, AAPL |