Altura Wealth Advisors Inc.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 30, 2024), Altura Wealth Advisors Inc. reported 42 stock positions worth $101.6 million. Its top holding was iShares National Muni Bond E (MUB) at 16.2% of the portfolio, followed by Vanguard Total Bond Market (BND, 9.1%) and SS SPDR BB High Yield Bond (JNK, 7.0%). Compared with Q1 2024, it opened 6 new positions, added to 32 and reduced 2. The biggest buy was iShares National Muni Bond E (MUB, shares +344%) and the biggest sale iShares 0-3 Month Treasury B (SGOV, shares −92%).
- Most Recent 13F
- Q3 2026
- Location
- SANTA CLARA, CA
- CIK
- 0001931465
- Portfolio Value
- $101.6M (Q2 2024)
- SEC Filing
- 0001941040-24-000310 ↗ filed Jul 30, 2024
Holdings Value
Holdings 42 stocks · $101.6M
| MUB iShares National Muni Bond E | 16.15% | 154,055 | $16.4M | Add +344.1% |
| BND Vanguard Total Bond Market | 9.08% | 128,047 | $9.2M | Add +56.1% |
| JNK SS SPDR BB High Yield Bond | 7.05% | 75,958 | $7.2M | Add +104.1% |
| NVDA Nvidia Corp. | 6.34% | 52,149 | $6.4M | Add +543.0% |
| VGT Vanguard Info Tech ETF | 5.33% | 9,391 | $5.4M | Add +136.0% |
| AAPL Apple Inc. | 3.81% | 18,388 | $3.9M | Add +10.8% |
| SGOV iShares 0-3 Month Treasury B | 3.60% | 36,336 | $3.7M | Reduce -91.8% |
| AMZN Amazon.com Inc. | 3.55% | 18,677 | $3.6M | Add +76.5% |
| VCR Vanguard Consumer Discre ETF | 3.43% | 11,160 | $3.5M | Add +147.4% |
| GOOGL Alphabet Inc. Class A | 2.98% | 16,620 | $3.0M | Add +113.7% |
| DFAS Dimensional US Small Cap ETF | 2.89% | 48,921 | $2.9M | Add +161.5% |
| VEU Vanguard Ftse All-World Ex-U | 2.87% | 49,645 | $2.9M | Add +134.6% |
| MRK Merck & Co. Inc. | 2.41% | 19,804 | $2.5M | Add +121.7% |
| VIS Vanguard Industrials ETF | 2.38% | 10,267 | $2.4M | Add +144.1% |
| VHT Vanguard Health Care ETF | 1.97% | 7,515 | $2.0M | Add +127.9% |
| VFH Vanguard Financials ETF | 1.96% | 19,907 | $2.0M | Add +128.1% |
| VDC Vanguard Consumer Staple ETF | 1.95% | 9,768 | $2.0M | Add +142.3% |
| XLRE SS Real Estate Select Sector | 1.94% | 51,435 | $2.0M | Add +164.7% |
| BANK MONTREAL QUE | 1.78% | 4,070 | $1.8M | Add +28.3% |
| VTI VG Morningstar TS MKT ETF-US | 1.52% | 5,785 | $1.5M | Add +143.6% |
| GLD SPDR Gold Shares | 1.47% | 6,942 | $1.5M | Add +117.8% |
| TLT iShares 20+ Year Treasury BD | 1.38% | 15,305 | $1.4M | Add +50.9% |
| META Meta Platforms Inc. Class A | 1.23% | 2,472 | $1.2M | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 1.12% | 2,970 | $1.1M | Add +167.1% |
| EQIX Equinix Inc. | 1.10% | 1,478 | $1.1M | Add +85.7% |
| XLK SS Technology Select Sector | 1.04% | 4,659 | $1.1M | Add +140.4% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 1.00% | 14,922 | $1.0M | Add +135.8% |
| EDIV State Street SPDR S&P Emergi | 1.00% | 28,798 | $1.0M | Add +155.6% |
| VOX Vanguard Communication Servi | 0.99% | 7,285 | $1.0M | Add +153.9% |
| MSFT Microsoft Corp. | 0.99% | 2,243 | $1.0M | Add +130.5% |
| V Visa Inc. Class A | 0.88% | 3,410 | $895K | Add +143.2% |
| MA Mastercard Inc. Class A | 0.85% | 1,951 | $861K | Add +143.9% |
| HON Honeywell International Inc. | 0.49% | 2,315 | $494K | New |
| IGV iShares Expanded Tech-Softwa | 0.49% | 5,674 | $493K | New |
| DHR Danaher Corp. | 0.45% | 1,836 | $459K | New |
| VAW Vanguard Materials ETF | 0.44% | 2,331 | $449K | Add +136.4% |
| UNP Union Pacific Corp. | 0.43% | 1,938 | $439K | Add +131.5% |
| LOW Lowe's Cos Inc. | 0.41% | 1,882 | $415K | New |
| TMO Thermo Fisher Scientific Inc. | 0.39% | 714 | $395K | New |
| NFLX Netflix Inc. | 0.33% | 500 | $337K | Reduce -0.6% |
| AMAT Applied Materials Inc. | 0.32% | 1,395 | $329K | No change |
| IVV iShares Core S&P 500 ETF | 0.21% | 389 | $213K | New |
Portfolio Sells Q1 2024 → Q2 2024
Portfolio Buys Q1 2024 → Q2 2024
| MUB iShares National Muni Bond E | Add +344.1% | 16.15% | +11.77 |
| NVDA Nvidia Corp. | Add +543.0% | 6.34% | +5.48 |
| JNK SS SPDR BB High Yield Bond | Add +104.1% | 7.05% | +2.88 |
| VGT Vanguard Info Tech ETF | Add +136.0% | 5.33% | +2.88 |
| BND Vanguard Total Bond Market | Add +56.1% | 9.08% | +2.07 |
| VCR Vanguard Consumer Discre ETF | Add +147.4% | 3.43% | +1.75 |
| GOOGL Alphabet Inc. Class A | Add +113.7% | 2.98% | +1.60 |
| DFAS Dimensional US Small Cap ETF | Add +161.5% | 2.89% | +1.52 |
| VEU Vanguard Ftse All-World Ex-U | Add +134.6% | 2.87% | +1.41 |
| AMZN Amazon.com Inc. | Add +76.5% | 3.55% | +1.31 |
| VIS Vanguard Industrials ETF | Add +144.1% | 2.38% | +1.17 |
| XLRE SS Real Estate Select Sector | Add +164.7% | 1.94% | +1.04 |
| MRK Merck & Co. Inc. | Add +121.7% | 2.41% | +1.03 |
| VDC Vanguard Consumer Staple ETF | Add +142.3% | 1.95% | +0.98 |
| VHT Vanguard Health Care ETF | Add +127.9% | 1.97% | +0.92 |
| VFH Vanguard Financials ETF | Add +128.1% | 1.96% | +0.91 |
| VTI VG Morningstar TS MKT ETF-US | Add +143.6% | 1.52% | +0.80 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +167.1% | 1.12% | +0.70 |
| GLD SPDR Gold Shares | Add +117.8% | 1.47% | +0.70 |
| BANK MONTREAL QUE | Add +28.3% | 1.78% | +0.56 |
| XLK SS Technology Select Sector | Add +140.4% | 1.04% | +0.56 |
| EDIV State Street SPDR S&P Emergi | Add +155.6% | 1.00% | +0.56 |
| VOX Vanguard Communication Servi | Add +153.9% | 0.99% | +0.55 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +135.8% | 1.00% | +0.51 |
| MSFT Microsoft Corp. | Add +130.5% | 0.99% | +0.51 |
| HON Honeywell International Inc. | New | 0.49% | +0.49 |
| IGV iShares Expanded Tech-Softwa | New | 0.49% | +0.49 |
| AAPL Apple Inc. | Add +10.8% | 3.81% | +0.47 |
| DHR Danaher Corp. | New | 0.45% | +0.45 |
| V Visa Inc. Class A | Add +143.2% | 0.88% | +0.42 |
| LOW Lowe's Cos Inc. | New | 0.41% | +0.41 |
| MA Mastercard Inc. Class A | Add +143.9% | 0.85% | +0.39 |
| TMO Thermo Fisher Scientific Inc. | New | 0.39% | +0.39 |
| EQIX Equinix Inc. | Add +85.7% | 1.10% | +0.33 |
| TLT iShares 20+ Year Treasury BD | Add +50.9% | 1.38% | +0.25 |
| IVV iShares Core S&P 500 ETF | New | 0.21% | +0.21 |
| VAW Vanguard Materials ETF | Add +136.4% | 0.44% | +0.20 |
| UNP Union Pacific Corp. | Add +131.5% | 0.43% | +0.19 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q3 2026 | 86 | $323.0M | NVDA, BND, MUB, VGT, AAPL |
| 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 |