Altura Wealth Advisors Inc.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 8, 2024), Altura Wealth Advisors Inc. reported 49 stock positions worth $152.5 million. Its top holding was Nvidia (NVDA) at 16.8% of the portfolio, followed by iShares National Muni Bond E (MUB, 13.3%) and Vanguard Total Bond Market (BND, 7.8%). Compared with Q2 2024, it opened 8 new positions, sold out of 1 and added to 40. The biggest buy was Nvidia (NVDA, shares +305%) and the biggest sale an exit from iShares Core S&P 500 ETF (IVV).
- Most Recent 13F
- Q2 2026
- Location
- SANTA CLARA, CA
- CIK
- 0001931465
- Portfolio Value
- $152.5M (Q3 2024)
- SEC Filing
- 0001941040-24-000486 ↗ filed Nov 8, 2024
Holdings Value
Holdings 49 stocks · $152.5M
| NVDA Nvidia Corp. | 16.82% | 211,303 | $25.7M | Add +305.2% |
| MUB iShares National Muni Bond E | 13.29% | 186,567 | $20.3M | Add +21.1% |
| BND Vanguard Total Bond Market | 7.83% | 159,000 | $11.9M | Add +24.2% |
| JNK SS SPDR BB High Yield Bond | 5.84% | 91,109 | $8.9M | Add +19.9% |
| VGT Vanguard Info Tech ETF | 4.53% | 11,788 | $6.9M | Add +25.5% |
| AAPL Apple Inc. | 4.52% | 29,600 | $6.9M | Add +61.0% |
| AMZN Amazon.com Inc. | 3.05% | 24,972 | $4.7M | Add +33.7% |
| VCR Vanguard Consumer Discre ETF | 3.03% | 13,577 | $4.6M | Add +21.7% |
| VEU Vanguard Ftse All-World Ex-U | 2.66% | 64,333 | $4.1M | Add +29.6% |
| DFAS Dimensional US Small Cap ETF | 2.52% | 59,175 | $3.8M | Add +21.0% |
| SGOV iShares 0-3 Month Treasury B | 2.48% | 37,524 | $3.8M | Add +3.3% |
| GOOGL Alphabet Inc. Class A | 2.28% | 20,999 | $3.5M | Add +26.4% |
| VIS Vanguard Industrials ETF | 2.28% | 13,349 | $3.5M | Add +30.0% |
| MRK Merck & Co. Inc. | 1.89% | 25,397 | $2.9M | Add +28.2% |
| VFH Vanguard Financials ETF | 1.79% | 24,907 | $2.7M | Add +25.1% |
| XLRE SS Real Estate Select Sector | 1.78% | 60,834 | $2.7M | Add +18.3% |
| VHT Vanguard Health Care ETF | 1.73% | 9,333 | $2.6M | Add +24.2% |
| VDC Vanguard Consumer Staple ETF | 1.72% | 11,984 | $2.6M | Add +22.7% |
| VTI VG Morningstar TS MKT ETF-US | 1.66% | 8,951 | $2.5M | Add +54.7% |
| GLD SPDR Gold Shares | 1.35% | 8,497 | $2.1M | Add +22.4% |
| MSFT Microsoft Corp. | 1.18% | 4,193 | $1.8M | Add +86.9% |
| TLT iShares 20+ Year Treasury BD | 1.17% | 18,194 | $1.8M | Add +18.9% |
| BANK MONTREAL QUE | 1.14% | 4,230 | $1.7M | Add +3.9% |
| EQIX Equinix Inc. | 1.03% | 1,766 | $1.6M | Add +19.5% |
| META Meta Platforms Inc. Class A | 0.99% | 2,627 | $1.5M | Add +6.3% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.97% | 18,375 | $1.5M | Add +23.1% |
| V Visa Inc. Class A | 0.91% | 5,052 | $1.4M | Add +48.1% |
| XLK SS Technology Select Sector | 0.87% | 5,865 | $1.3M | Add +25.9% |
| EDIV State Street SPDR S&P Emergi | 0.85% | 34,436 | $1.3M | Add +19.6% |
| MA Mastercard Inc. Class A | 0.84% | 2,603 | $1.3M | Add +33.4% |
| VOX Vanguard Communication Servi | 0.84% | 8,784 | $1.3M | Add +20.6% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.70% | 3,800 | $1.1M | Add +27.9% |
| WDC Western Digital Corp. | 0.46% | 10,315 | $704K | New |
| LOW Lowe's Cos Inc. | 0.44% | 2,503 | $678K | Add +33.0% |
| DHR Danaher Corp. | 0.43% | 2,345 | $652K | Add +27.7% |
| IGV iShares Expanded Tech-Softwa | 0.43% | 7,257 | $649K | Add +27.9% |
| VAW Vanguard Materials ETF | 0.42% | 3,008 | $636K | Add +29.0% |
| UNP Union Pacific Corp. | 0.41% | 2,526 | $623K | Add +30.3% |
| HON Honeywell International Inc. | 0.40% | 2,969 | $614K | Add +28.3% |
| AMAT Applied Materials Inc. | 0.38% | 2,890 | $584K | Add +107.2% |
| TMO Thermo Fisher Scientific Inc. | 0.38% | 932 | $577K | Add +30.5% |
| CSCO Cisco Systems Inc. | 0.38% | 10,830 | $576K | New |
| NFLX Netflix Inc. | 0.23% | 500 | $355K | No change |
| QCOM Qualcomm Inc. | 0.23% | 2,022 | $344K | New |
| PLXS Plexus Corp. | 0.22% | 2,479 | $339K | New |
| ORCL Oracle Corp. | 0.22% | 1,987 | $339K | New |
| NVO Novo-Nordisk A/S-Spons ADR | 0.17% | 2,143 | $255K | New |
| GWRE Guidewire Software Inc. | 0.14% | 1,150 | $210K | New |
| CCS Century Communities Inc. | 0.14% | 2,000 | $206K | New |
Portfolio Sells Q2 2024 → Q3 2024
| IVV iShares Core S&P 500 ETF | Sold out | 0.00% | −0.21 |
Portfolio Buys Q2 2024 → Q3 2024
| NVDA Nvidia Corp. | Add +305.2% | 16.82% | +10.48 |
| AAPL Apple Inc. | Add +61.0% | 4.52% | +0.71 |
| WDC Western Digital Corp. | New | 0.46% | +0.46 |
| CSCO Cisco Systems Inc. | New | 0.38% | +0.38 |
| QCOM Qualcomm Inc. | New | 0.23% | +0.23 |
| PLXS Plexus Corp. | New | 0.22% | +0.22 |
| ORCL Oracle Corp. | New | 0.22% | +0.22 |
| MSFT Microsoft Corp. | Add +86.9% | 1.18% | +0.20 |
| NVO Novo-Nordisk A/S-Spons ADR | New | 0.17% | +0.17 |
| VTI VG Morningstar TS MKT ETF-US | Add +54.7% | 1.66% | +0.14 |
| GWRE Guidewire Software Inc. | New | 0.14% | +0.14 |
| CCS Century Communities Inc. | New | 0.14% | +0.14 |
| AMAT Applied Materials Inc. | Add +107.2% | 0.38% | +0.06 |
| LOW Lowe's Cos Inc. | Add +33.0% | 0.44% | +0.04 |
| V Visa Inc. Class A | Add +48.1% | 0.91% | +0.03 |
| MA Mastercard Inc. Class A | Add +33.4% | 0.84% | −0.00 |
| TMO Thermo Fisher Scientific Inc. | Add +30.5% | 0.38% | −0.01 |
| UNP Union Pacific Corp. | Add +30.3% | 0.41% | −0.02 |
| DHR Danaher Corp. | Add +27.7% | 0.43% | −0.02 |
| VAW Vanguard Materials ETF | Add +29.0% | 0.42% | −0.03 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +23.1% | 0.97% | −0.03 |
| IGV iShares Expanded Tech-Softwa | Add +27.9% | 0.43% | −0.06 |
| EQIX Equinix Inc. | Add +19.5% | 1.03% | −0.07 |
| HON Honeywell International Inc. | Add +28.3% | 0.40% | −0.08 |
| VIS Vanguard Industrials ETF | Add +30.0% | 2.28% | −0.10 |
| GLD SPDR Gold Shares | Add +22.4% | 1.35% | −0.12 |
| EDIV State Street SPDR S&P Emergi | Add +19.6% | 0.85% | −0.15 |
| VOX Vanguard Communication Servi | Add +20.6% | 0.84% | −0.15 |
| VFH Vanguard Financials ETF | Add +25.1% | 1.79% | −0.16 |
| XLRE SS Real Estate Select Sector | Add +18.3% | 1.78% | −0.16 |
| XLK SS Technology Select Sector | Add +25.9% | 0.87% | −0.17 |
| VEU Vanguard Ftse All-World Ex-U | Add +29.6% | 2.66% | −0.21 |
| TLT iShares 20+ Year Treasury BD | Add +18.9% | 1.17% | −0.21 |
| VDC Vanguard Consumer Staple ETF | Add +22.7% | 1.72% | −0.24 |
| VHT Vanguard Health Care ETF | Add +24.2% | 1.73% | −0.24 |
| META Meta Platforms Inc. Class A | Add +6.3% | 0.99% | −0.24 |
| DFAS Dimensional US Small Cap ETF | Add +21.0% | 2.52% | −0.38 |
| VCR Vanguard Consumer Discre ETF | Add +21.7% | 3.03% | −0.40 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +27.9% | 0.70% | −0.42 |
| AMZN Amazon.com Inc. | Add +33.7% | 3.05% | −0.50 |
| MRK Merck & Co. Inc. | Add +28.2% | 1.89% | −0.52 |
| BANK MONTREAL QUE | Add +3.9% | 1.14% | −0.65 |
| GOOGL Alphabet Inc. Class A | Add +26.4% | 2.28% | −0.70 |
| VGT Vanguard Info Tech ETF | Add +25.5% | 4.53% | −0.80 |
| SGOV iShares 0-3 Month Treasury B | Add +3.3% | 2.48% | −1.12 |
| JNK SS SPDR BB High Yield Bond | Add +19.9% | 5.84% | −1.21 |
| BND Vanguard Total Bond Market | Add +24.2% | 7.83% | −1.25 |
| MUB iShares National Muni Bond E | Add +21.1% | 13.29% | −2.87 |
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 |