Altura Wealth Advisors Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 12, 2025), Altura Wealth Advisors Inc. reported 45 stock positions worth $135.6 million. Its top holding was Nvidia (NVDA) at 15.9% of the portfolio, followed by iShares National Muni Bond E (MUB, 15.1%) and Vanguard Total Bond Market (BND, 7.0%). Compared with Q3 2024, it sold out of 4, added to 3 and reduced 36. The biggest buy was iShares National Muni Bond E (MUB, shares +3%) and the biggest sale iShares 0-3 Month Treasury B (SGOV, shares −49%).
- Most Recent 13F
- Q2 2026
- Location
- SANTA CLARA, CA
- CIK
- 0001931465
- Portfolio Value
- $135.6M (Q4 2024)
- SEC Filing
- 0001420506-25-000292 ↗ filed Feb 12, 2025
Holdings Value
Holdings 45 stocks · $135.6M
| NVDA Nvidia Corp. | 15.92% | 160,756 | $21.6M | Reduce -23.9% |
| MUB iShares National Muni Bond E | 15.13% | 192,519 | $20.5M | Add +3.2% |
| BND Vanguard Total Bond Market | 7.03% | 132,610 | $9.5M | Reduce -16.6% |
| JNK SS SPDR BB High Yield Bond | 5.85% | 83,054 | $7.9M | Reduce -8.8% |
| AAPL Apple Inc. | 5.00% | 27,101 | $6.8M | Reduce -8.4% |
| VGT Vanguard Info Tech ETF | 4.59% | 10,012 | $6.2M | Reduce -15.1% |
| AMZN Amazon.com Inc. | 3.58% | 22,106 | $4.8M | Reduce -11.5% |
| VCR Vanguard Consumer Discre ETF | 3.30% | 11,919 | $4.5M | Reduce -12.2% |
| DFAS Dimensional US Small Cap ETF | 2.56% | 53,453 | $3.5M | Reduce -9.7% |
| GOOGL Alphabet Inc. Class A | 2.52% | 18,088 | $3.4M | Reduce -13.9% |
| VEU Vanguard Ftse All-World Ex-U | 2.36% | 55,682 | $3.2M | Reduce -13.4% |
| VIS Vanguard Industrials ETF | 2.18% | 11,607 | $3.0M | Reduce -13.1% |
| VFH Vanguard Financials ETF | 1.87% | 21,459 | $2.5M | Reduce -13.8% |
| BANK MONTREAL QUE | 1.82% | 4,230 | $2.5M | No change |
| MRK Merck & Co. Inc. | 1.80% | 24,544 | $2.4M | Reduce -3.4% |
| VDC Vanguard Consumer Staple ETF | 1.71% | 10,942 | $2.3M | Reduce -8.7% |
| XLRE SS Real Estate Select Sector | 1.67% | 55,644 | $2.3M | Reduce -8.5% |
| VHT Vanguard Health Care ETF | 1.62% | 8,642 | $2.2M | Reduce -7.4% |
| SGOV iShares 0-3 Month Treasury B | 1.43% | 19,323 | $1.9M | Reduce -48.5% |
| GLD SPDR Gold Shares | 1.36% | 7,604 | $1.8M | Reduce -10.5% |
| VTI VG Morningstar TS MKT ETF-US | 1.31% | 6,122 | $1.8M | Reduce -31.6% |
| MSFT Microsoft Corp. | 1.23% | 3,946 | $1.7M | Reduce -5.9% |
| META Meta Platforms Inc. Class A | 1.14% | 2,632 | $1.5M | Add +0.2% |
| V Visa Inc. Class A | 1.04% | 4,461 | $1.4M | Reduce -11.7% |
| TLT iShares 20+ Year Treasury BD | 0.98% | 15,272 | $1.3M | Reduce -16.1% |
| VOX Vanguard Communication Servi | 0.91% | 7,936 | $1.2M | Reduce -9.7% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.90% | 16,069 | $1.2M | Reduce -12.6% |
| MA Mastercard Inc. Class A | 0.88% | 2,271 | $1.2M | Reduce -12.8% |
| XLK SS Technology Select Sector | 0.88% | 5,118 | $1.2M | Reduce -12.7% |
| EQIX Equinix Inc. | 0.87% | 1,256 | $1.2M | Reduce -28.9% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.86% | 3,420 | $1.2M | Reduce -10.0% |
| EDIV State Street SPDR S&P Emergi | 0.84% | 32,190 | $1.1M | Reduce -6.5% |
| CSCO Cisco Systems Inc. | 0.54% | 12,451 | $737K | Add +15.0% |
| IGV iShares Expanded Tech-Softwa | 0.46% | 6,284 | $629K | Reduce -13.4% |
| WDC Western Digital Corp. | 0.45% | 10,315 | $615K | No change |
| HON Honeywell International Inc. | 0.44% | 2,629 | $594K | Reduce -11.4% |
| LOW Lowe's Cos Inc. | 0.42% | 2,307 | $569K | Reduce -7.8% |
| UNP Union Pacific Corp. | 0.39% | 2,309 | $526K | Reduce -8.6% |
| VAW Vanguard Materials ETF | 0.38% | 2,727 | $512K | Reduce -9.3% |
| DHR Danaher Corp. | 0.37% | 2,161 | $496K | Reduce -7.8% |
| AMAT Applied Materials Inc. | 0.35% | 2,890 | $470K | No change |
| TMO Thermo Fisher Scientific Inc. | 0.33% | 871 | $453K | Reduce -6.5% |
| PLXS Plexus Corp. | 0.29% | 2,479 | $388K | No change |
| ORCL Oracle Corp. | 0.24% | 1,987 | $331K | No change |
| QCOM Qualcomm Inc. | 0.23% | 2,022 | $311K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| SGOV iShares 0-3 Month Treasury B | Reduce -48.5% | 1.43% | −1.05 |
| NVDA Nvidia Corp. | Reduce -23.9% | 15.92% | −0.90 |
| BND Vanguard Total Bond Market | Reduce -16.6% | 7.03% | −0.80 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -31.6% | 1.31% | −0.35 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -13.4% | 2.36% | −0.30 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.23 |
| TLT iShares 20+ Year Treasury BD | Reduce -16.1% | 0.98% | −0.19 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.17 |
| EQIX Equinix Inc. | Reduce -28.9% | 0.87% | −0.15 |
| GWRE Guidewire Software Inc. | Sold out | 0.00% | −0.14 |
| CCS Century Communities Inc. | Sold out | 0.00% | −0.14 |
| XLRE SS Real Estate Select Sector | Reduce -8.5% | 1.67% | −0.11 |
| VHT Vanguard Health Care ETF | Reduce -7.4% | 1.62% | −0.11 |
| VIS Vanguard Industrials ETF | Reduce -13.1% | 2.18% | −0.10 |
| MRK Merck & Co. Inc. | Reduce -3.4% | 1.80% | −0.09 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -12.6% | 0.90% | −0.08 |
| DHR Danaher Corp. | Reduce -7.8% | 0.37% | −0.06 |
| TMO Thermo Fisher Scientific Inc. | Reduce -6.5% | 0.33% | −0.04 |
| VAW Vanguard Materials ETF | Reduce -9.3% | 0.38% | −0.04 |
| LOW Lowe's Cos Inc. | Reduce -7.8% | 0.42% | −0.02 |
| UNP Union Pacific Corp. | Reduce -8.6% | 0.39% | −0.02 |
| EDIV State Street SPDR S&P Emergi | Reduce -6.5% | 0.84% | −0.01 |
| VDC Vanguard Consumer Staple ETF | Reduce -8.7% | 1.71% | −0.01 |
| GLD SPDR Gold Shares | Reduce -10.5% | 1.36% | +0.00 |
| JNK SS SPDR BB High Yield Bond | Reduce -8.8% | 5.85% | +0.01 |
| XLK SS Technology Select Sector | Reduce -12.7% | 0.88% | +0.01 |
| HON Honeywell International Inc. | Reduce -11.4% | 0.44% | +0.04 |
| IGV iShares Expanded Tech-Softwa | Reduce -13.4% | 0.46% | +0.04 |
| MA Mastercard Inc. Class A | Reduce -12.8% | 0.88% | +0.04 |
| MSFT Microsoft Corp. | Reduce -5.9% | 1.23% | +0.04 |
| DFAS Dimensional US Small Cap ETF | Reduce -9.7% | 2.56% | +0.05 |
| VGT Vanguard Info Tech ETF | Reduce -15.1% | 4.59% | +0.06 |
| VOX Vanguard Communication Servi | Reduce -9.7% | 0.91% | +0.07 |
| VFH Vanguard Financials ETF | Reduce -13.8% | 1.87% | +0.07 |
| V Visa Inc. Class A | Reduce -11.7% | 1.04% | +0.13 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -10.0% | 0.86% | +0.16 |
| GOOGL Alphabet Inc. Class A | Reduce -13.9% | 2.52% | +0.24 |
| VCR Vanguard Consumer Discre ETF | Reduce -12.2% | 3.30% | +0.27 |
| AAPL Apple Inc. | Reduce -8.4% | 5.00% | +0.48 |
| AMZN Amazon.com Inc. | Reduce -11.5% | 3.58% | +0.53 |
Portfolio Buys Q3 2024 → Q4 2024
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 |