Altura Wealth Advisors Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 2, 2025), Altura Wealth Advisors Inc. reported 50 stock positions worth $150.9 million. Its top holding was iShares National Muni Bond E (MUB) at 14.4% of the portfolio, followed by Nvidia (NVDA, 11.0%) and Vanguard Total Bond Market (BND, 8.9%). Compared with Q4 2024, it opened 8 new positions, sold out of 3, added to 34 and reduced 5. The biggest buy was Vanguard Total Bond Market (BND, shares +37%) and the biggest sale Nvidia (NVDA, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- SANTA CLARA, CA
- CIK
- 0001931465
- Portfolio Value
- $150.9M (Q1 2025)
- SEC Filing
- 0001420506-25-000855 ↗ filed May 2, 2025
Holdings Value
Holdings 50 stocks · $150.9M
| MUB iShares National Muni Bond E | 14.45% | 206,731 | $21.8M | Add +7.4% |
| NVDA Nvidia Corp. | 11.04% | 153,742 | $16.7M | Reduce -4.4% |
| BND Vanguard Total Bond Market | 8.86% | 181,919 | $13.4M | Add +37.2% |
| JNK SS SPDR BB High Yield Bond | 6.08% | 96,252 | $9.2M | Add +15.9% |
| VGT Vanguard Info Tech ETF | 4.37% | 12,142 | $6.6M | Add +21.3% |
| AAPL Apple Inc. | 4.32% | 29,370 | $6.5M | Add +8.4% |
| VCR Vanguard Consumer Discre ETF | 3.36% | 15,585 | $5.1M | Add +30.8% |
| VEU Vanguard Ftse All-World Ex-U | 3.19% | 79,346 | $4.8M | Add +42.5% |
| AMZN Amazon.com Inc. | 3.14% | 24,898 | $4.7M | Add +12.6% |
| DFAS Dimensional US Small Cap ETF | 2.89% | 72,902 | $4.4M | Add +36.4% |
| VIS Vanguard Industrials ETF | 2.54% | 15,490 | $3.8M | Add +33.5% |
| GOOGL Alphabet Inc. Class A | 2.40% | 23,365 | $3.6M | Add +29.2% |
| MRK Merck & Co. Inc. | 2.23% | 37,546 | $3.4M | Add +53.0% |
| VFH Vanguard Financials ETF | 2.20% | 27,768 | $3.3M | Add +29.4% |
| VDC Vanguard Consumer Staple ETF | 2.16% | 14,882 | $3.3M | Add +36.0% |
| XLRE SS Real Estate Select Sector | 2.13% | 76,791 | $3.2M | Add +38.0% |
| VHT Vanguard Health Care ETF | 2.11% | 12,035 | $3.2M | Add +39.3% |
| GLD SPDR Gold Shares | 1.67% | 8,743 | $2.5M | Add +15.0% |
| VTI VG Morningstar TS MKT ETF-US | 1.62% | 8,869 | $2.4M | Add +44.9% |
| SGOV iShares 0-3 Month Treasury B | 1.25% | 18,799 | $1.9M | Reduce -2.7% |
| V Visa Inc. Class A | 1.18% | 5,096 | $1.8M | Add +14.2% |
| MSFT Microsoft Corp. | 1.13% | 4,547 | $1.7M | Add +15.2% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 1.10% | 21,017 | $1.7M | Add +30.8% |
| MA Mastercard Inc. Class A | 1.08% | 2,972 | $1.6M | Add +30.9% |
| EDIV State Street SPDR S&P Emergi | 1.04% | 43,921 | $1.6M | Add +36.4% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.04% | 4,444 | $1.6M | Add +29.9% |
| BANK MONTREAL QUE | 1.01% | 4,230 | $1.5M | No change |
| VOX Vanguard Communication Servi | 1.01% | 10,257 | $1.5M | Add +29.3% |
| META Meta Platforms Inc. Class A | 1.01% | 2,632 | $1.5M | No change |
| XLK SS Technology Select Sector | 0.93% | 6,803 | $1.4M | Add +32.9% |
| EQIX Equinix Inc. | 0.88% | 1,632 | $1.3M | Add +29.9% |
| APP AppLovin Corp. Class A | 0.64% | 3,641 | $965K | New |
| IBIT iShares Bitcoin Trust ETF | 0.61% | 19,728 | $923K | New |
| UNP Union Pacific Corp. | 0.50% | 3,167 | $748K | Add +37.2% |
| HON Honeywell International Inc. | 0.49% | 3,505 | $742K | Add +33.3% |
| VAW Vanguard Materials ETF | 0.48% | 3,873 | $731K | Add +42.0% |
| IGV iShares Expanded Tech-Softwa | 0.48% | 8,187 | $729K | Add +30.3% |
| LOW Lowe's Cos Inc. | 0.46% | 2,973 | $693K | Add +28.9% |
| DHR Danaher Corp. | 0.42% | 3,120 | $640K | Add +44.4% |
| TMO Thermo Fisher Scientific Inc. | 0.40% | 1,219 | $607K | Add +40.0% |
| CSCO Cisco Systems Inc. | 0.34% | 8,353 | $515K | Reduce -32.9% |
| VOO Vanguard S&P 500 ETF | 0.30% | 890 | $457K | New |
| VEA Vanguard Ftse Developed ETF | 0.26% | 7,575 | $385K | New |
| QCOM Qualcomm Inc. | 0.21% | 2,022 | $311K | No change |
| TLT iShares 20+ Year Treasury BD | 0.20% | 3,254 | $296K | Reduce -78.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.18% | 487 | $272K | New |
| AOA iShares Core 80/20 Aggressiv | 0.17% | 3,411 | $261K | New |
| AOR iShares Core 60/40 Balanced | 0.16% | 4,081 | $235K | New |
| GWRE Guidewire Software Inc. | 0.14% | 1,150 | $215K | New |
| AMAT Applied Materials Inc. | 0.13% | 1,395 | $202K | Reduce -51.7% |
Portfolio Sells Q4 2024 → Q1 2025
| NVDA Nvidia Corp. | Reduce -4.4% | 11.04% | −4.87 |
| TLT iShares 20+ Year Treasury BD | Reduce -78.7% | 0.20% | −0.79 |
| WDC Western Digital Corp. | Sold out | 0.00% | −0.45 |
| PLXS Plexus Corp. | Sold out | 0.00% | −0.29 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.24 |
| AMAT Applied Materials Inc. | Reduce -51.7% | 0.13% | −0.21 |
| CSCO Cisco Systems Inc. | Reduce -32.9% | 0.34% | −0.20 |
| SGOV iShares 0-3 Month Treasury B | Reduce -2.7% | 1.25% | −0.17 |
Portfolio Buys Q4 2024 → Q1 2025
| BND Vanguard Total Bond Market | Add +37.2% | 8.86% | +1.83 |
| VEU Vanguard Ftse All-World Ex-U | Add +42.5% | 3.19% | +0.83 |
| APP AppLovin Corp. Class A | New | 0.64% | +0.64 |
| IBIT iShares Bitcoin Trust ETF | New | 0.61% | +0.61 |
| VHT Vanguard Health Care ETF | Add +39.3% | 2.11% | +0.50 |
| XLRE SS Real Estate Select Sector | Add +38.0% | 2.13% | +0.46 |
| VDC Vanguard Consumer Staple ETF | Add +36.0% | 2.16% | +0.45 |
| MRK Merck & Co. Inc. | Add +53.0% | 2.23% | +0.43 |
| VIS Vanguard Industrials ETF | Add +33.5% | 2.54% | +0.36 |
| VFH Vanguard Financials ETF | Add +29.4% | 2.20% | +0.33 |
| DFAS Dimensional US Small Cap ETF | Add +36.4% | 2.89% | +0.32 |
| GLD SPDR Gold Shares | Add +15.0% | 1.67% | +0.31 |
| VTI VG Morningstar TS MKT ETF-US | Add +44.9% | 1.62% | +0.31 |
| VOO Vanguard S&P 500 ETF | New | 0.30% | +0.30 |
| VEA Vanguard Ftse Developed ETF | New | 0.26% | +0.26 |
| JNK SS SPDR BB High Yield Bond | Add +15.9% | 6.08% | +0.23 |
| EDIV State Street SPDR S&P Emergi | Add +36.4% | 1.04% | +0.20 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +30.8% | 1.10% | +0.20 |
| MA Mastercard Inc. Class A | Add +30.9% | 1.08% | +0.20 |
| SPY SS SPDR S&P 500 ETF Trust-US | New | 0.18% | +0.18 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +29.9% | 1.04% | +0.18 |
| AOA iShares Core 80/20 Aggressiv | New | 0.17% | +0.17 |
| AOR iShares Core 60/40 Balanced | New | 0.16% | +0.16 |
| V Visa Inc. Class A | Add +14.2% | 1.18% | +0.14 |
| GWRE Guidewire Software Inc. | New | 0.14% | +0.14 |
| UNP Union Pacific Corp. | Add +37.2% | 0.50% | +0.11 |
| VAW Vanguard Materials ETF | Add +42.0% | 0.48% | +0.11 |
| VOX Vanguard Communication Servi | Add +29.3% | 1.01% | +0.10 |
| TMO Thermo Fisher Scientific Inc. | Add +40.0% | 0.40% | +0.07 |
| VCR Vanguard Consumer Discre ETF | Add +30.8% | 3.36% | +0.06 |
| DHR Danaher Corp. | Add +44.4% | 0.42% | +0.06 |
| HON Honeywell International Inc. | Add +33.3% | 0.49% | +0.05 |
| XLK SS Technology Select Sector | Add +32.9% | 0.93% | +0.05 |
| LOW Lowe's Cos Inc. | Add +28.9% | 0.46% | +0.04 |
| IGV iShares Expanded Tech-Softwa | Add +30.3% | 0.48% | +0.02 |
| EQIX Equinix Inc. | Add +29.9% | 0.88% | +0.01 |
| MSFT Microsoft Corp. | Add +15.2% | 1.13% | −0.09 |
| GOOGL Alphabet Inc. Class A | Add +29.2% | 2.40% | −0.13 |
| VGT Vanguard Info Tech ETF | Add +21.3% | 4.37% | −0.23 |
| AMZN Amazon.com Inc. | Add +12.6% | 3.14% | −0.44 |
| MUB iShares National Muni Bond E | Add +7.4% | 14.45% | −0.68 |
| AAPL Apple Inc. | Add +8.4% | 4.32% | −0.68 |
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 |