Altura Wealth Advisors Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 13, 2025), Altura Wealth Advisors Inc. reported 58 stock positions worth $178.8 million. Its top holding was Nvidia (NVDA) at 13.6% of the portfolio, followed by Vanguard Total Bond Market (BND, 8.7%) and iShares National Muni Bond E (MUB, 6.4%). Compared with Q1 2025, it opened 12 new positions, sold out of 4, added to 24 and reduced 22. The biggest buy was a new position in PIMCO Intermediate Municipal (MUNI) and the biggest sale iShares National Muni Bond E (MUB, shares −47%).
- Most Recent 13F
- Q2 2026
- Location
- SANTA CLARA, CA
- CIK
- 0001931465
- Portfolio Value
- $178.8M (Q2 2025)
- SEC Filing
- 0001420506-25-001963 ↗ filed Aug 13, 2025
Holdings Value
Holdings 58 stocks · $178.8M
| NVDA Nvidia Corp. | 13.57% | 153,600 | $24.3M | Reduce -0.1% |
| BND Vanguard Total Bond Market | 8.66% | 210,395 | $15.5M | Add +15.7% |
| MUB iShares National Muni Bond E | 6.38% | 109,240 | $11.4M | Reduce -47.2% |
| MUNI PIMCO Intermediate Municipal | 5.75% | 200,221 | $10.3M | New |
| JNK SS SPDR BB High Yield Bond | 4.60% | 84,490 | $8.2M | Reduce -12.2% |
| VGT Vanguard Info Tech ETF | 4.27% | 11,511 | $7.6M | Reduce -5.2% |
| AAPL Apple Inc. | 3.45% | 30,088 | $6.2M | Add +2.4% |
| AMZN Amazon.com Inc. | 3.05% | 24,881 | $5.5M | Reduce -0.1% |
| VCR Vanguard Consumer Discre ETF | 2.85% | 14,050 | $5.1M | Reduce -9.8% |
| VEU Vanguard Ftse All-World Ex-U | 2.84% | 75,614 | $5.1M | Reduce -4.7% |
| SGOV iShares 0-3 Month Treasury B | 2.70% | 47,905 | $4.8M | Add +154.8% |
| DFAS Dimensional US Small Cap ETF | 2.60% | 72,939 | $4.6M | Add +0.1% |
| VIS Vanguard Industrials ETF | 2.41% | 15,384 | $4.3M | Reduce -0.7% |
| GOOGL Alphabet Inc. Class A | 2.35% | 23,881 | $4.2M | Add +2.2% |
| VEA Vanguard Ftse Developed ETF | 2.23% | 69,860 | $4.0M | Add +822.2% |
| VFH Vanguard Financials ETF | 1.98% | 27,837 | $3.5M | Add +0.3% |
| VDC Vanguard Consumer Staple ETF | 1.82% | 14,851 | $3.3M | Reduce -0.2% |
| VTI VG Morningstar TS MKT ETF-US | 1.79% | 10,532 | $3.2M | Add +18.8% |
| XLRE SS Real Estate Select Sector | 1.73% | 74,873 | $3.1M | Reduce -2.5% |
| MRK Merck & Co. Inc. | 1.43% | 32,344 | $2.6M | Reduce -13.9% |
| GLD SPDR Gold Shares | 1.38% | 8,088 | $2.5M | Reduce -7.5% |
| FNGU Ms Fang+ 3X Leveraged ETN filed as BANK MONTREAL QUE | 1.37% | 98,096 | $2.4M | New |
| VHT Vanguard Health Care ETF | 1.31% | 9,421 | $2.3M | Reduce -21.7% |
| MSFT Microsoft Corp. | 1.29% | 4,656 | $2.3M | Add +2.4% |
| META Meta Platforms Inc. Class A | 1.21% | 2,943 | $2.2M | Add +11.8% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.21% | 4,254 | $2.2M | Reduce -4.3% |
| IVOG Vanguard S&P Mid-Cap 400 Gro | 1.11% | 17,600 | $2.0M | New |
| VOX Vanguard Communication Servi | 1.00% | 10,406 | $1.8M | Add +1.4% |
| V Visa Inc. Class A | 0.98% | 4,945 | $1.8M | Reduce -3.0% |
| XLK SS Technology Select Sector | 0.97% | 6,883 | $1.7M | Add +1.2% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.97% | 21,211 | $1.7M | Add +0.9% |
| EDIV State Street SPDR S&P Emergi | 0.93% | 43,598 | $1.7M | Reduce -0.7% |
| MA Mastercard Inc. Class A | 0.92% | 2,942 | $1.7M | Reduce -1.0% |
| EQIX Equinix Inc. | 0.75% | 1,680 | $1.3M | Add +2.9% |
| IBIT iShares Bitcoin Trust ETF | 0.71% | 20,637 | $1.3M | Add +4.6% |
| APP AppLovin Corp. Class A | 0.68% | 3,464 | $1.2M | Reduce -4.9% |
| VWO Vanguard Ftse Emerging Marke | 0.67% | 24,141 | $1.2M | New |
| CSCO Cisco Systems Inc. | 0.59% | 15,321 | $1.1M | Add +83.4% |
| IGV iShares Expanded Tech-Softwa | 0.50% | 8,219 | $900K | Add +0.4% |
| HON Honeywell International Inc. | 0.47% | 3,642 | $848K | Add +3.9% |
| XLV SS Health Care Select Sector | 0.43% | 5,770 | $778K | New |
| TMO Thermo Fisher Scientific Inc. | 0.43% | 1,901 | $771K | Add +56.0% |
| BMY Bristol-Myers Squibb Co. | 0.38% | 14,601 | $676K | New |
| VAW Vanguard Materials ETF | 0.34% | 3,160 | $616K | Reduce -18.4% |
| UNP Union Pacific Corp. | 0.34% | 2,648 | $609K | Reduce -16.4% |
| LOW Lowe's Cos Inc. | 0.34% | 2,738 | $607K | Reduce -7.9% |
| DHR Danaher Corp. | 0.33% | 2,943 | $581K | Reduce -5.7% |
| FALN iShares Fallen Angels ETF | 0.25% | 16,547 | $449K | New |
| AOA iShares Core 80/20 Aggressiv | 0.24% | 5,105 | $426K | Add +49.7% |
| IVV iShares Core S&P 500 ETF | 0.22% | 628 | $390K | New |
| AOR iShares Core 60/40 Balanced | 0.18% | 5,349 | $329K | Add +31.1% |
| QCOM Qualcomm Inc. | 0.18% | 2,038 | $325K | Add +0.8% |
| ORCL Oracle Corp. | 0.18% | 1,480 | $324K | New |
| GWRE Guidewire Software Inc. | 0.15% | 1,155 | $272K | Add +0.4% |
| AMAT Applied Materials Inc. | 0.15% | 1,426 | $261K | Add +2.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.13% | 792 | $234K | New |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.12% | 2,433 | $216K | New |
| IYW iShares Ustechnology ETF | 0.12% | 1,187 | $206K | New |
Portfolio Sells Q1 2025 → Q2 2025
| MUB iShares National Muni Bond E | Reduce -47.2% | 6.38% | −8.07 |
| JNK SS SPDR BB High Yield Bond | Reduce -12.2% | 4.60% | −1.48 |
| BANK MONTREAL QUE | Sold out | 0.00% | −1.01 |
| VHT Vanguard Health Care ETF | Reduce -21.7% | 1.31% | −0.80 |
| MRK Merck & Co. Inc. | Reduce -13.9% | 1.43% | −0.80 |
| VCR Vanguard Consumer Discre ETF | Reduce -9.8% | 2.85% | −0.52 |
| XLRE SS Real Estate Select Sector | Reduce -2.5% | 1.73% | −0.40 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -4.7% | 2.84% | −0.35 |
| VDC Vanguard Consumer Staple ETF | Reduce -0.2% | 1.82% | −0.34 |
| VOO Vanguard S&P 500 ETF | Sold out | 0.00% | −0.30 |
| GLD SPDR Gold Shares | Reduce -7.5% | 1.38% | −0.29 |
| V Visa Inc. Class A | Reduce -3.0% | 0.98% | −0.20 |
| TLT iShares 20+ Year Treasury BD | Sold out | 0.00% | −0.20 |
| SPY SS SPDR S&P 500 ETF Trust-US | Sold out | 0.00% | −0.18 |
| MA Mastercard Inc. Class A | Reduce -1.0% | 0.92% | −0.16 |
| UNP Union Pacific Corp. | Reduce -16.4% | 0.34% | −0.16 |
| VAW Vanguard Materials ETF | Reduce -18.4% | 0.34% | −0.14 |
| VIS Vanguard Industrials ETF | Reduce -0.7% | 2.41% | −0.13 |
| LOW Lowe's Cos Inc. | Reduce -7.9% | 0.34% | −0.12 |
| EDIV State Street SPDR S&P Emergi | Reduce -0.7% | 0.93% | −0.11 |
| DHR Danaher Corp. | Reduce -5.7% | 0.33% | −0.10 |
| VGT Vanguard Info Tech ETF | Reduce -5.2% | 4.27% | −0.10 |
| AMZN Amazon.com Inc. | Reduce -0.1% | 3.05% | −0.09 |
| APP AppLovin Corp. Class A | Reduce -4.9% | 0.68% | +0.04 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -4.3% | 1.21% | +0.17 |
| NVDA Nvidia Corp. | Reduce -0.1% | 13.57% | +2.52 |
Portfolio Buys Q1 2025 → Q2 2025
| MUNI PIMCO Intermediate Municipal | New | 5.75% | +5.75 |
| VEA Vanguard Ftse Developed ETF | Add +822.2% | 2.23% | +1.97 |
| SGOV iShares 0-3 Month Treasury B | Add +154.8% | 2.70% | +1.44 |
| FNGU Ms Fang+ 3X Leveraged ETN | New | 1.37% | +1.37 |
| IVOG Vanguard S&P Mid-Cap 400 Gro | New | 1.11% | +1.11 |
| VWO Vanguard Ftse Emerging Marke | New | 0.67% | +0.67 |
| XLV SS Health Care Select Sector | New | 0.43% | +0.43 |
| BMY Bristol-Myers Squibb Co. | New | 0.38% | +0.38 |
| CSCO Cisco Systems Inc. | Add +83.4% | 0.59% | +0.25 |
| FALN iShares Fallen Angels ETF | New | 0.25% | +0.25 |
| IVV iShares Core S&P 500 ETF | New | 0.22% | +0.22 |
| META Meta Platforms Inc. Class A | Add +11.8% | 1.21% | +0.21 |
| ORCL Oracle Corp. | New | 0.18% | +0.18 |
| VTI VG Morningstar TS MKT ETF-US | Add +18.8% | 1.79% | +0.17 |
| MSFT Microsoft Corp. | Add +2.4% | 1.29% | +0.16 |
| IBM Intl Business Machines Corp. | New | 0.13% | +0.13 |
| SLYG SS SPDR S&P 600 SC GR ETF | New | 0.12% | +0.12 |
| IYW iShares Ustechnology ETF | New | 0.12% | +0.12 |
| IBIT iShares Bitcoin Trust ETF | Add +4.6% | 0.71% | +0.09 |
| AOA iShares Core 80/20 Aggressiv | Add +49.7% | 0.24% | +0.07 |
| XLK SS Technology Select Sector | Add +1.2% | 0.97% | +0.04 |
| TMO Thermo Fisher Scientific Inc. | Add +56.0% | 0.43% | +0.03 |
| AOR iShares Core 60/40 Balanced | Add +31.1% | 0.18% | +0.03 |
| IGV iShares Expanded Tech-Softwa | Add +0.4% | 0.50% | +0.02 |
| AMAT Applied Materials Inc. | Add +2.2% | 0.15% | +0.01 |
| GWRE Guidewire Software Inc. | Add +0.4% | 0.15% | +0.01 |
| VOX Vanguard Communication Servi | Add +1.4% | 1.00% | −0.01 |
| HON Honeywell International Inc. | Add +3.9% | 0.47% | −0.02 |
| QCOM Qualcomm Inc. | Add +0.8% | 0.18% | −0.02 |
| GOOGL Alphabet Inc. Class A | Add +2.2% | 2.35% | −0.04 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +0.9% | 0.97% | −0.13 |
| EQIX Equinix Inc. | Add +2.9% | 0.75% | −0.13 |
| BND Vanguard Total Bond Market | Add +15.7% | 8.66% | −0.20 |
| VFH Vanguard Financials ETF | Add +0.3% | 1.98% | −0.22 |
| DFAS Dimensional US Small Cap ETF | Add +0.1% | 2.60% | −0.29 |
| AAPL Apple Inc. | Add +2.4% | 3.45% | −0.87 |
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 |