Altura Wealth Advisors Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 13, 2025), Altura Wealth Advisors Inc. reported 63 stock positions worth $210.0 million. Its top holding was Nvidia (NVDA) at 9.3% of the portfolio, followed by Vanguard Total Bond Market (BND, 8.3%) and iShares National Muni Bond E (MUB, 6.6%). Compared with Q2 2025, it opened 6 new positions, sold out of 1, added to 45 and reduced 8. The biggest buy was Alphabet Class A (GOOGL, shares +18%) and the biggest sale Nvidia (NVDA, shares −31%).
- Most Recent 13F
- Q2 2026
- Location
- SANTA CLARA, CA
- CIK
- 0001931465
- Portfolio Value
- $210.0M (Q3 2025)
- SEC Filing
- 0001420506-25-003184 ↗ filed Nov 13, 2025
Holdings Value
Holdings 63 stocks · $210.0M
| NVDA Nvidia Corp. | 9.35% | 105,225 | $19.6M | Reduce -31.5% |
| BND Vanguard Total Bond Market | 8.31% | 234,539 | $17.4M | Add +11.5% |
| MUB iShares National Muni Bond E | 6.65% | 131,117 | $14.0M | Add +20.0% |
| VGT Vanguard Info Tech ETF | 4.62% | 13,007 | $9.7M | Add +13.0% |
| JNK SS SPDR BB High Yield Bond | 4.60% | 98,516 | $9.7M | Add +16.6% |
| MUNI PIMCO Intermediate Municipal | 4.57% | 183,689 | $9.6M | Reduce -8.3% |
| AAPL Apple Inc. | 3.94% | 32,475 | $8.3M | Add +7.9% |
| GOOGL Alphabet Inc. Class A | 3.27% | 28,224 | $6.9M | Add +18.2% |
| VEA Vanguard Ftse Developed ETF | 3.08% | 108,090 | $6.5M | Add +54.7% |
| VCR Vanguard Consumer Discre ETF | 3.03% | 16,073 | $6.4M | Add +14.4% |
| AMZN Amazon.com Inc. | 3.01% | 28,820 | $6.3M | Add +15.8% |
| DFAS Dimensional US Small Cap ETF | 2.89% | 88,777 | $6.1M | Add +21.7% |
| VEU Vanguard Ftse All-World Ex-U | 2.87% | 84,395 | $6.0M | Add +11.6% |
| VIS Vanguard Industrials ETF | 2.59% | 18,330 | $5.4M | Add +19.1% |
| SGOV iShares 0-3 Month Treasury B | 2.21% | 46,034 | $4.6M | Reduce -3.9% |
| VFH Vanguard Financials ETF | 2.09% | 33,368 | $4.4M | Add +19.9% |
| XLRE SS Real Estate Select Sector | 1.85% | 92,275 | $3.9M | Add +23.2% |
| VDC Vanguard Consumer Staple ETF | 1.84% | 18,070 | $3.9M | Add +21.7% |
| MRK Merck & Co. Inc. | 1.73% | 43,186 | $3.6M | Add +33.5% |
| VTI VG Morningstar TS MKT ETF-US | 1.67% | 10,672 | $3.5M | Add +1.3% |
| GLD SPDR Gold Shares | 1.57% | 9,270 | $3.3M | Add +14.6% |
| IVOG Vanguard S&P Mid-Cap 400 Gro | 1.54% | 27,062 | $3.2M | Add +53.8% |
| VHT Vanguard Health Care ETF | 1.54% | 12,421 | $3.2M | Add +31.8% |
| FNGU Ms Fang+ 3X Leveraged ETN filed as BANK MONTREAL QUE | 1.36% | 98,096 | $2.9M | No change |
| MSFT Microsoft Corp. | 1.35% | 5,482 | $2.8M | Add +17.7% |
| APP AppLovin Corp. Class A | 1.19% | 3,469 | $2.5M | Add +0.1% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.16% | 4,968 | $2.4M | Add +16.8% |
| VOX Vanguard Communication Servi | 1.11% | 12,376 | $2.3M | Add +18.9% |
| XLK SS Technology Select Sector | 1.10% | 8,174 | $2.3M | Add +18.8% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 1.06% | 25,498 | $2.2M | Add +20.2% |
| META Meta Platforms Inc. Class A | 1.02% | 2,908 | $2.1M | Reduce -1.2% |
| EDIV State Street SPDR S&P Emergi | 0.99% | 53,397 | $2.1M | Add +22.5% |
| VWO Vanguard Ftse Emerging Marke | 0.98% | 37,823 | $2.0M | Add +56.7% |
| V Visa Inc. Class A | 0.96% | 5,931 | $2.0M | Add +19.9% |
| MA Mastercard Inc. Class A | 0.95% | 3,500 | $2.0M | Add +19.0% |
| IBIT iShares Bitcoin Trust ETF | 0.91% | 29,425 | $1.9M | Add +42.6% |
| EQIX Equinix Inc. | 0.80% | 2,146 | $1.7M | Add +27.7% |
| IGV iShares Expanded Tech-Softwa | 0.53% | 9,757 | $1.1M | Add +18.7% |
| TMO Thermo Fisher Scientific Inc. | 0.53% | 2,286 | $1.1M | Add +20.3% |
| HON Honeywell International Inc. | 0.45% | 4,531 | $954K | Add +24.4% |
| LOW Lowe's Cos Inc. | 0.42% | 3,512 | $882K | Add +28.3% |
| UNP Union Pacific Corp. | 0.40% | 3,585 | $847K | Add +35.4% |
| VAW Vanguard Materials ETF | 0.40% | 4,085 | $837K | Add +29.3% |
| DHR Danaher Corp. | 0.39% | 4,128 | $818K | Add +40.3% |
| XLV SS Health Care Select Sector | 0.37% | 5,548 | $772K | Reduce -3.9% |
| BMY Bristol-Myers Squibb Co. | 0.29% | 13,631 | $615K | Reduce -6.6% |
| AGG iShares Core U.S. Aggregate | 0.25% | 5,162 | $517K | New |
| AOA iShares Core 80/20 Aggressiv | 0.22% | 5,268 | $464K | Add +3.2% |
| FALN iShares Fallen Angels ETF | 0.22% | 16,547 | $460K | No change |
| ORCL Oracle Corp. | 0.21% | 1,603 | $451K | Add +8.3% |
| QCOM Qualcomm Inc. | 0.18% | 2,293 | $381K | Add +12.5% |
| AOR iShares Core 60/40 Balanced | 0.17% | 5,665 | $365K | Add +5.9% |
| AMAT Applied Materials Inc. | 0.14% | 1,426 | $292K | No change |
| GWRE Guidewire Software Inc. | 0.13% | 1,150 | $264K | Reduce -0.4% |
| GOOG Alphabet Inc. Class C | 0.13% | 1,084 | $264K | New |
| IYW iShares Ustechnology ETF | 0.11% | 1,187 | $232K | No change |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.11% | 2,438 | $230K | Add +0.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.11% | 812 | $229K | Add +2.5% |
| TSLA Tesla Inc. | 0.10% | 488 | $217K | New |
| DFAC Dimensional US Core Equity 2 | 0.10% | 5,595 | $216K | New |
| HD Home Depot Inc. | 0.10% | 526 | $213K | New |
| IVV iShares Core S&P 500 ETF | 0.10% | 317 | $212K | Reduce -49.5% |
| AMD Advanced Micro Devices | 0.10% | 1,278 | $207K | New |
Portfolio Sells Q2 2025 → Q3 2025
| NVDA Nvidia Corp. | Reduce -31.5% | 9.35% | −4.22 |
| MUNI PIMCO Intermediate Municipal | Reduce -8.3% | 4.57% | −1.18 |
| CSCO Cisco Systems Inc. | Sold out | 0.00% | −0.59 |
| SGOV iShares 0-3 Month Treasury B | Reduce -3.9% | 2.21% | −0.49 |
| META Meta Platforms Inc. Class A | Reduce -1.2% | 1.02% | −0.20 |
| IVV iShares Core S&P 500 ETF | Reduce -49.5% | 0.10% | −0.12 |
| BMY Bristol-Myers Squibb Co. | Reduce -6.6% | 0.29% | −0.09 |
| XLV SS Health Care Select Sector | Reduce -3.9% | 0.37% | −0.07 |
| GWRE Guidewire Software Inc. | Reduce -0.4% | 0.13% | −0.03 |
Portfolio Buys Q2 2025 → Q3 2025
| GOOGL Alphabet Inc. Class A | Add +18.2% | 3.27% | +0.91 |
| VEA Vanguard Ftse Developed ETF | Add +54.7% | 3.08% | +0.86 |
| APP AppLovin Corp. Class A | Add +0.1% | 1.19% | +0.51 |
| AAPL Apple Inc. | Add +7.9% | 3.94% | +0.49 |
| IVOG Vanguard S&P Mid-Cap 400 Gro | Add +53.8% | 1.54% | +0.43 |
| VGT Vanguard Info Tech ETF | Add +13.0% | 4.62% | +0.36 |
| VWO Vanguard Ftse Emerging Marke | Add +56.7% | 0.98% | +0.31 |
| DFAS Dimensional US Small Cap ETF | Add +21.7% | 2.89% | +0.30 |
| MRK Merck & Co. Inc. | Add +33.5% | 1.73% | +0.29 |
| MUB iShares National Muni Bond E | Add +20.0% | 6.65% | +0.27 |
| AGG iShares Core U.S. Aggregate | New | 0.25% | +0.25 |
| VHT Vanguard Health Care ETF | Add +31.8% | 1.54% | +0.23 |
| IBIT iShares Bitcoin Trust ETF | Add +42.6% | 0.91% | +0.20 |
| GLD SPDR Gold Shares | Add +14.6% | 1.57% | +0.19 |
| VCR Vanguard Consumer Discre ETF | Add +14.4% | 3.03% | +0.19 |
| VIS Vanguard Industrials ETF | Add +19.1% | 2.59% | +0.18 |
| GOOG Alphabet Inc. Class C | New | 0.13% | +0.13 |
| XLK SS Technology Select Sector | Add +18.8% | 1.10% | +0.12 |
| XLRE SS Real Estate Select Sector | Add +23.2% | 1.85% | +0.12 |
| VOX Vanguard Communication Servi | Add +18.9% | 1.11% | +0.11 |
| VFH Vanguard Financials ETF | Add +19.9% | 2.09% | +0.10 |
| TSLA Tesla Inc. | New | 0.10% | +0.10 |
| DFAC Dimensional US Core Equity 2 | New | 0.10% | +0.10 |
| HD Home Depot Inc. | New | 0.10% | +0.10 |
| AMD Advanced Micro Devices | New | 0.10% | +0.10 |
| TMO Thermo Fisher Scientific Inc. | Add +20.3% | 0.53% | +0.10 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +20.2% | 1.06% | +0.09 |
| LOW Lowe's Cos Inc. | Add +28.3% | 0.42% | +0.08 |
| DHR Danaher Corp. | Add +40.3% | 0.39% | +0.06 |
| UNP Union Pacific Corp. | Add +35.4% | 0.40% | +0.06 |
| EDIV State Street SPDR S&P Emergi | Add +22.5% | 0.99% | +0.06 |
| MSFT Microsoft Corp. | Add +17.7% | 1.35% | +0.06 |
| VAW Vanguard Materials ETF | Add +29.3% | 0.40% | +0.05 |
| EQIX Equinix Inc. | Add +27.7% | 0.80% | +0.05 |
| ORCL Oracle Corp. | Add +8.3% | 0.21% | +0.03 |
| IGV iShares Expanded Tech-Softwa | Add +18.7% | 0.53% | +0.03 |
| VEU Vanguard Ftse All-World Ex-U | Add +11.6% | 2.87% | +0.03 |
| MA Mastercard Inc. Class A | Add +19.0% | 0.95% | +0.02 |
| VDC Vanguard Consumer Staple ETF | Add +21.7% | 1.84% | +0.02 |
| JNK SS SPDR BB High Yield Bond | Add +16.6% | 4.60% | +0.00 |
| QCOM Qualcomm Inc. | Add +12.5% | 0.18% | +0.00 |
| AOR iShares Core 60/40 Balanced | Add +5.9% | 0.17% | −0.01 |
| SLYG SS SPDR S&P 600 SC GR ETF | Add +0.2% | 0.11% | −0.01 |
| AOA iShares Core 80/20 Aggressiv | Add +3.2% | 0.22% | −0.02 |
| V Visa Inc. Class A | Add +19.9% | 0.96% | −0.02 |
| HON Honeywell International Inc. | Add +24.4% | 0.45% | −0.02 |
| IBM Intl Business Machines Corp. | Add +2.5% | 0.11% | −0.02 |
| AMZN Amazon.com Inc. | Add +15.8% | 3.01% | −0.04 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +16.8% | 1.16% | −0.05 |
| VTI VG Morningstar TS MKT ETF-US | Add +1.3% | 1.67% | −0.12 |
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 |