Altura Wealth Advisors Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 4, 2026), Altura Wealth Advisors Inc. reported 65 stock positions worth $232.3 million. Its top holding was Nvidia (NVDA) at 8.7% of the portfolio, followed by Vanguard Total Bond Market (BND, 7.9%) and iShares National Muni Bond E (MUB, 7.0%). Compared with Q3 2025, it opened 4 new positions, sold out of 2, added to 50 and reduced 8. The biggest buy was Alphabet Class A (GOOGL, shares +3%) and the biggest sale Ms Fang+ 3X Leveraged ETN (FNGU, shares −43%).
- Most Recent 13F
- Q2 2026
- Location
- SANTA CLARA, CA
- CIK
- 0001931465
- Portfolio Value
- $232.3M (Q4 2025)
- SEC Filing
- 0001420506-26-000152 ↗ filed Feb 4, 2026
Holdings Value
Holdings 65 stocks · $232.3M
| NVDA Nvidia Corp. | 8.66% | 107,865 | $20.1M | Add +2.5% |
| BND Vanguard Total Bond Market | 7.89% | 247,424 | $18.3M | Add +5.5% |
| MUB iShares National Muni Bond E | 7.02% | 152,311 | $16.3M | Add +16.2% |
| JNK SS SPDR BB High Yield Bond | 4.57% | 109,096 | $10.6M | Add +10.7% |
| VGT Vanguard Info Tech ETF | 4.49% | 13,838 | $10.4M | Add +6.4% |
| AAPL Apple Inc. | 4.21% | 35,972 | $9.8M | Add +10.8% |
| MUNI PIMCO Intermediate Municipal | 4.13% | 182,969 | $9.6M | Reduce -0.4% |
| GOOGL Alphabet Inc. Class A | 3.92% | 29,079 | $9.1M | Add +3.0% |
| VEA Vanguard Ftse Developed ETF | 3.73% | 138,793 | $8.7M | Add +28.4% |
| AMZN Amazon.com Inc. | 3.09% | 31,145 | $7.2M | Add +8.1% |
| VEU Vanguard Ftse All-World Ex-U | 2.99% | 94,280 | $6.9M | Add +11.7% |
| VCR Vanguard Consumer Discre ETF | 2.98% | 17,549 | $6.9M | Add +9.2% |
| DFAS Dimensional US Small Cap ETF | 2.92% | 97,495 | $6.8M | Add +9.8% |
| VIS Vanguard Industrials ETF | 2.59% | 20,143 | $6.0M | Add +9.9% |
| MRK Merck & Co. Inc. | 2.17% | 47,966 | $5.0M | Add +11.1% |
| VFH Vanguard Financials ETF | 2.17% | 37,699 | $5.0M | Add +13.0% |
| VDC Vanguard Consumer Staple ETF | 1.87% | 20,574 | $4.3M | Add +13.9% |
| IVOG Vanguard S&P Mid-Cap 400 Gro | 1.85% | 35,671 | $4.3M | Add +31.8% |
| XLRE SS Real Estate Select Sector | 1.83% | 105,337 | $4.3M | Add +14.2% |
| VTI VG Morningstar TS MKT ETF-US | 1.75% | 12,140 | $4.1M | Add +13.8% |
| VHT Vanguard Health Care ETF | 1.75% | 14,116 | $4.1M | Add +13.7% |
| GLD SPDR Gold Shares | 1.63% | 9,534 | $3.8M | Add +2.9% |
| SGOV iShares 0-3 Month Treasury B | 1.57% | 36,442 | $3.7M | Reduce -20.8% |
| MSFT Microsoft Corp. | 1.25% | 6,008 | $2.9M | Add +9.6% |
| VOX Vanguard Communication Servi | 1.17% | 14,054 | $2.7M | Add +13.6% |
| XLK SS Technology Select Sector | 1.12% | 18,039 | $2.6M | Add +10.3% |
| VWO Vanguard Ftse Emerging Marke | 1.12% | 48,218 | $2.6M | Add +27.5% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.10% | 5,462 | $2.6M | Add +9.9% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 1.03% | 56,049 | $2.4M | Add +9.9% |
| V Visa Inc. Class A | 1.01% | 6,719 | $2.4M | Add +13.3% |
| APP AppLovin Corp. Class A | 1.01% | 3,469 | $2.3M | No change |
| EDIV State Street SPDR S&P Emergi | 1.00% | 59,332 | $2.3M | Add +11.1% |
| MA Mastercard Inc. Class A | 0.97% | 3,949 | $2.3M | Add +12.8% |
| EQIX Equinix Inc. | 0.82% | 2,484 | $1.9M | Add +15.8% |
| IBIT iShares Bitcoin Trust ETF | 0.82% | 38,177 | $1.9M | Add +29.7% |
| TMO Thermo Fisher Scientific Inc. | 0.63% | 2,522 | $1.5M | Add +10.3% |
| FNGU Ms Fang+ 3X Leveraged ETN filed as BANK MONTREAL QUE | 0.61% | 56,276 | $1.4M | Reduce -42.6% |
| IGV iShares Expanded Tech-Softwa | 0.50% | 11,077 | $1.2M | Add +13.5% |
| DHR Danaher Corp. | 0.46% | 4,718 | $1.1M | Add +14.3% |
| HON Honeywell International Inc. | 0.45% | 5,360 | $1.0M | Add +18.3% |
| VAW Vanguard Materials ETF | 0.43% | 4,830 | $1.0M | Add +18.2% |
| LOW Lowe's Cos Inc. | 0.43% | 4,130 | $996K | Add +17.6% |
| UNP Union Pacific Corp. | 0.42% | 4,251 | $983K | Add +18.6% |
| META Meta Platforms Inc. Class A | 0.42% | 1,487 | $981K | Reduce -48.9% |
| XLV SS Health Care Select Sector | 0.37% | 5,580 | $864K | Add +0.6% |
| BMY Bristol-Myers Squibb Co. | 0.32% | 13,811 | $745K | Add +1.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.26% | 884 | $603K | New |
| AGG iShares Core U.S. Aggregate | 0.22% | 5,230 | $522K | Add +1.3% |
| FALN iShares Fallen Angels ETF | 0.20% | 16,871 | $461K | Add +2.0% |
| GOOG Alphabet Inc. Class C | 0.20% | 1,467 | $460K | Add +35.3% |
| ORCL Oracle Corp. | 0.18% | 2,196 | $428K | Add +37.0% |
| AOA iShares Core 80/20 Aggressiv | 0.18% | 4,615 | $413K | Reduce -12.4% |
| QCOM Qualcomm Inc. | 0.17% | 2,304 | $394K | Add +0.5% |
| AMAT Applied Materials Inc. | 0.16% | 1,428 | $367K | Add +0.1% |
| AOR iShares Core 60/40 Balanced | 0.16% | 5,591 | $363K | Reduce -1.3% |
| ABBV Abbvie Inc. | 0.12% | 1,202 | $275K | New |
| SMH Vaneck Semiconductor ETF | 0.12% | 755 | $272K | New |
| AMD Advanced Micro Devices | 0.12% | 1,253 | $268K | Reduce -2.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.10% | 801 | $237K | Reduce -1.4% |
| IYW iShares Ustechnology ETF | 0.10% | 1,187 | $237K | No change |
| GWRE Guidewire Software Inc. | 0.10% | 1,150 | $231K | No change |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.10% | 2,441 | $230K | Add +0.1% |
| DFAC Dimensional US Core Equity 2 | 0.10% | 5,608 | $222K | Add +0.2% |
| IVV iShares Core S&P 500 ETF | 0.09% | 320 | $219K | Add +0.9% |
| LLY Eli Lilly & Co. | 0.09% | 194 | $209K | New |
Portfolio Sells Q3 2025 → Q4 2025
| FNGU Ms Fang+ 3X Leveraged ETN | Reduce -42.6% | 0.61% | −0.75 |
| SGOV iShares 0-3 Month Treasury B | Reduce -20.8% | 1.57% | −0.63 |
| META Meta Platforms Inc. Class A | Reduce -48.9% | 0.42% | −0.59 |
| MUNI PIMCO Intermediate Municipal | Reduce -0.4% | 4.13% | −0.45 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.10 |
| HD Home Depot Inc. | Sold out | 0.00% | −0.10 |
| AOA iShares Core 80/20 Aggressiv | Reduce -12.4% | 0.18% | −0.04 |
| AOR iShares Core 60/40 Balanced | Reduce -1.3% | 0.16% | −0.02 |
| IBM Intl Business Machines Corp. | Reduce -1.4% | 0.10% | −0.01 |
| AMD Advanced Micro Devices | Reduce -2.0% | 0.12% | +0.02 |
Portfolio Buys Q3 2025 → Q4 2025
| GOOGL Alphabet Inc. Class A | Add +3.0% | 3.92% | +0.65 |
| VEA Vanguard Ftse Developed ETF | Add +28.4% | 3.73% | +0.65 |
| MRK Merck & Co. Inc. | Add +11.1% | 2.17% | +0.45 |
| MUB iShares National Muni Bond E | Add +16.2% | 7.02% | +0.37 |
| IVOG Vanguard S&P Mid-Cap 400 Gro | Add +31.8% | 1.85% | +0.31 |
| AAPL Apple Inc. | Add +10.8% | 4.21% | +0.27 |
| SPY SS SPDR S&P 500 ETF Trust-US | New | 0.26% | +0.26 |
| VHT Vanguard Health Care ETF | Add +13.7% | 1.75% | +0.21 |
| VWO Vanguard Ftse Emerging Marke | Add +27.5% | 1.12% | +0.14 |
| ABBV Abbvie Inc. | New | 0.12% | +0.12 |
| VEU Vanguard Ftse All-World Ex-U | Add +11.7% | 2.99% | +0.12 |
| SMH Vaneck Semiconductor ETF | New | 0.12% | +0.12 |
| TMO Thermo Fisher Scientific Inc. | Add +10.3% | 0.63% | +0.10 |
| LLY Eli Lilly & Co. | New | 0.09% | +0.09 |
| VTI VG Morningstar TS MKT ETF-US | Add +13.8% | 1.75% | +0.08 |
| AMZN Amazon.com Inc. | Add +8.1% | 3.09% | +0.08 |
| VFH Vanguard Financials ETF | Add +13.0% | 2.17% | +0.08 |
| DHR Danaher Corp. | Add +14.3% | 0.46% | +0.08 |
| GOOG Alphabet Inc. Class C | Add +35.3% | 0.20% | +0.07 |
| VOX Vanguard Communication Servi | Add +13.6% | 1.17% | +0.07 |
| GLD SPDR Gold Shares | Add +2.9% | 1.63% | +0.06 |
| V Visa Inc. Class A | Add +13.3% | 1.01% | +0.05 |
| VAW Vanguard Materials ETF | Add +18.2% | 0.43% | +0.03 |
| VDC Vanguard Consumer Staple ETF | Add +13.9% | 1.87% | +0.03 |
| DFAS Dimensional US Small Cap ETF | Add +9.8% | 2.92% | +0.03 |
| BMY Bristol-Myers Squibb Co. | Add +1.3% | 0.32% | +0.03 |
| MA Mastercard Inc. Class A | Add +12.8% | 0.97% | +0.02 |
| XLK SS Technology Select Sector | Add +10.3% | 1.12% | +0.02 |
| UNP Union Pacific Corp. | Add +18.6% | 0.42% | +0.02 |
| AMAT Applied Materials Inc. | Add +0.1% | 0.16% | +0.02 |
| EQIX Equinix Inc. | Add +15.8% | 0.82% | +0.02 |
| EDIV State Street SPDR S&P Emergi | Add +11.1% | 1.00% | +0.01 |
| LOW Lowe's Cos Inc. | Add +17.6% | 0.43% | +0.01 |
| XLV SS Health Care Select Sector | Add +0.6% | 0.37% | +0.00 |
| VIS Vanguard Industrials ETF | Add +9.9% | 2.59% | +0.00 |
| HON Honeywell International Inc. | Add +18.3% | 0.45% | −0.00 |
| IVV iShares Core S&P 500 ETF | Add +0.9% | 0.09% | −0.01 |
| DFAC Dimensional US Core Equity 2 | Add +0.2% | 0.10% | −0.01 |
| SLYG SS SPDR S&P 600 SC GR ETF | Add +0.1% | 0.10% | −0.01 |
| QCOM Qualcomm Inc. | Add +0.5% | 0.17% | −0.01 |
| FALN iShares Fallen Angels ETF | Add +2.0% | 0.20% | −0.02 |
| AGG iShares Core U.S. Aggregate | Add +1.3% | 0.22% | −0.02 |
| XLRE SS Real Estate Select Sector | Add +14.2% | 1.83% | −0.02 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +9.9% | 1.03% | −0.03 |
| IGV iShares Expanded Tech-Softwa | Add +13.5% | 0.50% | −0.03 |
| ORCL Oracle Corp. | Add +37.0% | 0.18% | −0.03 |
| JNK SS SPDR BB High Yield Bond | Add +10.7% | 4.57% | −0.03 |
| VCR Vanguard Consumer Discre ETF | Add +9.2% | 2.98% | −0.06 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +9.9% | 1.10% | −0.06 |
| IBIT iShares Bitcoin Trust ETF | Add +29.7% | 0.82% | −0.09 |
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 |