Altura Wealth Advisors Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 12, 2026), Altura Wealth Advisors Inc. reported 75 stock positions worth $229.1 million. Its top holding was Nvidia (NVDA) at 8.6% of the portfolio, followed by Vanguard Total Bond Market (BND, 8.2%) and iShares National Muni Bond E (MUB, 7.2%). Compared with Q4 2025, it opened 12 new positions, sold out of 2, added to 36 and reduced 25. The biggest buy was Vaneck Semiconductor ETF (SMH, shares +1094%) and the biggest sale Dimensional US Small Cap ETF (DFAS, shares −44%).
- Most Recent 13F
- Q2 2026
- Location
- SANTA CLARA, CA
- CIK
- 0001931465
- Portfolio Value
- $229.1M (Q1 2026)
- SEC Filing
- 0001420506-26-000933 ↗ filed May 12, 2026
Holdings Value
Holdings 75 stocks · $229.1M
| NVDA Nvidia Corp. | 8.61% | 113,154 | $19.7M | Add +4.9% |
| BND Vanguard Total Bond Market | 8.21% | 255,450 | $18.8M | Add +3.2% |
| MUB iShares National Muni Bond E | 7.24% | 156,224 | $16.6M | Add +2.6% |
| JNK SS SPDR BB High Yield Bond | 4.65% | 111,333 | $10.7M | Add +2.0% |
| AAPL Apple Inc. | 4.43% | 40,031 | $10.2M | Add +11.3% |
| VGT Vanguard Info Tech ETF | 4.23% | 13,906 | $9.7M | Add +0.5% |
| MUNI PIMCO Intermediate Municipal | 3.94% | 172,955 | $9.0M | Reduce -5.5% |
| GOOGL Alphabet Inc. Class A | 3.12% | 24,860 | $7.1M | Reduce -14.5% |
| VEU Vanguard Ftse All-World Ex-U | 3.09% | 94,267 | $7.1M | Reduce -0.0% |
| AMZN Amazon.com Inc. | 2.90% | 31,852 | $6.6M | Add +2.3% |
| VCR Vanguard Consumer Discre ETF | 2.80% | 17,854 | $6.4M | Add +1.7% |
| VEA Vanguard Ftse Developed ETF | 2.75% | 98,485 | $6.3M | Reduce -29.0% |
| IVOG Vanguard S&P Mid-Cap 400 Gro | 2.16% | 39,618 | $5.0M | Add +11.1% |
| VFH Vanguard Financials ETF | 2.09% | 39,708 | $4.8M | Add +5.3% |
| VIS Vanguard Industrials ETF | 2.09% | 15,312 | $4.8M | Reduce -24.0% |
| VTI VG Morningstar TS MKT ETF-US | 1.72% | 12,305 | $3.9M | Add +1.4% |
| DFAS Dimensional US Small Cap ETF | 1.70% | 54,768 | $3.9M | Reduce -43.8% |
| GLD SPDR Gold Shares | 1.66% | 8,830 | $3.8M | Reduce -7.4% |
| VDC Vanguard Consumer Staple ETF | 1.56% | 15,938 | $3.6M | Reduce -22.5% |
| SMH Vaneck Semiconductor ETF | 1.51% | 9,015 | $3.5M | Add +1094.0% |
| VOX Vanguard Communication Servi | 1.42% | 18,129 | $3.3M | Add +29.0% |
| XLRE SS Real Estate Select Sector | 1.42% | 79,533 | $3.2M | Reduce -24.5% |
| VHT Vanguard Health Care ETF | 1.22% | 10,273 | $2.8M | Reduce -27.2% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 1.15% | 8,710 | $2.6M | New |
| MRK Merck & Co. Inc. | 1.14% | 21,785 | $2.6M | Reduce -54.6% |
| MSFT Microsoft Corp. | 1.09% | 6,751 | $2.5M | Add +12.4% |
| META Meta Platforms Inc. Class A | 1.08% | 4,333 | $2.5M | Add +191.4% |
| XLK SS Technology Select Sector | 1.06% | 18,203 | $2.4M | Add +0.9% |
| EFG iShares MSCI Eafe Growth ETF | 1.05% | 21,545 | $2.4M | New |
| SGOV iShares 0-3 Month Treasury B | 1.03% | 23,447 | $2.4M | Reduce -35.7% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.01% | 5,956 | $2.3M | Add +9.0% |
| V Visa Inc. Class A | 1.00% | 7,568 | $2.3M | Add +12.6% |
| MA Mastercard Inc. Class A | 0.97% | 4,437 | $2.2M | Add +12.4% |
| ORCL Oracle Corp. | 0.93% | 14,444 | $2.1M | Add +557.7% |
| IBIT iShares Bitcoin Trust ETF | 0.79% | 47,394 | $1.8M | Add +24.1% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.72% | 35,832 | $1.6M | Reduce -36.1% |
| ABBV Abbvie Inc. | 0.66% | 6,919 | $1.5M | Add +475.6% |
| JNJ Johnson & Johnson | 0.66% | 6,150 | $1.5M | New |
| UNH Unitedhealth Group Inc. | 0.63% | 5,322 | $1.4M | New |
| HON Honeywell International Inc. | 0.62% | 6,242 | $1.4M | Add +16.5% |
| APP AppLovin Corp. Class A | 0.60% | 3,469 | $1.4M | No change |
| EDIV State Street SPDR S&P Emergi | 0.60% | 34,635 | $1.4M | Reduce -41.6% |
| TMO Thermo Fisher Scientific Inc. | 0.58% | 2,717 | $1.3M | Add +7.7% |
| EQIX Equinix Inc. | 0.58% | 1,352 | $1.3M | Reduce -45.6% |
| VWO Vanguard Ftse Emerging Marke | 0.54% | 23,059 | $1.2M | Reduce -52.2% |
| UNP Union Pacific Corp. | 0.54% | 5,119 | $1.2M | Add +20.4% |
| VAW Vanguard Materials ETF | 0.54% | 5,446 | $1.2M | Add +12.8% |
| IGV iShares Expanded Tech-Softwa | 0.48% | 13,816 | $1.1M | Add +24.7% |
| LOW Lowe's Cos Inc. | 0.48% | 4,640 | $1.1M | Add +12.3% |
| COST Costco Wholesale Corp. | 0.37% | 852 | $849K | New |
| XLV SS Health Care Select Sector | 0.36% | 5,680 | $833K | Add +1.8% |
| BMY Bristol-Myers Squibb Co. | 0.36% | 13,713 | $832K | Reduce -0.7% |
| WMT Walmart Inc. | 0.36% | 6,656 | $827K | New |
| FNGU Ms Fang+ 3X Leveraged ETN filed as BANK MONTREAL MEDIUM | 0.36% | 52,489 | $820K | Reduce -6.7% |
| LLY Eli Lilly & Co. | 0.32% | 789 | $726K | Add +306.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.32% | 1,114 | $725K | Add +26.0% |
| PANW Palo Alto Networks Inc. | 0.21% | 3,066 | $492K | New |
| FALN iShares Fallen Angels ETF | 0.20% | 17,026 | $455K | Add +0.9% |
| DHR Danaher Corp. | 0.18% | 2,219 | $421K | Reduce -53.0% |
| AGG iShares Core U.S. Aggregate | 0.16% | 3,792 | $376K | Reduce -27.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.16% | 1,420 | $372K | New |
| AOA iShares Core 80/20 Aggressiv | 0.15% | 3,996 | $354K | Reduce -13.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.15% | 607 | $351K | New |
| GOOG Alphabet Inc. Class C | 0.14% | 1,148 | $329K | Reduce -21.8% |
| AOR iShares Core 60/40 Balanced | 0.13% | 4,771 | $307K | Reduce -14.7% |
| QCOM Qualcomm Inc. | 0.13% | 2,318 | $299K | Add +0.6% |
| AMD Advanced Micro Devices | 0.11% | 1,254 | $255K | Add +0.1% |
| CSX CSX Corp. | 0.10% | 5,483 | $225K | New |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.10% | 2,292 | $221K | Reduce -6.1% |
| DFAC Dimensional US Core Equity 2 | 0.10% | 5,622 | $218K | Add +0.3% |
| IYM iShares U.S. Basic Materials | 0.10% | 1,238 | $218K | New |
| CVX Chevron Corp. | 0.09% | 1,037 | $215K | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.09% | 874 | $212K | Add +9.1% |
| IVV iShares Core S&P 500 ETF | 0.09% | 320 | $209K | No change |
| IYW iShares Ustechnology ETF | 0.09% | 1,138 | $206K | Reduce -4.1% |
Portfolio Sells Q4 2025 → Q1 2026
| DFAS Dimensional US Small Cap ETF | Reduce -43.8% | 1.70% | −1.22 |
| MRK Merck & Co. Inc. | Reduce -54.6% | 1.14% | −1.03 |
| VEA Vanguard Ftse Developed ETF | Reduce -29.0% | 2.75% | −0.98 |
| GOOGL Alphabet Inc. Class A | Reduce -14.5% | 3.12% | −0.80 |
| VWO Vanguard Ftse Emerging Marke | Reduce -52.2% | 0.54% | −0.57 |
| SGOV iShares 0-3 Month Treasury B | Reduce -35.7% | 1.03% | −0.54 |
| VHT Vanguard Health Care ETF | Reduce -27.2% | 1.22% | −0.53 |
| VIS Vanguard Industrials ETF | Reduce -24.0% | 2.09% | −0.50 |
| XLRE SS Real Estate Select Sector | Reduce -24.5% | 1.42% | −0.41 |
| EDIV State Street SPDR S&P Emergi | Reduce -41.6% | 0.60% | −0.40 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -36.1% | 0.72% | −0.31 |
| VDC Vanguard Consumer Staple ETF | Reduce -22.5% | 1.56% | −0.31 |
| DHR Danaher Corp. | Reduce -53.0% | 0.18% | −0.28 |
| FNGU Ms Fang+ 3X Leveraged ETN | Reduce -6.7% | 0.36% | −0.25 |
| EQIX Equinix Inc. | Reduce -45.6% | 0.58% | −0.24 |
| MUNI PIMCO Intermediate Municipal | Reduce -5.5% | 3.94% | −0.19 |
| AMAT Applied Materials Inc. | Sold out | 0.00% | −0.16 |
| GWRE Guidewire Software Inc. | Sold out | 0.00% | −0.10 |
| AGG iShares Core U.S. Aggregate | Reduce -27.5% | 0.16% | −0.06 |
| GOOG Alphabet Inc. Class C | Reduce -21.8% | 0.14% | −0.05 |
| AOA iShares Core 80/20 Aggressiv | Reduce -13.4% | 0.15% | −0.02 |
| AOR iShares Core 60/40 Balanced | Reduce -14.7% | 0.13% | −0.02 |
| IYW iShares Ustechnology ETF | Reduce -4.1% | 0.09% | −0.01 |
| SLYG SS SPDR S&P 600 SC GR ETF | Reduce -6.1% | 0.10% | −0.00 |
| GLD SPDR Gold Shares | Reduce -7.4% | 1.66% | +0.03 |
| BMY Bristol-Myers Squibb Co. | Reduce -0.7% | 0.36% | +0.04 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -0.0% | 3.09% | +0.10 |
Portfolio Buys Q4 2025 → Q1 2026
| SMH Vaneck Semiconductor ETF | Add +1094.0% | 1.51% | +1.39 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | New | 1.15% | +1.15 |
| EFG iShares MSCI Eafe Growth ETF | New | 1.05% | +1.05 |
| ORCL Oracle Corp. | Add +557.7% | 0.93% | +0.74 |
| META Meta Platforms Inc. Class A | Add +191.4% | 1.08% | +0.66 |
| JNJ Johnson & Johnson | New | 0.66% | +0.66 |
| UNH Unitedhealth Group Inc. | New | 0.63% | +0.63 |
| ABBV Abbvie Inc. | Add +475.6% | 0.66% | +0.54 |
| COST Costco Wholesale Corp. | New | 0.37% | +0.37 |
| WMT Walmart Inc. | New | 0.36% | +0.36 |
| BND Vanguard Total Bond Market | Add +3.2% | 8.21% | +0.32 |
| IVOG Vanguard S&P Mid-Cap 400 Gro | Add +11.1% | 2.16% | +0.32 |
| VOX Vanguard Communication Servi | Add +29.0% | 1.42% | +0.25 |
| LLY Eli Lilly & Co. | Add +306.7% | 0.32% | +0.23 |
| AAPL Apple Inc. | Add +11.3% | 4.43% | +0.22 |
| MUB iShares National Muni Bond E | Add +2.6% | 7.24% | +0.21 |
| PANW Palo Alto Networks Inc. | New | 0.21% | +0.21 |
| HON Honeywell International Inc. | Add +16.5% | 0.62% | +0.17 |
| VB Vanguard Most SM-Cap ETF-Usd | New | 0.16% | +0.16 |
| QQQ Invesco QQQ Trust Series 1 | New | 0.15% | +0.15 |
| UNP Union Pacific Corp. | Add +20.4% | 0.54% | +0.12 |
| VAW Vanguard Materials ETF | Add +12.8% | 0.54% | +0.10 |
| CSX CSX Corp. | New | 0.10% | +0.10 |
| IYM iShares U.S. Basic Materials | New | 0.10% | +0.10 |
| CVX Chevron Corp. | New | 0.09% | +0.09 |
| JNK SS SPDR BB High Yield Bond | Add +2.0% | 4.65% | +0.09 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +26.0% | 0.32% | +0.06 |
| LOW Lowe's Cos Inc. | Add +12.3% | 0.48% | +0.05 |
| FALN iShares Fallen Angels ETF | Add +0.9% | 0.20% | +0.00 |
| DFAC Dimensional US Core Equity 2 | Add +0.3% | 0.10% | −0.00 |
| MA Mastercard Inc. Class A | Add +12.4% | 0.97% | −0.00 |
| AMD Advanced Micro Devices | Add +0.1% | 0.11% | −0.00 |
| XLV SS Health Care Select Sector | Add +1.8% | 0.36% | −0.01 |
| IBM Intl Business Machines Corp. | Add +9.1% | 0.09% | −0.01 |
| V Visa Inc. Class A | Add +12.6% | 1.00% | −0.02 |
| IBIT iShares Bitcoin Trust ETF | Add +24.1% | 0.79% | −0.02 |
| IGV iShares Expanded Tech-Softwa | Add +24.7% | 0.48% | −0.02 |
| VTI VG Morningstar TS MKT ETF-US | Add +1.4% | 1.72% | −0.03 |
| QCOM Qualcomm Inc. | Add +0.6% | 0.13% | −0.04 |
| TMO Thermo Fisher Scientific Inc. | Add +7.7% | 0.58% | −0.05 |
| NVDA Nvidia Corp. | Add +4.9% | 8.61% | −0.05 |
| XLK SS Technology Select Sector | Add +0.9% | 1.06% | −0.06 |
| VFH Vanguard Financials ETF | Add +5.3% | 2.09% | −0.07 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +9.0% | 1.01% | −0.09 |
| MSFT Microsoft Corp. | Add +12.4% | 1.09% | −0.16 |
| VCR Vanguard Consumer Discre ETF | Add +1.7% | 2.80% | −0.18 |
| AMZN Amazon.com Inc. | Add +2.3% | 2.90% | −0.20 |
| VGT Vanguard Info Tech ETF | Add +0.5% | 4.23% | −0.26 |
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 |