Altura Wealth Advisors Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 22, 2026), Altura Wealth Advisors Inc. reported 84 stock positions worth $296.5 million. Its top holding was Nvidia (NVDA) at 7.5% of the portfolio, followed by Vanguard Total Bond Market (BND, 7.4%) and iShares National Muni Bond E (MUB, 6.3%). Compared with Q1 2026, it opened 10 new positions, sold out of 2, added to 55 and reduced 19. The biggest buy was a new position in Netflix (NFLX) and the biggest sale PIMCO Intermediate Municipal (MUNI, shares −10%).
- Most Recent 13F
- Q3 2026
- Location
- SANTA CLARA, CA
- CIK
- 0001931465
- Portfolio Value
- $296.5M (Q2 2026)
- SEC Filing
- 0001420506-26-001269 ↗ filed Jul 22, 2026
Holdings Value
Holdings 84 stocks · $296.5M
| NVDA Nvidia Corp. | 7.51% | 111,349 | $22.3M | Reduce -1.6% |
| BND Vanguard Total Bond Market | 7.40% | 298,902 | $21.9M | Add +17.0% |
| MUB iShares National Muni Bond E | 6.35% | 174,883 | $18.8M | Add +11.9% |
| VGT Vanguard Info Tech ETF | 4.55% | 112,944 | $13.5M | Add +1.5% |
| JNK SS SPDR BB High Yield Bond | 4.08% | 125,451 | $12.1M | Add +12.7% |
| AAPL Apple Inc. | 3.98% | 40,782 | $11.8M | Add +1.9% |
| NFLX Netflix Inc. | 3.90% | 162,096 | $11.6M | New |
| GOOGL Alphabet Inc. Class A | 2.93% | 24,348 | $8.7M | Reduce -2.1% |
| VEU Vanguard Ftse All-World Ex-U | 2.86% | 101,131 | $8.5M | Add +7.3% |
| MUNI PIMCO Intermediate Municipal | 2.77% | 156,043 | $8.2M | Reduce -9.8% |
| AMZN Amazon.com Inc. | 2.69% | 33,497 | $8.0M | Add +5.2% |
| VCR Vanguard Consumer Discre ETF | 2.62% | 19,595 | $7.8M | Add +9.8% |
| VEA Vanguard Ftse Developed ETF | 2.58% | 107,529 | $7.7M | Add +9.2% |
| IVOG Vanguard S&P Mid-Cap 400 Gro | 2.19% | 44,466 | $6.5M | Add +12.2% |
| VFH Vanguard Financials ETF | 1.98% | 44,706 | $5.9M | Add +12.6% |
| VIS Vanguard Industrials ETF | 1.93% | 15,843 | $5.7M | Add +3.5% |
| VTI VG Morningstar TS MKT ETF-US | 1.75% | 14,007 | $5.2M | Add +13.8% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.53% | 5,962 | $4.5M | Add +0.1% |
| MSFT Microsoft Corp. | 1.52% | 12,078 | $4.5M | Add +78.9% |
| DFAS Dimensional US Small Cap ETF | 1.52% | 54,590 | $4.5M | Reduce -0.3% |
| VWO Vanguard Ftse Emerging Marke | 1.44% | 71,481 | $4.3M | Add +210.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.34% | 13,124 | $4.0M | Add +824.2% |
| VDC Vanguard Consumer Staple ETF | 1.29% | 16,970 | $3.8M | Add +6.5% |
| VOX Vanguard Communication Servi | 1.28% | 20,570 | $3.8M | Add +13.5% |
| XLRE SS Real Estate Select Sector | 1.25% | 84,441 | $3.7M | Add +6.2% |
| SGOV iShares 0-3 Month Treasury B | 1.24% | 36,407 | $3.7M | Add +55.3% |
| XLK SS Technology Select Sector | 1.21% | 18,791 | $3.6M | Add +3.2% |
| GLD SPDR Gold Shares | 1.19% | 9,569 | $3.5M | Add +8.4% |
| VHT Vanguard Health Care ETF | 1.14% | 11,333 | $3.4M | Add +10.3% |
| SMH Vaneck Semiconductor ETF | 1.14% | 5,147 | $3.4M | Reduce -42.9% |
| EQIX Equinix Inc. | 1.03% | 2,928 | $3.1M | Add +116.6% |
| V Visa Inc. Class A | 0.98% | 8,499 | $2.9M | Add +12.3% |
| ORCL Oracle Corp. | 0.98% | 19,775 | $2.9M | Add +36.9% |
| META Meta Platforms Inc. Class A | 0.97% | 5,120 | $2.9M | Add +18.2% |
| MRK Merck & Co. Inc. | 0.94% | 21,760 | $2.8M | Reduce -0.1% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.91% | 59,507 | $2.7M | Add +66.1% |
| MA Mastercard Inc. Class A | 0.89% | 5,139 | $2.6M | Add +15.8% |
| UNH Unitedhealth Group Inc. | 0.81% | 5,806 | $2.4M | Add +9.1% |
| ARTY iShares Future AI & Tech ETF | 0.79% | 30,733 | $2.3M | New |
| ABBV Abbvie Inc. | 0.74% | 8,748 | $2.2M | Add +26.4% |
| IBIT iShares Bitcoin Trust ETF | 0.68% | 60,443 | $2.0M | Add +27.5% |
| JNJ Johnson & Johnson | 0.65% | 7,553 | $1.9M | Add +22.8% |
| APP AppLovin Corp. Class A | 0.59% | 3,409 | $1.8M | Reduce -1.7% |
| TMO Thermo Fisher Scientific Inc. | 0.57% | 3,379 | $1.7M | Add +24.4% |
| UNP Union Pacific Corp. | 0.52% | 5,621 | $1.5M | Add +9.8% |
| IGV iShares Expanded Tech-Softwa | 0.51% | 16,529 | $1.5M | Add +19.6% |
| VAW Vanguard Materials ETF | 0.48% | 6,251 | $1.4M | Add +14.8% |
| EDIV State Street SPDR S&P Emergi | 0.48% | 34,798 | $1.4M | Add +0.5% |
| STX Seagate Technology Holdings | 0.46% | 1,403 | $1.4M | New |
| LOW Lowe's Cos Inc. | 0.44% | 5,921 | $1.3M | Add +27.6% |
| RKSG Ruk Strategic Growth ETF filed as ADVISOR MANAGED PORTFOLIOS | 0.41% | 45,094 | $1.2M | New |
| LLY Eli Lilly & Co. | 0.40% | 991 | $1.2M | Add +25.6% |
| GOOG Alphabet Inc. Class C | 0.38% | 3,148 | $1.1M | Add +174.2% |
| PANW Palo Alto Networks Inc. | 0.35% | 3,052 | $1.0M | Reduce -0.5% |
| QCOM Qualcomm Inc. | 0.33% | 5,338 | $986K | Add +130.3% |
| COST Costco Wholesale Corp. | 0.33% | 1,031 | $965K | Add +21.0% |
| WMT Walmart Inc. | 0.31% | 8,017 | $908K | Add +20.4% |
| XLV SS Health Care Select Sector | 0.30% | 5,668 | $899K | Reduce -0.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.29% | 1,143 | $853K | Add +2.6% |
| BMY Bristol-Myers Squibb Co. | 0.26% | 13,556 | $781K | Reduce -1.1% |
| HON Honeywell International Inc. | 0.25% | 3,326 | $745K | Add +6.6% |
| HONA Honeywell Aerospace Inc. | 0.25% | 3,293 | $728K | Add +5.5% |
| AMD Advanced Micro Devices | 0.24% | 1,242 | $722K | Reduce -1.0% |
| FNGU Ms Fang+ 3X Leveraged ETN filed as BANK MONTREAL MEDIUM | 0.19% | 21,942 | $564K | Reduce -58.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.17% | 685 | $505K | Add +12.8% |
| BAC Bank of America Corp. | 0.15% | 8,062 | $459K | New |
| FALN iShares Fallen Angels ETF | 0.15% | 16,279 | $443K | Reduce -4.4% |
| TXN Texas Instruments Inc. | 0.15% | 1,480 | $441K | New |
| AGG iShares Core U.S. Aggregate | 0.14% | 4,137 | $409K | Add +9.1% |
| DHR Danaher Corp. | 0.13% | 2,047 | $390K | Reduce -7.8% |
| CMF iShares California Muni Bond | 0.12% | 6,380 | $368K | New |
| AOA iShares Core 80/20 Aggressiv | 0.11% | 3,432 | $335K | Reduce -14.1% |
| AOR iShares Core 60/40 Balanced | 0.11% | 4,527 | $315K | Reduce -5.1% |
| CVX Chevron Corp. | 0.09% | 1,652 | $274K | Add +59.3% |
| IYW iShares Ustechnology ETF | 0.09% | 1,077 | $272K | Reduce -5.4% |
| CSX CSX Corp. | 0.09% | 5,499 | $261K | Add +0.3% |
| IVV iShares Core S&P 500 ETF | 0.09% | 337 | $252K | Add +5.3% |
| DFAC Dimensional US Core Equity 2 | 0.08% | 5,636 | $250K | Add +0.3% |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.08% | 2,053 | $245K | Reduce -10.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.08% | 818 | $230K | Reduce -6.4% |
| IYM iShares U.S. Basic Materials | 0.08% | 1,241 | $223K | Add +0.2% |
| EXEL Exelixis Inc. | 0.08% | 4,092 | $223K | New |
| UPRO Proshares Ultrapro S&P 500 | 0.07% | 1,524 | $216K | New |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.07% | 404 | $211K | New |
Portfolio Sells Q1 2026 → Q2 2026
| MUNI PIMCO Intermediate Municipal | Reduce -9.8% | 2.77% | −1.17 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Sold out | 0.00% | −1.15 |
| NVDA Nvidia Corp. | Reduce -1.6% | 7.51% | −1.10 |
| EFG iShares MSCI Eafe Growth ETF | Sold out | 0.00% | −1.05 |
| SMH Vaneck Semiconductor ETF | Reduce -42.9% | 1.14% | −0.37 |
| MRK Merck & Co. Inc. | Reduce -0.1% | 0.94% | −0.20 |
| GOOGL Alphabet Inc. Class A | Reduce -2.1% | 2.93% | −0.19 |
| DFAS Dimensional US Small Cap ETF | Reduce -0.3% | 1.52% | −0.18 |
| FNGU Ms Fang+ 3X Leveraged ETN | Reduce -58.2% | 0.19% | −0.17 |
| BMY Bristol-Myers Squibb Co. | Reduce -1.1% | 0.26% | −0.10 |
| XLV SS Health Care Select Sector | Reduce -0.2% | 0.30% | −0.06 |
| DHR Danaher Corp. | Reduce -7.8% | 0.13% | −0.05 |
| FALN iShares Fallen Angels ETF | Reduce -4.4% | 0.15% | −0.05 |
| AOA iShares Core 80/20 Aggressiv | Reduce -14.1% | 0.11% | −0.04 |
| AOR iShares Core 60/40 Balanced | Reduce -5.1% | 0.11% | −0.03 |
| IBM Intl Business Machines Corp. | Reduce -6.4% | 0.08% | −0.01 |
| SLYG SS SPDR S&P 600 SC GR ETF | Reduce -10.4% | 0.08% | −0.01 |
| APP AppLovin Corp. Class A | Reduce -1.7% | 0.59% | −0.01 |
| IYW iShares Ustechnology ETF | Reduce -5.4% | 0.09% | +0.00 |
| AMD Advanced Micro Devices | Reduce -1.0% | 0.24% | +0.13 |
| PANW Palo Alto Networks Inc. | Reduce -0.5% | 0.35% | +0.14 |
Portfolio Buys Q1 2026 → Q2 2026
| NFLX Netflix Inc. | New | 3.90% | +3.90 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +824.2% | 1.34% | +1.18 |
| VWO Vanguard Ftse Emerging Marke | Add +210.0% | 1.44% | +0.89 |
| ARTY iShares Future AI & Tech ETF | New | 0.79% | +0.79 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +0.1% | 1.53% | +0.52 |
| STX Seagate Technology Holdings | New | 0.46% | +0.46 |
| EQIX Equinix Inc. | Add +116.6% | 1.03% | +0.45 |
| MSFT Microsoft Corp. | Add +78.9% | 1.52% | +0.43 |
| RKSG Ruk Strategic Growth ETF | New | 0.41% | +0.41 |
| VGT Vanguard Info Tech ETF | Add +1.5% | 4.55% | +0.32 |
| GOOG Alphabet Inc. Class C | Add +174.2% | 0.38% | +0.23 |
| SGOV iShares 0-3 Month Treasury B | Add +55.3% | 1.24% | +0.21 |
| QCOM Qualcomm Inc. | Add +130.3% | 0.33% | +0.20 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +66.1% | 0.91% | +0.19 |
| UNH Unitedhealth Group Inc. | Add +9.1% | 0.81% | +0.19 |
| BAC Bank of America Corp. | New | 0.15% | +0.15 |
| XLK SS Technology Select Sector | Add +3.2% | 1.21% | +0.15 |
| TXN Texas Instruments Inc. | New | 0.15% | +0.15 |
| CMF iShares California Muni Bond | New | 0.12% | +0.12 |
| ABBV Abbvie Inc. | Add +26.4% | 0.74% | +0.09 |
| LLY Eli Lilly & Co. | Add +25.6% | 0.40% | +0.08 |
| EXEL Exelixis Inc. | New | 0.08% | +0.08 |
| UPRO Proshares Ultrapro S&P 500 | New | 0.07% | +0.07 |
| DIA SS SPDR Dow Jones Indus Avg | New | 0.07% | +0.07 |
| ORCL Oracle Corp. | Add +36.9% | 0.98% | +0.05 |
| IVOG Vanguard S&P Mid-Cap 400 Gro | Add +12.2% | 2.19% | +0.03 |
| VTI VG Morningstar TS MKT ETF-US | Add +13.8% | 1.75% | +0.03 |
| IGV iShares Expanded Tech-Softwa | Add +19.6% | 0.51% | +0.02 |
| QQQ Invesco QQQ Trust Series 1 | Add +12.8% | 0.17% | +0.02 |
| CVX Chevron Corp. | Add +59.3% | 0.09% | −0.00 |
| IVV iShares Core S&P 500 ETF | Add +5.3% | 0.09% | −0.01 |
| JNJ Johnson & Johnson | Add +22.8% | 0.65% | −0.01 |
| CSX CSX Corp. | Add +0.3% | 0.09% | −0.01 |
| DFAC Dimensional US Core Equity 2 | Add +0.3% | 0.08% | −0.01 |
| TMO Thermo Fisher Scientific Inc. | Add +24.4% | 0.57% | −0.01 |
| V Visa Inc. Class A | Add +12.3% | 0.98% | −0.01 |
| IYM iShares U.S. Basic Materials | Add +0.2% | 0.08% | −0.02 |
| AGG iShares Core U.S. Aggregate | Add +9.1% | 0.14% | −0.03 |
| UNP Union Pacific Corp. | Add +9.8% | 0.52% | −0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +2.6% | 0.29% | −0.03 |
| LOW Lowe's Cos Inc. | Add +27.6% | 0.44% | −0.04 |
| COST Costco Wholesale Corp. | Add +21.0% | 0.33% | −0.05 |
| VAW Vanguard Materials ETF | Add +14.8% | 0.48% | −0.05 |
| WMT Walmart Inc. | Add +20.4% | 0.31% | −0.05 |
| HONA Honeywell Aerospace Inc. | Add +5.5% | 0.25% | −0.06 |
| MA Mastercard Inc. Class A | Add +15.8% | 0.89% | −0.08 |
| VHT Vanguard Health Care ETF | Add +10.3% | 1.14% | −0.08 |
| META Meta Platforms Inc. Class A | Add +18.2% | 0.97% | −0.11 |
| VFH Vanguard Financials ETF | Add +12.6% | 1.98% | −0.11 |
| IBIT iShares Bitcoin Trust ETF | Add +27.5% | 0.68% | −0.12 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q3 2026 | 86 | $323.0M | NVDA, BND, MUB, VGT, AAPL |
| 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 |