Holders — by stockHoldings — by fund
Altura Wealth Advisors Inc.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001931465
$296.5M
disclosed book value
84
positions
7.5%
largest position share
Positions, as of 2026-06-30
top 84 of 84 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 111,349 | $22.3M | 7.5% |
| 2 | BNDVANGUARD BD INDEX FDS | 298,902 | $21.9M | 7.4% |
| 3 | MUBISHARES TR | 174,883 | $18.8M | 6.3% |
| 4 | VGTVANGUARD WORLD FD | 112,944 | $13.5M | 4.6% |
| 5 | JNKSPDR SERIES TRUST | 125,451 | $12.1M | 4.1% |
| 6 | AAPLAPPLE INC | 40,782 | $11.8M | 4% |
| 7 | NFLXNETFLIX INC. | 162,096 | $11.6M | 3.9% |
| 8 | GOOGLALPHABET INC | 24,348 | $8.7M | 2.9% |
| 9 | VEUVANGUARD INTL EQUITY INDEX F | 101,131 | $8.5M | 2.9% |
| 10 | MUNIPIMCO ETF TR | 156,043 | $8.2M | 2.8% |
| 11 | AMZNAMAZON COM INC | 33,497 | $8.0M | 2.7% |
| 12 | VCRVANGUARD WORLD FD | 19,595 | $7.8M | 2.6% |
| 13 | VEAVANGUARD TAX-MANAGED FDS | 107,529 | $7.7M | 2.6% |
| 14 | IVOGVANGUARD ADMIRAL FDS INC | 44,466 | $6.5M | 2.2% |
| 15 | VFHVANGUARD WORLD FD | 44,706 | $5.9M | 2% |
| 16 | VISVANGUARD WORLD FD | 15,843 | $5.7M | 1.9% |
| 17 | VTIVANGUARD INDEX FDS | 14,007 | $5.2M | 1.7% |
| 18 | CRWDCROWDSTRIKE HLDGS INC | 5,962 | $4.5M | 1.5% |
| 19 | MSFTMICROSOFT CORP | 12,078 | $4.5M | 1.5% |
| 20 | DFASDIMENSIONAL ETF TRUST | 54,590 | $4.5M | 1.5% |
| 21 | VWOVANGUARD INTL EQUITY INDEX F | 71,481 | $4.3M | 1.4% |
| 22 | VBVANGUARD INDEX FDS | 13,124 | $4.0M | 1.3% |
| 23 | VDCVANGUARD WORLD FD | 16,970 | $3.8M | 1.3% |
| 24 | VOXVANGUARD WORLD FD | 20,570 | $3.8M | 1.3% |
| 25 | XLRESELECT SECTOR SPDR TR | 84,441 | $3.7M | 1.3% |
| 26 | SGOVISHARES TR | 36,407 | $3.7M | 1.2% |
| 27 | XLKSELECT SECTOR SPDR TR | 18,791 | $3.6M | 1.2% |
| 28 | GLDSPDR GOLD TR | 9,569 | $3.5M | 1.2% |
| 29 | VHTVANGUARD WORLD FD | 11,333 | $3.4M | 1.1% |
| 30 | SMHVANECK ETF TRUST | 5,147 | $3.4M | 1.1% |
| 31 | EQIXEQUINIX INC | 2,928 | $3.1M | 1% |
| 32 | VVISA INC | 8,499 | $2.9M | 1% |
| 33 | ORCLORACLE CORP | 19,775 | $2.9M | 1% |
| 34 | METAMETA PLATFORMS INC | 5,120 | $2.9M | 1% |
| 35 | MRKMERCK & CO INC | 21,760 | $2.8M | 0.9% |
| 36 | XLUSELECT SECTOR SPDR TR | 59,507 | $2.7M | 0.9% |
| 37 | MAMASTERCARD INCORPORATED | 5,139 | $2.6M | 0.9% |
| 38 | UNHUNITEDHEALTH GROUP INC | 5,806 | $2.4M | 0.8% |
| 39 | ARTYISHARES TR | 30,733 | $2.3M | 0.8% |
| 40 | ABBVABBVIE INC | 8,748 | $2.2M | 0.7% |
| 41 | IBITISHARES BITCOIN TRUST ETF | 60,443 | $2.0M | 0.7% |
| 42 | JNJJOHNSON & JOHNSON | 7,553 | $1.9M | 0.6% |
| 43 | APPAPPLOVIN CORP | 3,409 | $1.8M | 0.6% |
| 44 | TMOTHERMO FISHER SCIENTIFIC INC | 3,379 | $1.7M | 0.6% |
| 45 | UNPUNION PAC CORP | 5,621 | $1.5M | 0.5% |
| 46 | IGVISHARES TR | 16,529 | $1.5M | 0.5% |
| 47 | VAWVANGUARD WORLD FD | 6,251 | $1.4M | 0.5% |
| 48 | EDIVSPDR INDEX SHS FDS | 34,798 | $1.4M | 0.5% |
| 49 | STXSEAGATE TECHNOLOGY HLDNGS PL | 1,403 | $1.4M | 0.5% |
| 50 | LOWLOWES COS INC | 5,921 | $1.3M | 0.4% |
| 51 | ADVISOR MANAGED PORTFOLIOS | 45,094 | $1.2M | 0.4% |
| 52 | LLYELI LILLY & CO | 991 | $1.2M | 0.4% |
| 53 | GOOGALPHABET INC | 3,148 | $1.1M | 0.4% |
| 54 | PANWPALO ALTO NETWORKS INC | 3,052 | $1.0M | 0.4% |
| 55 | QCOMQUALCOMM INC | 5,338 | $986,424 | 0.3% |
| 56 | COSTCOSTCO WHOLESALE CORPORATION | 1,031 | $964,875 | 0.3% |
| 57 | WMTWALMART INC | 8,017 | $908,012 | 0.3% |
| 58 | XLVSELECT SECTOR SPDR TR | 5,668 | $899,221 | 0.3% |
| 59 | SPYSTATE STR SPDR S&P 500 ETF T | 1,143 | $853,364 | 0.3% |
| 60 | BMYBRISTOL-MYERS SQUIBB CO | 13,556 | $781,077 | 0.3% |
| 61 | HONHONEYWELL INTL INC | 3,326 | $744,691 | 0.3% |
| 62 | HONAHONEYWELL AEROSPACE INC | 3,293 | $728,016 | 0.2% |
| 63 | AMDADVANCED MICRO DEVICES INC | 1,242 | $721,560 | 0.2% |
| 64 | FNGUBANK MONTREAL MEDIUM | 21,942 | $564,129 | 0.2% |
| 65 | QQQINVESCO QQQ TR | 685 | $504,792 | 0.2% |
| 66 | BACBANK OF AMER CORP | 8,062 | $459,393 | 0.2% |
| 67 | FALNISHARES TR | 16,279 | $443,427 | 0.1% |
| 68 | TXNTEXAS INSTRS INC | 1,480 | $441,252 | 0.1% |
| 69 | AGGISHARES TR | 4,137 | $409,469 | 0.1% |
| 70 | DHRDANAHER CORP DEL | 2,047 | $389,991 | 0.1% |
| 71 | CMFISHARES TR | 6,380 | $367,744 | 0.1% |
| 72 | AOAISHARES TR | 3,432 | $334,916 | 0.1% |
| 73 | AORISHARES TR | 4,527 | $314,660 | 0.1% |
| 74 | CVXCHEVRON CORPORATION | 1,652 | $273,807 | 0.1% |
| 75 | IYWISHARES TR | 1,077 | $271,654 | 0.1% |
| 76 | CSXCSX CORP | 5,499 | $261,372 | 0.1% |
| 77 | IVVISHARES TR | 337 | $252,239 | 0.1% |
| 78 | DFACDIMENSIONAL ETF TRUST | 5,636 | $250,003 | 0.1% |
| 79 | SLYGSPDR SERIES TRUST | 2,053 | $244,591 | 0.1% |
| 80 | IBMINTERNATIONAL BUSINESS MACHS | 818 | $230,016 | 0.1% |
| 81 | IYMISHARES TR | 1,241 | $222,782 | 0.1% |
| 82 | EXELEXELIXIS INC | 4,092 | $222,646 | 0.1% |
| 83 | UPROPROSHARES TR | 1,524 | $216,088 | 0.1% |
| 84 | DIASTATE STR SPDR DOW JONES IND | 404 | $211,306 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.