Altura Wealth Advisors

SANTA CLARA, CAfiles as Altura Wealth Advisors Inc.

$297m in 84 US stocks at the end of 30 June 2026. The top 10 are 46.3% of the money. It changed about 12.3% of the portfolio this quarter.

Value

$297m

Stocks

Top 10 share

46.3%

Turnover

12.3%

What changed this quarter

New

Bought for the first time this quarter.

NetflixNFLX
3.9% of the fund
Ishares TRARTY
0.8% of the fund
Seagate Technology HoldingsSTX
0.5% of the fund
Advisor Managed PortfoliosRKSG
0.4% of the fund
Honeywell InternationalHON
0.3% of the fund
Honeywell AerospaceHONA
0.2% of the fund
Bank of AmericaBAC
0.2% of the fund
Texas InstrumentsTXN
0.1% of the fund
Ishares TRCMF
0.1% of the fund
ExelixisEXEL
<0.1% of the fund
Proshares TRUPRO
<0.1% of the fund
State STR Spdr DOW Jones INDDIA
<0.1% of the fund

Added

Bought more of a stock they already held.

Vanguard BD Index FDSBND
7.4% of the fund
+17%
Ishares TRMUB
6.3% of the fund
+12%
Spdr Series TrustJNK
4.1% of the fund
+13%
Vanguard Intl Equity Index FVEU
2.9% of the fund
+7%
Amazon.comAMZN
2.7% of the fund
+5%
Vanguard World FDVCR
2.6% of the fund
+10%
Vanguard Tax-Managed FDSVEA
2.6% of the fund
+9%
Vanguard Admiral FDSIVOG
2.2% of the fund
+12%
Vanguard World FDVFH
2.0% of the fund
+13%
Vanguard World FDVIS
1.9% of the fund
+3%
Vanguard Index FDSVTI
1.7% of the fund
+14%
MicrosoftMSFT
1.5% of the fund
+79%
Vanguard Intl Equity Index FVWO
1.4% of the fund
+210%
Vanguard Index FDSVB
1.3% of the fund
+824%
Vanguard World FDVDC
1.3% of the fund
+6%
Vanguard World FDVOX
1.3% of the fund
+13%
Select Sector Spdr TRXLRE
1.3% of the fund
+6%
Ishares TRSGOV
1.2% of the fund
+55%
Select Sector Spdr TRXLK
1.2% of the fund
+3%
Spdr Gold TRGLD
1.2% of the fund
+8%
Vanguard World FDVHT
1.1% of the fund
+10%
EquinixEQIX
1.0% of the fund
+117%
VisaV
1.0% of the fund
+12%
OracleORCL
1.0% of the fund
+37%
Meta PlatformsMETA
1.0% of the fund
+18%

Cut

Sold some of their stake.

AlphabetGOOGL
2.9% of the fund
-2%
Pimco ETF TRMUNI
2.8% of the fund
-10%
Vaneck ETF TrustSMH
1.1% of the fund
-43%
Bank Montreal MediumFNGU
0.2% of the fund
-58%
Ishares TRFALN
0.1% of the fund
-4%
DanaherDHR
0.1% of the fund
-8%
Ishares TRAOA
0.1% of the fund
-14%
Ishares TRAOR
0.1% of the fund
-5%
Ishares TRIYW
<0.1% of the fund
-5%
Spdr Series TrustSLYG
<0.1% of the fund
-10%
International Business MachinesIBM
<0.1% of the fund
-6%

Sold out

Sold their entire stake.

Vanguard Index FDSVBK
-100%
Ishares TREFG
-100%
Honeywell InternationalHON
-100%

Holdings

NvidiaNVDA
Share
7.5%
Value
$22m
Shares
111,349
Held
Vanguard BD Index FDSBND
Share
7.4%
Value
$22m
Shares
298,902
+17%
Ishares TRMUB
Share
6.3%
Value
$19m
Shares
174,883
+12%
Vanguard World FDVGT
Share
4.6%
Value
$13m
Shares
112,944
Held
Spdr Series TrustJNK
Share
4.1%
Value
$12m
Shares
125,451
+13%
AppleAAPL
Share
4.0%
Value
$12m
Shares
40,782
Held
NetflixNFLX
Share
3.9%
Value
$12m
Shares
162,096
New
AlphabetGOOGL
Share
2.9%
Value
$9m
Shares
24,348
-2%
Vanguard Intl Equity Index FVEU
Share
2.9%
Value
$8m
Shares
101,131
+7%
Pimco ETF TRMUNI
Share
2.8%
Value
$8m
Shares
156,043
-10%
Amazon.comAMZN
Share
2.7%
Value
$8m
Shares
33,497
+5%
Vanguard World FDVCR
Share
2.6%
Value
$8m
Shares
19,595
+10%
Vanguard Tax-Managed FDSVEA
Share
2.6%
Value
$8m
Shares
107,529
+9%
Vanguard Admiral FDSIVOG
Share
2.2%
Value
$7m
Shares
44,466
+12%
Vanguard World FDVFH
Share
2.0%
Value
$6m
Shares
44,706
+13%
Vanguard World FDVIS
Share
1.9%
Value
$6m
Shares
15,843
+3%
Vanguard Index FDSVTI
Share
1.7%
Value
$5m
Shares
14,007
+14%
CrowdStrike HoldingsCRWD
Share
1.5%
Value
$5m
Shares
5,962
Held
MicrosoftMSFT
Share
1.5%
Value
$5m
Shares
12,078
+79%
Dimensional ETF TrustDFAS
Share
1.5%
Value
$4m
Shares
54,590
Held
Vanguard Intl Equity Index FVWO
Share
1.4%
Value
$4m
Shares
71,481
+210%
Vanguard Index FDSVB
Share
1.3%
Value
$4m
Shares
13,124
+824%
Vanguard World FDVDC
Share
1.3%
Value
$4m
Shares
16,970
+6%
Vanguard World FDVOX
Share
1.3%
Value
$4m
Shares
20,570
+13%
Select Sector Spdr TRXLRE
Share
1.3%
Value
$4m
Shares
84,441
+6%
Ishares TRSGOV
Share
1.2%
Value
$4m
Shares
36,407
+55%
Select Sector Spdr TRXLK
Share
1.2%
Value
$4m
Shares
18,791
+3%
Spdr Gold TRGLD
Share
1.2%
Value
$4m
Shares
9,569
+8%
Vanguard World FDVHT
Share
1.1%
Value
$3m
Shares
11,333
+10%
Vaneck ETF TrustSMH
Share
1.1%
Value
$3m
Shares
5,147
-43%
EquinixEQIX
Share
1.0%
Value
$3m
Shares
2,928
+117%
VisaV
Share
1.0%
Value
$3m
Shares
8,499
+12%
OracleORCL
Share
1.0%
Value
$3m
Shares
19,775
+37%
Meta PlatformsMETA
Share
1.0%
Value
$3m
Shares
5,120
+18%
MerckMRK
Share
0.9%
Value
$3m
Shares
21,760
Held
Select Sector Spdr TRXLU
Share
0.9%
Value
$3m
Shares
59,507
+66%
MastercardMA
Share
0.9%
Value
$3m
Shares
5,139
+16%
UnitedHealth GroupUNH
Share
0.8%
Value
$2m
Shares
5,806
+9%
Ishares TRARTY
Share
0.8%
Value
$2m
Shares
30,733
New
AbbVieABBV
Share
0.7%
Value
$2m
Shares
8,748
+26%
Ishares Bitcoin Trust ETFIBIT
Share
0.7%
Value
$2m
Shares
60,443
+28%
Johnson & JohnsonJNJ
Share
0.6%
Value
$2m
Shares
7,553
+23%
AppLovinAPP
Share
0.6%
Value
$2m
Shares
3,409
Held
Thermo Fisher ScientificTMO
Share
0.6%
Value
$2m
Shares
3,379
+24%
Union PacificUNP
Share
0.5%
Value
$2m
Shares
5,621
+10%
Ishares TRIGV
Share
0.5%
Value
$1m
Shares
16,529
+20%
Vanguard World FDVAW
Share
0.5%
Value
$1m
Shares
6,251
+15%
Spdr Index SHS FDSEDIV
Share
0.5%
Value
$1m
Shares
34,798
Held
Seagate Technology HoldingsSTX
Share
0.5%
Value
$1m
Shares
1,403
New
Lowe's CompaniesLOW
Share
0.4%
Value
$1m
Shares
5,921
+28%
Advisor Managed PortfoliosRKSG
Share
0.4%
Value
$1m
Shares
45,094
New
Eli LillyLLY
Share
0.4%
Value
$1m
Shares
991
+26%
AlphabetGOOG
Share
0.4%
Value
$1m
Shares
3,148
+174%
Palo Alto NetworksPANW
Share
0.4%
Value
$1m
Shares
3,052
Held
QualcommQCOM
Share
0.3%
Value
$986,424
Shares
5,338
+130%
Costco WholesaleCOST
Share
0.3%
Value
$964,875
Shares
1,031
+21%
WalmartWMT
Share
0.3%
Value
$908,012
Shares
8,017
+20%
Select Sector Spdr TRXLV
Share
0.3%
Value
$899,221
Shares
5,668
Held
State STR Spdr S&P 500 ETF TSPY
Share
0.3%
Value
$853,364
Shares
1,143
+3%
Bristol-Myers SquibbBMY
Share
0.3%
Value
$781,077
Shares
13,556
Held
Honeywell InternationalHON
Share
0.3%
Value
$744,691
Shares
3,326
New
Honeywell AerospaceHONA
Share
0.2%
Value
$728,016
Shares
3,293
New
Advanced Micro DevicesAMD
Share
0.2%
Value
$721,560
Shares
1,242
Held
Bank Montreal MediumFNGU
Share
0.2%
Value
$564,129
Shares
21,942
-58%
Invesco QQQ TRQQQ
Share
0.2%
Value
$504,792
Shares
685
+13%
Bank of AmericaBAC
Share
0.2%
Value
$459,393
Shares
8,062
New
Ishares TRFALN
Share
0.1%
Value
$443,427
Shares
16,279
-4%
Texas InstrumentsTXN
Share
0.1%
Value
$441,252
Shares
1,480
New
Ishares TRAGG
Share
0.1%
Value
$409,469
Shares
4,137
+9%
DanaherDHR
Share
0.1%
Value
$389,991
Shares
2,047
-8%
Ishares TRCMF
Share
0.1%
Value
$367,744
Shares
6,380
New
Ishares TRAOA
Share
0.1%
Value
$334,916
Shares
3,432
-14%
Ishares TRAOR
Share
0.1%
Value
$314,660
Shares
4,527
-5%
ChevronCVX
Share
<0.1%
Value
$273,807
Shares
1,652
+59%
Ishares TRIYW
Share
<0.1%
Value
$271,654
Shares
1,077
-5%
CSXCSX
Share
<0.1%
Value
$261,372
Shares
5,499
Held
Ishares TRIVV
Share
<0.1%
Value
$252,239
Shares
337
+5%
Dimensional ETF TrustDFAC
Share
<0.1%
Value
$250,003
Shares
5,636
Held
Spdr Series TrustSLYG
Share
<0.1%
Value
$244,591
Shares
2,053
-10%
International Business MachinesIBM
Share
<0.1%
Value
$230,016
Shares
818
-6%
Ishares TRIYM
Share
<0.1%
Value
$222,782
Shares
1,241
Held
ExelixisEXEL
Share
<0.1%
Value
$222,646
Shares
4,092
New
Proshares TRUPRO
Share
<0.1%
Value
$216,088
Shares
1,524
New
State STR Spdr DOW Jones INDDIA
Share
<0.1%
Value
$211,306
Shares
404
New

Company	Share of fund	Value	Shares	Change
NvidiaNVDA	7.5%	$22m	111,349	Held
Vanguard BD Index FDSBND	7.4%	$22m	298,902	+17%
Ishares TRMUB	6.3%	$19m	174,883	+12%
Vanguard World FDVGT	4.6%	$13m	112,944	Held
Spdr Series TrustJNK	4.1%	$12m	125,451	+13%
AppleAAPL	4.0%	$12m	40,782	Held
NetflixNFLX	3.9%	$12m	162,096	New
AlphabetGOOGL	2.9%	$9m	24,348	-2%
Vanguard Intl Equity Index FVEU	2.9%	$8m	101,131	+7%
Pimco ETF TRMUNI	2.8%	$8m	156,043	-10%
Amazon.comAMZN	2.7%	$8m	33,497	+5%
Vanguard World FDVCR	2.6%	$8m	19,595	+10%
Vanguard Tax-Managed FDSVEA	2.6%	$8m	107,529	+9%
Vanguard Admiral FDSIVOG	2.2%	$7m	44,466	+12%
Vanguard World FDVFH	2.0%	$6m	44,706	+13%
Vanguard World FDVIS	1.9%	$6m	15,843	+3%
Vanguard Index FDSVTI	1.7%	$5m	14,007	+14%
CrowdStrike HoldingsCRWD	1.5%	$5m	5,962	Held
MicrosoftMSFT	1.5%	$5m	12,078	+79%
Dimensional ETF TrustDFAS	1.5%	$4m	54,590	Held
Vanguard Intl Equity Index FVWO	1.4%	$4m	71,481	+210%
Vanguard Index FDSVB	1.3%	$4m	13,124	+824%
Vanguard World FDVDC	1.3%	$4m	16,970	+6%
Vanguard World FDVOX	1.3%	$4m	20,570	+13%
Select Sector Spdr TRXLRE	1.3%	$4m	84,441	+6%
Ishares TRSGOV	1.2%	$4m	36,407	+55%
Select Sector Spdr TRXLK	1.2%	$4m	18,791	+3%
Spdr Gold TRGLD	1.2%	$4m	9,569	+8%
Vanguard World FDVHT	1.1%	$3m	11,333	+10%
Vaneck ETF TrustSMH	1.1%	$3m	5,147	-43%
EquinixEQIX	1.0%	$3m	2,928	+117%
VisaV	1.0%	$3m	8,499	+12%
OracleORCL	1.0%	$3m	19,775	+37%
Meta PlatformsMETA	1.0%	$3m	5,120	+18%
MerckMRK	0.9%	$3m	21,760	Held
Select Sector Spdr TRXLU	0.9%	$3m	59,507	+66%
MastercardMA	0.9%	$3m	5,139	+16%
UnitedHealth GroupUNH	0.8%	$2m	5,806	+9%
Ishares TRARTY	0.8%	$2m	30,733	New
AbbVieABBV	0.7%	$2m	8,748	+26%
Ishares Bitcoin Trust ETFIBIT	0.7%	$2m	60,443	+28%
Johnson & JohnsonJNJ	0.6%	$2m	7,553	+23%
AppLovinAPP	0.6%	$2m	3,409	Held
Thermo Fisher ScientificTMO	0.6%	$2m	3,379	+24%
Union PacificUNP	0.5%	$2m	5,621	+10%
Ishares TRIGV	0.5%	$1m	16,529	+20%
Vanguard World FDVAW	0.5%	$1m	6,251	+15%
Spdr Index SHS FDSEDIV	0.5%	$1m	34,798	Held
Seagate Technology HoldingsSTX	0.5%	$1m	1,403	New
Lowe's CompaniesLOW	0.4%	$1m	5,921	+28%
Advisor Managed PortfoliosRKSG	0.4%	$1m	45,094	New
Eli LillyLLY	0.4%	$1m	991	+26%
AlphabetGOOG	0.4%	$1m	3,148	+174%
Palo Alto NetworksPANW	0.4%	$1m	3,052	Held
QualcommQCOM	0.3%	$986,424	5,338	+130%
Costco WholesaleCOST	0.3%	$964,875	1,031	+21%
WalmartWMT	0.3%	$908,012	8,017	+20%
Select Sector Spdr TRXLV	0.3%	$899,221	5,668	Held
State STR Spdr S&P 500 ETF TSPY	0.3%	$853,364	1,143	+3%
Bristol-Myers SquibbBMY	0.3%	$781,077	13,556	Held
Honeywell InternationalHON	0.3%	$744,691	3,326	New
Honeywell AerospaceHONA	0.2%	$728,016	3,293	New
Advanced Micro DevicesAMD	0.2%	$721,560	1,242	Held
Bank Montreal MediumFNGU	0.2%	$564,129	21,942	-58%
Invesco QQQ TRQQQ	0.2%	$504,792	685	+13%
Bank of AmericaBAC	0.2%	$459,393	8,062	New
Ishares TRFALN	0.1%	$443,427	16,279	-4%
Texas InstrumentsTXN	0.1%	$441,252	1,480	New
Ishares TRAGG	0.1%	$409,469	4,137	+9%
DanaherDHR	0.1%	$389,991	2,047	-8%
Ishares TRCMF	0.1%	$367,744	6,380	New
Ishares TRAOA	0.1%	$334,916	3,432	-14%
Ishares TRAOR	0.1%	$314,660	4,527	-5%
ChevronCVX	<0.1%	$273,807	1,652	+59%
Ishares TRIYW	<0.1%	$271,654	1,077	-5%
CSXCSX	<0.1%	$261,372	5,499	Held
Ishares TRIVV	<0.1%	$252,239	337	+5%
Dimensional ETF TrustDFAC	<0.1%	$250,003	5,636	Held
Spdr Series TrustSLYG	<0.1%	$244,591	2,053	-10%
International Business MachinesIBM	<0.1%	$230,016	818	-6%
Ishares TRIYM	<0.1%	$222,782	1,241	Held
ExelixisEXEL	<0.1%	$222,646	4,092	New
Proshares TRUPRO	<0.1%	$216,088	1,524	New
State STR Spdr DOW Jones INDDIA	<0.1%	$211,306	404	New

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 65.8% since 30 June 2025.

Where the money is

Technology17.1%

Media & telecom8.8%

Health care4.6%

Retail & consumer3.1%

Financial services2.0%

Industrials1.1%

Real estate1.0%

Everyday goods0.6%

Energy0.1%

Other61.5%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.