Altura Wealth Advisors Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$229.1M
Q ending 2026-03-31
Prior quarter
$232.3M
Q ending 2025-12-31
Change
-1.4% QoQ · +51.9% YoY
Positions
75
reported holdings
Largest positions
All 75 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Nvidia Corporation | NVDA | Shares | $19.7M | 113K |
| Vanguard Bd Index Fds | BND | Shares | $18.8M | 255K |
| Ishares Tr | MUB | Shares | $16.6M | 156K |
| Spdr Series Trust | JNK | Shares | $10.7M | 111K |
| Apple Inc | AAPL | Shares | $10.2M | 40K |
| Vanguard World Fd | VGT | Shares | $9.7M | 14K |
| Pimco Etf Tr | MUNI | Shares | $9.0M | 173K |
| Alphabet Inc | GOOGL | Shares | $7.1M | 25K |
| Vanguard Intl Equity Index F | VEU | Shares | $7.1M | 94K |
| Amazon Com Inc | AMZN | Shares | $6.6M | 32K |
| Vanguard World Fd | VCR | Shares | $6.4M | 18K |
| Vanguard Tax-Managed Fds | VEA | Shares | $6.3M | 98K |
| Vanguard Admiral Fds Inc | IVOG | Shares | $5.0M | 40K |
| Vanguard World Fd | VFH | Shares | $4.8M | 40K |
| Vanguard World Fd | VIS | Shares | $4.8M | 15K |
| Vanguard Index Fds | VTI | Shares | $3.9M | 12K |
| Dimensional Etf Trust | DFAS | Shares | $3.9M | 55K |
| Spdr Gold Tr | GLD | Shares | $3.8M | 9K |
| Vanguard World Fd | VDC | Shares | $3.6M | 16K |
| Vaneck Etf Trust | SMH | Shares | $3.5M | 9K |
| Vanguard World Fd | VOX | Shares | $3.3M | 18K |
| Select Sector Spdr Tr | XLRE | Shares | $3.2M | 80K |
| Vanguard World Fd | VHT | Shares | $2.8M | 10K |
| Vanguard Index Fds | VBK | Shares | $2.6M | 9K |
| Merck & Co Inc | MRK | Shares | $2.6M | 22K |
| Microsoft Corp | MSFT | Shares | $2.5M | 7K |
| Meta Platforms Inc | META | Shares | $2.5M | 4K |
| Select Sector Spdr Tr | XLK | Shares | $2.4M | 18K |
| Ishares Tr | EFG | Shares | $2.4M | 22K |
| Ishares Tr | SGOV | Shares | $2.4M | 23K |
| Crowdstrike Hldgs Inc | CRWD | Shares | $2.3M | 6K |
| Visa Inc | V | Shares | $2.3M | 8K |
| Mastercard Incorporated | MA | Shares | $2.2M | 4K |
| Oracle Corp | ORCL | Shares | $2.1M | 14K |
| Ishares Bitcoin Trust Etf | IBIT | Shares | $1.8M | 47K |
| Select Sector Spdr Tr | XLU | Shares | $1.6M | 36K |
| Abbvie Inc | ABBV | Shares | $1.5M | 7K |
| Johnson & Johnson | JNJ | Shares | $1.5M | 6K |
| Unitedhealth Group Inc | UNH | Shares | $1.4M | 5K |
| Honeywell Intl Inc | HONGBP | Shares | $1.4M | 6K |
| Applovin Corp | APP | Shares | $1.4M | 3K |
| Spdr Index Shs Fds | EDIV | Shares | $1.4M | 35K |
| Thermo Fisher Scientific Inc | TMO | Shares | $1.3M | 3K |
| Equinix Inc | EQIX | Shares | $1.3M | 1K |
| Vanguard Intl Equity Index F | VWO | Shares | $1.2M | 23K |
| Union Pac Corp | UNP | Shares | $1.2M | 5K |
| Vanguard World Fd | VAW | Shares | $1.2M | 5K |
| Ishares Tr | IGV | Shares | $1.1M | 14K |
| Lowes Cos Inc | LOW | Shares | $1.1M | 5K |
| Costco Wholesale Corporation | COST | Shares | $849K | 852 |
| Select Sector Spdr Tr | XLV | Shares | $833K | 6K |
| Bristol-Myers Squibb Co | BMY | Shares | $832K | 14K |
| Walmart Inc | WMT | Shares | $827K | 7K |
| Bank Montreal Medium | FNGU | Shares | $820K | 52K |
| Eli Lilly & Co | LLY | Shares | $726K | 789 |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $725K | 1K |
| Palo Alto Networks Inc | PANW | Shares | $492K | 3K |
| Ishares Tr | FALN | Shares | $455K | 17K |
| Danaher Corp Del | DHR | Shares | $421K | 2K |
| Ishares Tr | AGG | Shares | $376K | 4K |
| Vanguard Index Fds | VB | Shares | $372K | 1K |
| Ishares Tr | AOA | Shares | $354K | 4K |
| Invesco Qqq Tr | QQQ | Shares | $351K | 607 |
| Alphabet Inc | GOOG | Shares | $329K | 1K |
| Ishares Tr | AOR | Shares | $307K | 5K |
| Qualcomm Inc | QCOM | Shares | $299K | 2K |
| Advanced Micro Devices Inc | AMD | Shares | $255K | 1K |
| Csx Corp | CSX | Shares | $225K | 5K |
| Spdr Series Trust | SLYG | Shares | $221K | 2K |
| Dimensional Etf Trust | DFAC | Shares | $218K | 6K |
| Ishares Tr | IYM | Shares | $218K | 1K |
| Chevron Corporation | CVX | Shares | $215K | 1K |
| International Business Machs | IBM | Shares | $212K | 874 |
| Ishares Tr | IVV | Shares | $209K | 320 |
| Ishares Tr | IYW | Shares | $206K | 1K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.