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Alta Wealth Advisors LLC

Portfolio Manager
Alta Wealth Advisors LLC
Performance
-5.28% (2026 Q1)
AUM (13F)
$307.95M
# of Holdings
161
Performance Rank
Allocation (Top 20)
59.53%

Alta Wealth Advisors LLC Holdings Map

Top 50 Alta Wealth Advisors LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SPYV
SPDR SERIES TRUST
11.79%641.7K$36.3M
+7.89%(+46.91K)
2025-Q1: 467.8K shares2025-Q2: 494.3K shares2025-Q3: 559.6K shares2025-Q4: 594.8K shares2026-Q1: 641.7K shares
$46.28(+30.05%)
2026-03-31
SPYG
SPDR SERIES TRUST
11.12%349.6K$34.2M
+7.63%(+24.77K)
2025-Q1: 291.7K shares2025-Q2: 292.1K shares2025-Q3: 321.7K shares2025-Q4: 324.8K shares2026-Q1: 349.6K shares
$69.48(+71.04%)
2026-03-31
SPMD
SPDR SERIES TRUST
5.67%294.6K$17.4M
+7.34%(+20.14K)
2025-Q1: 217.2K shares2025-Q2: 231.7K shares2025-Q3: 261.0K shares2025-Q4: 274.5K shares2026-Q1: 294.6K shares
$49.44(+29.70%)
2026-03-31
NVDA
NVIDIA CORPORATION
4.21%74.4K$13.0M
+0.61%(+449)
2025-Q1: 71.4K shares2025-Q2: 71.5K shares2025-Q3: 71.1K shares2025-Q4: 73.9K shares2026-Q1: 74.4K shares
$30.76(+634.14%)
2026-03-31
AAPL
APPLE INC
3.17%38.5K$9.8M
+4.59%(+1.69K)
2025-Q1: 34.8K shares2025-Q2: 35.3K shares2025-Q3: 35.3K shares2025-Q4: 36.8K shares2026-Q1: 38.5K shares
$167.10(+78.86%)
2026-03-31
SPY
STATE STR SPDR S&P 500 ETF T
2.33%11.0K$7.2M
-8.52%(-1.03K)
2025-Q1: 11.1K shares2025-Q2: 11.0K shares2025-Q3: 11.2K shares2025-Q4: 12.0K shares2026-Q1: 11.0K shares
$446.58(+66.22%)
2026-03-31
IVV
ISHARES TR
2.28%10.8K$7.0M
+33.26%(+2.69K)
2025-Q1: 5.7K shares2025-Q2: 6.4K shares2025-Q3: 6.4K shares2025-Q4: 8.1K shares2026-Q1: 10.8K shares
$541.46(+37.73%)
2026-03-31
SOPH
SOPHIA GENETICS SA
2.27%1.41M$7.0M
+0.00%(+0)
2025-Q1: 1.41M shares2025-Q2: 0 shares2025-Q3: 1.41M shares2025-Q4: 1.41M shares2026-Q1: 1.41M shares
$6.00(-24.83%)
2026-03-31
GOOGL
ALPHABET INC
1.74%18.6K$5.3M
+6.58%(+1.15K)
2025-Q1: 17.3K shares2025-Q2: 17.2K shares2025-Q3: 16.5K shares2025-Q4: 17.4K shares2026-Q1: 18.6K shares
$128.50(+213.32%)
2026-03-31
IWD
ISHARES TR
1.69%24.4K$5.2M
-1.16%(-285)
2025-Q1: 25.0K shares2025-Q2: 25.2K shares2025-Q3: 25.3K shares2025-Q4: 24.7K shares2026-Q1: 24.4K shares
$133.51(+75.79%)
2026-03-31

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