Top 50 Alta Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYG | SPDR SERIES TRUST | 11.32% | 351.0K | $41.8M | +0.39%(+1.37K) | $69.62(+76.49%) | 2026-06-30 | |
| SPYV | SPDR SERIES TRUST | 10.81% | 656.1K | $39.9M | +2.24%(+14.36K) | $46.54(+36.27%) | 2026-06-30 | |
| SPMD | SPDR SERIES TRUST | 5.39% | 294.5K | $19.9M | -0.05%(-136) | $49.44(+39.15%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 4.06% | 74.8K | $15.0M | +0.63%(+471) | $31.72(+612.75%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.99% | 38.1K | $11.0M | -0.87%(-335) | $167.10(+82.76%) | 2026-06-30 | |
| IVV | ISHARES TR | 2.37% | 11.7K | $8.7M | +8.39%(+904) | $553.11(+40.83%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.29% | 11.3K | $8.4M | +2.44%(+269) | $452.37(+71.40%) | 2026-06-30 | |
| SOPH | SOPHIA GENETICS SA | 2.2% | 1.41M | $8.1M | +0.00%(+0) | $6.00(+25.00%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 2.13% | 6.8K | $7.9M | +1.11%(+75) | $223.57(+353.90%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 1.78% | 18.3K | $6.5M | -1.41%(-263) | $128.50(+168.26%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.20% | +65.13% | +8.54% | +50.65% |
| Top 20 Holdings Unweighted | +19.10% | +68.94% | +9.55% | +57.76% |
Alta Wealth Advisors LLC reports $368.93M in US-listed equity holdings across 170 positions in its most recent 13F filing. Its largest disclosed positions are SPYG (11.3%), SPYV (10.8%) and SPMD (5.4%). The top 20 holdings account for 59.03% of reported assets. Its disclosed equity book has returned +65.13% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Alta Wealth Advisors LLCโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1843826). View Alta Wealth Advisors LLCโs 13F filings on SEC