StockDriftsStockDriftsTop 50 Altura Wealth Advisors Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 7.51% | 111.3K | $22.3M | -1.60%(-1.80K) | $121.81(+85.59%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 7.4% | 298.9K | $21.9M | +17.01%(+43.45K) | $73.41(-1.58%) | 2026-06-30 | |
| MUB | ISHARES TR | 6.35% | 174.9K | $18.8M | +11.94%(+18.66K) | $106.95(-1.14%) | 2026-06-30 | |
| VGT | VANGUARD WORLD FD | 4.55% | 112.9K | $13.5M | +1.52%(+1.70K) | $72.00(+70.26%) | 2026-06-30 | |
| JNK | SPDR SERIES TRUST | 4.08% | 125.5K | $12.1M | +12.68%(+14.12K) | $96.02(-0.05%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.98% | 40.8K | $11.8M | +1.88%(+751) | $210.03(+45.40%) | 2026-06-30 | |
| NFLX | NETFLIX INC. | 3.9% | 162.1K | $11.6M | new | $82.19(-6.18%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.93% | 24.3K | $8.7M | -2.06%(-512) | $182.96(+88.41%) | 2026-06-30 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 2.86% | 101.1K | $8.5M | +7.28%(+6.86K) | $62.46(+37.92%) | 2026-06-30 | |
| MUNI | PIMCO ETF TR | 2.77% | 156.0K | $8.2M | -9.78%(-16.91K) | $51.41(+0.73%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (17 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.49% | +34.90% | — | — | +25.19% |
| Top 20 Holdings Unweighted | +17.18% | +60.91% | — | — | +62.68% |
Altura Wealth Advisors Inc. reports $296.54M in US-listed equity holdings across 84 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (7.5%), BND (7.4%) and MUB (6.3%). The top 20 holdings account for 66.64% of reported assets. Its disclosed equity book has returned +34.90% 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 Altura Wealth Advisors Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1931465). View Altura Wealth Advisors Inc.’s 13F filings on SEC