Top 50 Altura Wealth Advisors INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 7.99% | 113.0K | $25.8M | +1.51%(+1.68K) | $123.18(+72.28%) | 2026-09-30 | |
| BND | VANGUARD BD INDEX FDS | 7.38% | 340.0K | $23.8M | +13.73%(+41.05K) | $73.21(-2.53%) | 2026-09-30 | |
| MUB | ISHARES TR | 4.61% | 147.3K | $14.9M | -15.80%(-27.62K) | $106.95(-3.47%) | 2026-09-30 | |
| VGT | VANGUARD WORLD FD | 4.58% | 117.8K | $14.8M | +4.28%(+4.83K) | $74.07(+64.57%) | 2026-09-30 | |
| AAPL | APPLE INC | 4.33% | 42.0K | $14.0M | +2.88%(+1.18K) | $212.86(+63.59%) | 2026-09-30 | |
| JNK | SPDR SERIES TRUST | 3.7% | 128.9K | $12.0M | +2.74%(+3.44K) | $95.98(-3.62%) | 2026-09-30 | |
| MUNI | PIMCO ETF TR | 3.52% | 229.1K | $11.4M | +46.83%(+73.07K) | $51.32(-1.00%) | 2026-09-30 | |
| NFLX | NETFLIX INC. | 3.5% | 162.4K | $11.3M | +0.19%(+314) | $82.16(-18.39%) | 2026-09-30 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 2.82% | 109.9K | $9.1M | +8.70%(+8.80K) | $64.13(+27.74%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 2.76% | 25.9K | $8.9M | +6.23%(+1.52K) | $191.92(+68.94%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.29% | +37.84% | โ | โ | +27.53% |
| Top 20 Holdings Unweighted | +20.54% | +75.13% | โ | โ | +67.20% |
Altura Wealth Advisors INC reports $323.00M in US-listed equity holdings across 86 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (8.0%), BND (7.4%) and MUB (4.6%). The top 20 holdings account for 66.21% of reported assets. Its disclosed equity book has returned +37.84% on a three-year cumulative basis. Figures reflect the Q3 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 INCโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1931465). View Altura Wealth Advisors INCโs 13F filings on SEC