Top 50 Altura Wealth Advisors Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 8.61% | 113.2K | $19.7M | +4.90%(+5.29K) | $121.81(+93.54%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 8.21% | 255.4K | $18.8M | +3.24%(+8.03K) | $73.40(-0.33%) | 2026-03-31 | |
| MUB | ISHARES TR | 7.24% | 156.2K | $16.6M | +2.57%(+3.91K) | $107.00(-0.32%) | 2026-03-31 | |
| JNK | SPDR SERIES TRUST | 4.65% | 111.3K | $10.7M | +2.05%(+2.24K) | $96.08(+0.04%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.43% | 40.0K | $10.2M | +11.28%(+4.06K) | $208.94(+42.72%) | 2026-03-31 | |
| VGT | VANGUARD WORLD FD | 4.23% | 13.9K | $9.7M | +0.49%(+68) | $71.55(+61.00%) | 2026-03-31 | |
| MUNI | PIMCO ETF TR | 3.94% | 173.0K | $9.0M | -5.47%(-10.01K) | $51.41(+1.64%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3.12% | 24.9K | $7.1M | -14.51%(-4.22K) | $175.39(+128.68%) | 2026-03-31 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 3.09% | 94.3K | $7.1M | -0.01%(-13) | $61.31(+35.18%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.9% | 31.9K | $6.6M | +2.27%(+707) | $184.88(+44.54%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.99% | +29.48% |
| Top 20 Holdings Unweighted | +17.09% | +60.52% |
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