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Altura Wealth Advisors Inc.

Portfolio Manager
Altura Wealth Advisors Inc.
Performance
+2.77% (2025 Q4)
AUM (13F)
$229.13M
# of Holdings
75
Performance Rank
Allocation (Top 20)
70.46%

Altura Wealth Advisors Inc. Holdings Map

Top 50 Altura Wealth Advisors Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NVDA
NVIDIA CORPORATION
8.61%113.2K$19.7M
+4.90%(+5.29K)
2025-Q1: 153.7K shares2025-Q2: 153.6K shares2025-Q3: 105.2K shares2025-Q4: 107.9K shares2026-Q1: 113.2K shares
$121.81(+93.54%)
2026-03-31
BND
VANGUARD BD INDEX FDS
8.21%255.4K$18.8M
+3.24%(+8.03K)
2025-Q1: 181.9K shares2025-Q2: 210.4K shares2025-Q3: 234.5K shares2025-Q4: 247.4K shares2026-Q1: 255.4K shares
$73.40(-0.33%)
2026-03-31
MUB
ISHARES TR
7.24%156.2K$16.6M
+2.57%(+3.91K)
2025-Q1: 206.7K shares2025-Q2: 109.2K shares2025-Q3: 131.1K shares2025-Q4: 152.3K shares2026-Q1: 156.2K shares
$107.00(-0.32%)
2026-03-31
JNK
SPDR SERIES TRUST
4.65%111.3K$10.7M
+2.05%(+2.24K)
2025-Q1: 96.3K shares2025-Q2: 84.5K shares2025-Q3: 98.5K shares2025-Q4: 109.1K shares2026-Q1: 111.3K shares
$96.08(+0.04%)
2026-03-31
AAPL
APPLE INC
4.43%40.0K$10.2M
+11.28%(+4.06K)
2025-Q1: 29.4K shares2025-Q2: 30.1K shares2025-Q3: 32.5K shares2025-Q4: 36.0K shares2026-Q1: 40.0K shares
$208.94(+42.72%)
2026-03-31
VGT
VANGUARD WORLD FD
4.23%13.9K$9.7M
+0.49%(+68)
2025-Q1: 12.1K shares2025-Q2: 11.5K shares2025-Q3: 13.0K shares2025-Q4: 13.8K shares2026-Q1: 13.9K shares
$71.55(+61.00%)
2026-03-31
MUNI
PIMCO ETF TR
3.94%173.0K$9.0M
-5.47%(-10.01K)
2025-Q1: 0 shares2025-Q2: 200.2K shares2025-Q3: 183.7K shares2025-Q4: 183.0K shares2026-Q1: 173.0K shares
$51.41(+1.64%)
2026-03-31
GOOGL
ALPHABET INC
3.12%24.9K$7.1M
-14.51%(-4.22K)
2025-Q1: 23.4K shares2025-Q2: 23.9K shares2025-Q3: 28.2K shares2025-Q4: 29.1K shares2026-Q1: 24.9K shares
$175.39(+128.68%)
2026-03-31
VEU
VANGUARD INTL EQUITY INDEX F
3.09%94.3K$7.1M
-0.01%(-13)
2025-Q1: 79.3K shares2025-Q2: 75.6K shares2025-Q3: 84.4K shares2025-Q4: 94.3K shares2026-Q1: 94.3K shares
$61.31(+35.18%)
2026-03-31
AMZN
AMAZON COM INC
2.9%31.9K$6.6M
+2.27%(+707)
2025-Q1: 24.9K shares2025-Q2: 24.9K shares2025-Q3: 28.8K shares2025-Q4: 31.1K shares2026-Q1: 31.9K shares
$184.88(+44.54%)
2026-03-31

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