Alta Wealth Advisors LLC
Alta Wealth Advisors LLC reported 170 positions worth $368.9M as of June 30, 2026 (13F filed July 30, 2026). Largest holding: SPYG (11.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPYG | SH | $41.8M | 11.32% | 350,980 | — | — | |
| ▸ 2 | SPYV | SH | $39.9M | 10.81% | 656,065 | — | — | |
| ▸ 3 | SPMD | SH | $19.9M | 5.39% | 294,514 | — | — | |
| ▸ 4 | NVDA | SH | $15.0M | 4.06% | 74,833 | — | — | |
| ▸ 5 | AAPL | SH | $11.0M | 2.99% | 38,137 | — | — | |
| ▸ 6 | IVV | SH | $8.7M | 2.37% | 11,673 | — | — | |
| ▸ 7 | SPY | SH | $8.4M | 2.29% | 11,292 | — | — | |
| ▸ 8 | SOPH | SH | $8.1M | 2.20% | 1,409,160 | — | — | |
| ▸ 9 | MU | SH | $7.9M | 2.13% | 6,814 | — | — | |
| ▸ 10 | GOOGL | SH | $6.5M | 1.78% | 18,328 | — | — |
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Frequently Asked Questions
What stocks does Alta Wealth Advisors LLC hold as of Q2 2026?
Alta Wealth Advisors LLC reported 170 positions worth $368.9M in its Q2 2026 13F filing. Largest positions: SPYG (11.3%), SPYV (10.8%), SPMD (5.4%), NVDA (4.1%) and AAPL (3.0%).
What did Alta Wealth Advisors LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Alta Wealth Advisors LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.