Altura Wealth Advisors Inc.

CIK 0001931465 · SANTA CLARA, CA · Quarter end: 2026-06-30 · Filed on: 2026-07-22 · Open the SEC source

Altura Wealth Advisors Inc. reported 84 positions worth $296.5M as of June 30, 2026 (13F filed July 22, 2026). Largest holding: NVDA (7.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$296.5M
2026 Q2
Positions
84
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
46.3%
Est. Net Flow (Q)
2026 Q2
10 / 84 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1NVDANVIDIA CORPORATIONSH$22.3M7.51%111,349
2BNDVANGUARD BD INDEX FDSSH$21.9M7.40%298,902
3MUBISHARES TRSH$18.8M6.35%174,883
4VGTVANGUARD WORLD FDSH$13.5M4.55%112,944
5JNKSPDR SERIES TRUSTSH$12.1M4.08%125,451
6AAPLAPPLE INCSH$11.8M3.98%40,782
7NFLXNETFLIX INC.SH$11.6M3.90%162,096
8GOOGLALPHABET INCSH$8.7M2.93%24,348
9VEUVANGUARD INTL EQUITY INDEX FSH$8.5M2.86%101,131
10MUNIPIMCO ETF TRSH$8.2M2.77%156,043

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Altura Wealth Advisors Inc. hold as of Q2 2026?

Altura Wealth Advisors Inc. reported 84 positions worth $296.5M in its Q2 2026 13F filing. Largest positions: NVDA (7.5%), BND (7.4%), MUB (6.3%), VGT (4.6%) and JNK (4.1%).

What did Altura Wealth Advisors Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Altura Wealth Advisors Inc. 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.