Alta Wealth Advisors LLC 13F Holdings · Q2 2026
Alta Wealth Advisors LLC reported 170 securities worth $368.93M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SPYG (11.32%), SPYV (10.81%), SPMD (5.39%). Among its top 25 positions this quarter: 13 added, 11 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPYG | SPDR SERIES TRUST | $41.8M | 11.32% | 350,980 | Added |
| 2 | SPYV | SPDR SERIES TRUST | $39.9M | 10.81% | 656,065 | Added |
| 3 | SPMD | SPDR SERIES TRUST | $19.9M | 5.39% | 294,514 | Trimmed |
| 4 | NVDA | NVIDIA CORPORATION | $15.0M | 4.06% | 74,833 | Added |
| 5 | AAPL | APPLE INC | $11.0M | 2.99% | 38,137 | Trimmed |
| 6 | IVV | ISHARES TR | $8.7M | 2.37% | 11,673 | Added |
| 7 | SPY | STATE STR SPDR S&P 500 ETF T | $8.4M | 2.29% | 11,292 | Added |
| 8 | SOPH | SOPHIA GENETICS SA | $8.1M | 2.20% | 1.4M | Hold |
| 9 | MU | MICRON TECHNOLOGY INC | $7.9M | 2.13% | 6,814 | Added |
| 10 | GOOGL | ALPHABET INC | $6.5M | 1.78% | 18,328 | Trimmed |
| 11 | IWF | ISHARES TR | $6.0M | 1.63% | 48,535 | Added |
| 12 | LRCX | LAM RESEARCH CORP | $5.8M | 1.56% | 13,315 | Added |
| 13 | IWD | ISHARES TR | $5.7M | 1.55% | 23,549 | Trimmed |
| 14 | KLAC | KLA CORP | $5.7M | 1.53% | 18,734 | Added |
| 15 | IVW | ISHARES TR | $5.1M | 1.37% | 36,780 | Added |
| 16 | RSP | INVESCO EXCHANGE TRADED FD T | $4.8M | 1.30% | 22,513 | Trimmed |
| 17 | AMZN | AMAZON COM INC | $4.7M | 1.28% | 19,889 | Trimmed |
| 18 | JPM | JPMORGAN CHASE & CO | $4.4M | 1.21% | 13,592 | Trimmed |
| 19 | MSFT | MICROSOFT CORP | $4.2M | 1.14% | 11,249 | Trimmed |
| 20 | ITOT | ISHARES TR | $4.1M | 1.12% | 25,119 | Trimmed |
| 21 | IVE | ISHARES TR | $4.1M | 1.11% | 18,052 | Added |
| 22 | QQQ | INVESCO QQQ TR | $4.1M | 1.10% | 5,501 | Trimmed |
| 23 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | $3.9M | 1.06% | 14,376 | Added |
| 24 | META | META PLATFORMS INC | $3.8M | 1.04% | 6,818 | Trimmed |
| 25 | QUAL | ISHARES TR | $3.4M | 0.93% | 15,586 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR