Alta Wealth Advisors LLC

Est. AUM

$307.4M

13F long equity, this entity only

Positions

160

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SPDR SERIES TRUST	STATE STREET SPD	$36.3M	641702	11.81%	SOLE
2	SPDR SERIES TRUST	STATE STREET SPD	$34.2M	349608	11.13%	SOLE
3	SPDR SERIES TRUST	STATE STREET SPD	$17.4M	294650	5.68%	SOLE
4	NVIDIA CORPORATION	COM	$13.0M	74362	4.22%	SOLE
5	APPLE INC	COM	$9.8M	38472	3.18%	SOLE
6	STATE STR SPDR S&P 500 ETF T	TR UNIT	$7.2M	11023	2.33%	SOLE
7	ISHARES TR	CORE S&P500 ETF	$7.0M	10769	2.29%	SOLE
8	SOPHIA GENETICS SA	ORDINARY SHARES	$7.0M	1409160	2.27%	SOLE
9	ALPHABET INC	CAP STK CL A	$5.3M	18591	1.74%	SOLE
10	ISHARES TR	RUS 1000 VAL ETF	$5.2M	24379	1.69%	SOLE
11	ISHARES TR	RUS 1000 GRW ETF	$5.1M	12044	1.67%	SOLE
12	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$4.3M	22600	1.41%	SOLE
13	MICROSOFT CORP	COM	$4.3M	11539	1.39%	SOLE
14	AMAZON COM INC	COM	$4.2M	19994	1.35%	SOLE
15	ISHARES TR	S&P 500 GRWT ETF	$4.1M	36247	1.33%	SOLE
16	JPMORGAN CHASE & CO	COM	$4.1M	13896	1.33%	SOLE
17	META PLATFORMS INC	CL A	$4.0M	6959	1.29%	SOLE
18	ISHARES TR	CORE S&P TTL STK	$3.8M	26999	1.25%	SOLE
19	ISHARES TR	S&P 500 VAL ETF	$3.7M	17390	1.19%	SOLE
20	INVESCO QQQ TR	UNIT SER 1	$3.2M	5628	1.06%	SOLE
21	COSTCO WHOLESALE CORPORATION	COM	$3.1M	3124	1.01%	SOLE
22	ISHARES TR	MSCI USA QLT FCT	$2.9M	15051	0.94%	SOLE
23	LAM RESEARCH CORP	COM NEW	$2.8M	13313	0.93%	SOLE
24	KLA CORP	COM NEW	$2.8M	1894	0.91%	SOLE
25	VANGUARD INDEX FDS	VALUE ETF	$2.8M	14087	0.90%	SOLE
26	SPDR SERIES TRUST	STATE STREET SPD	$2.7M	54911	0.86%	SOLE
27	ELI LILLY & CO	COM	$2.4M	2560	0.77%	SOLE
28	MICRON TECHNOLOGY INC	COM	$2.3M	6739	0.74%	SOLE
29	VANGUARD STAR FDS	VG TL INTL STK F	$2.2M	28986	0.73%	SOLE
30	BLACKROCK ETF TRUST	ISHARES US EQUIT	$2.1M	36483	0.69%	SOLE
31	LOCKHEED MARTIN CORP	COM	$2.1M	3425	0.67%	SOLE
32	PROSHARES TR	S&P 500 DV ARIST	$2.1M	19453	0.67%	SOLE
33	BNY MELLON ETF TRUST	INTERNATIONL EQT	$2.0M	21462	0.65%	SOLE
34	TESLA INC	COM	$2.0M	5269	0.64%	SOLE
35	VANGUARD INDEX FDS	GROWTH ETF	$2.0M	4475	0.64%	SOLE
36	WALMART INC	COM	$1.9M	15307	0.62%	SOLE
37	ISHARES INC	CORE MSCI EMKT	$1.9M	27151	0.62%	SOLE
38	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$1.8M	22668	0.58%	SOLE
39	CALLAWAY GOLF CO	COM	$1.8M	127054	0.57%	SOLE
40	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.7M	3650	0.57%	SOLE
41	ISHARES TR	0-3 MNTH TREASRY	$1.7M	17336	0.57%	SOLE
42	GILEAD SCIENCES INC	COM	$1.7M	12468	0.57%	SOLE
43	ABBVIE INC	COM	$1.7M	7968	0.56%	SOLE
44	ISHARES TR	EAFE VALUE ETF	$1.6M	22046	0.53%	SOLE
45	SPDR SERIES TRUST	STATE STREET SPD	$1.6M	20446	0.53%	SOLE
46	APPLOVIN CORP	COM CL A	$1.6M	3962	0.51%	SOLE
47	WISDOMTREE TR	US LARGECAP DIVD	$1.6M	17420	0.51%	SOLE
48	SPDR GOLD TR	GOLD SHS	$1.5M	3488	0.49%	SOLE
49	PUTNAM ETF TRUST	FRANKLIN MASSACH	$1.4M	155428	0.45%	SOLE
50	RBC BEARINGS INC	COM	$1.4M	2557	0.45%	SOLE

1–50 of 160

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.