Alta Wealth Advisors LLC

CIK

1843826

Location

Woburn, MA

Portfolio Value

Small $163,548,843

Diversification

Diversified

Filing Date

Global Rank

#4,863 / 8,517 ▲ 428

Top Industry

Semiconductors 22.3%

3Y Alpha vs SPY

+41.6%

Period ended 46 days ago

Filed Jul 30, 2026 · 16d

23 quarters · since Dec 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+330.0%

SPY

+75.3%

Annualised alpha

+42.0%

Max drawdown

−23.0%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

96 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

9.2%

−0.3 pts

Top 5

30.8%

−0.7 pts

Top 10

47.4%

+1.5 pts

HHI

321

Diversified+10

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	43.5%	$71,183,851	28
Healthcare	13.2%	$21,666,823	17
Unclassified	9.5%	$15,517,360	6
Communication Services	8.1%	$13,175,820	6
Industrials	7.1%	$11,663,445	13
Financial Services	7.1%	$11,623,168	10
Consumer Cyclical	6.5%	$10,551,546	5
Consumer Defensive	3.2%	$5,293,199	4
Energy	0.8%	$1,385,698	3
Basic Materials	0.7%	$1,167,443	3
Real Estate	0.2%	$320,490	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

22 positions

Ticker	Company	Δ Shares	Shares	Value
KLAC	Kla Corp	+16,840	18,734	$5,652,235
JCI	Johnson Controls International plc	+1,224	4,067	$594,229
VZ	Verizon Communications Inc	+653	7,511	$318,015
NVDA	Nvidia Corp	+471	74,833	$14,973,334
CALY	Callaway Golf Co	+282	127,336	$2,392,643
SPY	Spdr S&P 500 ETF Trust	+269	11,292	$8,432,526
VRT	Vertiv Holdings Co	+245	4,194	$1,404,235
XOM	ExxonMobil Holdings Corp	+160	7,024	$960,321
IAU	Ishares Gold Trust	+159	3,903	$294,715
GCT	GigaCloud Technology Inc	+150	14,770	$466,732
NEM	NEWMONT Corp /DE/	+105	4,814	$449,627
MU	Micron Technology Inc	+75	6,814	$7,865,332
CRDO	Credo Technology Group Holding Ltd	+52	14,376	$3,909,553
PLTR	Palantir Technologies Inc.	+41	2,579	$300,891
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+27	1,631	$778,916
EXPE	Expedia Group, Inc.	+23	2,325	$594,921
CRS	Carpenter Technology Corp	+22	2,285	$1,409,479
COHR	Coherent Corp.	+16	3,398	$1,340,409
STT	State Street Corp	+11	2,414	$409,414
CBOE	Cboe Global Markets, Inc.	+11	4,272	$1,036,686
RBC	RBC Bearings INC	+2	2,559	$1,648,149
LRCX	Lam Research Corp	+2	13,315	$5,769,788
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
PATH	UiPath, Inc.	−12,067	11,113	$120,798
GOOGL	Alphabet Inc.	−3,362	18,328	$6,549,877
VCYT	Veracyte, Inc.	−2,607	10,497	$616,488
PAAS	Pan American Silver Corp	−1,058	8,448	$378,385
CDNS	Cadence Design Systems Inc	−1,019	1,142	$428,615
KMB	Kimberly Clark Corp	−938	3,848	$422,394
COO	Cooper Companies, Inc.	−762	11,719	$840,369
AA	Alcoa Corp	−657	6,510	$339,431
BMY	Bristol Myers Squibb Co	−638	6,179	$356,033
WMT	Walmart Inc.	−495	14,812	$1,677,607
UBER	Uber Technologies, Inc	−423	10,728	$774,132
AAPL	Apple Inc.	−335	38,137	$11,035,322
JPM	Jpmorgan Chase & Co	−304	13,592	$4,449,069
MSFT	Microsoft Corp	−290	11,249	$4,196,101
ABBV	AbbVie Inc.	−271	7,697	$1,936,873
SLV	iShares Silver Trust	−242	8,565	$457,970
APH	Amphenol Corp /De/	−215	9,817	$1,730,933
BAC	Bank Of America Corp /De/	−211	6,829	$389,116
ZM	Zoom Communications, Inc.	−204	6,672	$575,860
PM	Philip Morris International Inc.	−193	1,502	$271,726
GE	General Electric Co	−158	2,384	$890,972
META	Meta Platforms, Inc.	−141	6,818	$3,840,511
MS	Morgan Stanley	−128	4,651	$972,245
QQQ	Invesco Qqq Trust, Series 1	−127	5,501	$4,050,936
GILD	Gilead Sciences, Inc.	−113	12,355	$1,560,930
No positions match the current search.

New Positions

Positions the filer opened this quarter

13 positions

Ticker	Company	Shares	Value
LITE	Lumentum Holdings Inc.	752	$645,261
TPR	Tapestry, Inc.	4,176	$611,282
DVA	Davita Inc.	2,238	$497,910
INTC	Intel Corp	3,238	$452,121
AXON	Axon Enterprise, Inc.	664	$372,245
SNDK	Sandisk Corp	133	$302,406
WGS	GeneDx Holdings Corp.	3,716	$255,103
PWR	Quanta Services, Inc.	328	$236,173
AR	ANTERO RESOURCES Corp	6,006	$211,050
CLS	Celestica Inc	562	$205,017
AMAT	Applied Materials Inc /De	280	$202,440
LUMN	Lumen Technologies, Inc.	13,067	$100,354
AKBA	Akebia Therapeutics, Inc.	18,164	$20,706
No positions match the current search.

Sold Out

Positions the filer fully exited

15 positions

Ticker	Company	Shares	Value
VXUS	Vanguard Total International Stock ETF	28,986	$2,235,110
SOFI	SoFi Technologies, Inc.	66,148	$1,050,430
HSY	Hershey Co	4,611	$958,580
BAI	iShares A.I. Innovation and Tech Active ETF	27,238	$897,492
VEA	Vanguard FTSE Developed Markets ETF	9,406	$602,736
HOOD	Robinhood Markets, Inc.	8,471	$587,040
VB	Vanguard Morningstar Small-Cap ETF	1,897	$496,862
IBKR	Interactive Brokers Group, Inc.	6,954	$466,404
BNDX	Vanguard Total International Bond ETF	7,141	$343,125
HON	Honeywell International Inc	1,453	$328,421
IMCR	Immunocore Holdings plc	8,255	$248,888
T	At&T Inc.	8,553	$247,951
VXF	Vanguard Extended Market ETF	1,128	$232,142
DPZ	Dominos Pizza Inc	594	$213,121
ANIP	Ani Pharmaceuticals Inc	2,747	$211,244
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

96 tracked positions · $163,548,843 total · filing declares 170 positions · $368,928,324 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology

Showing 1–50 of 96 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	74,833	+471	$14,973,334	+15.5%	9.16%
AAPL	Apple Inc. Technology	Reduced	38,137	-335	$11,035,322	+13.0%	6.75%
SPY	Spdr S&P 500 ETF Trust	Added	11,292	+269	$8,432,526	+17.6%	5.16%
SOPH	SOPHiA GENETICS SA Healthcare	Held	1,409,160	0	$8,130,853	+16.6%	4.97%
MU	Micron Technology Inc Technology	Added	6,814	+75	$7,865,332	+245.5%	4.81%
GOOGL	Alphabet Inc. Communication Services	Reduced	18,328	-3,362	$6,549,877	+5.1%	4.00%
LRCX	Lam Research Corp Technology	Added	13,315	+2	$5,769,788	+102.8%	3.53%
KLAC	Kla Corp Technology	Added	18,734	+16,840	$5,652,235	+102.7%	3.46%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	19,889	-105	$4,740,344	+13.8%	2.90%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	13,592	-304	$4,449,069	+8.8%	2.72%
MSFT	Microsoft Corp Technology	Reduced	11,249	-290	$4,196,101	−1.8%	2.57%
QQQ	Invesco Qqq Trust, Series 1	Reduced	5,501	-127	$4,050,936	+24.7%	2.48%
CRDO	Credo Technology Group Holding Ltd Technology	Added	14,376	+52	$3,909,553	+190.8%	2.39%
META	Meta Platforms, Inc. Communication Services	Reduced	6,818	-141	$3,840,511	−3.5%	2.35%
LLY	ELI LILLY & Co Healthcare	Reduced	2,539	-21	$3,045,353	+29.3%	1.86%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	3,123	-1	$2,921,472	−6.1%	1.79%
AMD	Advanced Micro Devices Inc Technology	Reduced	4,496	-28	$2,611,771	+183.8%	1.60%
CALY	Callaway Golf Co Consumer Cyclical	Added	127,336	+282	$2,392,643	+35.7%	1.46%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	5,260	-9	$2,212,356	+12.9%	1.35%
STRL	Sterling Infrastructure, Inc. Industrials	Reduced	2,476	-33	$2,078,255	+103.4%	1.27%
APP	AppLovin Corp Communication Services	Reduced	3,929	-33	$2,024,338	+28.4%	1.24%
ABBV	AbbVie Inc. Healthcare	Reduced	7,697	-271	$1,936,873	+11.8%	1.18%
WDC	Western Digital Corp Technology	Reduced	3,003	-34	$1,918,076	+133.5%	1.17%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	3,634	-16	$1,818,417	+4.0%	1.11%
APH	Amphenol Corp /De/ Technology	Reduced	9,817	-215	$1,730,933	—	1.06%
LMT	Lockheed Martin Corp Industrials	Reduced	3,330	-95	$1,696,501	−18.0%	1.04%
WMT	Walmart Inc. Consumer Defensive	Reduced	14,812	-495	$1,677,607	−11.8%	1.03%
RBC	RBC Bearings INC Industrials	Added	2,559	+2	$1,648,149	+18.7%	1.01%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	12,355	-113	$1,560,930	−10.2%	0.95%
MRVL	Marvell Technology, Inc. Technology	Reduced	4,818	-25	$1,435,234	+199.2%	0.88%
CRS	Carpenter Technology Corp Industrials	Added	2,285	+22	$1,409,479	+58.0%	0.86%
VRT	Vertiv Holdings Co Industrials	Added	4,194	+245	$1,404,235	+41.9%	0.86%
COHR	Coherent Corp. Technology	Added	3,398	+16	$1,340,409	+66.4%	0.82%
GLD	Spdr Gold Trust	Reduced	3,450	-38	$1,270,911	−15.3%	0.78%
V	Visa Inc. Financial Services	Reduced	3,293	-75	$1,129,795	+11.0%	0.69%
CBOE	Cboe Global Markets, Inc. Financial Services	Added	4,272	+11	$1,036,686	−13.4%	0.63%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Reduced	1,934	-30	$1,010,302	+11.1%	0.62%
MS	Morgan Stanley Financial Services	Reduced	4,651	-128	$972,245	+23.6%	0.59%
XOM	ExxonMobil Holdings Corp Energy	Added	7,024	+160	$960,321	−17.5%	0.59%
AVGO	Broadcom Inc. Technology	Reduced	2,514	-23	$949,663	+20.9%	0.58%
ANET	Arista Networks, Inc. Technology	Reduced	5,574	-28	$946,911	+37.7%	0.58%
GH	Guardant Health, Inc. Healthcare	Reduced	6,210	-23	$931,686	+61.8%	0.57%
GE	General Electric Co Industrials	Reduced	2,384	-158	$890,972	+23.5%	0.54%
ORCL	Oracle Corp Technology	Reduced	5,959	-104	$873,291	−2.1%	0.53%
COO	Cooper Companies, Inc. Healthcare	Reduced	11,719	-762	$840,369	−5.8%	0.51%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Reduced	1,645	-21	$817,120	+9.8%	0.50%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	1,631	+27	$778,916	+43.7%	0.48%
UBER	Uber Technologies, Inc Technology	Reduced	10,728	-423	$774,132	−3.5%	0.47%
IBM	International Business Machines Corp Technology	Reduced	2,570	-101	$722,709	+11.6%	0.44%
INCY	Incyte Corp Healthcare	Held	6,342	0	$718,929	+20.4%	0.44%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.