Alta Wealth Advisors LLC

CIK

1843826

Location

Woburn, MA

Portfolio Value

Small $132,354,755

Diversification

Diversified

Filing Date

Global Rank

#4,770 / 8,232 ▲ 197

Top Industry

Semiconductors 16.3%

3Y Alpha vs SPY

-3.5%

Period ended 2 months ago

Filed May 5, 2026 · 40d

22 quarters · since Dec 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+61.6%

SPY

+76.3%

Annualised alpha

-3.5%

Max drawdown

−23.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

92 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

9.8%

−0.2 pts

Top 5

31.9%

−0.5 pts

Top 10

46.8%

−2.0 pts

HHI

324

Diversified−15

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	35.8%	$47,354,889	23
Healthcare	14.3%	$18,938,639	16
Unclassified	10.4%	$13,757,801	6
Financial Services	9.7%	$12,847,641	13
Communication Services	8.9%	$11,731,329	6
Industrials	6.9%	$9,148,483	12
Consumer Cyclical	6.5%	$8,631,038	5
Consumer Defensive	5.1%	$6,715,736	5
Basic Materials	1.1%	$1,504,448	3
Energy	1.1%	$1,445,516	2
Real Estate	0.2%	$279,235	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
PATH	UiPath, Inc.	+3,662	23,180	$257,298
MU	Micron Technology Inc	+2,888	6,739	$2,276,703
AAPL	Apple Inc.	+1,688	38,472	$9,763,808
PAAS	Pan American Silver Corp	+1,155	9,506	$519,312
GOOGL	Alphabet Inc.	+1,148	18,591	$5,346,027
VZ	Verizon Communications Inc	+1,015	6,858	$344,271
PLTR	Palantir Technologies Inc.	+880	2,538	$371,258
BAC	Bank Of America Corp /De/	+857	7,040	$343,200
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+836	1,604	$542,071
CRS	Carpenter Technology Corp	+832	2,263	$891,961
IAU	Ishares Gold Trust	+769	3,744	$330,071
APH	Amphenol Corp /De/	+763	10,032	$1,267,543
AMZN	Amazon Com Inc	+748	19,994	$4,164,150
XOM	Exxon Mobil Corp	+726	6,864	$1,164,546
STRL	Sterling Infrastructure, Inc.	+553	2,509	$1,021,840
AVGO	Broadcom Inc.	+525	2,537	$785,226
NVDA	Nvidia Corp	+449	74,362	$12,968,732
VCYT	Veracyte, Inc.	+385	13,104	$422,079
JCI	Johnson Controls International plc	+332	2,843	$372,290
RBC	RBC Bearings INC	+310	2,557	$1,388,757
SLV	iShares Silver Trust	+307	8,807	$600,108
VRT	Vertiv Holdings Co	+210	3,949	$989,540
MS	Morgan Stanley	+198	4,779	$786,480
BRK-B	Berkshire Hathaway Inc	+190	3,650	$1,749,080
JPM	Jpmorgan Chase & Co	+178	13,896	$4,087,647
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
MRVL	Marvell Technology, Inc.	−2,315	4,843	$479,699
SPY	Spdr S&P 500 ETF Trust	−1,026	11,023	$7,168,697
UBER	Uber Technologies, Inc	−703	11,151	$802,091
BMY	Bristol Myers Squibb Co	−655	6,817	$413,451
MSFT	Microsoft Corp	−593	11,539	$4,271,391
ARGX	Argenx SE	−342	505	$368,776
ZM	Zoom Communications, Inc.	−330	6,876	$552,761
V	Visa Inc.	−279	3,368	$1,017,944
QQQ	Invesco Qqq Trust, Series 1	−243	5,628	$3,248,369
T	At&T Inc.	−238	8,553	$247,951
TSLA	Tesla, Inc.	−136	5,269	$1,958,750
GH	Guardant Health, Inc.	−126	6,233	$575,742
NEM	NEWMONT Corp /DE/	−120	4,709	$509,749
IBM	International Business Machines Corp	−113	2,671	$647,423
CDNS	Cadence Design Systems Inc	−109	2,161	$600,477
META	Meta Platforms, Inc.	−102	6,959	$3,981,452
AMD	Advanced Micro Devices Inc	−98	4,524	$920,317
JNJ	Johnson & Johnson	−67	1,856	$453,680
DIA	Spdr Dow Jones Industrial Average ETF Trust	−55	1,964	$909,705
MA	Mastercard Inc	−50	712	$355,757
ABBV	AbbVie Inc.	−44	7,968	$1,732,960
DE	Deere & Co	−33	488	$274,890
THC	Tenet Healthcare Corp	−28	2,290	$432,145
COST	Costco Wholesale Corp /New	−23	3,124	$3,112,847
C	Citigroup Inc	−22	4,856	$550,718
No positions match the current search.

New Positions

Positions the filer opened this quarter

15 positions

Ticker	Company	Shares	Value
LMT	Lockheed Martin Corp	3,425	$2,070,035
CALY	Callaway Golf Co	127,054	$1,763,509
CBOE	Cboe Global Markets, Inc.	4,261	$1,197,639
HSY	Hershey Co	4,611	$958,580
COO	Cooper Companies, Inc.	12,481	$892,391
WDC	Western Digital Corp	3,037	$821,478
GCT	GigaCloud Technology Inc	14,620	$663,455
FDX	Fedex Corp	1,685	$600,163
EXPE	Expedia Group, Inc.	2,302	$531,508
AA	Alcoa Corp	7,167	$475,387
KMB	Kimberly Clark Corp	4,786	$461,705
STT	State Street Corp	2,403	$304,123
IMCR	Immunocore Holdings plc	8,255	$248,888
ROKU	Roku, Inc	2,481	$234,752
DPZ	Dominos Pizza Inc	594	$213,121
No positions match the current search.

Sold Out

Positions the filer fully exited

17 positions

Ticker	Company	Shares	Value
SHOP	Shopify Inc.	19,224	$3,094,487
LDOS	Leidos Holdings, Inc.	7,339	$1,323,955
STNE	StoneCo Ltd.	87,960	$1,300,928
AFRM	Affirm Holdings, Inc.	13,763	$1,024,380
LOW	Lowes Companies Inc	4,158	$1,002,743
CRWD	CrowdStrike Holdings, Inc.	1,973	$924,863
INTU	Intuit Inc.	828	$548,483
PYPL	PayPal Holdings, Inc.	6,463	$377,309
QCOM	Qualcomm Inc/De	2,035	$348,086
SNOW	Snowflake Inc.	1,393	$305,568
RDDT	Reddit, Inc.	1,315	$302,279
ES	Eversource Energy	4,031	$271,407
QTWO	Q2 Holdings, Inc.	3,580	$258,332
ACN	Accenture plc	860	$230,738
PG	PROCTER & GAMBLE Co	1,514	$216,971
CTAS	Cintas Corp	1,116	$209,886
TASK	TaskUs, Inc.	16,726	$197,199
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

92 positions · $132,354,755 total · as of Mar 31, 2026

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

Showing 1–50 of 92 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	74,362	+449	$12,968,732	−5.9%	9.80%
AAPL	Apple Inc. Technology	Added	38,472	+1,688	$9,763,808	−2.4%	7.38%
SPY	Spdr S&P 500 ETF Trust	Reduced	11,023	-1,026	$7,168,697	−12.8%	5.42%
SOPH	SOPHiA GENETICS SA Healthcare	Held	1,409,160	0	$6,975,342	+6.0%	5.27%
GOOGL	Alphabet Inc. Communication Services	Added	18,591	+1,148	$5,346,027	−2.1%	4.04%
MSFT	Microsoft Corp Technology	Reduced	11,539	-593	$4,271,391	−27.2%	3.23%
AMZN	Amazon Com Inc Consumer Cyclical	Added	19,994	+748	$4,164,150	−6.3%	3.15%
JPM	Jpmorgan Chase & Co Financial Services	Added	13,896	+178	$4,087,647	−7.5%	3.09%
META	Meta Platforms, Inc. Communication Services	Reduced	6,959	-102	$3,981,452	−14.6%	3.01%
QQQ	Invesco Qqq Trust, Series 1	Reduced	5,628	-243	$3,248,369	−9.9%	2.45%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	3,124	-23	$3,112,847	+14.7%	2.35%
LRCX	Lam Research Corp Technology	Added	13,313	+150	$2,844,455	+26.2%	2.15%
KLAC	Kla Corp Technology	Reduced	1,894	-11	$2,788,744	+20.5%	2.11%
LLY	ELI LILLY & Co Healthcare	Reduced	2,560	-12	$2,354,611	−14.8%	1.78%
MU	Micron Technology Inc Technology	Added	6,739	+2,888	$2,276,703	+107.1%	1.72%
LMT	Lockheed Martin Corp Industrials	NEW	3,425	NEW	$2,070,035	NEW	1.56%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	5,269	-136	$1,958,750	−19.4%	1.48%
WMT	Walmart Inc. Consumer Defensive	Added	15,307	+67	$1,902,353	+12.0%	1.44%
CALY	Callaway Golf Co Consumer Cyclical	NEW	127,054	NEW	$1,763,509	NEW	1.33%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	3,650	+190	$1,749,080	+0.6%	1.32%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	12,468	-3	$1,737,665	+13.5%	1.31%
ABBV	AbbVie Inc. Healthcare	Reduced	7,968	-44	$1,732,960	−5.3%	1.31%
APP	AppLovin Corp Communication Services	Added	3,962	+37	$1,576,876	−40.4%	1.19%
GLD	Spdr Gold Trust	Added	3,488	+25	$1,500,851	+9.4%	1.13%
RBC	RBC Bearings INC Industrials	Added	2,557	+310	$1,388,757	+37.8%	1.05%
CRDO	Credo Technology Group Holding Ltd Technology	Added	14,324	+62	$1,344,593	−34.5%	1.02%
APH	Amphenol Corp /De/ Technology	Added	10,032	+763	$1,267,543	+1.2%	0.96%
CBOE	Cboe Global Markets, Inc. Financial Services	NEW	4,261	NEW	$1,197,639	NEW	0.90%
XOM	Exxon Mobil Corp Energy	Added	6,864	+726	$1,164,546	+57.7%	0.88%
SOFI	SoFi Technologies, Inc. Financial Services	Held	66,148	0	$1,050,430	−39.3%	0.79%
STRL	Sterling Infrastructure, Inc. Industrials	Added	2,509	+553	$1,021,840	+70.6%	0.77%
V	Visa Inc. Financial Services	Reduced	3,368	-279	$1,017,944	−20.4%	0.77%
VRT	Vertiv Holdings Co Industrials	Added	3,949	+210	$989,540	+63.4%	0.75%
HSY	Hershey Co Consumer Defensive	NEW	4,611	NEW	$958,580	NEW	0.72%
AMD	Advanced Micro Devices Inc Technology	Reduced	4,524	-98	$920,317	−7.0%	0.70%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Reduced	1,964	-55	$909,705	−6.2%	0.69%
COO	Cooper Companies, Inc. Healthcare	NEW	12,481	NEW	$892,391	NEW	0.67%
CRS	Carpenter Technology Corp Industrials	Added	2,263	+832	$891,961	+98.0%	0.67%
ORCL	Oracle Corp Technology	Added	6,063	+170	$891,927	−22.3%	0.67%
WDC	Western Digital Corp Technology	NEW	3,037	NEW	$821,478	NEW	0.62%
COHR	Coherent Corp. Technology	Added	3,382	+70	$805,626	+31.8%	0.61%
UBER	Uber Technologies, Inc Technology	Reduced	11,151	-703	$802,091	−17.2%	0.61%
MS	Morgan Stanley Financial Services	Added	4,779	+198	$786,480	−3.3%	0.59%
AVGO	Broadcom Inc. Technology	Added	2,537	+525	$785,226	+12.8%	0.59%
REGN	Regeneron Pharmaceuticals, Inc. Healthcare	Added	1,008	+8	$778,821	+0.9%	0.59%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Added	1,666	+41	$743,935	+1.0%	0.56%
GE	General Electric Co Industrials	Added	2,542	+72	$721,343	−5.2%	0.55%
ANET	Arista Networks, Inc. Technology	Added	5,602	+42	$687,813	−5.6%	0.52%
GCT	GigaCloud Technology Inc Technology	NEW	14,620	NEW	$663,455	NEW	0.50%
IBM	International Business Machines Corp Technology	Reduced	2,671	-113	$647,423	−21.5%	0.49%