Altura Wealth Advisors Inc.
Filing Date
Global Rank
#5,611
/ 8,517
▲ 329
Top Industry
Semiconductors
22.3%
3Y Alpha vs SPY
+28.7%
Period ended 46 days ago
Filed Jul 22, 2026 · 24d
18 quarters · since Mar 2022
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical 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
+231.2%
SPY
+75.3%
Annualised alpha
+28.5%
Max drawdown
−25.1%
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
42 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
19.1%
+0.1 pts
Top 5
53.4%
+4.2 pts
Top 10
67.8%
−0.7 pts
HHI
757
Diversified+29
Portfolio Trend
18 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 40.6% | $47,395,080 |
| Communication Services | 21.3% | $24,915,361 |
| Healthcare | 11.6% | $13,605,271 |
| Consumer Cyclical | 8.0% | $9,289,195 |
| Unclassified | 6.1% | $7,106,212 |
| Financial Services | 5.2% | $6,014,683 |
| Industrials | 2.8% | $3,262,064 |
| Real Estate | 2.6% | $3,052,117 |
| Consumer Defensive | 1.6% | $1,872,474 |
| Energy | 0.2% | $273,835 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IBIT | iShares Bitcoin Trust ETF | +13,049 | 60,443 | $2,012,147 | |
| ORCL | Oracle Corp | +5,331 | 19,775 | $2,898,026 | |
| MSFT | Microsoft Corp | +5,327 | 12,078 | $4,505,335 | |
| QCOM | Qualcomm Inc/De | +3,020 | 5,338 | $986,409 | |
| ABBV | AbbVie Inc. | +1,829 | 8,748 | $2,201,346 | |
| AMZN | Amazon Com Inc | +1,645 | 33,497 | $7,983,674 | |
| EQIX | Equinix Inc | +1,576 | 2,928 | $3,052,117 | |
| JNJ | Johnson & Johnson | +1,403 | 7,553 | $1,918,235 | |
| WMT | Walmart Inc. | +1,361 | 8,017 | $908,005 | |
| LOW | Lowes Companies Inc | +1,281 | 5,921 | $1,305,521 | |
| V | Visa Inc. | +931 | 8,499 | $2,915,921 | |
| META | Meta Platforms, Inc. | +787 | 5,120 | $2,884,044 | |
| AAPL | Apple Inc. | +751 | 40,782 | $11,800,679 | |
| GLD | Spdr Gold Trust | +739 | 9,569 | $3,525,028 | |
| MA | Mastercard Inc | +702 | 5,139 | $2,639,390 | |
| TMO | Thermo Fisher Scientific Inc. | +662 | 3,379 | $1,694,095 | |
| CVX | Chevron Corp | +615 | 1,652 | $273,835 | |
| UNP | Union Pacific Corp | +502 | 5,621 | $1,528,912 | |
| UNH | Unitedhealth Group Inc | +484 | 5,806 | $2,413,147 | |
| LLY | ELI LILLY & Co | +202 | 991 | $1,188,635 | |
| COST | Costco Wholesale Corp /New | +179 | 1,031 | $964,469 | |
| QQQ | Invesco Qqq Trust, Series 1 | +78 | 685 | $504,434 | |
| SPY | Spdr S&P 500 ETF Trust | +29 | 1,143 | $853,558 | |
| CSX | Csx Corp | +16 | 5,499 | $261,367 | |
| CRWD | CrowdStrike Holdings, Inc. | +6 | 5,962 | $1,137,460 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
10 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| HON | Honeywell International Inc | −2,916 | 3,326 | $744,691 | |
| NVDA | Nvidia Corp | −1,805 | 111,349 | $22,279,821 | |
| GOOGL | Alphabet Inc. | −1,660 | 24,348 | $8,701,244 | |
| DHR | Danaher Corp /De/ | −172 | 2,047 | $389,912 | |
| BMY | Bristol Myers Squibb Co | −157 | 13,556 | $781,096 | |
| APP | AppLovin Corp | −60 | 3,409 | $1,756,419 | |
| IBM | International Business Machines Corp | −56 | 818 | $230,029 | |
| MRK | Merck & Co., Inc. | −25 | 21,760 | $2,796,160 | |
| PANW | Palo Alto Networks Inc | −14 | 3,052 | $1,040,793 | |
| AMD | Advanced Micro Devices Inc | −12 | 1,242 | $721,490 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
7 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| NFLX | Netflix Inc | 162,096 | $11,573,654 | |
| STX | Seagate Technology Holdings plc | 1,403 | $1,353,895 | |
| HONA | Honeywell Aerospace Inc. | 3,293 | $727,094 | |
| BAC | Bank Of America Corp /De/ | 8,062 | $459,372 | |
| TXN | Texas Instruments Inc | 1,480 | $441,143 | |
| EXEL | Exelixis, Inc. | 4,092 | $222,645 | |
| DIA | Spdr Dow Jones Industrial Average ETF Trust | 404 | $211,045 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
5 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VEU | Vanguard FTSE All-World Ex-US ETF | 94,267 | $7,079,451 | |
| VEA | Vanguard FTSE Developed Markets ETF | 98,485 | $6,310,918 | |
| IVOG | Vanguard S&P Mid-Cap 400 Growth ETF | 39,618 | $4,953,438 | |
| VB | Vanguard Morningstar Small-Cap ETF | 1,420 | $371,926 | |
| AOA | iShares Core 80/20 Aggressive Allocation ETF | 3,996 | $353,606 | |
| No positions match the current search. | ||||
42 tracked positions ·
$116,786,292 total
· as of Jun 30, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Reduced | 111,349 | $22,279,821 | 19.08% | |
| AAPL |
Apple Inc.
Technology
|
Added | 40,782 | $11,800,679 | 10.10% | |
| NFLX |
Netflix Inc
Communication Services
|
NEW | 162,096 | $11,573,654 | 9.91% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 24,348 | $8,701,244 | 7.45% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 33,497 | $7,983,674 | 6.84% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 12,078 | $4,505,335 | 3.86% | |
| GLD |
Spdr Gold Trust
|
Added | 9,569 | $3,525,028 | 3.02% | |
| EQIX |
Equinix Inc
Real Estate
|
Added | 2,928 | $3,052,117 | 2.61% | |
| V |
Visa Inc.
Financial Services
|
Added | 8,499 | $2,915,921 | 2.50% | |
| ORCL |
Oracle Corp
Technology
|
Added | 19,775 | $2,898,026 | 2.48% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 5,120 | $2,884,044 | 2.47% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 21,760 | $2,796,160 | 2.39% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 5,139 | $2,639,390 | 2.26% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 5,806 | $2,413,147 | 2.07% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 8,748 | $2,201,346 | 1.88% | |
| IBIT |
iShares Bitcoin Trust ETF
|
Added | 60,443 | $2,012,147 | 1.72% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 7,553 | $1,918,235 | 1.64% | |
| APP |
AppLovin Corp
Communication Services
|
Reduced | 3,409 | $1,756,419 | 1.50% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Added | 3,379 | $1,694,095 | 1.45% | |
| UNP |
Union Pacific Corp
Industrials
|
Added | 5,621 | $1,528,912 | 1.31% | |
| STX |
Seagate Technology Holdings plc
Technology
|
NEW | 1,403 | $1,353,895 | 1.16% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Added | 5,921 | $1,305,521 | 1.12% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 991 | $1,188,635 | 1.02% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Added | 5,962 | $1,137,460 | 0.97% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Reduced | 3,052 | $1,040,793 | 0.89% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Added | 5,338 | $986,409 | 0.84% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 1,031 | $964,469 | 0.83% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 8,017 | $908,005 | 0.78% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 1,143 | $853,558 | 0.73% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
Reduced | 13,556 | $781,096 | 0.67% | |
| HON |
Honeywell International Inc
Industrials
|
Reduced | 3,326 | $744,691 | 0.64% | |
| HONA |
Honeywell Aerospace Inc.
Industrials
|
NEW | 3,293 | $727,094 | 0.62% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 1,242 | $721,490 | 0.62% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 685 | $504,434 | 0.43% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
NEW | 8,062 | $459,372 | 0.39% | |
| TXN |
Texas Instruments Inc
Technology
|
NEW | 1,480 | $441,143 | 0.38% | |
| DHR |
Danaher Corp /De/
Healthcare
|
Reduced | 2,047 | $389,912 | 0.33% | |
| CVX |
Chevron Corp
Energy
|
Added | 1,652 | $273,835 | 0.23% | |
| CSX |
Csx Corp
Industrials
|
Added | 5,499 | $261,367 | 0.22% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 818 | $230,029 | 0.20% | |
| EXEL |
Exelixis, Inc.
Healthcare
|
NEW | 4,092 | $222,645 | 0.19% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
NEW | 404 | $211,045 | 0.18% |
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.