Altura Wealth Advisors Inc.

CIK

1931465

Location

SANTA CLARA, CA

Portfolio Value

Small $296,539,971

Diversification

Diversified

Filing Date

Global Rank

#5,255 / 8,794 ▲ 456 · as of Jun 2026

Top Industry

Semiconductors 21.3%

Period ended 3 months ago

Filed Jul 22, 2026 · 2mo

18 quarters · since Mar 2022

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

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

Top Position

15.3%

+1.0 pts

Top 5

43.9%

−0.6 pts

Top 10

63.0%

−1.8 pts

HHI

582

Diversified−9

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	61.3%	$181,770,179	22
Technology	17.1%	$50,807,460	11
Communication Services	8.8%	$26,027,643	4
Healthcare	4.6%	$13,605,271	9
Consumer Cyclical	3.1%	$9,289,195	2
Financial Services	2.2%	$6,578,811	4
Industrials	1.1%	$3,262,986	4
Real Estate	1.0%	$3,052,117	1
Consumer Defensive	0.6%	$1,872,474	2
Energy	0.1%	$273,835	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
EDV	Vanguard World Funds Extended Duration ETF	+111,646	248,212	$45,292,709
VEU	Vanguard FTSE All-World Ex-US ETF	+55,286	172,612	$12,736,421
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+49,518	286,926	$28,019,985
BIV	Vanguard Intermediate-Term Bond ETF	+43,452	298,902	$21,942,395
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	+29,159	168,407	$10,895,329
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+13,879	127,504	$12,334,285
IBIT	iShares Bitcoin Trust ETF	+13,049	60,443	$2,012,147
VEA	Vanguard FTSE Developed Markets ETF	+9,044	107,529	$7,661,441
ORCL	Oracle Corp	+5,331	19,775	$2,898,026
MSFT	Microsoft Corp	+5,327	12,078	$4,505,335
IVOG	Vanguard S&P Mid-Cap 400 Growth ETF	+4,848	44,466	$6,505,375
VB	Vanguard Morningstar Small-Cap ETF	+4,696	27,131	$9,161,296
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
GOOGL	Alphabet Inc.	+1,488	27,496	$9,813,526
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
No positions match the current search.

Trimmed

Positions the filer reduced

15 positions

Ticker	Company	Δ Shares	Shares	Value
BMO	Bank Of Montreal /Can/	−30,547	21,942	$564,128
BILZ	PIMCO Ultra Short Government Active ETF	−16,912	156,043	$8,207,861
AFK	VanEck Africa Index ETF	−3,868	5,147	$3,375,865
HON	Honeywell International Inc	−2,916	3,326	$744,691
NVDA	Nvidia Corp	−1,805	111,349	$22,279,821
—		−808	7,959	$649,589
DHR	Danaher Corp /De/	−172	2,047	$389,912
DCOR	Dimensional US Core Equity 1 ETF	−164	60,226	$4,744,952
BMY	Bristol Myers Squibb Co	−157	13,556	$781,096
BKF	iShares MSCI BIC ETF	−61	1,077	$271,651
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

9 positions

Ticker	Company	Shares	Value
NFLX	Netflix Inc	162,096	$11,573,654
STX	Seagate Technology Holdings plc	1,403	$1,353,895
MBSX	Regan Fixed Rate MBS ETF	45,094	$1,223,400
HONA	Honeywell Aerospace Inc.	3,293	$728,016
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
ANEW	ProShares MSCI Transformational Changes ETF	1,524	$216,087
DIA	Spdr Dow Jones Industrial Average ETF Trust	404	$211,045
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

60 tracked positions · $296,539,971 total · filing declares 84 positions · $296,539,840 · as of Jun 30, 2026

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

Showing 1–50 of 60 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
EDV	Vanguard World Funds Extended Duration ETF	Added	248,212	+111,646	$45,292,709	+61.4%	15.27%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	286,926	+49,518	$28,019,985	—	9.45%
NVDA	Nvidia Corp Technology	Reduced	111,349	-1,805	$22,279,821	+12.9%	7.51%
BIV	Vanguard Intermediate-Term Bond ETF	Added	298,902	+43,452	$21,942,395	+16.6%	7.40%
VEU	Vanguard FTSE All-World Ex-US ETF	Added	172,612	+55,286	$12,736,421	+53.0%	4.30%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	127,504	+13,879	$12,334,285	+13.4%	4.16%
AAPL	Apple Inc. Technology	Added	40,782	+751	$11,800,679	+16.2%	3.98%
NFLX	Netflix Inc Communication Services	NEW	162,096	NEW	$11,573,654	NEW	3.90%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Added	168,407	+29,159	$10,895,329	+33.8%	3.67%
GOOGL	Alphabet Inc. Communication Services	Added	27,496	+1,488	$9,813,526	+31.2%	3.31%
VB	Vanguard Morningstar Small-Cap ETF	Added	27,131	+4,696	$9,161,296	+31.8%	3.09%
BILZ	PIMCO Ultra Short Government Active ETF	Reduced	156,043	-16,912	$8,207,861	−9.1%	2.77%
AMZN	Amazon Com Inc Consumer Cyclical	Added	33,497	+1,645	$7,983,674	+20.3%	2.69%
VEA	Vanguard FTSE Developed Markets ETF	Added	107,529	+9,044	$7,661,441	+21.4%	2.58%
IVOG	Vanguard S&P Mid-Cap 400 Growth ETF	Added	44,466	+4,848	$6,505,375	+31.3%	2.19%
DCOR	Dimensional US Core Equity 1 ETF	Reduced	60,226	-164	$4,744,952	+15.3%	1.60%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	5,962	+6	$4,549,840	+95.7%	1.53%
MSFT	Microsoft Corp Technology	Added	12,078	+5,327	$4,505,335	+80.3%	1.52%
GLD	Spdr Gold Trust	Added	9,569	+739	$3,525,028	−7.2%	1.19%
AFK	VanEck Africa Index ETF	Reduced	5,147	-3,868	$3,375,865	−2.3%	1.14%
EQIX	Equinix Inc Real Estate	Added	2,928	+1,576	$3,052,117	+130.3%	1.03%
V	Visa Inc. Financial Services	Added	8,499	+931	$2,915,921	+27.5%	0.98%
ORCL	Oracle Corp Technology	Added	19,775	+5,331	$2,898,026	+36.4%	0.98%
META	Meta Platforms, Inc. Communication Services	Added	5,120	+787	$2,884,044	+16.3%	0.97%
MRK	Merck & Co., Inc. Healthcare	Reduced	21,760	-25	$2,796,160	+6.7%	0.94%
MA	Mastercard Inc Financial Services	Added	5,139	+702	$2,639,390	+19.1%	0.89%
UNH	Unitedhealth Group Inc Healthcare	Added	5,806	+484	$2,413,147	+67.6%	0.81%
ABBV	AbbVie Inc. Healthcare	Added	8,748	+1,829	$2,201,346	+46.3%	0.74%
IBIT	iShares Bitcoin Trust ETF	Added	60,443	+13,049	$2,012,147	+10.5%	0.68%
JNJ	Johnson & Johnson Healthcare	Added	7,553	+1,403	$1,918,235	+27.6%	0.65%
APP	AppLovin Corp Communication Services	Reduced	3,409	-60	$1,756,419	+27.2%	0.59%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	3,379	+662	$1,694,095	+26.9%	0.57%
UNP	Union Pacific Corp Industrials	Added	5,621	+502	$1,528,912	+23.1%	0.52%
CWI	State Street SPDR MSCI ACWI ex-US ETF	Added	34,798	+163	$1,425,326	+4.2%	0.48%
STX	Seagate Technology Holdings plc Technology	NEW	1,403	NEW	$1,353,895	NEW	0.46%
LOW	Lowes Companies Inc Consumer Cyclical	Added	5,921	+1,281	$1,305,521	+19.1%	0.44%
MBSX	Regan Fixed Rate MBS ETF	NEW	45,094	NEW	$1,223,400	NEW	0.41%
LLY	ELI LILLY & Co Healthcare	Added	991	+202	$1,188,635	+63.8%	0.40%
PANW	Palo Alto Networks Inc Technology	Reduced	3,052	-14	$1,040,793	+111.7%	0.35%
QCOM	Qualcomm Inc/De Technology	Added	5,338	+3,020	$986,409	+230.4%	0.33%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,031	+179	$964,469	+13.6%	0.33%
WMT	Walmart Inc. Consumer Defensive	Added	8,017	+1,361	$908,005	+9.8%	0.31%
SPY	Spdr S&P 500 ETF Trust	Added	1,143	+29	$853,558	+17.8%	0.29%
BMY	Bristol Myers Squibb Co Healthcare	Reduced	13,556	-157	$781,096	−6.1%	0.26%
HON	Honeywell International Inc Industrials	Reduced	3,326	-2,916	$744,691	−47.2%	0.25%
HONA	Honeywell Aerospace Inc. Industrials	NEW	3,293	NEW	$728,016	NEW	0.25%
AMD	Advanced Micro Devices Inc Technology	Reduced	1,242	-12	$721,490	+182.8%	0.24%
		Reduced	7,959	-808	$649,589	−1.7%	0.22%
BMO	Bank Of Montreal /Can/ Financial Services	Reduced	21,942	-30,547	$564,128	−31.2%	0.19%
QQQ	Invesco Qqq Trust, Series 1	Added	685	+78	$504,434	+44.0%	0.17%

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.