Altura Wealth Advisors Inc.

CIK

1931465

Location

SANTA CLARA, CA

Portfolio Value

Micro $84,514,029

Diversification

Diversified

Filing Date

Global Rank

#5,689 / 8,232 ▲ 338

Top Industry

Semiconductors 26.1%

3Y Alpha vs SPY

+0.6%

Period ended 2 months ago

Filed May 12, 2026 · 33d

17 quarters · since Mar 2022

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

+78.7%

SPY

+76.3%

Annualised alpha

+0.6%

Max drawdown

−26.4%

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

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

Top Position

23.4%

−1.3 pts

Top 5

56.2%

−6.7 pts

Top 10

70.6%

−9.3 pts

HHI

932

Diversified−154

Portfolio Trend

17 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	45.1%	$38,099,680	9
Communication Services	13.0%	$11,008,442	3
Healthcare	12.3%	$10,382,315	8
Consumer Cyclical	9.1%	$7,730,155	2
Unclassified	7.9%	$6,695,163	4
Financial Services	5.3%	$4,504,343	2
Industrials	3.4%	$2,877,927	3
Consumer Defensive	2.0%	$1,676,165	2
Real Estate	1.6%	$1,325,284	1
Energy	0.3%	$214,555	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

20 positions

Ticker	Company	Δ Shares	Shares	Value
ORCL	Oracle Corp	+12,248	14,444	$2,124,856
IBIT	iShares Bitcoin Trust ETF	+9,217	47,394	$1,820,877
ABBV	AbbVie Inc.	+5,717	6,919	$1,504,813
NVDA	Nvidia Corp	+5,289	113,154	$19,734,057
AAPL	Apple Inc.	+4,059	40,031	$10,159,467
META	Meta Platforms, Inc.	+2,846	4,333	$2,479,039
HON	Honeywell International Inc	+882	6,242	$1,410,879
UNP	Union Pacific Corp	+868	5,119	$1,241,971
V	Visa Inc.	+849	7,568	$2,287,352
MSFT	Microsoft Corp	+743	6,751	$2,499,017
AMZN	Amazon Com Inc	+707	31,852	$6,633,816
LLY	ELI LILLY & Co	+595	789	$725,698
LOW	Lowes Companies Inc	+510	4,640	$1,096,339
CRWD	CrowdStrike Holdings, Inc.	+494	5,956	$2,325,281
MA	Mastercard Inc	+488	4,437	$2,216,991
SPY	Spdr S&P 500 ETF Trust	+230	1,114	$724,478
TMO	Thermo Fisher Scientific Inc.	+195	2,717	$1,335,487
IBM	International Business Machines Corp	+73	874	$211,848
QCOM	Qualcomm Inc/De	+14	2,318	$298,512
AMD	Advanced Micro Devices Inc	+1	1,254	$255,101
No positions match the current search.

Trimmed

Positions the filer reduced

6 positions

Ticker	Company	Δ Shares	Shares	Value
MRK	Merck & Co., Inc.	−26,181	21,785	$2,620,517
GOOGL	Alphabet Inc.	−4,219	24,860	$7,148,741
DHR	Danaher Corp /De/	−2,499	2,219	$420,722
EQIX	Equinix Inc	−1,132	1,352	$1,325,284
GLD	Spdr Gold Trust	−704	8,830	$3,799,460
BMY	Bristol Myers Squibb Co	−98	13,713	$831,693
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
JNJ	Johnson & Johnson	6,150	$1,503,306
UNH	Unitedhealth Group Inc	5,322	$1,440,079
COST	Costco Wholesale Corp /New	852	$848,958
WMT	Walmart Inc.	6,656	$827,207
PANW	Palo Alto Networks Inc	3,066	$491,541
QQQ	Invesco Qqq Trust, Series 1	607	$350,348
CSX	Csx Corp	5,483	$225,077
CVX	Chevron Corp	1,037	$214,555
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
AMAT	Applied Materials Inc /De	1,428	$366,981
GWRE	Guidewire Software, Inc.	1,150	$231,161
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

35 positions · $84,514,029 total · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	113,154	+5,289	$19,734,057	−1.9%	23.35%
AAPL	Apple Inc. Technology	Added	40,031	+4,059	$10,159,467	+3.9%	12.02%
GOOGL	Alphabet Inc. Communication Services	Reduced	24,860	-4,219	$7,148,741	−21.5%	8.46%
AMZN	Amazon Com Inc Consumer Cyclical	Added	31,852	+707	$6,633,816	−7.7%	7.85%
GLD	Spdr Gold Trust	Reduced	8,830	-704	$3,799,460	+0.6%	4.50%
MRK	Merck & Co., Inc. Healthcare	Reduced	21,785	-26,181	$2,620,517	−48.1%	3.10%
MSFT	Microsoft Corp Technology	Added	6,751	+743	$2,499,017	−14.0%	2.96%
META	Meta Platforms, Inc. Communication Services	Added	4,333	+2,846	$2,479,039	+152.6%	2.93%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	5,956	+494	$2,325,281	−9.2%	2.75%
V	Visa Inc. Financial Services	Added	7,568	+849	$2,287,352	−2.9%	2.71%
MA	Mastercard Inc Financial Services	Added	4,437	+488	$2,216,991	−1.7%	2.62%
ORCL	Oracle Corp Technology	Added	14,444	+12,248	$2,124,856	+396.4%	2.51%
IBIT	iShares Bitcoin Trust ETF	Added	47,394	+9,217	$1,820,877	−3.9%	2.15%
ABBV	AbbVie Inc. Healthcare	Added	6,919	+5,717	$1,504,813	+447.9%	1.78%
JNJ	Johnson & Johnson Healthcare	NEW	6,150	NEW	$1,503,306	NEW	1.78%
UNH	Unitedhealth Group Inc Healthcare	NEW	5,322	NEW	$1,440,079	NEW	1.70%
HON	Honeywell International Inc Industrials	Added	6,242	+882	$1,410,879	+34.9%	1.67%
APP	AppLovin Corp Communication Services	Held	3,469	0	$1,380,662	−40.9%	1.63%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	2,717	+195	$1,335,487	−8.6%	1.58%
EQIX	Equinix Inc Real Estate	Reduced	1,352	-1,132	$1,325,284	−30.4%	1.57%
UNP	Union Pacific Corp Industrials	Added	5,119	+868	$1,241,971	+26.3%	1.47%
LOW	Lowes Companies Inc Consumer Cyclical	Added	4,640	+510	$1,096,339	+10.1%	1.30%
COST	Costco Wholesale Corp /New Consumer Defensive	NEW	852	NEW	$848,958	NEW	1.00%
BMY	Bristol Myers Squibb Co Healthcare	Reduced	13,713	-98	$831,693	+11.6%	0.98%
WMT	Walmart Inc. Consumer Defensive	NEW	6,656	NEW	$827,207	NEW	0.98%
LLY	ELI LILLY & Co Healthcare	Added	789	+595	$725,698	+248.1%	0.86%
SPY	Spdr S&P 500 ETF Trust	Added	1,114	+230	$724,478	+20.2%	0.86%
PANW	Palo Alto Networks Inc Technology	NEW	3,066	NEW	$491,541	NEW	0.58%
DHR	Danaher Corp /De/ Healthcare	Reduced	2,219	-2,499	$420,722	−61.0%	0.50%
QQQ	Invesco Qqq Trust, Series 1	NEW	607	NEW	$350,348	NEW	0.41%
QCOM	Qualcomm Inc/De Technology	Added	2,318	+14	$298,512	−24.3%	0.35%
AMD	Advanced Micro Devices Inc Technology	Added	1,254	+1	$255,101	−4.9%	0.30%
CSX	Csx Corp Industrials	NEW	5,483	NEW	$225,077	NEW	0.27%
CVX	Chevron Corp Energy	NEW	1,037	NEW	$214,555	NEW	0.25%
IBM	International Business Machines Corp Technology	Added	874	+73	$211,848	−10.7%	0.25%