Alta Wealth Advisors LLC
Top Portfolio Positions
92 positions ·
$132,354,755 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
74,362 | $12,968,732 | 9.80% | |
| AAPL |
Apple Inc.
Technology
|
38,472 | $9,763,808 | 7.38% | |
| SPY |
Spdr S&P 500 ETF Trust
|
11,023 | $7,168,697 | 5.42% | |
| SOPH |
SOPHiA GENETICS SA
Healthcare
|
1,409,160 | $6,975,342 | 5.27% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
18,591 | $5,346,027 | 4.04% | |
| MSFT |
Microsoft Corp
Technology
|
11,539 | $4,271,391 | 3.23% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
19,994 | $4,164,150 | 3.15% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
13,896 | $4,087,647 | 3.09% | |
| META |
Meta Platforms, Inc.
Communication Services
|
6,959 | $3,981,452 | 3.01% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
5,628 | $3,248,369 | 2.45% |
Portfolio Trend
22 quarters · across all stocks
Holdings in SOPH
Shares Held
Position Value (USD)
15 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,975,342 | 1,409,160 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $6,580,777 | 1,409,160 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $6,707,601 | 1,409,160 | Shares | Sole | 2025-11-03 | |
| 2025-03-31 | $4,678,411 | 1,409,160 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $4,326,121 | 1,409,160 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $5,143,434 | 1,409,160 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $6,453,952 | 1,409,160 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $6,947,158 | 1,409,160 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $6,637,143 | 1,409,160 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $3,586,312 | 1,409,160 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $6,313,036 | 1,409,160 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $7,003,525 | 1,409,160 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $2,902,869 | 1,409,160 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $3,706,090 | 1,409,160 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $5,101,159 | 1,409,160 | Shares | Sole | 2022-07-28 | |
| No 13F history on record for this holder in this stock. | ||||||