Alta Wealth Advisors LLC

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Institutional

CIK 0001843826

$368.9M

Reported AUM

170

Positions

Q2 2026

Period

2026-07-30

Filed

Editorial summary

Summary for Alta Wealth Advisors LLC · Q2 2026 is not yet generated. It will appear here after the next nightly run.

Portfolio · Q2 2026

Top holdings

#	Stock	Issuer	Price	Day %	1Y Gr.	5Y Gr.	Value	% of book	Δ shares (QoQ)	Status
1	SPYG	SPDR SERIES TRUST	$117.14	1.45%	21.22%	78.41%	$41.8M	11.32%	—	HELD
2	SPYV	SPDR SERIES TRUST	$62.03	-0.20%	21.47%	69.93%	$39.9M	10.81%	—	HELD
3	SPMD	SPDR SERIES TRUST	$65.96	-0.10%	22.96%	47.38%	$19.9M	5.39%	—	HELD
4	NVDA	NVIDIA CORPORATION	$201.19	3.15%	12.42%	774.16%	$15.0M	4.06%	—	HELD
5	AAPL	APPLE INC	$310.42	-6.90%	53.24%	108.42%	$11.0M	2.99%	—	HELD
6	IVV	ISHARES TR	$750.46	0.71%	20.75%	76.27%	$8.7M	2.37%	—	HELD
7	SPY	STATE STR SPDR S&P 500 ETF T	$746.85	0.70%	20.62%	75.74%	$8.4M	2.29%	—	HELD
8	SOPH	SOPHIA GENETICS SA	$5.67	-1.56%	79.43%	-71.32%	$8.1M	2.20%	—	HELD
9	MU	MICRON TECHNOLOGY INC	$823.03	-5.90%	787.81%	1193.85%	$7.9M	2.13%	—	HELD
10	GOOGL	ALPHABET INC	$355.99	6.69%	85.11%	143.37%	$6.5M	1.78%	—	HELD
11	IWF	ISHARES TR	$118.35	0.78%	9.16%	66.32%	$6.0M	1.63%	—	HELD
12	LRCX	LAM RESEARCH CORP	$293.02	-1.58%	210.64%	418.55%	$5.8M	1.56%	—	HELD
13	IWD	ISHARES TR	$251.78	0.43%	32.19%	69.23%	$5.7M	1.55%	—	HELD
14	KLAC	KLA CORP	$182.82	1.38%	104.70%	456.24%	$5.7M	1.53%	—	HELD
15	IVW	ISHARES TR	$135.21	1.41%	19.82%	75.31%	$5.1M	1.37%	—	HELD
16	RSP	INVESCO EXCHANGE TRADED FD T	$214.95	-0.20%	19.76%	48.72%	$4.8M	1.30%	—	HELD
17	AMZN	AMAZON COM INC	$271.42	15.25%	9.66%	35.70%	$4.7M	1.28%	—	HELD
18	JPM	JPMORGAN CHASE & CO	$351.86	0.29%	23.57%	148.58%	$4.4M	1.21%	—	HELD
19	MSFT	MICROSOFT CORP	$465.00	3.08%	-10.62%	60.10%	$4.2M	1.14%	—	HELD
20	ITOT	ISHARES TR	$163.53	0.54%	21.09%	68.47%	$4.1M	1.12%	—	HELD
21	IVE	ISHARES TR	$231.71	-0.19%	21.16%	68.48%	$4.1M	1.11%	—	HELD
22	QQQ	INVESCO QQQ TR	$688.22	0.68%	24.01%	85.38%	$4.1M	1.10%	—	HELD
23	CRDO	CREDO TECHNOLOGY GROUP HOLDI	$206.99	2.94%	86.95%	1089.82%	$3.9M	1.06%	—	HELD
24	META	META PLATFORMS INC	$556.34	3.21%	-27.89%	43.33%	$3.8M	1.04%	—	HELD
25	QUAL	ISHARES TR	$219.26	0.16%	21.21%	64.41%	$3.4M	0.93%	—	HELD
26	SPSM	SPDR SERIES TRUST	$56.57	0.00%	36.02%	40.62%	$3.3M	0.89%	—	HELD
27	VTV	VANGUARD INDEX FDS	$219.92	-0.28%	27.97%	74.91%	$3.1M	0.83%	—	HELD
28	LLY	ELI LILLY & CO	$1148.35	-0.57%	50.85%	361.96%	$3.0M	0.83%	—	HELD
29	COST	COSTCO WHOLESALE CORPORATION	$951.89	-0.24%	0.66%	120.84%	$2.9M	0.79%	—	HELD
30	BKIE	BNY MELLON ETF TRUST	$33.89	-0.70%	26.32%	58.71%	$2.9M	0.77%	—	HELD
31	DYNF	BLACKROCK ETF TRUST	$67.45	0.79%	—	—	$2.7M	0.73%	—	HELD
32	AMD	ADVANCED MICRO DEVICES INC	$476.15	-1.90%	—	—	$2.6M	0.71%	—	HELD
33	VXUS	VANGUARD STAR FDS	$84.59	-0.21%	—	—	$2.5M	0.67%	—	HELD
34	IEMG	ISHARES INC	$77.61	0.73%	—	—	$2.4M	0.66%	—	HELD
35	CALY	CALLAWAY GOLF CO	$18.46	-0.38%	—	—	$2.4M	0.65%	—	HELD
36	NOBL	PROSHARES TR	$57.08	-0.19%	—	—	$2.3M	0.63%	—	HELD
37	VUG	VANGUARD INDEX FDS	$85.18	1.08%	—	—	$2.3M	0.62%	—	HELD
38	TSLA	TESLA INC	$311.11	0.73%	—	—	$2.2M	0.60%	—	HELD
39	STRL	STERLING INFRASTRUCTURE INC	$596.77	2.76%	—	—	$2.1M	0.56%	—	HELD
40	APP	APPLOVIN CORP	$395.90	-1.97%	—	—	$2.0M	0.55%	—	HELD
41	VCSH	VANGUARD SCOTTSDALE FDS	$78.62	-0.06%	—	—	$2.0M	0.55%	—	HELD
42	ABBV	ABBVIE INC	$250.88	-2.54%	—	—	$1.9M	0.53%	—	HELD
43	WDC	WESTERN DIGITAL CORP	$544.84	2.21%	—	—	$1.9M	0.52%	—	HELD
44	EFV	ISHARES TR	$80.88	-0.53%	—	—	$1.9M	0.51%	—	HELD
45	SPTM	SPDR SERIES TRUST	$90.73	0.62%	—	—	$1.9M	0.50%	—	HELD
46	BRK/B	BERKSHIRE HATHAWAY INC DEL	—	—	—	—	$1.8M	0.49%	—	HELD
47	SGOV	ISHARES TR	$100.71	0.02%	—	—	$1.8M	0.48%	—	HELD
48	APH	AMPHENOL CORP	$160.73	0.57%	—	—	$1.7M	0.47%	—	HELD
49	LMT	LOCKHEED MARTIN CORP	$583.00	1.55%	—	—	$1.7M	0.46%	—	HELD
50	DLN	WISDOMTREE TR	$98.57	0.27%	—	—	$1.7M	0.45%	—	HELD
51	WMT	WALMART INC	$111.21	0.09%	—	—	$1.7M	0.45%	—	HELD
52	RBC	RBC BEARINGS INC	$551.31	-1.88%	—	—	$1.6M	0.45%	—	HELD
53	BAI	BLACKROCK ETF TRUST	$41.34	0.63%	—	—	$1.6M	0.42%	—	HELD
54	GILD	GILEAD SCIENCES INC	$130.21	-0.82%	—	—	$1.6M	0.42%	—	HELD
55	MRVL	MARVELL TECHNOLOGY INC	$187.56	2.32%	—	—	$1.4M	0.39%	—	HELD
56	CRS	CARPENTER TECHNOLOGY CORP	$519.66	3.17%	—	—	$1.4M	0.38%	—	HELD
57	VRT	VERTIV HOLDINGS CO	$241.57	6.18%	—	—	$1.4M	0.38%	—	HELD
58	QQQM	INVESCO EXCH TRADED FD TR II	$283.29	0.69%	—	—	$1.4M	0.38%	—	HELD
59	FTMA	PUTNAM ETF TRUST	$8.94	-0.22%	—	—	$1.4M	0.37%	—	HELD
60	COHR	COHERENT CORP	$262.98	5.59%	—	—	$1.3M	0.36%	—	HELD
61	MTUM	ISHARES TR	$299.68	0.30%	—	—	$1.3M	0.36%	—	HELD
62	GLD	SPDR GOLD TR	$371.53	-1.49%	—	—	$1.3M	0.34%	—	HELD
63	MUB	ISHARES TR	$105.64	-0.11%	—	—	$1.2M	0.33%	—	HELD
64	THRO	BLACKROCK ETF TRUST	$42.61	0.90%	—	—	$1.2M	0.33%	—	HELD
65	GOOG	ALPHABET INC	$356.65	6.88%	—	—	$1.1M	0.31%	—	HELD
66	V	VISA INC	$366.16	-0.03%	—	—	$1.1M	0.31%	—	HELD
67	EFG	ISHARES TR	$121.43	-0.76%	—	—	$1.1M	0.29%	—	HELD
68	IUSB	ISHARES TR	$45.45	-0.22%	—	—	$1.0M	0.28%	—	HELD
69	CBOE	CBOE GLOBAL MKTS INC	$310.23	4.62%	—	—	$1.0M	0.28%	—	HELD
70	DIA	STATE STR SPDR DOW JONES IND	$524.44	0.56%	—	—	$1.0M	0.27%	—	HELD
71	MS	MORGAN STANLEY	$210.56	0.24%	—	—	$972K	0.26%	—	HELD
72	XOM	EXXON MOBIL CORP	$155.44	-0.97%	—	—	$960K	0.26%	—	HELD
73	AVGO	BROADCOM INC	$389.53	0.44%	—	—	$950K	0.26%	—	HELD
74	ANET	ARISTA NETWORKS INC	$180.32	5.44%	—	—	$947K	0.26%	—	HELD
75	GH	GUARDANT HEALTH INC	$161.99	6.33%	—	—	$932K	0.25%	—	HELD
76	GE	GE AEROSPACE	$360.33	1.49%	—	—	$891K	0.24%	—	HELD
77	ORCL	ORACLE CORP	$129.88	1.82%	—	—	$873K	0.24%	—	HELD
78	IJR	ISHARES TR	$145.46	-0.03%	—	—	$872K	0.24%	—	HELD
79	VOO	VANGUARD INDEX FDS	$686.71	0.72%	—	—	$871K	0.24%	—	HELD
80	IJH	ISHARES TR	$75.29	-0.08%	—	—	$871K	0.24%	—	HELD
81	COO	COOPER COS INC	$72.32	-0.45%	—	—	$840K	0.23%	—	HELD
82	VRTX	VERTEX PHARMACEUTICALS INC	$477.10	-0.95%	—	—	$817K	0.22%	—	HELD
83	SPHQ	INVESCO EXCHANGE TRADED FD T	$84.67	-0.47%	—	—	$807K	0.22%	—	HELD
84	TSM	TAIWAN SEMICONDUCTOR MANUFAC	$404.31	0.25%	—	—	$779K	0.21%	—	HELD
85	VTI	VANGUARD INDEX FDS	$368.22	0.53%	—	—	$778K	0.21%	—	HELD
86	UBER	UBER TECHNOLOGIES INC	$70.37	0.00%	—	—	$774K	0.21%	—	HELD
87	BLCR	BLACKROCK ETF TRUST	$48.65	1.33%	—	—	$727K	0.20%	—	HELD
88	IBM	INTERNATIONAL BUSINESS MACHS	$223.79	0.92%	—	—	$723K	0.20%	—	HELD
89	DGRO	ISHARES TR	$78.00	-0.30%	—	—	$720K	0.20%	—	HELD
90	XLV	SELECT SECTOR SPDR TR	$162.55	-0.59%	—	—	$720K	0.20%	—	HELD
91	INCY	INCYTE CORP	$119.52	-2.82%	—	—	$719K	0.19%	—	HELD
92	SPMO	INVESCO EXCH TRADED FD TR II	$143.83	0.29%	—	—	$692K	0.19%	—	HELD
93	VEA	VANGUARD TAX-MANAGED FDS	$70.63	-0.65%	—	—	$690K	0.19%	—	HELD
94	USMV	ISHARES TR	$97.93	0.09%	—	—	$682K	0.18%	—	HELD
95	C	CITIGROUP INC	$132.44	0.09%	—	—	$670K	0.18%	—	HELD
96	LITE	LUMENTUM HLDGS INC	$713.94	2.99%	—	—	$645K	0.17%	—	HELD
97	REGN	REGENERON PHARMACEUTICALS	$762.63	3.29%	—	—	$629K	0.17%	—	HELD
98	VHT	VANGUARD WORLD FD	$304.73	-0.79%	—	—	$627K	0.17%	—	HELD
99	VCYT	VERACYTE INC	$46.37	-22.43%	—	—	$616K	0.17%	—	HELD
100	TPR	TAPESTRY INC	$152.37	-0.14%	—	—	$611K	0.17%	—	HELD
101	DTD	WISDOMTREE TR	—	—	—	—	$606K	0.16%	—	HELD
102	IWB	ISHARES TR	—	—	—	—	$602K	0.16%	—	HELD
103	EXPE	EXPEDIA GROUP INC	—	—	—	—	$595K	0.16%	—	HELD
104	JCI	JOHNSON CONTROLS INTERNATION	—	—	—	—	$594K	0.16%	—	HELD
105	DGRW	WISDOMTREE TR	—	—	—	—	$589K	0.16%	—	HELD
106	VB	VANGUARD INDEX FDS	—	—	—	—	$586K	0.16%	—	HELD
107	ZNGA	ZOOM COMMUNICATIONS INC	—	—	—	—	$576K	0.16%	—	HELD
108	TLH	ISHARES TR	—	—	—	—	$551K	0.15%	—	HELD
109	IDEF	BLACKROCK ETF TRUST	—	—	—	—	$539K	0.15%	—	HELD
110	FDX	FEDEX CORP	—	—	—	—	$527K	0.14%	—	HELD
111	YLDE	LEGG MASON ETF INVT	—	—	—	—	$514K	0.14%	—	HELD
112	DVA	DAVITA INC	—	—	—	—	$498K	0.13%	—	HELD
113	IEFA	ISHARES TR	—	—	—	—	$485K	0.13%	—	HELD
114	SPDW	SPDR INDEX SHS FDS	—	—	—	—	$476K	0.13%	—	HELD
115	GCT	GIGACLOUD TECHNOLOGY INC	—	—	—	—	$467K	0.13%	—	HELD
116	SLV	ISHARES SILVER TR	—	—	—	—	$458K	0.12%	—	HELD
117	INTC	INTEL CORP	—	—	—	—	$452K	0.12%	—	HELD
118	NEM	NEWMONT CORP	—	—	—	—	$450K	0.12%	—	HELD
119	VO	VANGUARD INDEX FDS	—	—	—	—	$448K	0.12%	—	HELD
120	ARGX	ARGENX SE	—	—	—	—	$447K	0.12%	—	HELD
121	JNJ	JOHNSON & JOHNSON	—	—	—	—	$444K	0.12%	—	HELD
122	CDNS	CADENCE DESIGN SYSTEM INC	—	—	—	—	$429K	0.12%	—	HELD
123	KMB	KIMBERLY-CLARK CORP	—	—	—	—	$422K	0.11%	—	HELD
124	THC	TENET HEALTHCARE CORP	—	—	—	—	$418K	0.11%	—	HELD
125	STT	STATE STR CORP	—	—	—	—	$409K	0.11%	—	HELD
126	BAC	BANK OF AMER CORP	—	—	—	—	$389K	0.11%	—	HELD
127	AXP	AMERICAN EXPRESS CO	—	—	—	—	$388K	0.11%	—	HELD
128	RTX	RTX CORPORATION	—	—	—	—	$384K	0.10%	—	HELD
129	RDVY	FIRST TR EXCHANGE TRADED FD	—	—	—	—	$383K	0.10%	—	HELD
130	PAAS	PAN AMERN SILVER CORP	—	—	—	—	$378K	0.10%	—	HELD
131	OEF	ISHARES TR	—	—	—	—	$378K	0.10%	—	HELD
132	LMUB	ISHARES TR	—	—	—	—	$377K	0.10%	—	HELD
133	AXON	AXON ENTERPRISE INC	—	—	—	—	$372K	0.10%	—	HELD
134	MA	MASTERCARD INCORPORATED	—	—	—	—	$361K	0.10%	—	HELD
135	EFA	ISHARES TR	—	—	—	—	$360K	0.10%	—	HELD
136	BMY	BRISTOL-MYERS SQUIBB CO	—	—	—	—	$356K	0.10%	—	HELD
137	ROKU	ROKU INC	—	—	—	—	$343K	0.09%	—	HELD
138	AA	ALCOA CORP	—	—	—	—	$339K	0.09%	—	HELD
139	SMH	VANECK ETF TRUST	—	—	—	—	$337K	0.09%	—	HELD
140	SPG	SIMON PPTY GROUP INC NEW	—	—	—	—	$320K	0.09%	—	HELD
141	SUB	ISHARES TR	—	—	—	—	$319K	0.09%	—	HELD
142	VZ	VERIZON COMMUNICATIONS INC	—	—	—	—	$318K	0.09%	—	HELD
143	CGGR	CAPITAL GROUP GROWTH ETF	—	—	—	—	$309K	0.08%	—	HELD
144	FMB	FIRST TR EXCH TRADED FD III	—	—	—	—	$309K	0.08%	—	HELD
145	IAGG	ISHARES TR	—	—	—	—	$307K	0.08%	—	HELD
146	SNDK	SANDISK CORP	—	—	—	—	$302K	0.08%	—	HELD
147	PLTR	PALANTIR TECHNOLOGIES INC	—	—	—	—	$301K	0.08%	—	HELD
148	DE	DEERE & CO	—	—	—	—	$296K	0.08%	—	HELD
149	IAU	ISHARES GOLD TR	—	—	—	—	$295K	0.08%	—	HELD
150	VXF	VANGUARD INDEX FDS	—	—	—	—	$285K	0.08%	—	HELD
151	XLE	SELECT SECTOR SPDR TR	—	—	—	—	$282K	0.08%	—	HELD
152	PM	PHILIP MORRIS INTL INC	—	—	—	—	$272K	0.07%	—	HELD
153	IQLT	ISHARES TR	—	—	—	—	$257K	0.07%	—	HELD
154	WGS	GENEDX HOLDINGS CORP	—	—	—	—	$255K	0.07%	—	HELD
155	HYMB	SPDR SERIES TRUST	—	—	—	—	$250K	0.07%	—	HELD
156	MBB	ISHARES TR	—	—	—	—	$250K	0.07%	—	HELD
157	QURE	QUANTA SVCS INC	—	—	—	—	$236K	0.06%	—	HELD
158	CGUS	CAPITAL GROUP CORE EQUITY ET	—	—	—	—	$228K	0.06%	—	HELD
159	IWP	ISHARES TR	—	—	—	—	$222K	0.06%	—	HELD
160	GOVT	ISHARES TR	—	—	—	—	$215K	0.06%	—	HELD
161	FSMB	FIRST TR EXCH TRADED FD III	—	—	—	—	$214K	0.06%	—	HELD
162	CVX	CHEVRON CORPORATION	—	—	—	—	$214K	0.06%	—	HELD
163	AR	ANTERO RESOURCES CORP	—	—	—	—	$211K	0.06%	—	HELD
164	CLS	CELESTICA INC	—	—	—	—	$205K	0.06%	—	HELD
165	BNDX	VANGUARD CHARLOTTE FDS	—	—	—	—	$203K	0.06%	—	HELD
166	AMAT	APPLIED MATLS INC	—	—	—	—	$202K	0.05%	—	HELD
167	QUAD	QUAD / GRAPHICS INC	—	—	—	—	$126K	0.03%	—	HELD
168	PATH	UIPATH INC	—	—	—	—	$121K	0.03%	—	HELD
169	LUMN	LUMEN TECHNOLOGIES INC	—	—	—	—	$100K	0.03%	—	HELD
170	AKBA	AKEBIA THREAPEUTICS INC	—	—	—	—	$21K	0.01%	—	HELD

Source: SEC EDGAR · accession 0002085853-26-000910. 13F discloses long positions only — shorts, foreign equities, and options are excluded.