Altura Wealth Advisors Inc. — 13F Holdings & Portfolio
CIK 1931465 · latest 13F-HR filed 2026-05-12
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$229.1M
Long-equity book
Holdings
75
Distinct positions
Period
2026-03-31
Filed 2026-05-12
Q/Q Activity
+12 / −2 / ↑13 / ↓32
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VANECK ETF TRUST$3.2M +1171.9%
- ORACLE CORP$1.7M +396.4%
- META PLATFORMS INC$1.5M +152.6%
- ABBVIE INC$1.2M +448.0%
- VANGUARD ADMIRAL FDS INC$665.8K +15.5%
Top Trims
- DIMENSIONAL ETF TRUST-$2.9M -42.6%
- MERCK & CO INC-$2.4M -48.1%
- VANGUARD TAX-MANAGED FDS-$2.4M -27.2%
- ALPHABET INC-$2.0M -21.5%
- VANGUARD INTL EQUITY INDEX F-$1.3M -51.9%
New Positions
- VANGUARD INDEX FDS$2.6M
- ISHARES TR$2.4M
- JOHNSON & JOHNSON$1.5M
- UNITEDHEALTH GROUP INC$1.4M
- COSTCO WHOLESALE CORPORATION$849.2K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 67066G104 | $19.7M | 8.61% | 113,154 | SH |
| 2 | VANGUARD BD INDEX FDS | BND | 921937835 | $18.8M | 8.21% | 255,450 | SH |
| 3 | ISHARES TR | MUB | 464288414 | $16.6M | 7.24% | 156,224 | SH |
| 4 | SPDR SERIES TRUST | JNK | 78468R622 | $10.7M | 4.65% | 111,333 | SH |
| 5 | APPLE INC | AAPL | 037833100 | $10.2M | 4.43% | 40,031 | SH |
| 6 | VANGUARD WORLD FD | VGT | 92204A702 | $9.7M | 4.23% | 13,906 | SH |
| 7 | PIMCO ETF TR | MUNI | 72201R866 | $9.0M | 3.94% | 172,955 | SH |
| 8 | ALPHABET INC | GOOGL | 02079K305 | $7.1M | 3.12% | 24,860 | SH |
| 9 | VANGUARD INTL EQUITY INDEX F | VEU | 922042775 | $7.1M | 3.09% | 94,267 | SH |
| 10 | AMAZON COM INC | AMZN | 023135106 | $6.6M | 2.90% | 31,852 | SH |
| 11 | VANGUARD WORLD FD | VCR | 92204A108 | $6.4M | 2.80% | 17,854 | SH |
| 12 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $6.3M | 2.75% | 98,485 | SH |
| 13 | VANGUARD ADMIRAL FDS INC | IVOG | 921932869 | $5.0M | 2.16% | 39,618 | SH |
| 14 | VANGUARD WORLD FD | VFH | 92204A405 | $4.8M | 2.09% | 39,708 | SH |
| 15 | VANGUARD WORLD FD | VIS | 92204A603 | $4.8M | 2.09% | 15,312 | SH |
| 16 | VANGUARD INDEX FDS | VTI | 922908769 | $3.9M | 1.72% | 12,305 | SH |
| 17 | DIMENSIONAL ETF TRUST | DFAS | 25434V500 | $3.9M | 1.70% | 54,768 | SH |
| 18 | SPDR GOLD TR | GLD | 78463V107 | $3.8M | 1.66% | 8,830 | SH |
| 19 | VANGUARD WORLD FD | VDC | 92204A207 | $3.6M | 1.56% | 15,938 | SH |
| 20 | VANECK ETF TRUST | SMH | 92189F676 | $3.5M | 1.51% | 9,015 | SH |
| 21 | VANGUARD WORLD FD | VOX | 92204A884 | $3.3M | 1.42% | 18,129 | SH |
| 22 | SELECT SECTOR SPDR TR | XLRE | 81369Y860 | $3.2M | 1.42% | 79,533 | SH |
| 23 | VANGUARD WORLD FD | VHT | 92204A504 | $2.8M | 1.22% | 10,273 | SH |
| 24 | VANGUARD INDEX FDS | VBK | 922908595 | $2.6M | 1.15% | 8,710 | SH |
| 25 | MERCK & CO INC | MRK | 58933Y105 | $2.6M | 1.14% | 21,785 | SH |
| 26 | MICROSOFT CORP | MSFT | 594918104 | $2.5M | 1.09% | 6,751 | SH |
| 27 | META PLATFORMS INC | META | 30303M102 | $2.5M | 1.08% | 4,333 | SH |
| 28 | SELECT SECTOR SPDR TR | XLK | 81369Y803 | $2.4M | 1.06% | 18,203 | SH |
| 29 | ISHARES TR | EFG | 464288885 | $2.4M | 1.05% | 21,545 | SH |
| 30 | ISHARES TR | SGOV | 46436E718 | $2.4M | 1.03% | 23,447 | SH |
| 31 | CROWDSTRIKE HLDGS INC | CRWD | 22788C105 | $2.3M | 1.01% | 5,956 | SH |
| 32 | VISA INC | V | 92826C839 | $2.3M | 1.00% | 7,568 | SH |
| 33 | MASTERCARD INCORPORATED | MA | 57636Q104 | $2.2M | 0.97% | 4,437 | SH |
| 34 | ORACLE CORP | ORCL | 68389X105 | $2.1M | 0.93% | 14,444 | SH |
| 35 | ISHARES BITCOIN TRUST ETF | IBIT | 46438F101 | $1.8M | 0.79% | 47,394 | SH |
| 36 | SELECT SECTOR SPDR TR | XLU | 81369Y886 | $1.6M | 0.72% | 35,832 | SH |
| 37 | ABBVIE INC | ABBV | 00287Y109 | $1.5M | 0.66% | 6,919 | SH |
| 38 | JOHNSON & JOHNSON | JNJ | 478160104 | $1.5M | 0.66% | 6,150 | SH |
| 39 | UNITEDHEALTH GROUP INC | UNH | 91324P102 | $1.4M | 0.63% | 5,322 | SH |
| 40 | HONEYWELL INTL INC | HON | 438516106 | $1.4M | 0.62% | 6,242 | SH |
| 41 | APPLOVIN CORP | APP | 03831W108 | $1.4M | 0.60% | 3,469 | SH |
| 42 | SPDR INDEX SHS FDS | EDIV | 78463X533 | $1.4M | 0.60% | 34,635 | SH |
| 43 | THERMO FISHER SCIENTIFIC INC | TMO | 883556102 | $1.3M | 0.58% | 2,717 | SH |
| 44 | EQUINIX INC | EQIX | 29444U700 | $1.3M | 0.58% | 1,352 | SH |
| 45 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $1.2M | 0.54% | 23,059 | SH |
| 46 | UNION PAC CORP | UNP | 907818108 | $1.2M | 0.54% | 5,119 | SH |
| 47 | VANGUARD WORLD FD | VAW | 92204A801 | $1.2M | 0.54% | 5,446 | SH |
| 48 | ISHARES TR | IGV | 464287515 | $1.1M | 0.48% | 13,816 | SH |
| 49 | LOWES COS INC | LOW | 548661107 | $1.1M | 0.48% | 4,640 | SH |
| 50 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $849.2K | 0.37% | 852 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-12 | $229.1M | 75 | 0001420506-26-000933 |
| 2025-12-31 | 2026-02-04 | $232.3M | 65 | 0001420506-26-000152 |
| 2025-09-30 | 2025-11-13 | $210.0M | 63 | 0001420506-25-003184 |