Q2 2026 13F · SEC CIK 1931465

Altura Wealth Advisors Inc.

Wealth managerFiled 2026-07-22 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $296.5M
Reported positions: 84
Top holdings a year, 3 yrs: +9.7%
Assets under management: $250.1M

Altura Wealth Advisors Inc. is a wealth manager that reported 84 positions worth $296.5M in its Q2 2026 13F, filed 2026-07-22. Its largest holdings were Nvidia Corporation Com (NVDA, 7.5%), Vanguard Total Bond Market ETF (BND, 7.4%), Ishares National Muni Bond ETF (MUB, 6.3%). A portfolio copying its top holdings returned 9.7% a year over the last 3 years, against 20.4% for the S&P 500.

Altura Wealth Advisors Inc. holdings largest 50 of 84 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Altura Wealth Advisors Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
NVDANvidia Corporation Com	7.5%	8.6%	111,349	-1.6%	$22.3M
BNDVanguard Total Bond Market ETF	7.4%	8.2%	298,902	+17.0%	$21.9M
MUBIshares National Muni Bond ETF	6.3%	7.2%	174,883	+11.9%	$18.8M
VGTVanguard Info Tech	4.6%	4.2%	112,944	+712.2%	$13.5M
JNKState Street Spdr Bloomberg High Yield B	4.1%	4.7%	125,451	+12.7%	$12.1M
AAPLApple Inc	4.0%	4.4%	40,782	+1.9%	$11.8M
NFLXNetflix Inc Total	3.9%	—	162,096	—	$11.6M
GOOGLAlphabet Inc	2.9%	3.1%	24,348	-2.1%	$8.7M
VEUVanguard FTSE All	2.9%	3.1%	101,131	+7.3%	$8.5M
MUNIInter Mun Bd Act	2.8%	3.9%	156,043	-9.8%	$8.2M
AMZNAmazon Com Inc Com	2.7%	2.9%	33,497	+5.2%	$8.0M
VCRVanguard World Fd	2.6%	2.8%	19,595	+9.8%	$7.8M
VEAVanguard Tax-Managed Fds	2.6%	2.8%	107,529	+9.2%	$7.7M
IVOGVanguard	2.2%	2.2%	44,466	+12.2%	$6.5M
VFHVanguard Financials ETF	2.0%	2.1%	44,706	+12.6%	$5.9M
VISVanguard World Fd	1.9%	2.1%	15,843	+3.5%	$5.7M
VTIVanguard Index Fds	1.7%	1.7%	14,007	+13.8%	$5.2M
CRWDCrowdstrike Hldgs Inc Class A	1.5%	1.0%	5,962	+0.1%	$4.5M
MSFTMicrosoft Corp	1.5%	1.1%	12,078	+78.9%	$4.5M
DFASDimensional ETF Trust	1.5%	1.7%	54,590	-0.3%	$4.5M
VWOVanguard Intl Equity Index F	1.4%	0.5%	71,481	+210.0%	$4.3M
VBVanguard Indx Fd	1.3%	—	13,124	—	$4.0M
VDCVanguard World Fd	1.3%	1.6%	16,970	+6.5%	$3.8M
VOXVanguard World Fd	1.3%	1.4%	20,570	+13.5%	$3.8M
XLRESelect Sector Spdr Tr	1.3%	1.4%	84,441	+6.2%	$3.7M
SGOViShares 0-3 Month Treasury Bon	1.2%	1.0%	36,407	+55.3%	$3.7M
XLKState Street Technology Select Sector Sp	1.2%	1.1%	18,791	+3.2%	$3.6M
GLDSpdr Gold Shares	1.2%	1.7%	9,569	+8.4%	$3.5M
VHTVanguard Health Care ETF	1.1%	1.2%	11,333	+10.3%	$3.4M
SMHVaneck Semiconductor ETF	1.1%	1.5%	5,147	-42.9%	$3.4M
EQIXEquinix Inc	1.0%	0.6%	2,928	+116.6%	$3.1M
VVisa Inc Com Cl A	1.0%	1.0%	8,499	+12.3%	$2.9M
ORCLOracle Corp	1.0%	0.9%	19,775	+36.9%	$2.9M
METAMeta Platforms Inc Class A	1.0%	1.1%	5,120	+18.2%	$2.9M
MRKMerck & Co. Inc	0.9%	1.1%	21,760	-0.1%	$2.8M
XLUSpdr	0.9%	0.7%	59,507	+66.1%	$2.7M
MAMastercard Inc.	0.9%	1.0%	5,139	+15.8%	$2.6M
UNHUnitedhealth Group Inc Com	0.8%	0.6%	5,806	+9.1%	$2.4M
ARTYIshares Future Ai & Techetf	0.8%	—	30,733	—	$2.3M
ABBVAbbvie Inc	0.7%	0.7%	8,748	+26.4%	$2.2M
IBITIshares Bitcoin Trust ETF	0.7%	0.8%	60,443	+27.5%	$2.0M
JNJJohnson & Johnson	0.6%	0.7%	7,553	+22.8%	$1.9M
APPApplovin Corp	0.6%	0.6%	3,409	-1.7%	$1.8M
TMOThermo Fisher Scientific Inc	0.6%	0.6%	3,379	+24.4%	$1.7M
UNPUnion Pac Corp	0.5%	0.5%	5,621	+9.8%	$1.5M
IGVIshares Tr	0.5%	0.5%	16,529	+19.6%	$1.5M
VAWVanguard World Fd	0.5%	0.5%	6,251	+14.8%	$1.4M
EDIVSpdr Index Shs Fds	0.5%	0.6%	34,798	+0.5%	$1.4M
STXSeagate Technology Hldngs Pl	0.5%	—	1,403	—	$1.4M
LOWLowes Cos Inc	0.4%	0.5%	5,921	+27.6%	$1.3M

What Altura Wealth Advisors Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +16.6% /yr; S&P 500 +20.1%
3 years: +9.7% /yr; S&P 500 +20.4%
5 years: +6.7% /yr; S&P 500 +15.9%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$296.5M	84
Q1 2026	$229.1M	75
Q4 2025	$232.3M	65
Q3 2025	$210.0M	63
Q2 2025	$178.8M	58
Q1 2025	$150.9M	50
Q4 2024	$135.6M	45
Q3 2024	$152.5M	49
Q2 2024	$101.6M	42
Q1 2024	$85.1M	36
Q4 2023	$93.9M	18
Q3 2023	$87.2M	17

Questions about Altura Wealth Advisors Inc.'s portfolio

What stocks does Altura Wealth Advisors Inc. own?

Altura Wealth Advisors Inc.'s latest 13F, for Q2 2026 and filed Jul 22, 2026, lists 84 positions worth $296.5M. The largest are Nvidia Corporation Com (NVDA) at 7.5%, Vanguard Total Bond Market ETF (BND) at 7.4%, Ishares National Muni Bond ETF (MUB) at 6.3%, Vanguard Info Tech (VGT) at 4.6% and State Street Spdr Bloomberg High Yield B (JNK) at 4.1%.

What did Altura Wealth Advisors Inc. buy last quarter?

In Q2 2026, Altura Wealth Advisors Inc. added Vanguard Info Tech (VGT) (+712.2% shares), Vanguard Intl Equity Index F (VWO) (+210.0% shares) and Equinix Inc (EQIX) (+116.6% shares), compared with its Q1 2026 filing.

What did Altura Wealth Advisors Inc. sell last quarter?

In Q2 2026, Altura Wealth Advisors Inc. cut from its top 50 Vanguard Small Cap Growth ETF (VBK), cut from its top 50 Ishares Tr (EFG), cut from its top 50 Honeywell Intl Inc (HON), cut from its top 50 Costco Whsl Corp New (COST), Vaneck Semiconductor ETF (SMH) (-42.9% shares) and Inter Mun Bd Act (MUNI) (-9.8% shares), compared with its Q1 2026 filing.

How has Altura Wealth Advisors Inc.'s portfolio performed?

A portfolio copying Altura Wealth Advisors Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +9.7% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +16.6% against +20.1%. Over 5 years: +6.7% a year against +15.9%.

When is Altura Wealth Advisors Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Altura Wealth Advisors Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Altura Wealth Advisors Inc. manage?

Altura Wealth Advisors Inc. reported $250.1M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $296.5M.