§ 13F · FUND PROFILE
Alta Wealth Advisors LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $279M (13F)Positions · 157Turnover · — · Q1Filed · May 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$14M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPYV | SPDR SERIES TRUST | 642K | $36M | 11.8% | +8% |
| 2 | SPYG | SPDR SERIES TRUST | 350K | $34M | 11.1% | +8% |
| 3 | SPMD | SPDR SERIES TRUST | 295K | $17M | 5.7% | +7% |
| 4 | NVDA | NVIDIA CORPORATION | 74K | $13M | 4.2% | +1% |
| 5 | AAPL | APPLE INC | 38K | $10M | 3.2% | +5% |
| 6 | SPY | STATE STR SPDR S&P 500 ETF T | 11K | $7M | 2.3% | −9% |
| 7 | IVV | ISHARES TR | 11K | $7M | 2.3% | +33% |
| 8 | SOPH | SOPHIA GENETICS SA | 1.41M | $7M | 2.3% | ±0% |
| 9 | GOOGL | ALPHABET INC | 19K | $5M | 1.7% | +7% |
| 10 | IWD | ISHARES TR | 24K | $5M | 1.7% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ALTA SIGNAL
AC read
Alta Wealth Advisors LLC is a Other fund managing $279 million in assets. The fund runs a portfolio of 157 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed