DOSSIER · 13F-HR · Q1 2026

Alta Wealth Advisors LLC

$308M in tracked AUM across 161 positions as of Q1 2026.

AW
CIK 0001843826 · last filed Mar 31, 2026
Total AUM
$308M
as of Q1 2026
Holdings
161
positions
Whale Score
53
53
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Alta Wealth Advisors LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SPYV
SPDR SERIES TRUST
$36M642K11.8%
02
SPYG
SPDR SERIES TRUST
$34M350K11.1%
03
SPMD
SPDR SERIES TRUST
$17M295K5.7%
04
NVDA
NVIDIA CORPORATION
$13M74K4.2%
05
AAPL
APPLE INC
$10M38K3.2%
06
SPY
STATE STR SPDR S&P 500 ETF T
$7M11K2.3%
07
IVV
ISHARES TR
$7M11K2.3%
08
H82027105
SOPHIA GENETICS SA
$7M1.4M2.3%
09
GOOGL
ALPHABET INC
$5M19K1.7%
10
IWD
ISHARES TR
$5M24K1.7%

Filing history

2026Q1Mar 31
$308M 2.9%
161 positionsView →
2025Q4Dec 31
$299M 60.7%
166 positionsView →
2025Q3Sep 30
$186M 12.1%
77 positionsView →
2025Q2Jun 30
$212M 2.7%
118 positionsLocked
2025Q1Mar 31
$218M 4.7%
141 positionsLocked
2024Q4Dec 31
$229M 4.5%
132 positionsLocked
2024Q3Sep 30
$219M 9.2%
133 positionsLocked
2024Q2Jun 30
$200M 1.8%
120 positionsLocked
2024Q1Mar 31
$197M 9.8%
128 positionsLocked
2023Q4Dec 31
$179M 9.8%
126 positionsLocked
2023Q3Sep 30
$163M 4.2%
128 positionsLocked
2023Q2Jun 30
$170M 7.5%
133 positionsLocked
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