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Filers›Hedge Fund›Alta Wealth Advisors LLC
DOSSIER · 13F-HR · Q1 2026

Alta Wealth Advisors LLC

Alta Wealth's hedge fund based in Greenwich, CT — $308M in tracked AUM across 161 positions as of Q1 2026.

AW
Alta Wealth·Greenwich, CT·Hedge Fund
CIK 0001843826 · last filed Mar 31, 2026
Total AUM
$308M
▼ 11.9%
vs prior
Holdings
161
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
Top sector
Tech
6% weight
concentration
AI Analysis · Q1 2026 · 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

Filing history loading…
AI Agent · grounded in Alta
haiku-4-5 · 161 positions indexed
Sector mix
  • Tech6%
  • Health Care18%
  • Cons. Disc.10%
  • Communications28%
  • Industrials6%
  • Other32%
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