Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Alta Wealth Advisors LLC (CIK 1843826) reported $308.0M across 161 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPYV ($36.3M, 11.79%), SPYG ($34.2M, 11.12%), SPMD ($17.4M, 5.67%), NVDA ($13.0M, 4.21%), AAPL ($9.8M, 3.17%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPYV | SPDR SERIES TRUST | $36.3M | 11.79% | 641,702 | Added |
| 2 | SPYG | SPDR SERIES TRUST | $34.2M | 11.12% | 349,608 | Added |
| 3 | SPMD | SPDR SERIES TRUST | $17.4M | 5.67% | 294,650 | Added |
| 4 | NVDA | NVIDIA CORPORATION | $13.0M | 4.21% | 74,362 | Added |
| 5 | AAPL | APPLE INC | $9.8M | 3.17% | 38,472 | Added |
| 6 | SPY | STATE STR SPDR S&P 500 ETF T | $7.2M | 2.33% | 11,023 | Trimmed |
| 7 | IVV | ISHARES TR | $7.0M | 2.28% | 10,769 | Added |
| 8 | SOPH | SOPHIA GENETICS SA | $7.0M | 2.27% | 1.4M | Hold |
| 9 | GOOGL | ALPHABET INC | $5.3M | 1.74% | 18,591 | Added |
| 10 | IWD | ISHARES TR | $5.2M | 1.69% | 24,379 | Trimmed |
| 11 | IWF | ISHARES TR | $5.1M | 1.67% | 12,044 | Added |
| 12 | RSP | INVESCO EXCHANGE TRADED FD T | $4.3M | 1.41% | 22,600 | Trimmed |
| 13 | MSFT | MICROSOFT CORP | $4.3M | 1.39% | 11,539 | Trimmed |
| 14 | AMZN | AMAZON COM INC | $4.2M | 1.35% | 19,994 | Added |
| 15 | IVW | ISHARES TR | $4.1M | 1.33% | 36,247 | Added |
| 16 | JPM | JPMORGAN CHASE & CO | $4.1M | 1.33% | 13,896 | Added |
| 17 | META | META PLATFORMS INC | $4.0M | 1.29% | 6,959 | Trimmed |
| 18 | ITOT | ISHARES TR | $3.8M | 1.25% | 26,999 | Trimmed |
| 19 | IVE | ISHARES TR | $3.7M | 1.19% | 17,390 | Added |
| 20 | QQQ | INVESCO QQQ TR | $3.2M | 1.05% | 5,628 | Trimmed |
| 21 | COST | COSTCO WHOLESALE CORPORATION | $3.1M | 1.01% | 3,124 | Trimmed |
| 22 | QUAL | ISHARES TR | $2.9M | 0.94% | 15,051 | Added |
| 23 | LRCX | LAM RESEARCH CORP | $2.8M | 0.92% | 13,313 | Added |
| 24 | KLAC | KLA CORP | $2.8M | 0.91% | 1,894 | Trimmed |
| 25 | VTV | VANGUARD INDEX FDS | $2.8M | 0.90% | 14,087 | Added |
Source: SEC Form 13F filings · as of 2026-03-31