account_balance
Investment manager · 13F filer · SEC CIK 1843826
Alta Wealth Advisors LLC
Reported value$380Mas of Sep 30, 2026
Positions181 24 new, 13 sold out
Top 10 weight46.7%SPYG alone is 12%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYGSPDR Series Trust
11.5%
SPYVSPDR Series Trust
10.8%Added +3%
SPMDSPDR Series Trust
5.0%Added +3%
NVDANVIDIA Corp
4.5%
AAPLApple Inc.
3.4%Added +2%
IVViShares Tr
2.8%Added +19%
SOPHSOPHiA Genetics SA
2.8%Trimmed −11%
SPYSPDR S&P 500 ETF Trust
2.3%
MUMicron Technology Inc
1.9%
GOOGLAlphabet Inc.
1.7%
MSFTMicrosoft Corp
1.6%Added +5%
IWFiShares Tr
1.6%
SPYGSPDR Series Trust
11.5%
SPYVSPDR Series Trust
10.8%Added +3%
SPMDSPDR Series Trust
5.0%+3%
NVDANVIDIA Corp
4.5%
AAPLApple Inc.
3.4%+2%
IVViShares Tr
2.8%
SOPHSOPHiA Genetics SA
2.8%
SPY2.3%MU1.9%GOOGLMSFTIWF1.6%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPYG SPDR Series Trust 11.5% Held
SPYV SPDR Series Trust 10.8% Added +3%
SPMD SPDR Series Trust 5.0% Added +3%
NVDA NVIDIA Corp 4.5% HeldAAPL Apple Inc. 3.4% Added +2%IVV iShares Tr 2.8% Added +19%
SOPH SOPHiA Genetics SA 2.8% Trimmed −11%SPY SPDR S&P 500 ETF Trust 2.3% HeldMU Micron Technology Inc 1.9% HeldGOOGL Alphabet Inc. 1.7% HeldMSFT Microsoft Corp 1.6% Added +5%IWF iShares Tr 1.6% Held
What changed
Biggest moves since Jun 30, 2026
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