account_balance

Investment manager · 13F filer · SEC CIK 1931465

Altura Wealth Advisors Inc.

Reported value$323Mas of Sep 30, 2026
Positions86 4 new, 2 sold out
Top 10 weight45.2%NVDA alone is 8%
FiledOct 2222 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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
NVDA NVIDIA Corp 8.0% Held
BND Vanguard Bd Index FDS 7.4% Added +14%
MUB iShares Tr 4.6% Trimmed −16%
VGT Vanguard World Fd 4.6% Added +4%
AAPL Apple Inc. 4.3% Added +3%
JNK SPDR Series Trust 3.7% Added +3%
MUNI Pimco ETF Tr 3.5% Added +47%
NFLX Netflix Inc 3.5% Held
VEU Vanguard Intl Equity Index F 2.8% Added +9%
GOOGL Alphabet Inc. 2.8% Added +6%AMZN Amazon.com Inc 2.7% Added +6%
VEA Vanguard Tax-Managed FDS 2.7% Added +14%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 22, 2026, compared with the Jul 22, 2026 filing
add_circleNew
  • XLY $273K
  • HD $258K
  • XLC $252K
  • CRM $211K
arrow_upwardAdded
  • FALN +181%
  • SGOV +59%
  • MUNI +47%
  • RKSG +28%
arrow_downwardTrimmed
  • MUB −16%
  • MRK −2%
remove_circleSold out
  • IBM $230K
  • UPRO $216K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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