Institutional Fund
Alta Wealth Advisors LLC
Woburn, MACIK 18438265 filings on record
Portfolio Value
$307.95M
Q1 2026
Holdings
161
Reported positions
New Buys
21
Opened this quarter
QoQ Change
+2.9%
from $299.15M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr Series Trust11.8%
- Spdr Series Trust11.1%
- Spdr Series Trust5.7%
- Nvidia Corporation4.2%
- Apple Inc3.2%
- Spdr S&P 500 ETF Tr2.3%
- Other61.7%
Portfolio Holdings
161 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 641.7K | $36.31M | 11.8% | +46.9K | Added |
| 2 | Spdr Series Trust | 349.6K | $34.23M | 11.1% | +24.8K | Added |
| 3 | Spdr Series Trust | 294.6K | $17.45M | 5.7% | +20.1K | Added |
| 4 | Nvidia Corporation | 74.4K | $12.97M | 4.2% | +449 | Added |
| 5 | Apple Inc | 38.5K | $9.76M | 3.2% | +1.7K | Added |
| 6 | Spdr S&P 500 ETF Tr | 11.0K | $7.17M | 2.3% | −1.0K | Reduced |
| 7 | Ishares Tr | 10.8K | $7.03M | 2.3% | +2.7K | Added |
| 8 | Sophia Genetics SA | 1.41M | $6.98M | 2.3% | 0 | Held |
| 9 | Alphabet Inc | 18.6K | $5.35M | 1.7% | +1.1K | Added |
| 10 | Ishares Tr | 24.4K | $5.21M | 1.7% | −285 | Reduced |
151 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio