Institutional Fund
Altura Wealth Advisors Inc.
Santa Clara, CACIK 19314655 filings on record
Portfolio Value
$229.13M
Q1 2026
Holdings
75
Reported positions
New Buys
12
Opened this quarter
QoQ Change
-1.4%
from $232.31M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation8.6%
- Vanguard Bd Index Fds8.2%
- Ishares Tr7.2%
- Spdr Series Trust4.7%
- Apple Inc4.4%
- Vanguard World Fd4.2%
- Other62.6%
Portfolio Holdings
75 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 113.2K | $19.73M | 8.6% | +5.3K | Added |
| 2 | Vanguard Bd Index Fds | 255.4K | $18.81M | 8.2% | +8.0K | Added |
| 3 | Ishares Tr | 156.2K | $16.58M | 7.2% | +3.9K | Added |
| 4 | Spdr Series Trust | 111.3K | $10.66M | 4.7% | +2.2K | Added |
| 5 | Apple Inc | 40.0K | $10.16M | 4.4% | +4.1K | Added |
| 6 | Vanguard World Fd | 13.9K | $9.70M | 4.2% | +68 | Added |
| 7 | Pimco ETF Tr | 173.0K | $9.03M | 3.9% | −10.0K | Reduced |
| 8 | Alphabet Inc | 24.9K | $7.15M | 3.1% | −4.2K | Reduced |
| 9 | Vanguard Intl Equity Index F | 94.3K | $7.08M | 3.1% | −13 | Reduced |
| 10 | Amazon Com Inc | 31.9K | $6.63M | 2.9% | +707 | Added |
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