Alta Wealth Advisors LLC
162 holdingsFiling period: 2026-03-31Current AUM: $350.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPYV | SPDR SERIES TRUST | 641.7K | $36.3M | $39.8M | 11.35% | +46.9K | 2026-03-31 |
| 2 | SPYG | SPDR SERIES TRUST | 349.6K | $34.2M | $41.0M | 11.68% | +24.8K | 2026-03-31 |
| 3 | SPMD | SPDR SERIES TRUST | 294.6K | $17.4M | $19.4M | 5.54% | +20.1K | 2026-03-31 |
| 4 | NVDA | NVIDIA CORPORATION | 74.4K | $13.0M | $14.9M | 4.26% | +449 | 2026-03-31 |
| 5 | AAPL | APPLE INC | 38.5K | $9.8M | $11.9M | 3.39% | +1.7K | 2026-03-31 |
| 6 | SPY | STATE STR SPDR S&P 500 ETF T | 11.0K | $7.2M | $8.2M | 2.35% | -1,026 | 2026-03-31 |
| 7 | IVV | ISHARES TR | 10.8K | $7.0M | $8.1M | 2.30% | +2.7K | 2026-03-31 |
| 8 | — | SOPHIA GENETICS SA | 1.41M | $7.0M | $7.0M | 1.99% | -- | 2026-03-31 |
| 9 | GOOGL | ALPHABET INC | 18.6K | $5.3M | $6.6M | 1.89% | +1.1K | 2026-03-31 |
| 10 | IWD | ISHARES TR | 24.4K | $5.2M | $6.1M | 1.75% | -285 | 2026-03-31 |
| 11 | IWF | ISHARES TR | 12.0K | $5.1M | $5.7M | 1.63% | +170 | 2026-03-31 |
| 12 | RSP | INVESCO EXCHANGE TRADED FD T | 22.6K | $4.3M | $4.9M | 1.39% | -310 | 2026-03-31 |
| 13 | MSFT | MICROSOFT CORP | 11.5K | $4.3M | $5.4M | 1.53% | -593 | 2026-03-31 |
| 14 | AMZN | AMAZON COM INC | 20.0K | $4.2M | $5.4M | 1.55% | +748 | 2026-03-31 |
| 15 | IVW | ISHARES TR | 36.2K | $4.1M | $4.9M | 1.40% | +9.8K | 2026-03-31 |
| 16 | JPM | JPMORGAN CHASE & CO | 13.9K | $4.1M | $4.9M | 1.39% | +178 | 2026-03-31 |
| 17 | META | META PLATFORMS INC | 7.0K | $4.0M | $3.9M | 1.10% | -102 | 2026-03-31 |
| 18 | ITOT | ISHARES TR | 27.0K | $3.8M | $4.4M | 1.26% | -34 | 2026-03-31 |
| 19 | IVE | ISHARES TR | 17.4K | $3.7M | $4.0M | 1.15% | +5.7K | 2026-03-31 |
| 20 | QQQ | INVESCO QQQ TR | 5.6K | $3.2M | $3.9M | 1.10% | -243 | 2026-03-31 |
| 21 | COST | COSTCO WHOLESALE CORPORATION | 3.1K | $3.1M | $3.0M | 0.85% | -23 | 2026-03-31 |
| 22 | QUAL | ISHARES TR | 15.1K | $2.9M | $3.3M | 0.94% | +2.6K | 2026-03-31 |
| 23 | LRCX | LAM RESEARCH CORP | 13.3K | $2.8M | $3.9M | 1.11% | +150 | 2026-03-31 |
| 24 | KLAC | KLA CORP | 1.9K | $2.8M | $346K | 0.10% | -11 | 2026-03-31 |
| 25 | VTV | VANGUARD INDEX FDS | 14.1K | $2.8M | $3.1M | 0.88% | +588 | 2026-03-31 |
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