Altura Wealth Advisors Inc.
84 holdingsFiling period: 2026-06-30Current AUM: $301.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | 111.3K | $22.3M | $23.8M | 7.90% | -1,805 | 2026-06-30 |
| 2 | BND | Vanguard BD Index Fds | 298.9K | $21.9M | $21.3M | 7.08% | +43.5K | 2026-06-30 |
| 3 | MUB | iShares TR | 174.9K | $18.8M | $18.2M | 6.03% | +18.7K | 2026-06-30 |
| 4 | VGT | Vanguard World FD | 112.9K | $13.5M | $13.8M | 4.58% | +99.0K | 2026-06-30 |
| 5 | JNK | Spdr Series Trust | 125.5K | $12.1M | $11.7M | 3.88% | +14.1K | 2026-06-30 |
| 6 | AAPL | Apple Inc | 40.8K | $11.8M | $14.2M | 4.72% | +751 | 2026-06-30 |
| 7 | NFLX | Netflix Inc. | 162.1K | $11.6M | $10.1M | 3.34% | -- | 2026-06-30 |
| 8 | GOOGL | Alphabet Inc | 24.3K | $8.7M | $6.9M | 2.29% | -512 | 2026-06-30 |
| 9 | VEU | Vanguard Intl Equity Index F | 101.1K | $8.5M | $8.3M | 2.75% | +6.9K | 2026-06-30 |
| 10 | MUNI | PIMCO ETF TR | 156.0K | $8.2M | $8.0M | 2.64% | -16,912 | 2026-06-30 |
| 11 | AMZN | Amazon.com Inc | 33.5K | $8.0M | $8.2M | 2.71% | +1.6K | 2026-06-30 |
| 12 | VCR | Vanguard World FD | 19.6K | $7.8M | $7.6M | 2.53% | +1.7K | 2026-06-30 |
| 13 | VEA | Vanguard Tax-Managed Fds | 107.5K | $7.7M | $7.6M | 2.52% | +9.0K | 2026-06-30 |
| 14 | IVOG | Vanguard Admiral Fds Inc | 44.5K | $6.5M | $6.1M | 2.03% | +4.8K | 2026-06-30 |
| 15 | VFH | Vanguard World FD | 44.7K | $5.9M | $6.2M | 2.05% | +5.0K | 2026-06-30 |
| 16 | VIS | Vanguard World FD | 15.8K | $5.7M | $5.2M | 1.71% | +531 | 2026-06-30 |
| 17 | VTI | Vanguard Index Fds | 14.0K | $5.2M | $5.3M | 1.76% | +1.7K | 2026-06-30 |
| 18 | CRWD | Crowdstrike Hldgs Inc | 6.0K | $4.5M | $6.2M | 2.07% | +6 | 2026-06-30 |
| 19 | MSFT | Microsoft Corp | 12.1K | $4.5M | $6.4M | 2.13% | +5.3K | 2026-06-30 |
| 20 | DFAS | Dimensional ETF Trust | 54.6K | $4.5M | $4.4M | 1.46% | -178 | 2026-06-30 |
| 21 | VWO | Vanguard Intl Equity Index F | 71.5K | $4.3M | $4.0M | 1.34% | +48.4K | 2026-06-30 |
| 22 | VB | Vanguard Index Fds | 13.1K | $4.0M | $3.9M | 1.28% | +11.7K | 2026-06-30 |
| 23 | VDC | Vanguard World FD | 17.0K | $3.8M | $4.1M | 1.35% | +1.0K | 2026-06-30 |
| 24 | VOX | Vanguard World FD | 20.6K | $3.8M | $3.6M | 1.19% | +2.4K | 2026-06-30 |
| 25 | XLRE | Select Sector Spdr TR | 84.4K | $3.7M | $3.6M | 1.21% | +4.9K | 2026-06-30 |
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