Altura Wealth Advisors Inc.
75 holdingsFiling period: 2026-03-31Current AUM: $255.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 113.2K | $19.7M | $22.7M | 8.91% | +5.3K | 2026-03-31 |
| 2 | BND | VANGUARD BD INDEX FDS | 255.4K | $18.8M | $18.5M | 7.23% | +8.0K | 2026-03-31 |
| 3 | MUB | ISHARES TR | 156.2K | $16.6M | $16.5M | 6.47% | +3.9K | 2026-03-31 |
| 4 | JNK | SPDR SERIES TRUST | 111.3K | $10.7M | $10.7M | 4.18% | +2.2K | 2026-03-31 |
| 5 | AAPL | APPLE INC | 40.0K | $10.2M | $12.4M | 4.85% | +4.1K | 2026-03-31 |
| 6 | VGT | VANGUARD WORLD FD | 13.9K | $9.7M | $12.6M | 4.93% | +68 | 2026-03-31 |
| 7 | MUNI | PIMCO ETF TR | 173.0K | $9.0M | $8.9M | 3.51% | -10,014 | 2026-03-31 |
| 8 | GOOGL | ALPHABET INC | 24.9K | $7.1M | $8.9M | 3.47% | -4,219 | 2026-03-31 |
| 9 | VEU | VANGUARD INTL EQUITY INDEX F | 94.3K | $7.1M | $7.8M | 3.06% | -13 | 2026-03-31 |
| 10 | AMZN | AMAZON COM INC | 31.9K | $6.6M | $8.6M | 3.39% | +707 | 2026-03-31 |
| 11 | VCR | VANGUARD WORLD FD | 17.9K | $6.4M | $7.0M | 2.74% | +305 | 2026-03-31 |
| 12 | VEA | VANGUARD TAX-MANAGED FDS | 98.5K | $6.3M | $7.0M | 2.73% | -40,308 | 2026-03-31 |
| 13 | IVOG | VANGUARD ADMIRAL FDS INC | 39.6K | $5.0M | $5.5M | 2.16% | +3.9K | 2026-03-31 |
| 14 | VFH | VANGUARD WORLD FD | 39.7K | $4.8M | $5.5M | 2.17% | +2.0K | 2026-03-31 |
| 15 | VIS | VANGUARD WORLD FD | 15.3K | $4.8M | $5.3M | 2.07% | -4,831 | 2026-03-31 |
| 16 | VTI | VANGUARD INDEX FDS | 12.3K | $3.9M | $4.5M | 1.78% | +165 | 2026-03-31 |
| 17 | DFAS | DIMENSIONAL ETF TRUST | 54.8K | $3.9M | $4.4M | 1.74% | -42,727 | 2026-03-31 |
| 18 | GLD | SPDR GOLD TR | 8.8K | $3.8M | $3.3M | 1.29% | -704 | 2026-03-31 |
| 19 | VDC | VANGUARD WORLD FD | 15.9K | $3.6M | $3.7M | 1.44% | -4,636 | 2026-03-31 |
| 20 | SMH | VANECK ETF TRUST | 9.0K | $3.5M | $4.9M | 1.91% | +8.3K | 2026-03-31 |
| 21 | VOX | VANGUARD WORLD FD | 18.1K | $3.3M | $3.3M | 1.29% | +4.1K | 2026-03-31 |
| 22 | XLRE | SELECT SECTOR SPDR TR | 79.5K | $3.2M | $3.6M | 1.41% | -25,804 | 2026-03-31 |
| 23 | VHT | VANGUARD WORLD FD | 10.3K | $2.8M | $3.1M | 1.23% | -3,843 | 2026-03-31 |
| 24 | VBK | VANGUARD INDEX FDS | 8.7K | $2.6M | $3.0M | 1.16% | -- | 2026-03-31 |
| 25 | MRK | MERCK & CO INC | 21.8K | $2.6M | $2.8M | 1.11% | -26,181 | 2026-03-31 |
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