Altura Wealth Advisors Inc.
84 holdingsFiling period: 2026-06-30Current AUM: $300.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 111.3K | $22.3M | $23.6M | 7.85% | -1,805 | 2026-06-30 |
| 2 | BND | VANGUARD BD INDEX FDS | 298.9K | $21.9M | $21.3M | 7.07% | +43.5K | 2026-06-30 |
| 3 | MUB | ISHARES TR | 174.9K | $18.8M | $18.0M | 5.98% | +18.7K | 2026-06-30 |
| 4 | VGT | VANGUARD WORLD FD | 112.9K | $13.5M | $13.4M | 4.46% | +99.0K | 2026-06-30 |
| 5 | JNK | SPDR SERIES TRUST | 125.5K | $12.1M | $11.8M | 3.93% | +14.1K | 2026-06-30 |
| 6 | AAPL | APPLE INC | 40.8K | $11.8M | $13.5M | 4.49% | +751 | 2026-06-30 |
| 7 | NFLX | NETFLIX INC. | 162.1K | $11.6M | $12.6M | 4.20% | -- | 2026-06-30 |
| 8 | GOOGL | ALPHABET INC | 24.3K | $8.7M | $8.4M | 2.79% | -512 | 2026-06-30 |
| 9 | VEU | VANGUARD INTL EQUITY INDEX F | 101.1K | $8.5M | $8.5M | 2.82% | +6.9K | 2026-06-30 |
| 10 | MUNI | PIMCO ETF TR | 156.0K | $8.2M | $7.9M | 2.62% | -16,912 | 2026-06-30 |
| 11 | AMZN | AMAZON COM INC | 33.5K | $8.0M | $8.3M | 2.76% | +1.6K | 2026-06-30 |
| 12 | VCR | VANGUARD WORLD FD | 19.6K | $7.8M | $7.3M | 2.42% | +1.7K | 2026-06-30 |
| 13 | VEA | VANGUARD TAX-MANAGED FDS | 107.5K | $7.7M | $7.7M | 2.56% | +9.0K | 2026-06-30 |
| 14 | IVOG | VANGUARD ADMIRAL FDS INC | 44.5K | $6.5M | $6.1M | 2.01% | +4.8K | 2026-06-30 |
| 15 | VFH | VANGUARD WORLD FD | 44.7K | $5.9M | $6.2M | 2.06% | +5.0K | 2026-06-30 |
| 16 | VIS | VANGUARD WORLD FD | 15.8K | $5.7M | $5.1M | 1.71% | +531 | 2026-06-30 |
| 17 | VTI | VANGUARD INDEX FDS | 14.0K | $5.2M | $5.2M | 1.74% | +1.7K | 2026-06-30 |
| 18 | CRWD | CROWDSTRIKE HLDGS INC | 6.0K | $4.5M | $5.8M | 1.92% | +6 | 2026-06-30 |
| 19 | MSFT | MICROSOFT CORP | 12.1K | $4.5M | $6.0M | 1.99% | +5.3K | 2026-06-30 |
| 20 | DFAS | DIMENSIONAL ETF TRUST | 54.6K | $4.5M | $4.4M | 1.45% | -178 | 2026-06-30 |
| 21 | VWO | VANGUARD INTL EQUITY INDEX F | 71.5K | $4.3M | $4.2M | 1.41% | +48.4K | 2026-06-30 |
| 22 | VB | VANGUARD INDEX FDS | 13.1K | $4.0M | $3.8M | 1.27% | +11.7K | 2026-06-30 |
| 23 | VDC | VANGUARD WORLD FD | 17.0K | $3.8M | $3.8M | 1.27% | +1.0K | 2026-06-30 |
| 24 | VOX | VANGUARD WORLD FD | 20.6K | $3.8M | $4.0M | 1.32% | +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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