Altura Wealth Advisors Inc.

Q1 2026 13F-HR Holdings

Location
Santa Clara, CA
Holdings as of
3/31/2026
Date filed
5/12/2026
Form type
13F-HR
Num holdings
75
Total value ($000)
$229,134
Net value change ($000)
-3,179 (-1.4%)
New positions
12
Sold out positions
2
Turnover %
5.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/4/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SMH 3,184 1170.6%
VBK 2,633 NEW
EFG 2,399 NEW
ORCL 1,697 396.5%
JNJ 1,503 NEW
META 1,498 152.7%
UNH 1,440 NEW
ABBV 1,230 447.3%
COST 849 NEW
WMT 827 NEW
Top Reduces (Value $000, Stocks/ETFs)
DFAS -2,896 -42.6%
MRK -2,428 -48.1%
VEA -2,359 -27.2%
GOOGL -1,953 -21.5%
VWO -1,346 -51.9%
SGOV -1,298 -35.5%
VHT -1,265 -31.1%
VIS -1,229 -20.4%
XLRE -1,003 -23.6%
EDIV -956 -41.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type