Altura Wealth Advisors Inc.

Q2 2026 13F-HR Holdings

Location
Santa Clara, CA
Holdings as of
6/30/2026
Date filed
7/22/2026
Form type
13F-HR
Num holdings
84
Total value ($000)
$296,540
Net value change ($000)
+67,406 (29.4%)
New positions
12
Sold out positions
3
Turnover %
8.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
NFLX 11,574 NEW
VGT 3,796 39.1%
VB 3,606 969.4%
BND 3,131 16.6%
VWO 3,021 242.5%
NVDA 2,546 12.9%
ARTY 2,341 NEW
MUB 2,238 13.5%
CRWD 2,225 95.7%
MSFT 2,006 80.3%
Top Reduces (Value $000, Stocks/ETFs)
VBK -2,633 -100.0%
EFG -2,399 -100.0%
HON -1,411 -100.0%
MUNI -819 -9.1%
GLD -274 -7.2%
BMO -256 -31.2%
SMH -80 -2.3%
BMY -51 -6.1%
DHR -31 -7.4%
AOA -19 -5.4%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type