Altura Wealth Advisors Inc.

Q3 2026 13F-HR Holdings

Location
Santa Clara, CA
Holdings as of
9/30/2026
Date filed
10/22/2026
Form type
13F-HR
Num holdings
86
Total value ($000)
$323,005
Net value change ($000)
+26,465 (8.9%)
New positions
4
Sold out positions
2
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
NVDA 3,533 15.9%
MUNI 3,177 38.7%
AAPL 2,172 18.4%
SGOV 2,168 59.2%
MSFT 1,937 43.0%
BND 1,906 8.7%
CRWD 1,761 38.7%
VGT 1,302 9.6%
IBIT 1,227 61.0%
VEA 979 12.8%
Top Reduces (Value $000, Stocks/ETFs)
MUB -3,933 -20.9%
APP -765 -43.6%
HONEYWELL AEROSPACE INC -425 -58.4%
VIS -378 -6.6%
NFLX -273 -2.4%
IBM -230 -100.0%
UPRO -216 -100.0%
XLU -188 -7.0%
DFAS -177 -3.9%
VCR -163 -2.1%
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