Alta Wealth Advisors LLC

Q1 2026 13F-HR Holdings

Location
Woburn, MA
Holdings as of
3/31/2026
Date filed
5/4/2026
Form type
13F-HR
Num holdings
161
Total value ($000)
$307,955
Net value change ($000)
+8,694 (2.9%)
New positions
21
Sold out positions
24
Turnover %
8.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/3/2026 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)
SPYV 2,517 7.4%
LMT 2,070 NEW
CALY 1,764 NEW
SPMD 1,552 9.8%
IVV 1,499 27.1%
CBOE 1,198 NEW
IVE 1,196 48.3%
MU 1,178 107.2%
DYNF 970 84.1%
HSY 959 NEW
Top Reduces (Value $000, Stocks/ETFs)
SHOP -3,094 -100.0%
MSFT -1,595 -27.2%
LDOS -1,324 -100.0%
STNE -1,301 -100.0%
APP -1,068 -40.4%
SPY -1,048 -12.8%
AFRM -1,024 -100.0%
LOW -1,003 -100.0%
CRWD -925 -100.0%
NVDA -816 -5.9%
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