Alta Wealth Advisors LLC

Q2 2026 13F-HR Holdings

Location
Woburn, MA
Holdings as of
6/30/2026
Date filed
7/30/2026
Form type
13F-HR
Num holdings
170
Total value ($000)
$368,928
Net value change ($000)
+60,973 (19.8%)
New positions
19
Sold out positions
10
Turnover %
2.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/4/2026 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)
SPYG 7,533 22.0%
MU 5,588 245.4%
SPYV 3,575 9.8%
LRCX 2,926 102.9%
KLAC 2,863 102.7%
CRDO 2,565 190.7%
SPMD 2,448 14.0%
NVDA 2,004 15.5%
IVV 1,708 24.3%
AMD 1,692 183.9%
Top Reduces (Value $000, Stocks/ETFs)
SOFI -1,050 -100.0%
HSY -959 -100.0%
HOOD -587 -100.0%
IBKR -466 -100.0%
LMT -373 -18.0%
HON -328 -100.0%
IMCR -249 -100.0%
T -248 -100.0%
SHLD -234 -100.0%
GLD -230 -15.3%
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