Alta Wealth Advisors LLC

Q3 2026 13F-HR Holdings

Location
Woburn, MA
Holdings as of
9/30/2026
Date filed
11/12/2026
Form type
13F-HR
Num holdings
181
Total value ($000)
$379,657
Net value change ($000)
+10,729 (2.9%)
New positions
24
Sold out positions
14
Turnover %
3.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/30/2026 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)
BKIE 2,483 86.9%
SOPH 2,421 29.8%
NVDA 2,175 14.5%
AAPL 1,966 17.8%
SPYG 1,935 4.6%
IVV 1,909 21.8%
MSFT 1,887 45.0%
SPYV 1,278 3.2%
XOM 1,245 NEW
META 1,102 28.7%
Top Reduces (Value $000, Stocks/ETFs)
KLAC -2,002 -35.4%
LRCX -1,409 -24.4%
CRDO -1,108 -28.3%
XOM -960 -100.0%
APP -886 -43.8%
STRL -853 -41.0%
SPMD -844 -4.2%
COO -840 -100.0%
MTUM -763 -57.9%
MU -628 -8.0%
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