Alta Wealth Advisors LLC
All 13F Filings
- Location
- Woburn, MA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 368,928
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/30/2026 | 170 | 368,928 | 13F-HR | Alta Wealth Advisors LLC |
| Q1 2026 | 5/4/2026 | 161 | 307,955 | 13F-HR | Alta Wealth Advisors LLC |
| Q4 2025 | 2/3/2026 | 166 | 299,261 | 13F-HR | Alta Wealth Advisors LLC |
| Q3 2025 | 11/3/2025 | 157 | 279,167 | 13F-HR | Alta Wealth Advisors LLC |
| Q2 2025 | 7/22/2025 | 118 | 211,889 | 13F-HR | Alta Wealth Advisors LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 152.5 K | 41.3% | 30.1 K | 0 | 30.1 K |
| ETFs | 216.4 K | 58.7% | 30.87 K | 0 | 30.87 K |
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Fund Snapshot
Q2 2026
Latest filed
7/30/2026
Total value ($000)
368,928
Holdings
170
QoQ value change ($000)
60,973
(19.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.