Altura Wealth Advisors Inc.
All 13F Filings
- Location
- Santa Clara, CA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 323,005
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/22/2026 | 86 | 323,005 | 13F-HR | Altura Wealth Advisors Inc. |
| Q2 2026 | 7/22/2026 | 84 | 296,540 | 13F-HR | Altura Wealth Advisors Inc. |
| Q1 2026 | 5/12/2026 | 75 | 229,134 | 13F-HR | Altura Wealth Advisors Inc. |
| Q4 2025 | 2/4/2026 | 65 | 232,313 | 13F-HR | ESG Planning DBA Harper Investing |
| Q3 2025 | 11/13/2025 | 63 | 210,005 | 13F-HR | ESG Planning DBA Harper Investing |
| Q2 2025 | 8/13/2025 | 58 | 178,845 | 13F-HR | ESG Planning DBA Harper Investing |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 128.3 K | 39.7% | 13.53 K | 0 | 13.53 K |
| ETFs | 194.7 K | 60.3% | 12.94 K | 0 | 12.94 K |
Swipe for more columns
Fund Snapshot
Q3 2026
Latest filed
10/22/2026
Total value ($000)
323,005
Holdings
86
QoQ value change ($000)
26,465
(8.9%)
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.