Altura Wealth Advisors Inc.
All 13F Filings
- Location
- Santa Clara, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 296,540
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 114.8 K | 38.7% | 35.8 K | 0 | 35.8 K |
| ETFs | 181.8 K | 61.3% | 31.61 K | 0 | 31.61 K |
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Fund Snapshot
Q2 2026
Latest filed
7/22/2026
Total value ($000)
296,540
Holdings
84
QoQ value change ($000)
67,406
(29.4%)
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.