Altura Wealth Advisors Inc.
All 13F Filings
- Location
- Santa Clara, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 229,134
- 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 |
|---|---|---|---|---|---|
| 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 | 78.97 K | 34.5% | 0 | 85.93 K | -85.93 K |
| ETFs | 150.2 K | 65.5% | 83.22 K | 0 | 83.22 K |
| Other | 0 | 0.0% | 0 | 461 | -461 |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
5/12/2026
Total value ($000)
229,134
Holdings
75
QoQ value change ($000)
-3,179
(-1.4%)
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.