Alta Wealth Advisors LLC

CIK 0001843826 • 6 13F filings • Apr 24, 2025 – Jul 30, 2026

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Filer information

Filed by: Alta Wealth Advisors LLC, Managing Partner and CCO
Address: 400 Tradecenter Drive, Suite 4810, Woburn, MA, 01801
Phone: 617-642-4537
AUM: $299.3M

AUM over time

$368.9M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $299.3M158 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$1.8M	0.6%Prev: 0.6%	8,012 SH	Increased+205 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$231K	0.1%	860 SH	New
ADVANCED MICRO DEVICES INC	COM	$990K	0.3%Prev: 0.3%	4,622 SH	Increased+230 SH
AFFIRM HLDGS INC	COM CL A	$1.0M	0.3%Prev: 0.4%	13,763 SH	Increased-174 SH
ALPHABET INC	CAP STK CL A	$5.5M	1.8%Prev: 1.4%	17,443 SH	Increased+990 SH
ALPHABET INC	CAP STK CL C	$756K	0.3%Prev: 0.2%	2,408 SH	Increased+186 SH
AMAZON COM INC	COM	$4.4M	1.5%Prev: 1.4%	19,246 SH	Increased+1,831 SH
AMERICAN CENTY ETF TR	US QUALITY GROW	$217K	0.1%Prev: 0.1%	1,895 SH	Decreased-67 SH
AMERICAN EXPRESS CO	COM	$427K	0.1%Prev: 0.1%	1,154 SH	Increased-9 SH
AMPHENOL CORP NEW	CL A	$1.3M	0.4%Prev: 0.3%	9,269 SH	Increased+3,199 SH
ANI PHARMACEUTICALS INC	COM	$217K	0.1%	2,747 SH	New
APPLE INC	COM	$10.0M	3.3%Prev: 3.2%	36,784 SH	Increased+1,521 SH
APPLOVIN CORP	COM CL A	$2.6M	0.9%Prev: 1.0%	3,925 SH	Decreased+24 SH
ARGENX SE	SPONSORED ADR	$712K	0.2%Prev: 0.2%	847 SH	Increased+2 SH
ARISTA NETWORKS INC	COM SHS	$729K	0.2%Prev: 0.3%	5,560 SH	Decreased+353 SH
AT&T INC	COM	$218K	0.1%Prev: 0.1%	8,791 SH	Increased+1,114 SH
BANK AMERICA CORP	COM	$340K	0.1%Prev: 0.1%	6,183 SH	Increased+662 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.7M	0.6%Prev: 1.2%	3,460 SH	Decreased-3,210 SH
BLACKROCK ETF TRUST	ISHARES A I INNO	$388K	0.1%	11,665 SH	New
BLACKROCK ETF TRUST	ISHARES US CARBO	$285K	0.1%	3,848 SH	New
BLACKROCK ETF TRUST	ISHARES US EQUIT	$1.2M	0.4%	18,959 SH	New
BLACKROCK ETF TRUST	ISHARES US THEMA	$427K	0.1%	11,079 SH	New
BNY MELLON ETF TRUST	INTERNATIONL EQT	$1.9M	0.6%Prev: 0.7%	20,646 SH	Decreased-816 SH
BRISTOL-MYERS SQUIBB CO	COM	$403K	0.1%Prev: 0.1%	7,472 SH	Increased-1,104 SH
BROADCOM INC	COM	$696K	0.2%Prev: 0.1%	2,012 SH	Increased+777 SH
CADENCE DESIGN SYSTEM INC	COM	$710K	0.2%Prev: 0.3%	2,270 SH	Decreased-299 SH
CARPENTER TECHNOLOGY CORP	COM	$451K	0.2%Prev: 0.1%	1,431 SH	Increased
CHEVRON CORP NEW	COM	$200K	0.1%Prev: 0.1%	1,313 SH	Decreased-52 SH
CINTAS CORP	COM	$210K	0.1%Prev: 0.1%	1,116 SH	Decreased
CITIGROUP INC	COM NEW	$569K	0.2%Prev: 0.2%	4,878 SH	Increased+250 SH
COHERENT CORP	COM	$611K	0.2%Prev: 0.1%	3,312 SH	Increased-282 SH
COSTCO WHSL CORP NEW	COM	$2.7M	0.9%Prev: 1.5%	3,147 SH	Decreased-1,230 SH
CREDO TECHNOLOGY GROUP HOLDI	ORDINARY SHARES	$2.1M	0.7%Prev: 0.7%	14,262 SH	Increased+1,428 SH
CROWDSTRIKE HLDGS INC	CL A	$925K	0.3%Prev: 0.2%	1,973 SH	Increased+968 SH
DEERE & CO	COM	$242K	0.1%Prev: 0.1%	521 SH	Increased+51 SH
ELI LILLY & CO	COM	$2.8M	0.9%Prev: 0.7%	2,572 SH	Increased+31 SH
EVERSOURCE ENERGY	COM	$271K	0.1%	4,031 SH	New
EXXON MOBIL CORP	COM	$739K	0.2%Prev: 0.2%	6,138 SH	Increased+407 SH
FIRST TR EXCH TRADED FD III	MANAGD MUN ETF	$312K	0.1%Prev: 0.1%	6,101 SH	Decreased-978 SH
FIRST TR EXCH TRADED FD III	SHRT DUR MNG MUN	$214K	0.1%Prev: 0.1%	10,660 SH	Decreased-209 SH
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$337K	0.1%Prev: 0.1%	4,848 SH	Increased
GE AEROSPACE	COM NEW	$761K	0.3%Prev: 0.3%	2,470 SH	Decreased-103 SH
GILEAD SCIENCES INC	COM	$1.5M	0.5%Prev: 0.5%	12,471 SH	Increased+106 SH
GUARDANT HEALTH INC	COM	$649K	0.2%Prev: 0.1%	6,359 SH	Increased-137 SH
HONEYWELL INTL INC	COM	$275K	0.1%Prev: 0.1%	1,410 SH	Decreased-43 SH
INCYTE CORP	COM	$626K	0.2%Prev: 0.5%	6,342 SH	Decreased-10,103 SH
INTERACTIVE BROKERS GROUP IN	COM CL A	$447K	0.1%Prev: 0.2%	6,956 SH	Decreased-39 SH
INTERNATIONAL BUSINESS MACHS	COM	$825K	0.3%Prev: 0.3%	2,784 SH	Increased+120 SH
INTUIT	COM	$549K	0.2%Prev: 0.2%	828 SH	Decreased+9 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$903K	0.3%Prev: 0.2%	3,569 SH	Increased+1,096 SH
INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$626K	0.2%Prev: 0.2%	5,248 SH	Decreased-147 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$4.4M	1.5%Prev: 1.9%	22,910 SH	Decreased-4,615 SH
INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$671K	0.2%Prev: 0.2%	8,942 SH	Increased+10 SH
INVESCO QQQ TR	UNIT SER 1	$3.6M	1.2%Prev: 1.1%	5,871 SH	Increased+587 SH
ISHARES GOLD TR	ISHARES NEW	$241K	0.1%	2,975 SH	New
ISHARES INC	CORE MSCI EMKT	$969K	0.3%	14,421 SH	New
ISHARES SILVER TR	ISHARES	$548K	0.2%Prev: 0.1%	8,500 SH	Increased+318 SH
ISHARES TR	0-3 MNTH TREASRY	$1.9M	0.6%Prev: 0.6%	19,165 SH	Increased+3,221 SH
ISHARES TR	10-20 YR TRS ETF	$206K	0.1%	2,023 SH	New
ISHARES TR	CORE DIV GRWTH	$500K	0.2%Prev: 0.2%	7,209 SH	Increased+26 SH
ISHARES TR	CORE MSCI EAFE	$558K	0.2%Prev: 0.2%	6,240 SH	Increased+42 SH
ISHARES TR	CORE S&P MCP ETF	$738K	0.2%Prev: 0.2%	11,175 SH	Increased+1,335 SH
ISHARES TR	CORE S&P SCP ETF	$682K	0.2%Prev: 0.2%	5,672 SH	Increased+1,173 SH
ISHARES TR	CORE S&P TTL STK	$4.0M	1.3%Prev: 1.3%	27,033 SH	Increased+1,728 SH
ISHARES TR	CORE S&P500 ETF	$5.5M	1.8%Prev: 1.5%	8,081 SH	Increased+1,711 SH
ISHARES TR	CORE UNIVRSL USD	$407K	0.1%	8,745 SH	New
ISHARES TR	EAFE VALUE ETF	$740K	0.2%	10,356 SH	New
ISHARES TR	ESG AWR MSCI USA	$209K	0.1%	1,402 SH	New
ISHARES TR	MSCI EAFE ETF	$332K	0.1%Prev: 0.1%	3,461 SH	Increased
ISHARES TR	MSCI INTL QUALTY	$236K	0.1%Prev: 0.1%	5,182 SH	Increased
ISHARES TR	MSCI USA MIN VOL	$728K	0.2%Prev: 0.3%	7,735 SH	Increased+220 SH
ISHARES TR	MSCI USA MMENTM	$432K	0.1%	1,726 SH	New
ISHARES TR	MSCI USA QLT FCT	$2.5M	0.8%Prev: 0.7%	12,402 SH	Increased+2,292 SH
ISHARES TR	NATIONAL MUN ETF	$752K	0.3%Prev: 0.2%	7,020 SH	Increased+1,579 SH
ISHARES TR	RUS 1000 ETF	$681K	0.2%Prev: 0.2%	1,824 SH	Increased+4 SH
ISHARES TR	RUS 1000 GRW ETF	$5.6M	1.9%Prev: 2.1%	11,874 SH	Decreased-675 SH
ISHARES TR	RUS 1000 VAL ETF	$5.2M	1.7%Prev: 1.8%	24,664 SH	Increased-599 SH
ISHARES TR	RUS MD CP GR ETF	$207K	0.1%Prev: 0.1%	1,512 SH	Decreased+1 SH
ISHARES TR	RUS TP200 VL ETF	$220K	0.1%Prev: 0.1%	2,400 SH	Increased
ISHARES TR	S&P 100 ETF	$784K	0.3%	2,287 SH	New
ISHARES TR	S&P 500 GRWT ETF	$3.3M	1.1%Prev: 0.8%	26,418 SH	Increased+8,069 SH
ISHARES TR	S&P 500 VAL ETF	$2.5M	0.8%Prev: 0.5%	11,677 SH	Increased+4,965 SH
ISHARES TR	SHRT NAT MUN ETF	$317K	0.1%Prev: 0.1%	2,972 SH	Increased+6 SH
ISHARES TR	US AER DEF ETF	$237K	0.1%	1,104 SH	New
JOHNSON & JOHNSON	COM	$398K	0.1%Prev: 0.1%	1,923 SH	Increased+438 SH
JOHNSON CTLS INTL PLC	SHS	$301K	0.1%Prev: 0.1%	2,511 SH	Increased+71 SH
JPMORGAN CHASE & CO.	COM	$4.4M	1.5%Prev: 1.5%	13,718 SH	Increased+392 SH
KLA CORP	COM NEW	$2.3M	0.8%Prev: 0.7%	1,905 SH	Increased-14 SH
LAM RESEARCH CORP	COM NEW	$2.3M	0.8%Prev: 0.6%	13,163 SH	Increased+97 SH
LEGG MASON ETF INVT	FRANKLIN CLEARBR	$521K	0.2%Prev: 0.2%	9,618 SH	Decreased-19 SH
LEIDOS HOLDINGS INC	COM	$1.3M	0.4%Prev: 0.5%	7,339 SH	Decreased+113 SH
LOWES COS INC	COM	$1.0M	0.3%Prev: 0.4%	4,158 SH	Decreased-134 SH
MARVELL TECHNOLOGY INC	COM	$608K	0.2%Prev: 0.2%	7,158 SH	Increased+839 SH
MASTERCARD INCORPORATED	CL A	$435K	0.1%Prev: 0.1%	762 SH	Increased+222 SH
META PLATFORMS INC	CL A	$4.7M	1.6%Prev: 1.7%	7,061 SH	Decreased+445 SH
MICRON TECHNOLOGY INC	COM	$1.1M	0.4%Prev: 0.2%	3,851 SH	Increased+106 SH
MICROSOFT CORP	COM	$5.9M	2.0%Prev: 2.1%	12,132 SH	Increased+972 SH
MORGAN STANLEY	COM NEW	$813K	0.3%Prev: 0.1%	4,581 SH	Increased+2,532 SH
NEWMONT CORP	COM	$482K	0.2%Prev: 0.1%	4,829 SH	Increased+1,802 SH
NVIDIA CORPORATION	COM	$13.8M	4.6%Prev: 4.8%	73,913 SH	Increased+2,840 SH
ORACLE CORP	COM	$1.1M	0.4%Prev: 0.5%	5,893 SH	Decreased+1,006 SH
PALANTIR TECHNOLOGIES INC	CL A	$295K	0.1%Prev: 0.1%	1,658 SH	Increased+172 SH
PAN AMERN SILVER CORP	COM	$433K	0.1%Prev: 0.1%	8,351 SH	Increased+375 SH
PAYPAL HLDGS INC	COM	$377K	0.1%Prev: 0.4%	6,463 SH	Decreased-9,071 SH
PHILIP MORRIS INTL INC	COM	$262K	0.1%Prev: 0.1%	1,634 SH	Increased+376 SH
PROCTER AND GAMBLE CO	COM	$217K	0.1%	1,514 SH	New
PROSHARES TR	S&P 500 DV ARIST	$1.9M	0.6%Prev: 0.6%	18,570 SH	Increased+1,703 SH
PUTNAM ETF TRUST	FRANKLIN MASSACH	$1.4M	0.5%	155,428 SH	New
Q2 HLDGS INC	COM	$258K	0.1%	3,580 SH	New
QUAD / GRAPHICS INC	COM CL A	$94K	0.0%Prev: 0.0%	14,920 SH	Increased+215 SH
QUALCOMM INC	COM	$348K	0.1%Prev: 0.1%	2,035 SH	Increased+223 SH
RBC BEARINGS INC	COM	$1.0M	0.3%	2,247 SH	New
REDDIT INC	CL A	$302K	0.1%Prev: 0.1%	1,315 SH	Increased+80 SH
REGENERON PHARMACEUTICALS	COM	$772K	0.3%Prev: 0.2%	1,000 SH	Increased
ROBINHOOD MKTS INC	COM CL A	$956K	0.3%Prev: 0.4%	8,455 SH	Decreased+1,379 SH
RTX CORPORATION	COM	$361K	0.1%Prev: 0.1%	1,969 SH	Increased+41 SH
SELECT SECTOR SPDR TR	STATE STREET ENE	$236K	0.1%	5,289 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$730K	0.2%	4,715 SH	New
SHOPIFY INC	CL A SUB VTG SHS	$3.1M	1.0%Prev: 1.0%	19,224 SH	Increased-26 SH
SIMON PPTY GROUP INC NEW	COM	$271K	0.1%Prev: 0.1%	1,465 SH	Decreased+4 SH
SNOWFLAKE INC	COM SHS	$306K	0.1%Prev: 0.2%	1,393 SH	Decreased-1,008 SH
SOFI TECHNOLOGIES INC	COM	$1.7M	0.6%Prev: 0.6%	66,148 SH	Decreased+179 SH
SOPHIA GENETICS SA	ORDINARY SHARES	$6.6M	2.2%Prev: 2.4%	1,409,160 SH	Decreased
SPDR DOW JONES INDL AVERAGE	UT SER 1	$970K	0.3%Prev: 0.6%	2,019 SH	Decreased-1,349 SH
SPDR GOLD TR	GOLD SHS	$1.4M	0.5%Prev: 0.5%	3,463 SH	Decreased-595 SH
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$410K	0.1%Prev: 0.1%	9,236 SH	Increased+654 SH
SPDR S&P 500 ETF TR	TR UNIT	$8.2M	2.7%Prev: 2.7%	12,049 SH	Increased+833 SH
SPDR SERIES TRUST	STATE STREET SPD	$88.8M	29.7%	1,275,450 SH	New
STERLING INFRASTRUCTURE INC	COM	$599K	0.2%	1,956 SH	New
STONECO LTD	COM CL A	$1.3M	0.4%Prev: 0.6%	87,960 SH	Decreased+1,702 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$233K	0.1%Prev: 0.2%	768 SH	Decreased-1,573 SH
TASKUS INC	CLASS A COM	$197K	0.1%	16,726 SH	New
TENET HEALTHCARE CORP	COM NEW	$461K	0.2%Prev: 0.2%	2,318 SH	Decreased-18 SH
TESLA INC	COM	$2.4M	0.8%Prev: 0.8%	5,405 SH	Increased+133 SH
UBER TECHNOLOGIES INC	COM	$969K	0.3%Prev: 0.4%	11,854 SH	Decreased-177 SH
UIPATH INC	CL A	$320K	0.1%Prev: 0.1%	19,518 SH	Increased+5,258 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$293K	0.1%Prev: 0.1%	6,055 SH	Decreased-17 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$215K	0.1%Prev: 0.1%	1,029 SH	Increased+72 SH
VANGUARD INDEX FDS	GROWTH ETF	$2.1M	0.7%Prev: 0.7%	4,218 SH	Decreased-79 SH
VANGUARD INDEX FDS	MID CAP ETF	$402K	0.1%Prev: 0.1%	1,386 SH	Decreased+5 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$581K	0.2%Prev: 0.2%	927 SH	Increased+146 SH
VANGUARD INDEX FDS	SMALL CP ETF	$488K	0.2%Prev: 0.2%	1,891 SH	Increased+45 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$701K	0.2%Prev: 0.2%	2,091 SH	Increased+50 SH
VANGUARD INDEX FDS	VALUE ETF	$2.6M	0.9%Prev: 0.9%	13,499 SH	Increased+696 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$1.8M	0.6%Prev: 0.7%	22,856 SH	Decreased+2 SH
VANGUARD STAR FDS	VG TL INTL STK F	$2.2M	0.7%Prev: 0.8%	28,986 SH	Increased
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$407K	0.1%Prev: 0.1%	6,513 SH	Increased+890 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$623K	0.2%Prev: 0.2%	2,166 SH	Increased
VERACYTE INC	COM	$535K	0.2%	12,719 SH	New
VERIZON COMMUNICATIONS INC	COM	$238K	0.1%Prev: 0.1%	5,843 SH	Increased+639 SH
VERTEX PHARMACEUTICALS INC	COM	$737K	0.2%Prev: 0.2%	1,625 SH	Increased+29 SH
VERTIV HOLDINGS CO	COM CL A	$606K	0.2%Prev: 0.2%	3,739 SH	Increased+741 SH
VISA INC	COM CL A	$1.3M	0.4%Prev: 0.4%	3,647 SH	Increased+42 SH
WALMART INC	COM	$1.7M	0.6%Prev: 0.5%	15,240 SH	Increased+596 SH
WISDOMTREE TR	US LARGECAP DIVD	$1.5M	0.5%Prev: 0.5%	17,420 SH	Increased
WISDOMTREE TR	US QTLY DIV GRT	$554K	0.2%Prev: 0.2%	6,196 SH	Increased+130 SH
WISDOMTREE TR	US TOTAL DIVIDND	$580K	0.2%Prev: 0.2%	6,835 SH	Increased+13 SH
ZOOM COMMUNICATIONS INC	CL A	$622K	0.2%Prev: 0.3%	7,206 SH	Decreased-4,330 SH

Sold (vs prior filing)

BIOMARIN PHARMACEUTICAL INC — $224K
COCA COLA CO — $475K
COTERRA ENERGY INC — $388K
CYBERARK SOFTWARE LTD — $829K
DOORDASH INC — $274K
FIRST TR EXCHANGE-TRADED FD — $234K
FOGHORN THERAPEUTICS INC — $49K
HOME DEPOT INC — $219K
ISHARES TR — $339K
MOSAIC CO NEW — $329K
PALO ALTO NETWORKS INC — $1.6M
PFIZER INC — $219K
PROGRESSIVE CORP — $240K
SELECT SECTOR SPDR TR — $666K
SOUNDHOUND AI INC — $1.0M
SPDR SERIES TRUST — $372K
SPDR SERIES TRUST — $1.6M
SPDR SERIES TRUST — $14.9M
SPDR SERIES TRUST — $2.2M
SPDR SERIES TRUST — $33.6M
… and 3 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 3, 2026	Q4 2025	13F-HR	0002085853-26-000178	$299.3M	View
Nov 3, 2025	Q3 2025	13F-HR	0002085853-25-000217	$279.2M	View
Jul 30, 2026	Q2 2026