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: $308.0M156 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$1.7M	0.6%Prev: 0.8%	7,968 SH	Increased+52 SH
ADVANCED MICRO DEVICES INC	COM	$920K	0.3%Prev: 0.3%	4,524 SH	Increased-1,201 SH
ALCOA CORP	COM	$475K	0.2%	7,167 SH	New
ALPHABET INC	CAP STK CL A	$5.3M	1.7%Prev: 1.2%	18,591 SH	Increased+1,246 SH
ALPHABET INC	CAP STK CL C	$889K	0.3%Prev: 0.2%	3,099 SH	Increased+920 SH
AMAZON COM INC	COM	$4.2M	1.4%Prev: 1.6%	19,994 SH	Increased+1,881 SH
AMERICAN EXPRESS CO	COM	$351K	0.1%Prev: 0.2%	1,161 SH	Increased-139 SH
AMPHENOL CORP	CL A	$1.3M	0.4%	10,032 SH	New
ANI PHARMACEUTICALS INC	COM	$211K	0.1%	2,747 SH	New
APPLE INC	COM	$9.8M	3.2%Prev: 3.5%	38,472 SH	Increased+3,678 SH
APPLOVIN CORP	COM CL A	$1.6M	0.5%Prev: 0.2%	3,962 SH	Increased+2,136 SH
ARGENX SE	SPONSORED ADR	$369K	0.1%	505 SH	New
ARISTA NETWORKS INC	COM SHS	$688K	0.2%Prev: 0.2%	5,602 SH	Increased+369 SH
AT&T INC	COM	$248K	0.1%Prev: 0.1%	8,553 SH	Increased+881 SH
BANK AMERICA CORP	COM	$343K	0.1%Prev: 0.1%	7,040 SH	Increased+1,519 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.7M	0.6%Prev: 1.7%	3,650 SH	Decreased-3,216 SH
BLACKROCK ETF TRUST	ISHARES A I INNO	$897K	0.3%	27,238 SH	New
BLACKROCK ETF TRUST	ISHARES DEFENSE	$495K	0.2%	15,140 SH	New
BLACKROCK ETF TRUST	ISHARES LARGE CA	$473K	0.2%	11,508 SH	New
BLACKROCK ETF TRUST	ISHARES US EQUIT	$2.1M	0.7%	36,483 SH	New
BLACKROCK ETF TRUST	ISHARES US THEMA	$913K	0.3%	25,198 SH	New
BNY MELLON ETF TRUST	INTERNATIONL EQT	$2.0M	0.7%Prev: 0.5%	21,462 SH	Increased+8,565 SH
BRISTOL-MYERS SQUIBB CO	COM	$413K	0.1%Prev: 0.5%	6,817 SH	Decreased-11,334 SH
BROADCOM INC	COM	$785K	0.3%	2,537 SH	New
CADENCE DESIGN SYSTEM INC	COM	$600K	0.2%	2,161 SH	New
CALLAWAY GOLF CO	COM	$1.8M	0.6%	127,054 SH	New
CARPENTER TECHNOLOGY CORP	COM	$892K	0.3%	2,263 SH	New
CBOE GLOBAL MKTS INC	COM	$1.2M	0.4%	4,261 SH	New
CHEVRON CORPORATION	COM	$281K	0.1%	1,358 SH	New
CITIGROUP INC	COM NEW	$551K	0.2%Prev: 0.2%	4,856 SH	Increased-725 SH
COHERENT CORP	COM	$806K	0.3%	3,382 SH	New
COOPER COS INC	COM	$892K	0.3%	12,481 SH	New
COSTCO WHOLESALE CORPORATION	COM	$3.1M	1.0%	3,124 SH	New
CREDO TECHNOLOGY GROUP HOLDI	ORDINARY SHARES	$1.3M	0.4%	14,324 SH	New
DEERE & CO	COM	$275K	0.1%Prev: 0.1%	488 SH	Increased+19 SH
DOMINOS PIZZA INC	COM	$213K	0.1%	594 SH	New
ELI LILLY & CO	COM	$2.4M	0.8%Prev: 1.2%	2,560 SH	Decreased-503 SH
EXPEDIA GROUP INC	COM NEW	$532K	0.2%	2,302 SH	New
EXXON MOBIL CORP	COM	$1.2M	0.4%Prev: 0.3%	6,864 SH	Increased+1,212 SH
FEDEX CORP	COM	$600K	0.2%	1,685 SH	New
FIRST TR EXCH TRADED FD III	MANAGD MUN ETF	$305K	0.1%Prev: 0.2%	6,011 SH	Decreased-1,215 SH
FIRST TR EXCH TRADED FD III	SHRT DUR MNG MUN	$213K	0.1%Prev: 0.1%	10,695 SH	Decreased-168 SH
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$340K	0.1%Prev: 0.2%	4,984 SH	Increased-619 SH
GE AEROSPACE	COM NEW	$721K	0.2%Prev: 0.1%	2,542 SH	Increased+1,452 SH
GIGACLOUD TECHNOLOGY INC	CLASS A ORD	$663K	0.2%	14,620 SH	New
GILEAD SCIENCES INC	COM	$1.7M	0.6%Prev: 0.6%	12,468 SH	Increased+30 SH
GLOBAL X FDS	DEFENSE TECH ETF	$234K	0.1%	3,310 SH	New
GUARDANT HEALTH INC	COM	$576K	0.2%	6,233 SH	New
HERSHEY CO	COM	$959K	0.3%	4,611 SH	New
HONEYWELL INTL INC	COM	$328K	0.1%Prev: 0.2%	1,453 SH	Decreased-110 SH
IMMUNOCORE HLDGS PLC	ADS	$249K	0.1%	8,255 SH	New
INCYTE CORP	COM	$597K	0.2%Prev: 0.5%	6,342 SH	Decreased-10,141 SH
INTERACTIVE BROKERS GROUP IN	COM CL A	$466K	0.2%	6,954 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$648K	0.2%Prev: 0.2%	2,671 SH	Increased+816 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$1.0M	0.3%	4,367 SH	New
INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$508K	0.2%Prev: 0.2%	4,532 SH	Decreased-1,240 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$4.3M	1.4%Prev: 2.3%	22,600 SH	Decreased-6,101 SH
INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$673K	0.2%Prev: 0.3%	8,954 SH	Increased-661 SH
INVESCO QQQ TR	UNIT SER 1	$3.2M	1.1%Prev: 1.3%	5,628 SH	Increased-447 SH
ISHARES GOLD TR	ISHARES NEW	$330K	0.1%	3,744 SH	New
ISHARES INC	CORE MSCI EMKT	$1.9M	0.6%	27,151 SH	New
ISHARES SILVER TR	ISHARES	$600K	0.2%Prev: 0.1%	8,807 SH	Increased+625 SH
ISHARES TR	0-3 MNTH TREASRY	$1.7M	0.6%Prev: 0.7%	17,336 SH	Increased+2,862 SH
ISHARES TR	10-20 YR TRS ETF	$521K	0.2%	5,170 SH	New
ISHARES TR	CORE DIV GRWTH	$567K	0.2%Prev: 0.2%	8,073 SH	Increased+932 SH
ISHARES TR	CORE INTL AGGR	$284K	0.1%	5,677 SH	New
ISHARES TR	CORE MSCI EAFE	$521K	0.2%Prev: 0.2%	5,758 SH	Increased-423 SH
ISHARES TR	CORE S&P MCP ETF	$751K	0.2%Prev: 0.3%	11,126 SH	Increased+1,295 SH
ISHARES TR	CORE S&P SCP ETF	$703K	0.2%Prev: 0.3%	5,658 SH	Increased+199 SH
ISHARES TR	CORE S&P TTL STK	$3.8M	1.2%Prev: 1.0%	26,999 SH	Increased+9,512 SH
ISHARES TR	CORE S&P500 ETF	$7.0M	2.3%Prev: 1.5%	10,769 SH	Increased+5,045 SH
ISHARES TR	CORE UNIVRSL USD	$1.0M	0.3%	21,798 SH	New
ISHARES TR	EAFE GRWTH ETF	$786K	0.3%	7,059 SH	New
ISHARES TR	EAFE VALUE ETF	$1.6M	0.5%	22,046 SH	New
ISHARES TR	MBS ETF	$220K	0.1%	2,316 SH	New
ISHARES TR	MSCI EAFE ETF	$336K	0.1%	3,461 SH	New
ISHARES TR	MSCI INTL QUALTY	$240K	0.1%Prev: 0.1%	5,182 SH	Increased
ISHARES TR	MSCI USA MIN VOL	$701K	0.2%Prev: 0.3%	7,557 SH	Decreased+58 SH
ISHARES TR	MSCI USA MMENTM	$899K	0.3%	3,746 SH	New
ISHARES TR	MSCI USA QLT FCT	$2.9M	0.9%Prev: 0.8%	15,051 SH	Increased+4,675 SH
ISHARES TR	NATIONAL MUN ETF	$771K	0.3%Prev: 0.3%	7,268 SH	Increased+1,238 SH
ISHARES TR	RUS 1000 ETF	$597K	0.2%Prev: 0.1%	1,675 SH	Increased+923 SH
ISHARES TR	RUS 1000 GRW ETF	$5.1M	1.7%Prev: 2.1%	12,044 SH	Increased-666 SH
ISHARES TR	RUS 1000 VAL ETF	$5.2M	1.7%Prev: 2.2%	24,379 SH	Increased-662 SH
ISHARES TR	S&P 100 ETF	$429K	0.1%	1,350 SH	New
ISHARES TR	S&P 500 GRWT ETF	$4.1M	1.3%Prev: 0.9%	36,247 SH	Increased+16,281 SH
ISHARES TR	S&P 500 VAL ETF	$3.7M	1.2%Prev: 0.9%	17,390 SH	Increased+7,619 SH
ISHARES TR	SHRT NAT MUN ETF	$317K	0.1%Prev: 0.1%	2,980 SH	Increased+14 SH
JOHNSON & JOHNSON	COM	$454K	0.1%Prev: 0.1%	1,856 SH	Increased+459 SH
JOHNSON CONTROLS INTERNATION	SHS	$372K	0.1%	2,843 SH	New
JPMORGAN CHASE & CO	COM	$4.1M	1.3%	13,896 SH	New
KIMBERLY-CLARK CORP	COM	$462K	0.1%	4,786 SH	New
KLA CORP	COM NEW	$2.8M	0.9%Prev: 0.6%	1,894 SH	Increased+53 SH
LAM RESEARCH CORP	COM NEW	$2.8M	0.9%Prev: 0.5%	13,313 SH	Increased-2,532 SH
LEGG MASON ETF INVT	FRANKLIN CLEARBR	$499K	0.2%Prev: 0.2%	9,248 SH	Decreased-426 SH
LOCKHEED MARTIN CORP	COM	$2.1M	0.7%Prev: 0.2%	3,425 SH	Increased+2,393 SH
MARVELL TECHNOLOGY INC	COM	$480K	0.2%Prev: 0.2%	4,843 SH	Increased-911 SH
MASTERCARD INCORPORATED	CL A	$356K	0.1%Prev: 0.1%	712 SH	Increased+172 SH
META PLATFORMS INC	CL A	$4.0M	1.3%Prev: 1.8%	6,959 SH	Increased+90 SH
MICRON TECHNOLOGY INC	COM	$2.3M	0.7%	6,739 SH	New
MICROSOFT CORP	COM	$4.3M	1.4%Prev: 1.9%	11,539 SH	Increased+644 SH
MORGAN STANLEY	COM NEW	$786K	0.3%Prev: 0.1%	4,779 SH	Increased+2,480 SH
NEWMONT CORP	COM	$510K	0.2%	4,709 SH	New
NVIDIA CORPORATION	COM	$13.0M	4.2%Prev: 3.6%	74,362 SH	Increased+3,006 SH
ORACLE CORP	COM	$892K	0.3%Prev: 0.2%	6,063 SH	Increased+2,249 SH
PALANTIR TECHNOLOGIES INC	CL A	$371K	0.1%Prev: 0.1%	2,538 SH	Increased+112 SH
PAN AMERN SILVER CORP	COM	$519K	0.2%	9,506 SH	New
PHILIP MORRIS INTL INC	COM	$280K	0.1%	1,695 SH	New
PROSHARES TR	S&P 500 DV ARIST	$2.1M	0.7%Prev: 0.6%	19,453 SH	Increased+5,996 SH
PUTNAM ETF TRUST	FRANKLIN MASSACH	$1.4M	0.5%	155,428 SH	New
QUAD / GRAPHICS INC	COM CL A	$99K	0.0%	14,920 SH	New
RBC BEARINGS INC	COM	$1.4M	0.5%	2,557 SH	New
REGENERON PHARMACEUTICALS	COM	$779K	0.3%Prev: 0.3%	1,008 SH	Increased+8 SH
ROBINHOOD MKTS INC	COM CL A	$587K	0.2%Prev: 0.1%	8,471 SH	Increased+2,290 SH
ROKU INC	COM CL A	$235K	0.1%	2,481 SH	New
RTX CORPORATION	COM	$391K	0.1%Prev: 0.1%	2,025 SH	Increased+234 SH
SELECT SECTOR SPDR TR	STATE STREET ENE	$325K	0.1%	5,309 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$681K	0.2%	4,643 SH	New
SIMON PPTY GROUP INC NEW	COM	$279K	0.1%Prev: 0.3%	1,497 SH	Decreased-2,642 SH
SOFI TECHNOLOGIES INC	COM	$1.1M	0.3%Prev: 0.4%	66,148 SH	Increased-1,071 SH
SOPHIA GENETICS SA	ORDINARY SHARES	$7.0M	2.3%Prev: 2.1%	1,409,160 SH	Increased
SPDR GOLD TR	GOLD SHS	$1.5M	0.5%Prev: 0.5%	3,488 SH	Increased-366 SH
SPDR INDEX SHS FDS	STATE STREET SPD	$427K	0.1%	9,348 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$92.5M	30.0%	1,371,071 SH	New
STATE STR CORP	COM	$304K	0.1%	2,403 SH	New
STATE STR SPDR DOW JONES IND	UT SER 1	$910K	0.3%	1,964 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$7.2M	2.3%	11,023 SH	New
STERLING INFRASTRUCTURE INC	COM	$1.0M	0.3%	2,509 SH	New
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$542K	0.2%	1,604 SH	New
TENET HEALTHCARE CORP	COM NEW	$432K	0.1%	2,290 SH	New
TESLA INC	COM	$2.0M	0.6%Prev: 0.6%	5,269 SH	Increased+153 SH
UBER TECHNOLOGIES INC	COM	$802K	0.3%Prev: 0.4%	11,151 SH	Increased+227 SH
UIPATH INC	CL A	$257K	0.1%	23,180 SH	New
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$343K	0.1%Prev: 0.1%	7,141 SH	Increased+885 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$232K	0.1%	1,128 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$2.0M	0.6%Prev: 0.7%	4,475 SH	Increased+376 SH
VANGUARD INDEX FDS	MID CAP ETF	$399K	0.1%Prev: 0.2%	1,389 SH	Increased+11 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$707K	0.2%Prev: 0.2%	1,184 SH	Increased+390 SH
VANGUARD INDEX FDS	SMALL CP ETF	$497K	0.2%Prev: 0.2%	1,897 SH	Increased+217 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$657K	0.2%Prev: 0.2%	2,049 SH	Increased+163 SH
VANGUARD INDEX FDS	VALUE ETF	$2.8M	0.9%Prev: 1.0%	14,087 SH	Increased+1,715 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$1.8M	0.6%Prev: 0.8%	22,668 SH	Decreased-183 SH
VANGUARD STAR FDS	VG TL INTL STK F	$2.2M	0.7%Prev: 0.4%	28,986 SH	Increased+14,293 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$603K	0.2%Prev: 0.1%	9,406 SH	Increased+4,687 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$587K	0.2%Prev: 0.3%	2,156 SH	Decreased-478 SH
VERACYTE INC	COM	$422K	0.1%	13,104 SH	New
VERIZON COMMUNICATIONS INC	COM	$344K	0.1%Prev: 0.1%	6,858 SH	Increased+1,644 SH
VERTEX PHARMACEUTICALS INC	COM	$744K	0.2%Prev: 0.4%	1,666 SH	Decreased-126 SH
VERTIV HOLDINGS CO	COM CL A	$990K	0.3%Prev: 0.1%	3,949 SH	Increased-404 SH
VISA INC	COM CL A	$1.0M	0.3%Prev: 0.6%	3,368 SH	Decreased-478 SH
WALMART INC	COM	$1.9M	0.6%Prev: 0.6%	15,307 SH	Increased+457 SH
WESTERN DIGITAL CORP	COM	$821K	0.3%	3,037 SH	New
WISDOMTREE TR	US LARGECAP DIVD	$1.6M	0.5%Prev: 0.6%	17,420 SH	Increased
WISDOMTREE TR	US QTLY DIV GRT	$540K	0.2%Prev: 0.2%	6,147 SH	Increased+614 SH
WISDOMTREE TR	US TOTAL DIVIDND	$585K	0.2%Prev: 0.2%	6,778 SH	Increased-253 SH
ZOOM COMMUNICATIONS INC	CL A	$553K	0.2%	6,876 SH	New

Sold (vs prior filing)

ACCENTURE PLC IRELAND — $247K
ADOBE INC — $555K
BIOMARIN PHARMACEUTICAL INC — $526K
BROOKLINE BANCORP INC DEL — $126K
CHEVRON CORP NEW — $536K
CINTAS CORP — $229K
COSTCO WHSL CORP NEW — $4.3M
COTERRA ENERGY INC — $961K
CROWDSTRIKE HLDGS INC — $350K
CYBERARK SOFTWARE LTD — $514K
DEVON ENERGY CORP NEW — $264K
FIRST TR VALUE LINE DIVID IN — $211K
FOGHORN THERAPEUTICS INC — $55K
HOME DEPOT INC — $214K
HUBSPOT INC — $417K
INTUIT — $302K
ISHARES TR — $224K
ISHARES TR — $208K
ISHARES TR — $384K
JPMORGAN CHASE & CO. — $3.3M
… and 31 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