Arkolith/Funds/Alta Wealth Advisors LLC

Alta Wealth Advisors LLC

CIK 1843826Wealth platform
Holdings as of Jun 30, 2026·disclosed Jul 30, 2026·~30-day 13F lag·13F-HR
Active Filer

Alta Wealth Advisors LLC holds a focused book of 170 reported positions worth $368.9M as of Q2 2026 (disclosed Jul 30, 2026, a ~30-day 13F lag). This quarter they opened Lumentum Holdings Inc and trimmed SS SPDR P S&P 400 Midcap ETF. Their largest long position is SS SPDR P S&P 500 Growth ETF at 11% of the reported non-option book. Cloning the disclosed picks since 2024 would be +23% (+11.3%/yr). That is a simulation of the disclosed long book, not audited returns.

Alta Wealth Advisors LLC is a wealth platform: this book aggregates client accounts across many advisers.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+22.8%
+11.3%/yr · since Oct '24
Their reported book
+26.2%
held from quarter-end
S&P 500
+31.9%
same window
$9K$10K$11K$12K$13KOct '24Mar '25Jul '25Dec '25Apr '26Sep '26
Alta Wealth Advisors LLC (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +26.2%, a 3.4-point gap that is the cost of the ~30-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Alta Wealth Advisors LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~30 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
35%
Top 10 holdings
45%
Top 20 holdings
59%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

41% mapped to company sectors

ETFs / funds
59%
Information Technology
23%
Industrials
4%
Consumer Discretionary
4%
Financials
4%
Health Care
4%
Materials
1%

+4 sectors below the cut, 1% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Alta Wealth Advisors LLC

Manager / fundShared namesTheir $ in those
Innovator Capital Management, LLC8 / 80$2.9B
Donor Advised Charitable Giving, Inc.10 / 80$4.5B
Hoffman, Alan N Investment Management9 / 80$161.9M
Swiss Re Ltd34 / 80$1.0B
Uhlmann Price Securities, LLC35 / 80$2.5B
Greenbrier Partners Capital Management, LLC8 / 80$1.2B
Marest Capital, LLC14 / 80$179.5M
Draper Asset Management, LLC8 / 80$170.5M

Ranked by the share of each fund's own book sitting in the names it shares with Alta Wealth Advisors LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

170 positions
#SecurityValueShares% PortLast moveHistory
1SPDR Series Trust
ST STR P500GRW
$41.8M351.0K
11.3%
+0.4%
Added · +1K sh
2SPDR Series Trust
ST STR P500VAL
$39.9M656.1K
10.8%
+2.2%
Added · +14K sh
3SPDR Series Trust
ST STR P400MID
$19.9M294.5K
5.4%
~0%
Reduced · −136 sh
4Nvidia Corporation
COM
$15.0M74.8K
4.1%
+0.6%
Added · +471 sh
5Apple Inc
COM
$11.0M38.1K
3.0%
−0.9%
Reduced · −335 sh
6Ishares TR
CORE S&P500 ETF
$8.7M11.7K
2.4%
+8.4%
Added · +904 sh
7State STR SPDR S&P 500 ETF T
TR UNIT
$8.4M11.3K
2.3%
+2.4%
Added · +269 sh
8Sophia Genetics Sa
ORDINARY SHARES
$8.1M1.41M
2.2%
Held
9Micron Technology Inc
COM
$7.9M6.8K
2.1%
+1.1%
Added · +75 sh
10Alphabet Inc
CAP STK CL A
$6.5M18.3K
1.8%
−1.4%
Reduced · −263 sh
11Ishares TR
RUS 1000 GRW ETF
$6.0M48.5K
1.6%
+303%
Added · +36K sh
12Lam Research Corp
COM NEW
$5.8M13.3K
1.6%
~0%
Added · +2 sh
13Ishares TR
RUS 1000 VAL ETF
$5.7M23.5K
1.5%
−3.4%
Reduced · −830 sh
14Kla Corp
COM NEW
$5.7M18.7K
1.5%
+889%
Added · +17K sh
15Ishares TR
S&P 500 GRWT ETF
$5.1M36.8K
1.4%
+1.5%
Added · +533 sh
16Invesco Exchange Traded FD T
S&P500 EQL WGT
$4.8M22.5K
1.3%
−0.4%
Reduced · −87 sh
17Amazon Com Inc
COM
$4.7M19.9K
1.3%
−0.5%
Reduced · −105 sh
18JPMorgan Chase & Co
COM
$4.4M13.6K
1.2%
−2.2%
Reduced · −304 sh
19Microsoft Corp
COM
$4.2M11.2K
1.1%
−2.5%
Reduced · −290 sh
20Ishares TR
CORE S&P TTL STK
$4.1M25.1K
1.1%
−7.0%
Reduced · −2K sh
21Ishares TR
S&P 500 VAL ETF
$4.1M18.1K
1.1%
+3.8%
Added · +662 sh
22Invesco QQQ TR
UNIT SER 1
$4.1M5.5K
1.1%
−2.3%
Reduced · −127 sh
23Credo Technology Group Holdi
ORDINARY SHARES
$3.9M14.4K
1.1%
+0.4%
Added · +52 sh
24Meta Platforms Inc
CL A
$3.8M6.8K
1.0%
−2.0%
Reduced · −141 sh
25Ishares TR
MSCI USA QLT FCT
$3.4M15.6K
0.9%
+3.5%
Added · +535 sh
26SPDR Series Trust
ST STR SP600 SML
$3.3M56.7K
0.9%
+3.2%
Added · +2K sh
27Vanguard Index FDS
VALUE ETF
$3.1M14.0K
0.8%
−0.4%
Reduced · −53 sh
28Eli Lilly & Co
COM
$3.0M2.5K
0.8%
−0.8%
Reduced · −21 sh
29Costco Wholesale Corporation
COM
$2.9M3.1K
0.8%
~0%
Reduced · −1 sh
30Bny Mellon ETF Trust
INTERNATIONL EQT
$2.9M28.4K
0.8%
+32%
Added · +7K sh
31BlackRock ETF Trust
ISHARES US EQUIT
$2.7M39.7K
0.7%
+8.8%
Added · +3K sh
32Advanced Micro Devices Inc
COM
$2.6M4.5K
0.7%
−0.6%
Reduced · −28 sh
33Vanguard Star FDS
VG TL INTL STK F
$2.5M29.0K
0.7%
Held
34Ishares Inc
CORE MSCI EMKT
$2.4M29.5K
0.7%
+8.7%
Added · +2K sh
35Callaway Golf Co
COM
$2.4M127.3K
0.6%
+0.2%
Added · +282 sh
36Proshares TR
S&P 500 DV ARIST
$2.3M41.1K
0.6%
+112%
Added · +22K sh
37Vanguard Index FDS
GROWTH ETF
$2.3M26.7K
0.6%
+496%
Added · +22K sh
38Tesla Inc
COM
$2.2M5.3K
0.6%
−0.2%
Reduced · −9 sh
39Sterling Infrastructure Inc
COM
$2.1M2.5K
0.6%
−1.3%
Reduced · −33 sh
40Applovin Corp
COM CL A
$2.0M3.9K
0.5%
−0.8%
Reduced · −33 sh
41Vanguard Scottsdale FDS
SHRT TRM CORP BD
$2.0M25.6K
0.5%
+13%
Added · +3K sh
42Abbvie Inc
COM
$1.9M7.7K
0.5%
−3.4%
Reduced · −271 sh
43Western Digital Corp
COM
$1.9M3.0K
0.5%
−1.1%
Reduced · −34 sh
44Ishares TR
EAFE VALUE ETF
$1.9M24.5K
0.5%
+11%
Added · +2K sh
45SPDR Series Trust
ST STR PR SP1500
$1.9M20.5K
0.5%
+0.1%
Added · +29 sh
46Berkshire Hathaway Inc Del
CL B NEW
$1.8M3.6K
0.5%
−0.4%
Reduced · −16 sh
47Ishares TR
0-3 MTH TREASURY
$1.8M17.4K
0.5%
+0.4%
Added · +77 sh
48Amphenol Corp
CL A
$1.7M9.8K
0.5%
−2.1%
Reduced · −215 sh
49Lockheed Martin Corp
COM
$1.7M3.3K
0.5%
−2.8%
Reduced · −95 sh
50Wisdomtree TR
US LARGECAP DIVD
$1.7M17.4K
0.5%
Held
Showing 50 of 170 positions
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Filing history

As-of date vs the date the SEC received each filing

$368.9M · Q2 2026Q3 2024 · $218.8MQ2 2026 · $368.9M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 30, 202630d170$368.9M13F-HR
Q1 2026Mar 31, 2026May 5, 202635d161$308.0M13F-HR
Q4 2025Dec 31, 2025Feb 3, 202634d166$299.3M13F-HR
Q3 2025Sep 30, 2025Nov 3, 202534d157$279.2M13F-HR
Q2 2025Jun 30, 2025Jul 22, 202522d118$211.9M13F-HR
Q1 2025Mar 31, 2025Apr 24, 202524d141$217.8M13F-HR
Q4 2024Dec 31, 2024Jan 23, 202523d132$228.5M13F-HR
Q3 2024Sep 30, 2024Oct 18, 202418d133$218.8M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.