Altura Wealth Advisors Inc. holds a diversified book of 84 stocks worth $296.5M as of Q2 2026 (disclosed Jul 22, 2026, a ~45-day 13F lag). This quarter they opened Netflix Inc and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 8% of the equity book. Cloning the disclosed picks since 2024 would be +21% (+12.0%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1931465/holdings"
Use Arkolith to show Altura Wealth Advisors Inc.'s latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +23.2%, a 1.8-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Altura Wealth Advisors Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, 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.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
40% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Altura Wealth Advisors Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Kestra Advisory Services, LLC | 79 / 80 | $7.8B |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 78 / 80 | $17.5B |
| MORGAN STANLEY | 77 / 80 | $541.8B |
| Concurrent Investment Advisors, LLC | 77 / 80 | $3.3B |
| FMR LLC | 76 / 80 | $731.0B |
| JPMORGAN CHASE & CO | 76 / 80 | $528.1B |
| BANK OF AMERICA CORP /DE/ | 76 / 80 | $376.7B |
| WELLS FARGO & COMPANY/MN | 76 / 80 | $157.6B |
Ranked by how many of Altura Wealth Advisors Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $22.3M | 111.3K | 7.5% | ▼−1.6% Reduced · −2K sh | |
| 2 | Vanguard BD Index FDS TOTAL BND MRKT | $21.9M | 298.9K | 7.4% | ▲+17% Added · +43K sh | |
| 3 | Ishares TR NATIONAL MUN ETF | $18.8M | 174.9K | 6.3% | ▲+12% Added · +19K sh | |
| 4 | Vanguard World FD INF TECH ETF | $13.5M | 112.9K | 4.6% | ▲+712% Added · +99K sh | |
| 5 | SPDR Series Trust ST BLOO HIGH ETF | $12.1M | 125.5K | 4.1% | ▲+13% Added · +14K sh | |
| 6 | Apple Inc COM | $11.8M | 40.8K | 4.0% | ▲+1.9% Added · +751 sh | |
| 7 | Netflix Inc. COM | $11.6M | 162.1K | 3.9% | ▲New New position | |
| 8 | Alphabet Inc CAP STK CL A | $8.7M | 24.3K | 2.9% | ▼−2.0% Reduced · −512 sh | |
| 9 | Vanguard Intl Equity Index F ALLWRLD EX US | $8.5M | 101.1K | 2.9% | ▲+7.3% Added · +7K sh | |
| 10 | Pimco ETF TR INTER MUN BD ACT | $8.2M | 156.0K | 2.8% | ▼−9.8% Reduced · −17K sh | |
| 11 | Amazon Com Inc COM | $8.0M | 33.5K | 2.7% | ▲+5.2% Added · +2K sh | |
| 12 | Vanguard World FD CONSUM DIS ETF | $7.8M | 19.6K | 2.6% | ▲+9.8% Added · +2K sh | |
| 13 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $7.7M | 107.5K | 2.6% | ▲+9.2% Added · +9K sh | |
| 14 | Vanguard Admiral FDS Inc MIDCP 400 GRTH | $6.5M | 44.5K | 2.2% | ▲+12% Added · +5K sh | |
| 15 | Vanguard World FD FINANCIALS ETF | $5.9M | 44.7K | 2.0% | ▲+13% Added · +5K sh | |
| 16 | Vanguard World FD INDUSTRIAL ETF | $5.7M | 15.8K | 1.9% | ▲+3.5% Added · +531 sh | |
| 17 | Vanguard Index FDS TOTAL STK MKT | $5.2M | 14.0K | 1.7% | ▲+14% Added · +2K sh | |
| 18 | Crowdstrike Hldgs Inc CL A | $4.5M | 6.0K | 1.5% | ▲+0.1% Added · +6 sh | |
| 19 | Microsoft Corp COM | $4.5M | 12.1K | 1.5% | ▲+79% Added · +5K sh | |
| 20 | Dimensional ETF Trust US SMALL CAP ETF | $4.5M | 54.6K | 1.5% | ▼−0.3% Reduced · −178 sh | |
| 21 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $4.3M | 71.5K | 1.4% | ▲+210% Added · +48K sh | |
| 22 | Vanguard Index FDS SMALL CP ETF | $4.0M | 13.1K | 1.3% | ▲+824% Added · +12K sh | |
| 23 | Vanguard World FD CONSUM STP ETF | $3.8M | 17.0K | 1.3% | ▲+6.5% Added · +1K sh | |
| 24 | Vanguard World FD COMM SRVC ETF | $3.8M | 20.6K | 1.3% | ▲+13% Added · +2K sh | |
| 25 | Select Sector SPDR TR ST STR REAL ETF | $3.7M | 84.4K | 1.3% | ▲+6.2% Added · +5K sh | |
| 26 | Ishares TR 0-3 MTH TREASURY | $3.7M | 36.4K | 1.2% | ▲+55% Added · +13K sh | |
| 27 | Select Sector SPDR TR ST STR TECHN ETF | $3.6M | 18.8K | 1.2% | ▲+3.2% Added · +588 sh | |
| 28 | SPDR Gold TR GOLD SHS | $3.5M | 9.6K | 1.2% | ▲+8.4% Added · +739 sh | |
| 29 | Vanguard World FD HEALTH CAR ETF | $3.4M | 11.3K | 1.1% | ▲+10% Added · +1K sh | |
| 30 | Vaneck ETF Trust SEMICONDUCTR ETF | $3.4M | 5.1K | 1.1% | ▼−43% Reduced · −4K sh | |
| 31 | Equinix Inc COM | $3.1M | 2.9K | 1.0% | ▲+117% Added · +2K sh | |
| 32 | Visa Inc COM CL A | $2.9M | 8.5K | 1.0% | ▲+12% Added · +931 sh | |
| 33 | Oracle Corp COM | $2.9M | 19.8K | 1.0% | ▲+37% Added · +5K sh | |
| 34 | Meta Platforms Inc CL A | $2.9M | 5.1K | 1.0% | ▲+18% Added · +787 sh | |
| 35 | Merck & Co Inc COM | $2.8M | 21.8K | 0.9% | ▼−0.1% Reduced · −25 sh | |
| 36 | Select Sector SPDR TR ST STR UTIL ETF | $2.7M | 59.5K | 0.9% | ▲+66% Added · +24K sh | |
| 37 | Mastercard Incorporated CL A | $2.6M | 5.1K | 0.9% | ▲+16% Added · +702 sh | |
| 38 | Unitedhealth Group Inc COM | $2.4M | 5.8K | 0.8% | ▲+9.1% Added · +484 sh | |
| 39 | Ishares TR FUTU AI TECH ETF | $2.3M | 30.7K | 0.8% | ▲New New position | |
| 40 | Abbvie Inc COM | $2.2M | 8.7K | 0.7% | ▲+26% Added · +2K sh | |
| 41 | Ishares Bitcoin Trust ETF SHS BEN INT | $2.0M | 60.4K | 0.7% | ▲+28% Added · +13K sh | |
| 42 | Johnson & Johnson COM | $1.9M | 7.6K | 0.6% | ▲+23% Added · +1K sh | |
| 43 | Applovin Corp COM CL A | $1.8M | 3.4K | 0.6% | ▼−1.7% Reduced · −60 sh | |
| 44 | Thermo Fisher Scientific Inc COM | $1.7M | 3.4K | 0.6% | ▲+24% Added · +662 sh | |
| 45 | Union Pac Corp COM | $1.5M | 5.6K | 0.5% | ▲+9.8% Added · +502 sh | |
| 46 | Ishares TR EXPANDED TECH | $1.5M | 16.5K | 0.5% | ▲+20% Added · +3K sh | |
| 47 | Vanguard World FD MATERIALS ETF | $1.4M | 6.3K | 0.5% | ▲+15% Added · +805 sh | |
| 48 | SPDR Index SHS FDS ST MAR DIVID ETF | $1.4M | 34.8K | 0.5% | ▲+0.5% Added · +163 sh | |
| 49 | Seagate Technology HLDNGS PL ORD SHS | $1.4M | 1.4K | 0.5% | ▲New New position | |
| 50 | Lowes Cos Inc COM | $1.3M | 5.9K | 0.4% | ▲+28% Added · +1K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 22, 2026 | 84 | $296.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 12, 2026 | 75 | $229.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 4, 2026 | 65 | $232.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 63 | $210.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 58 | $178.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 2, 2025 | 50 | $150.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 12, 2025 | 45 | $135.6M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 8, 2024 | 49 | $152.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.