Altura Wealth Advisors Inc. holds a diversified book of 84 reported positions worth $296.5M as of Q2 2026 (disclosed Jul 22, 2026, a ~22-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings, a listing rather than a purchase; they opened Netflix Inc and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 8% of the reported non-option book. Cloning the disclosed picks since 2024 would be +25% (+12.8%/yr). That is a simulation of the disclosed long book, not audited returns.
Altura Wealth Advisors Inc. is a wealth platform: this book aggregates client accounts across many advisers.
The reported book (valued from quarter-end) returned +26.8%, a 1.9-point gap that is the cost of the ~22-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 each quarter's actual reporting lag, ~22 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.
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.
41% mapped to company sectors
+1 sector below the cut, under 0.5% 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.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Altura Wealth Advisors Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Hoffman, Alan N Investment Management | 9 / 80 | $161.9M |
| Swiss Re Ltd | 37 / 80 | $1.0B |
| Marest Capital, LLC | 10 / 80 | $171.1M |
| Conway Capital Management, Inc. | 15 / 80 | $184.3M |
| Draper Asset Management, LLC | 8 / 80 | $161.8M |
| Emerald Advisors, LLC | 32 / 80 | $648.1M |
| Prospect Hill Management, LLC | 10 / 80 | $207.6M |
| Stembrook Asset Management, LLC | 20 / 80 | $90.7M |
Ranked by the share of each fund's own book sitting in the names it shares with Altura Wealth Advisors Inc.: 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.
Bars show each position'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 |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show Altura Wealth Advisors Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 22, 2026 | 22d | 84 | $296.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 12, 2026 | 42d | 75 | $229.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 4, 2026 | 35d | 65 | $232.3M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 44d | 63 | $210.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 44d | 58 | $178.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 2, 2025 | 32d | 50 | $150.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 12, 2025 | 43d | 45 | $135.6M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 8, 2024 | 39d | 49 | $152.5M | 13F-HR |
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.