Alta Wealth Advisors LLC Top Holdings and 13F Report (2026) About Alta Wealth Advisors LLCInvestment ActivityAlta Wealth Advisors LLC has $368.93 million in total holdings as of June 30, 2026.Alta Wealth Advisors LLC owns shares of 170 different stocks, but just 51 companies or ETFs make up 80% of its holdings.Approximately 6.78% of the portfolio was purchased this quarter.About 2.19% of the portfolio was sold this quarter.This quarter, Alta Wealth Advisors LLC has purchased 161 new stocks and bought additional shares in 68 stocks.Alta Wealth Advisors LLC sold shares of 71 stocks and completely divested from 10 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 Growth ETF $41,763,137SPDR Portfolio S&P 500 Value ETF $39,882,198SPDR Portfolio S&P 400 Mid Cap ETF $19,897,312NVIDIA $14,973,368Apple $11,035,298 Largest New Holdings this Quarter 55024U109 - Lumentum $645,262 Holding876030107 - Tapestry $611,325 Holding23918K108 - DaVita $497,910 Holding458140100 - Intel $452,123 Holding46438G448 - ISHARES TR $377,462 Holding Largest Purchases this Quarter KLA 16,840 shares (about $5.08M)iShares Russell 1000 Growth ETF 36,491 shares (about $4.53M)Vanguard Growth ETF 22,201 shares (about $1.91M)ProShares S&P 500 Aristocrats ETF 21,695 shares (about $1.22M)SPDR Portfolio S&P 500 Value ETF 14,363 shares (about $873.13K) Largest Sales this Quarter Cadence Design Systems 1,019 shares (about $382.45K)iShares Core S&P Total U.S. Stock Market ETF 1,880 shares (about $308.83K)iShares Russell 1000 Value ETF 830 shares (about $201.22K)Veracyte 2,607 shares (about $153.11K)Vanguard Total International Bond ETF 2,941 shares (about $142.43K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAlta Wealth Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYGSPDR Portfolio S&P 500 Growth ETF$41,763,137$163,254 ▲0.4%350,98011.3%ETFSPYVSPDR Portfolio S&P 500 Value ETF$39,882,198$873,127 ▲2.2%656,06510.8%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$19,897,312$9,188 ▼0.0%294,5145.4%ETFNVDANVIDIA$14,973,368$94,243 ▲0.6%74,8334.1%TechnologyAAPLApple$11,035,298$96,935 ▼-0.9%38,1373.0%TechnologyIVViShares Core S&P 500 ETF$8,741,819$676,999 ▲8.4%11,6732.4%ETFSPYSPDR S&P 500 ETF Trust$8,432,322$200,876 ▲2.4%11,2922.3%ETFSOPHSOPHiA GENETICS$8,130,8530.0%1,409,1602.2%HealthcareMUMicron Technology$7,865,341$86,572 ▲1.1%6,8142.1%TechnologyGOOGLAlphabet$6,549,755$93,987 ▼-1.4%18,3281.8%Communication ServicesIWFiShares Russell 1000 Growth ETF$6,026,562$4,531,066 ▲303.0%48,5351.6%ETFLAM RESEARCH CORP$5,769,870$867 ▲0.0%13,3151.6%COM NEWIWDiShares Russell 1000 Value ETF$5,708,951$201,216 ▼-3.4%23,5491.5%ETFKLACKLA$5,652,143$5,080,714 ▲889.1%18,7341.5%TechnologyIVWiShares S&P 500 Growth ETF$5,058,406$73,304 ▲1.5%36,7801.4%ETFRSPInvesco S&P 500 Equal Weight ETF$4,790,162$18,511 ▼-0.4%22,5131.3%ETFAMZNAmazon.com$4,740,340$25,026 ▼-0.5%19,8891.3%Consumer DiscretionaryJPMJPMorgan Chase & Co.$4,449,057$99,508 ▼-2.2%13,5921.2%FinanceMSFTMicrosoft$4,196,113$108,176 ▼-2.5%11,2491.1%TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$4,126,289$308,827 ▼-7.0%25,1191.1%ETFIVEiShares S&P 500 Value ETF$4,098,945$150,316 ▲3.8%18,0521.1%ETFQQQInvesco QQQ$4,051,201$93,529 ▼-2.3%5,5011.1%ETFCRDOCredo Technology Group$3,909,557$14,141 ▲0.4%14,3761.1%TechnologyMETAMeta Platforms$3,840,575$79,425 ▼-2.0%6,8181.0%Communication ServicesQUALiShares MSCI USA Quality Factor ETF$3,420,051$117,396 ▲3.6%15,5860.9%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$3,267,101$100,403 ▲3.2%56,6520.9%ETFVTVVanguard Value ETF$3,058,535$11,551 ▼-0.4%14,0340.8%ETFLLYEli Lilly and Company$3,045,520$25,189 ▼-0.8%2,5390.8%HealthcareCOSTCostco Wholesale$2,921,068$935 ▼0.0%3,1230.8%Consumer StaplesBKIEBNY Mellon International Equity ETF$2,858,449$699,371 ▲32.4%28,4140.8%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$2,700,546$219,333 ▲8.8%39,7080.7%ETFAMDAdvanced Micro Devices$2,611,773$16,265 ▼-0.6%4,4960.7%TechnologyVXUSVanguard Total International Stock ETF$2,478,0130.0%28,9860.7%ETFIEMGiShares Core MSCI Emerging Markets ETF$2,445,363$196,166 ▲8.7%29,5190.7%ETFCALLAWAY GOLF CO$2,392,646$5,299 ▲0.2%127,3360.6%COMNOBLProShares S&P 500 Aristocrats ETF$2,310,846$1,218,378 ▲111.5%41,1480.6%ETFVUGVanguard Growth ETF$2,297,847$1,912,374 ▲496.1%26,6760.6%ETFTSLATesla$2,212,359$3,785 ▼-0.2%5,2600.6%Consumer DiscretionarySTRLSterling Infrastructure$2,078,255$27,699 ▼-1.3%2,4760.6%IndustrialsAPPLOVIN CORP$2,024,337$17,003 ▼-0.8%3,9290.5%COM CL AVCSHVanguard Short-Term Corporate Bond ETF$2,021,667$230,214 ▲12.9%25,5810.5%ETFABBVAbbVie$1,936,996$68,199 ▼-3.4%7,6970.5%HealthcareWDCWestern Digital$1,918,077$21,716 ▼-1.1%3,0030.5%TechnologyEFViShares MSCI EAFE Value ETF$1,876,244$188,620 ▲11.2%24,5100.5%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$1,858,899$2,633 ▲0.1%20,4750.5%ETFBRK.BBerkshire Hathaway$1,818,414$8,006 ▼-0.4%3,6340.5%FinanceISHARES TR$1,752,994$7,752 ▲0.4%17,4130.5%0-3 MTH TREASURYAPHAmphenol$1,730,998$37,910 ▼-2.1%9,8170.5%TechnologyLMTLockheed Martin$1,696,521$48,399 ▼-2.8%3,3300.5%IndustrialsDLNWisdomTree U.S. LargeCap Dividend Fund$1,677,8940.0%17,4200.5%ETFWALMART INC$1,677,644$56,065 ▼-3.2%14,8120.5%COMRBCRBC Bearings$1,648,146$1,288 ▲0.1%2,5590.4%IndustrialsBLACKROCK ETF TRUST$1,566,890$130,904 ▲9.1%29,7210.4%ISHA I IN TE ETFGILDGilead Sciences$1,560,971$14,277 ▼-0.9%12,3550.4%HealthcareMRVLMarvell Technology$1,435,142$7,447 ▼-0.5%4,8180.4%TechnologyCRSCarpenter Technology$1,409,480$13,570 ▲1.0%2,2850.4%IndustrialsVRTVertiv$1,404,237$82,031 ▲6.2%4,1940.4%IndustrialsQQQMInvesco NASDAQ 100 ETF$1,397,212$74,223 ▲5.6%4,6120.4%ETFPUTNAM ETF TRUST$1,365,164$53,117 ▼-3.7%149,6070.4%FRANK MASS ETFCOHRCoherent$1,340,409$6,312 ▲0.5%3,3980.4%TechnologyMTUMiShares MSCI USA Momentum Factor ETF$1,316,910$32,571 ▲2.5%3,8410.4%ETFGLDSPDR Gold Shares$1,270,913$13,998 ▼-1.1%3,4500.3%ETFMUBiShares National Muni Bond ETF$1,207,445$425,296 ▲54.4%11,2200.3%ETFBTHMBlackRock Future U.S. Themes ETF$1,201,971$115,666 ▲10.6%27,8810.3%ETFGOOGAlphabet$1,140,115$45,223 ▲4.1%3,2270.3%Communication ServicesVVisa$1,129,634$25,728 ▼-2.2%3,2930.3%FinanceEFGiShares MSCI EAFE Growth ETF$1,081,671$203,420 ▲23.2%8,6940.3%ETFIUSBiShares Core Total USD Bond Market ETF$1,044,394$38,398 ▲3.8%22,6300.3%ETFCBOECboe Global Markets$1,036,687$2,669 ▲0.3%4,2720.3%FinanceDIASPDR Dow Jones Industrial Average ETF Trust$1,010,302$15,672 ▼-1.5%1,9340.3%ETFMSMorgan Stanley$972,238$26,757 ▼-2.7%4,6510.3%FinanceXOMExxonMobil$960,288$21,874 ▲2.3%7,0240.3%EnergyAVGOBroadcom$949,548$8,687 ▼-0.9%2,5140.3%TechnologyARISTA NETWORKS INC$946,914$4,757 ▼-0.5%5,5740.3%COM SHSGHGuardant Health$931,614$3,450 ▼-0.4%6,2100.3%HealthcareGEGE Aerospace$890,810$59,039 ▼-6.2%2,3840.2%IndustrialsORCLOracle$873,264$15,241 ▼-1.7%5,9590.2%TechnologyIJRiShares Core S&P Small-Cap ETF$872,475$33,368 ▲4.0%5,8830.2%ETFVOOVanguard S&P 500 ETF$871,196$57,713 ▲7.1%1,2680.2%ETFIJHiShares Core S&P Mid-Cap ETF$871,110$13,186 ▲1.5%11,2970.2%ETFCOOPER COS INC$840,364$54,643 ▼-6.1%11,7190.2%COMVRTXVertex Pharmaceuticals$817,123$10,431 ▼-1.3%1,6450.2%HealthcareSPHQInvesco S&P 500 Quality ETF$807,473$721 ▲0.1%8,9620.2%ETFTSMTaiwan Semiconductor Manufacturing$779,055$12,897 ▲1.7%1,6310.2%TechnologyVTIVanguard Total Stock Market ETF$778,417$20,348 ▲2.7%2,1040.2%ETFUBERUber Technologies$774,133$30,524 ▼-3.8%10,7280.2%IndustrialsBLACKROCK ETF TRUST$726,585$146,929 ▲25.3%14,4250.2%ISHA LA CORE ETFIBMInternational Business Machines$722,751$28,404 ▼-3.8%2,5700.2%TechnologyDGROiShares Core Dividend Growth ETF$720,287$108,452 ▲17.7%9,5040.2%ETFXLVHealth Care Select Sector SPDR Fund$719,868$16,819 ▼-2.3%4,5370.2%ETFINCYIncyte$718,9290.0%6,3420.2%HealthcareSPMOInvesco S&P 500 Momentum ETF$691,598$40,549 ▼-5.5%4,2810.2%ETFVEAVanguard FTSE Developed Markets ETF$690,193$20,021 ▲3.0%9,6870.2%ETFUSMViShares MSCI USA Min Vol Factor ETF$681,949$46,974 ▼-6.4%7,0700.2%ETFCCitigroup$669,621$10,078 ▼-1.5%4,7840.2%FinanceLITELumentum$645,262$645,262 ▲New Holding7520.2%TechnologyREGNRegeneron Pharmaceuticals$628,5280.0%1,0080.2%HealthcareVHTVanguard Health Care ETF$626,724$17,941 ▼-2.8%2,0960.2%ETFVCYTVeracyte$616,488$153,109 ▼-19.9%10,4970.2%HealthcareTPRTapestry$611,325$611,325 ▲New Holding4,1760.2%Consumer DiscretionaryShowing largest 100 holdings. 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