Alta Wealth Advisors LLC Top Holdings and 13F Report (2026) About Alta Wealth Advisors LLCInvestment ActivityAlta Wealth Advisors LLC has $307.95 million in total holdings as of March 31, 2026.Alta Wealth Advisors LLC owns shares of 161 different stocks, but just 52 companies or ETFs make up 80% of its holdings.Approximately 11.69% of the portfolio was purchased this quarter.About 5.37% of the portfolio was sold this quarter.This quarter, Alta Wealth Advisors LLC has purchased 164 new stocks and bought additional shares in 81 stocks.Alta Wealth Advisors LLC sold shares of 49 stocks and completely divested from 24 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 Value ETF $36,307,485SPDR Portfolio S&P 500 Growth ETF $34,230,117SPDR Portfolio S&P 400 Mid Cap ETF $17,449,138NVIDIA $12,968,755Apple $9,763,898 Largest New Holdings this Quarter 539830109 - Lockheed Martin $2,070,051 Holding131193104 - CALLAWAY GOLF CO $1,763,509 Holding12503M108 - Cboe Global Markets $1,197,641 Holding427866108 - Hershey $958,576 Holding216648501 - COOPER COS INC $892,404 Holding Largest Purchases this Quarter SPDR Portfolio S&P 500 Value ETF 46,912 shares (about $2.65M)SPDR Portfolio S&P 500 Growth ETF 24,770 shares (about $2.43M)Lockheed Martin 3,425 shares (about $2.07M)CALLAWAY GOLF CO 127,054 shares (about $1.76M)iShares Core S&P 500 ETF 2,688 shares (about $1.76M) Largest Sales this Quarter SPDR S&P 500 ETF Trust 1,026 shares (about $667.27K)iShares S&P 100 ETF 937 shares (about $298.01K)argenex 342 shares (about $249.75K)Marvell Technology 2,315 shares (about $229.28K)Microsoft 593 shares (about $219.52K) 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 PortfolioSectorSPYVSPDR Portfolio S&P 500 Value ETF$36,307,485$2,654,280 ▲7.9%641,70211.8%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$34,230,117$2,425,231 ▲7.6%349,60811.1%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$17,449,138$1,192,688 ▲7.3%294,6505.7%ETFNVDANVIDIA$12,968,755$78,306 ▲0.6%74,3624.2%Computer and TechnologyAAPLApple$9,763,898$428,401 ▲4.6%38,4723.2%Computer and TechnologySPYSPDR S&P 500 ETF Trust$7,168,923$667,270 ▼-8.5%11,0232.3%FinanceIVViShares Core S&P 500 ETF$7,034,399$1,755,824 ▲33.3%10,7692.3%ETFSOPHSOPHiA GENETICS$6,975,3420.0%1,409,1602.3%MedicalGOOGLAlphabet$5,345,930$330,113 ▲6.6%18,5911.7%Computer and TechnologyIWDiShares Russell 1000 Value ETF$5,209,015$60,895 ▼-1.2%24,3791.7%ETFIWFiShares Russell 1000 Growth ETF$5,135,459$72,487 ▲1.4%12,0441.7%ETFRSPInvesco S&P 500 Equal Weight ETF$4,337,400$59,495 ▼-1.4%22,6001.4%ETFMSFTMicrosoft$4,271,555$219,519 ▼-4.9%11,5391.4%Computer and TechnologyAMZNAmazon.com$4,164,150$155,786 ▲3.9%19,9941.4%Retail/WholesaleIVWiShares S&P 500 Growth ETF$4,099,918$1,111,764 ▲37.2%36,2471.3%ETFJPMJPMorgan Chase & Co.$4,087,692$52,361 ▲1.3%13,8961.3%FinanceMETAMeta Platforms$3,981,346$58,356 ▼-1.4%6,9591.3%Computer and TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$3,845,477$4,843 ▼-0.1%26,9991.2%ETFIVEiShares S&P 500 Value ETF$3,671,978$1,206,326 ▲48.9%17,3901.2%ETFQQQInvesco QQQ$3,248,165$140,246 ▼-4.1%5,6281.1%FinanceCOSTCostco Wholesale$3,112,372$22,914 ▼-0.7%3,1241.0%Retail/WholesaleQUALiShares MSCI USA Quality Factor ETF$2,886,991$508,115 ▲21.4%15,0510.9%ETFLAM RESEARCH CORP$2,844,488$32,049 ▲1.1%13,3130.9%COM NEWKLACKLA$2,789,179$16,199 ▼-0.6%1,8940.9%Computer and TechnologyVTVVanguard Value ETF$2,763,788$115,362 ▲4.4%14,0870.9%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$2,653,277$327,558 ▲14.1%54,9110.9%ETFLLYEli Lilly and Company$2,354,287$11,036 ▼-0.5%2,5600.8%MedicalMUMicron Technology$2,276,703$975,682 ▲75.0%6,7390.7%Computer and TechnologyVXUSVanguard Total International Stock ETF$2,235,1100.0%28,9860.7%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$2,122,568$1,019,540 ▲92.4%36,4830.7%ETFLMTLockheed Martin$2,070,051$2,070,051 ▲New Holding3,4250.7%AerospaceNOBLProShares S&P 500 Aristocrats ETF$2,062,193$93,606 ▲4.8%19,4530.7%ETFBKIEBNY Mellon International Equity ETF$2,005,207$76,239 ▲4.0%21,4620.7%ETFTSLATesla$1,958,755$50,558 ▼-2.5%5,2690.6%Auto/Tires/TrucksVUGVanguard Growth ETF$1,954,800$112,264 ▲6.1%4,4750.6%ETFWALMART INC$1,902,350$8,327 ▲0.4%15,3070.6%COMIEMGiShares Core MSCI Emerging Markets ETF$1,893,773$887,913 ▲88.3%27,1510.6%ETFVCSHVanguard Short-Term Corporate Bond ETF$1,796,913$14,903 ▼-0.8%22,6680.6%ETFCALLAWAY GOLF CO$1,763,509$1,763,509 ▲New Holding127,0540.6%COMBRK.BBerkshire Hathaway$1,749,080$91,048 ▲5.5%3,6500.6%FinanceSGOViShares 0-3 Month Treasury Bond ETF$1,745,053$184,108 ▼-9.5%17,3360.6%ETFGILDGilead Sciences$1,737,677$418 ▼0.0%12,4680.6%MedicalABBVAbbVie$1,732,905$9,569 ▼-0.5%7,9680.6%MedicalEFViShares MSCI EAFE Value ETF$1,639,129$869,156 ▲112.9%22,0460.5%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$1,616,469$28,541 ▲1.8%20,4460.5%ETFAPPLOVIN CORP$1,576,876$14,726 ▲0.9%3,9620.5%COM CL ADLNWisdomTree U.S. LargeCap Dividend Fund$1,556,1290.0%17,4200.5%FinanceGLDSPDR Gold Shares$1,500,853$10,757 ▲0.7%3,4880.5%FinancePUTNAM ETF TRUST$1,393,4120.0%155,4280.5%FRANKLIN MASSACHRBCRBC Bearings$1,388,758$168,367 ▲13.8%2,5570.5%IndustrialsCRDOCredo Technology Group$1,344,595$5,820 ▲0.4%14,3240.4%Computer and TechnologyAPHAmphenol$1,267,579$96,408 ▲8.2%10,0320.4%Computer and TechnologyCBOECboe Global Markets$1,197,641$1,197,641 ▲New Holding4,2610.4%Financial ServicesXOMExxonMobil$1,164,498$123,168 ▲11.8%6,8640.4%EnergySOFISoFi Technologies$1,050,4310.0%66,1480.3%FinanceQQQMInvesco NASDAQ 100 ETF$1,037,602$189,605 ▲22.4%4,3670.3%ETFSTRLSterling Infrastructure$1,021,839$225,220 ▲28.3%2,5090.3%ConstructionVVisa$1,017,793$84,312 ▼-7.7%3,3680.3%Business ServicesIUSBiShares Core Total USD Bond Market ETF$1,006,860$602,924 ▲149.3%21,7980.3%ManufacturingVRTVertiv$989,542$52,622 ▲5.6%3,9490.3%Computer and TechnologyHSYHershey$958,576$958,576 ▲New Holding4,6110.3%Consumer StaplesAMDAdvanced Micro Devices$920,317$19,936 ▼-2.1%4,5240.3%Computer and TechnologyBTHMBlackRock Future U.S. Themes ETF$912,676$511,393 ▲127.4%25,1980.3%ETFDIASPDR Dow Jones Industrial Average ETF Trust$909,707$25,476 ▼-2.7%1,9640.3%FinanceMTUMiShares MSCI USA Momentum Factor ETF$899,049$484,805 ▲117.0%3,7460.3%ETFBLACKROCK ETF TRUST$897,496$513,133 ▲133.5%27,2380.3%ISHARES A I INNOCOOPER COS INC$892,404$892,404 ▲New Holding12,4810.3%COMCRSCarpenter Technology$891,962$327,933 ▲58.1%2,2630.3%Basic MaterialsORCLOracle$891,936$25,009 ▲2.9%6,0630.3%Computer and TechnologyGOOGAlphabet$888,987$198,222 ▲28.7%3,0990.3%Computer and TechnologyWDCWestern Digital$821,476$821,476 ▲New Holding3,0370.3%Computer and TechnologyCOHRCoherent$805,627$16,675 ▲2.1%3,3820.3%Business ServicesUBERUber Technologies$802,095$50,567 ▼-5.9%11,1510.3%Computer and TechnologyMSMorgan Stanley$786,490$32,585 ▲4.3%4,7790.3%FinanceEFGiShares MSCI EAFE Growth ETF$786,162$786,162 ▲New Holding7,0590.3%ETFAVGOBroadcom$785,247$162,497 ▲26.1%2,5370.3%Computer and TechnologyREGNRegeneron Pharmaceuticals$778,821$6,181 ▲0.8%1,0080.3%MedicalMUBiShares National Muni Bond ETF$771,470$26,324 ▲3.5%7,2680.3%ETFIJHiShares Core S&P Mid-Cap ETF$751,331$3,309 ▼-0.4%11,1260.2%ETFVRTXVertex Pharmaceuticals$743,936$18,308 ▲2.5%1,6660.2%MedicalGEGE Aerospace$721,471$20,435 ▲2.9%2,5420.2%AerospaceVOOVanguard S&P 500 ETF$707,448$153,559 ▲27.7%1,1840.2%ETFIJRiShares Core S&P Small-Cap ETF$703,374$1,740 ▼-0.2%5,6580.2%ETFUSMViShares MSCI USA Min Vol Factor ETF$700,813$16,507 ▼-2.3%7,5570.2%ETFARISTA NETWORKS INC$687,815$5,157 ▲0.8%5,6020.2%COM SHSXLVHealth Care Select Sector SPDR Fund$680,641$10,555 ▼-1.5%4,6430.2%ETFSPHQInvesco S&P 500 Quality ETF$673,278$902 ▲0.1%8,9540.2%ETFGCTGigaCloud Technology$663,456$663,456 ▲New Holding14,6200.2%Business ServicesVTIVanguard Total Stock Market ETF$657,248$13,472 ▼-2.0%2,0490.2%ETFIBMInternational Business Machines$647,540$27,395 ▼-4.1%2,6710.2%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$602,710$185,375 ▲44.4%9,4060.2%ETFCDNSCadence Design Systems$600,477$30,288 ▼-4.8%2,1610.2%Computer and TechnologyFDXFedEx$600,162$600,162 ▲New Holding1,6850.2%TransportationSLViShares Silver Trust$600,109$20,919 ▲3.6%8,8070.2%ETFIWBiShares Russell 1000 ETF$597,083$53,114 ▼-8.2%1,6750.2%ETFINCYIncyte$596,9090.0%6,3420.2%MedicalVHTVanguard Health Care ETF$587,142$2,723 ▼-0.5%2,1560.2%ETFHOODRobinhood Markets$587,044$1,109 ▲0.2%8,4710.2%FinanceDTDWisdomTree U.S. Total Dividend Fund$585,319$4,922 ▼-0.8%6,7780.2%FinanceGHGuardant Health$575,698$11,638 ▼-2.0%6,2330.2%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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