Altura Wealth Advisors Inc. reported 41 positions worth $134.76M for the quarter ended Sep 30, 2026, up 12.5% on the prior quarter. It opened 2 new positions, added to 32, trimmed 6 and exited 1. Its largest holding is Nvidia Corp at 19.2% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| GOOGL Alphabet Inc. | +1,516 | +6.2% | $521.62K | 6.6% |
| AMZN Amazon Com Inc | +1,964 | +5.9% | $489.33K | 6.56% |
| ORCL Oracle Corp | +2,989 | +15.1% | $410.40K | 2.32% |
| AAPL Apple Inc. | +1,175 | +2.9% | $391.30K | 10.37% |
| NVDA Nvidia Corp | +1,677 | +1.5% | $382.99K | 19.15% |
| IBIT iShares Bitcoin Trust ETF | +7,967 | +13.2% | $377.16K | 2.4% |
| ABBV AbbVie Inc. | +1,025 | +11.7% | $268.12K | 1.9% |
| JNJ Johnson & Johnson | +988 | +13.1% | $261.57K | 1.68% |
| HD Home Depot, Inc. | +908 | – | $258.39K | 0.192% |
| MSFT Microsoft Corp | +482 | +4.0% | $247.21K | 4.78% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| IBM International Business Machines Corp | -818 | -100.0% | $230.02K | Exited |
| HONA Honeywell Aerospace Inc. | -1,338 | -40.6% | $207.35K | 0.225% |
| MRK Merck & Co., Inc. | -499 | -2.3% | $72.51K | 2.29% |
| DHR Danaher Corp | -44 | -2.1% | $9.75K | 0.329% |
| CVX Chevron Corp | -20 | -1.2% | $4.08K | 0.247% |
| CRWD CrowdStrike Holdings, Inc. | -9 | 0.0% | $2.38K | 4.68% |
| CSX Csx Corp | -49 | -0.9% | $2.28K | 0.188% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| IBM International Business Machines Corp | -818 | $230.02K | 0.192% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 113.0K | $25.81M | 19.15% | +1,677 | +1.5% | Added | 0% |
| 2 | AAPL Apple Inc. | Technology | 42.0K | $13.97M | 10.37% | +1,175 | +2.9% | Added | 0% |
| 3 | NFLX Netflix Inc | Technology | 162.4K | $11.30M | 8.39% | +314 | +0.2% | Added | 0% |
| 4 | GOOGL Alphabet Inc. | Technology | 25.9K | $8.90M | 6.6% | +1,516 | +6.2% | Added | 0% |
| 5 | AMZN Amazon Com Inc | Consumer Discretionary | 35.5K | $8.84M | 6.56% | +1,964 | +5.9% | Added | 0% |
| 6 | MSFT Microsoft Corp | Technology | 12.6K | $6.44M | 4.78% | +482 | +4.0% | Added | 0% |
| 7 | CRWD CrowdStrike Holdings, Inc. | Technology | 23.8K | $6.31M | 4.68% | -9 | 0.0% | Reduced | 0% |
| 8 | GLD Spdr Gold Trust | Financial Services | 10.2K | $3.87M | 2.87% | +583 | +6.1% | Added | 0% |
| 9 | META Meta Platforms, Inc. | Technology | 5,304 | $3.85M | 2.85% | +184 | +3.6% | Added | 0% |
| 10 | V Visa Inc. | Financial Services | 9,182 | $3.30M | 2.45% | +683 | +8.0% | Added | 0% |
| 11 | IBIT iShares Bitcoin Trust ETF | Others | 68.4K | $3.24M | 2.4% | +7,967 | +13.2% | Added | 0.01% |
| 12 | ORCL Oracle Corp | Technology | 22.8K | $3.13M | 2.32% | +2,989 | +15.1% | Added | 0% |
| 13 | MRK Merck & Co., Inc. | Healthcare | 21.3K | $3.09M | 2.29% | -499 | -2.3% | Reduced | 0% |
| 14 | MA Mastercard Inc | Financial Services | 5,512 | $3.04M | 2.26% | +373 | +7.3% | Added | 0% |
| 15 | EQIX Equinix Inc | Technology | 2,944 | $2.98M | 2.21% | +16 | +0.5% | Added | 0% |
Tip. Select a row to see that position’s full history at Altura Wealth Advisors.
As of its Q3 2026 13F filing, Altura Wealth Advisors Inc.’s five largest positions were Nvidia Corp (NVDA) at 19.2%, Apple Inc. (AAPL) at 10.4%, Netflix Inc (NFLX) at 8.4%, Alphabet Inc. (GOOGL) at 6.6%, Amazon Com Inc (AMZN) at 6.6% of the reported portfolio.
Altura Wealth Advisors Inc. reported a 13F portfolio worth $134.76M across 41 positions for Q3 2026. That is up 12.5% from the previous quarter.
Its largest purchases by value were Alphabet Inc. ($521.62K), Amazon Com Inc ($489.33K), Oracle Corp ($410.40K). It opened 2 new positions.
Its largest sales by value were International Business Machines Corp ($230.02K), Honeywell Aerospace Inc. ($207.35K), Merck & Co., Inc. ($72.51K). It exited 1 positions entirely.
From the Form 13F-HR reports Altura Wealth Advisors Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.