Alta Wealth Advisors
Alta Wealth Advisors reported 170 stocks worth $369M in its 13F filing for Q2 2026, filed Jul 30, 2026. Its largest holdings are SPYG (11.3%), SPYV (10.8%) and SPMD (5.4%). Compared with Q1 2026, the fund opened new positions in LITE and TPR, added to SPYG, SPYV and NVDA, trimmed AAPL, GOOGL and IWD and sold out of SOFI, HSY and HOOD.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPYG Spdr Series Trust | $41.8M | 11.3% | 351K | +1,372 (+0%) | 8 of 8 | |
| 2 |  SPYV State Street | $39.9M | 10.8% | 656K | +14K (+2%) | 8 of 8 | |
| 3 |  SPMD State Street | $19.9M | 5.4% | 295K | No change | 8 of 8 | |
| 4 |  NVDA Nvidia Corporation | $15M | 4.1% | 75K | +471 (+1%) | 8 of 8 | |
| 5 |  AAPL Apple Inc | $11M | 3.0% | 38K | −335 (−1%) | 8 of 8 | |
| 6 |  IVV Ishares TR | $8.7M | 2.4% | 12K | +904 (+8%) | 8 of 8 | |
| 7 |  SPY Spdr S&P 500 ETF TR | $8.4M | 2.3% | 11K | +269 (+2%) | 8 of 8 | |
| 8 |  SOPH Sophia Genetics SA | $8.1M | 2.2% | 1.4M | No change | 7 of 8 | |
| 9 |  MU Micron Technology Inc | $7.9M | 2.1% | 6,814 | +75 (+1%) | 4 of 8 | |
| 10 |  GOOGL Alphabet Inc | $6.5M | 1.8% | 18K | −263 (−1%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 SOFI Sofi Technologies Inc | $1.1M | 66K |
 HSY Hershey Co | $959K | 4,611 |
 HOOD Robinhood Mkts Inc | $587K | 8,471 |
 IBKR Interactive Brokers Grouclass Class A | $466K | 6,954 |
HONEYWELL INTL INC | $328K | 1,453 |
🔒 Free account: see all 10.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 30, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Alta Wealth Advisors 13F FAQ
What does Alta Wealth Advisors own?
Alta Wealth Advisors reported 170 stocks worth $369M in its 13F filing for Q2 2026, filed Jul 30, 2026. Its largest holdings are SPYG (11.3%), SPYV (10.8%) and SPMD (5.4%). The table above lists every position in the filing (the top 10 without an account).
What did Alta Wealth Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 19 new positions, 65 added to, 69 trimmed and 10 sold out. New positions include LITE and TPR. It sold all of SOFI, HSY and HOOD.
When will Alta Wealth Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Alta Wealth Advisors's portfolio worth?
The Q2 2026 filing reports $369M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.