Altura Wealth Advisors
Altura Wealth Advisors reported 86 stocks worth $323M in its 13F filing for Q3 2026, filed Oct 22, 2026. Its largest holdings are NVDA (8.0%), BND (7.4%) and MUB (4.6%). Compared with Q2 2026, the fund opened new positions in XLY, HD and XLC, added to NVDA, BND and VGT, trimmed MUB, MRK and XLV and sold out of IBM and UPRO.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NVDA Nvidia Corporation | $25.8M | 8.0% | 113K | +1,677 (+2%) | 8 of 8 | |
| 2 |  BND Vanguard BD Index Fds | $23.8M | 7.4% | 340K | +41K (+14%) | 8 of 8 | |
| 3 |  MUB Ishares TR | $14.9M | 4.6% | 147K | −28K (−16%) | 8 of 8 | |
| 4 |  VGT Vanguard World FD | $14.8M | 4.6% | 118K | +4,834 (+4%) | 8 of 8 | |
| 5 |  AAPL Apple Inc | $14M | 4.3% | 42K | +1,175 (+3%) | 8 of 8 | |
| 6 |  JNK Spdr Series Trust | $12M | 3.7% | 129K | +3,440 (+3%) | 8 of 8 | |
| 7 |  MUNI Pimco Intermediate Municipal Bond Active Exchange-Traded Fun | $11.4M | 3.5% | 229K | +73K (+47%) | 6 of 8 | |
| 8 |  NFLX Netflix Inc | $11.3M | 3.5% | 162K | +314 (+0%) | 2 of 8 | |
| 9 |  VEU Vanguard Intl Equity Index F | $9.1M | 2.8% | 110K | +8,797 (+9%) | 8 of 8 | |
| 10 |  GOOGL Alphabet Inc | $8.9M | 2.8% | 26K | +1,516 (+6%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
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 Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 22, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Altura Wealth Advisors 13F FAQ
What does Altura Wealth Advisors own?
Altura Wealth Advisors reported 86 stocks worth $323M in its 13F filing for Q3 2026, filed Oct 22, 2026. Its largest holdings are NVDA (8.0%), BND (7.4%) and MUB (4.6%). The table above lists every position in the filing (the top 10 without an account).
What did Altura Wealth Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 4 new positions, 69 added to, 11 trimmed and 2 sold out. New positions include XLY, HD and XLC. It sold all of IBM and UPRO.
When will Altura Wealth Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Altura Wealth Advisors's portfolio worth?
The Q3 2026 filing reports $323M 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.