Alta Wealth Advisors LLC

CIK 0001843826 · Q2 2026

13F Equity AUM

$368.9M

+19.8% QoQ

Positions

170

+9 QoQ

AUM Rank

#4,413

Top 51%

Skill Alpha (FF)

-1.3%/yr^ns

No Clear Edge

Rank #4,810 · Top 58%

vs S&P -3.9%/yr (unadj.)

Quarters Tracked

~5 years

Portfolio Concentration

Top 5: 34.6%Top 10: 45.3%Top 20: 59.0%

SPYG11.3%

SPYV10.8%

SPMD5.4%

NVDA4.1%

AAPL3.0%

IVV2.4%

SPY2.3%

SOPH2.2%

MU2.1%

GOOGL1.8%

Others (160)54.7%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services61.7%

Technology19.8%

Healthcare5.9%

Communication Services3.3%

Industrials3.2%

Consumer Cyclical2.9%

Other3.3%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 170Median: 0.21%Avg: 0.59%

0–0.5%

125(22.6%)

0.5–1%

21(14.0%)

1–3%

20(31.8%)

3–5%

1(4.1%)

5%+

3(27.5%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 170vs 20 funds

0%Low

170

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New19Increased68Decreased71Exited10

New Positions

LITE0.2%

+752

TPR0.2%

+4K

TRL0.1%

+2K

INTC0.1%

+3K

AXON0.1%

+664

LMUB0.1%

+7K

SMH0.1%

+514

SNDK0.1%

+133

CGGR0.1%

+7K

WGS0.1%

+4K

Increased

IWF1.6%

+36K(+303%)

VUG0.6%

+22K(+496%)

NOBL0.6%

+22K(+112%)

KLAC1.5%

+17K(+889%)

SPYV10.8%

+14K(+2%)

BKIE0.8%

+7K(+32%)

VO0.1%

+4K(+300%)

MUB0.3%

+4K(+54%)

DYNF0.7%

+3K(+9%)

BLCR0.2%

+3K(+25%)

Decreased

PATH0.0%

-12,067(-52%)

FTMA0.4%

-5,821(-4%)

BNDX0.1%

-2,941(-41%)

VCYT0.2%

-2,607(-20%)

ITOT1.1%

-1,880(-7%)

PAAS0.1%

-1,058(-11%)

CDNS0.1%

-1,019(-47%)

KMB0.1%

-938(-20%)

IWD1.6%

-830(-3%)

COO0.2%

-762(-6%)

Exited

-66,148

-4,611

-8,471

-6,954

-1,453

-8,553

-3,310

-8,255

-594

-2,747

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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