Altura Wealth Advisors Inc.

CIK 0001931465 · Q2 2026

13F Equity AUM

$296.5M

+29.4% QoQ

Positions

+9 QoQ

AUM Rank

#6,607

Top 53%

Skill Alpha (FF)

-1.6%/yr^ns

No Clear Edge

Rank #5,303 · Top 64%

vs S&P -5.9%/yr (unadj.)

Quarters Tracked

~4 years

Portfolio Concentration

Top 5: 29.9%Top 10: 46.3%Top 20: 66.7%

NVDA7.5%

BND7.4%

MUB6.3%

VGT4.5%

JNK4.1%

AAPL4.0%

NFLX3.9%

GOOGL2.9%

VEU2.9%

MUNI2.8%

Others (74)53.7%

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

Sector Allocation

Financial Services63.0%

Technology17.7%

Communication Services8.2%

Healthcare4.6%

Consumer Cyclical3.1%

Other3.3%

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

Position Sizing

Positions: 84Median: 0.62%Avg: 1.19%

0–0.5%

38(8.3%)

0.5–1%

15(11.5%)

1–3%

24(42.4%)

3–5%

4(16.5%)

5%+

3(21.3%)

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

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Portfolio Overlap

Shared: 0Unique: 84vs 20 funds

0%Low

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

New12Increased53Decreased19Exited3

New Positions

NFLX3.9%

+162K

ARTY0.8%

+31K

STX0.5%

+1K

ADVISOR MANAGED PORT…0.4%

+45K

HONEYWELL AEROSPACE …0.3%

+3K

HONEYWELL INTL INC0.3%

+3K

TXN0.1%

+1K

BAC0.1%

+8K

CMF0.1%

+6K

EX90.1%

+4K

Increased

VGT4.5%

+99K(+712%)

VWO1.4%

+48K(+210%)

BND7.4%

+43K(+17%)

XLU0.9%

+24K(+66%)

MUB6.3%

+19K(+12%)

JNK4.1%

+14K(+13%)

IBIT0.7%

+13K(+28%)

SGOV1.2%

+13K(+55%)

VB1.3%

+12K(+824%)

VEA2.6%

+9K(+9%)

Decreased

FNGU0.2%

-30,547(-58%)

MUNI2.8%

-16,912(-10%)

SMH1.1%

-3,868(-43%)

NVDA7.5%

-1,805(-2%)

FALN0.1%

-747(-4%)

AOA0.1%

-564(-14%)

GOOGL2.9%

-512(-2%)

AOR0.1%

-244(-5%)

SLYG0.1%

-239(-10%)

DFAS1.5%

-178(-0%)

Exited

VBK

-8,710

EFG

-21,545

HON

-6,242

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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