2026 Q1 Portfolio Activity
In 2026 Q1, Altura Wealth Advisors Inc. maintained a portfolio of 77 distinct positions. The most significant new addition was VANGUARD INDEX FDS, now representing 1.15% of the total fund value. They heavily accumulated shares in VANECK ETF TRUST, increasing the position by 1094.0%. The fund also reduced its exposure to DIMENSIONAL ETF TRUST by 43.8%.
Position History
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Total Positions
77
Quarter
2026 Q1
Top Holding
NVDA (8.6%)
Top 10 Concentration
50.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 77
Altura Wealth Advisors Inc. Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
NVDA
NVIDIA CORPORAT...
|
Technology | 8.61% | 8.66% |
#1
Prev: #1
|
5.9 |
—
|
5,289 | 4.9% |
P
S
|
113,154 | $19,734,144 |
$123.29
+66.2%
|
2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | ||
|
BND
VANGUARD BD IND...
|
ETF | 8.21% | 7.89% |
#2
Prev: #2
|
5.3 |
—
|
8,026 | 3.2% |
P
S
|
255,450 | $18,811,338 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
MUB
ISHARES TR
|
ETF | 7.24% | 7.02% |
#3
Prev: #3
|
4.4 |
—
|
3,913 | 2.6% |
P
S
|
156,224 | $16,583,157 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
JNK
SPDR SERIES TRU...
|
ETF | 4.65% | 4.57% |
#4
Prev: #4
|
2.9 |
—
|
2,237 | 2.1% |
P
S
|
111,333 | $10,656,831 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
AAPL
APPLE INC
|
Technology | 4.43% | 4.21% |
#5
1
Prev: #6
|
4.3 |
—
|
4,059 | 11.3% |
P
S
|
40,031 | $10,159,518 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
VGT
VANGUARD WORLD ...
|
ETF | 4.23% | 4.49% |
#6
1
Prev: #5
|
2.2 |
—
|
68 | 0.5% |
P
S
|
13,906 | $9,702,557 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
MUNI
PIMCO ETF TR
|
Bond/Debt | 3.94% | 4.13% |
#7
Prev: #7
|
2.1 |
—
|
-10,014 | -5.5% |
P
S
|
172,955 | $9,026,513 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 3.12% | 3.92% |
#8
Prev: #8
|
1.7 |
—
|
-4,219 | -14.5% |
P
S
|
24,860 | $7,148,785 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
VEU
VANGUARD INTL E...
|
ETF | 3.09% | 2.99% |
#9
2
Prev: #11
|
1.7 |
—
|
-13 | -0.0% |
P
S
|
94,267 | $7,079,483 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 2.90% | 3.09% |
#10
Prev: #10
|
1.7 |
—
|
707 | 2.3% |
P
S
|
31,852 | $6,633,816 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
VCR
VANGUARD WORLD ...
|
ETF | 2.80% | 2.98% |
#11
1
Prev: #12
|
1.6 |
—
|
305 | 1.7% |
P
S
|
17,854 | $6,410,088 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 2.75% | 3.73% |
#12
3
Prev: #9
|
1.1 |
—
|
-40,308 | -29.0% |
P
S
|
98,485 | $6,310,945 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
IVOG
VANGUARD ADMIRA...
|
ETF | 2.16% | 1.85% |
#13
5
Prev: #18
|
2.9 |
—
|
3,947 | 11.1% |
P
S
|
39,618 | $4,953,490 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
VFH
VANGUARD WORLD ...
|
ETF | 2.09% | 2.17% |
#14
2
Prev: #16
|
2.8 |
—
|
2,009 | 5.3% |
P
S
|
39,708 | $4,797,179 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
VIS
VANGUARD WORLD ...
|
ETF | 2.09% | 2.59% |
#15
1
Prev: #14
|
0.8 |
—
|
-4,831 | -24.0% |
P
S
|
15,312 | $4,780,558 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 1.72% | 1.75% |
#16
4
Prev: #20
|
1.2 |
—
|
165 | 1.4% |
P
S
|
12,305 | $3,947,664 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
DFAS
DIMENSIONAL ETF...
|
ETF | 1.70% | 2.92% |
#17
4
Prev: #13
|
0.7 |
—
|
-42,727 | -43.8% |
P
S
|
54,768 | $3,895,652 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
GLD
SPDR GOLD TR
|
ETF | 1.66% | 1.63% |
#18
4
Prev: #22
|
1.2 |
—
|
-704 | -7.4% |
P
S
|
8,830 | $3,799,461 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
VDC
VANGUARD WORLD ...
|
ETF | 1.56% | 1.87% |
#19
2
Prev: #17
|
0.6 |
—
|
-4,636 | -22.5% |
P
S
|
15,938 | $3,579,422 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
SMH
VANECK ETF TRUS...
|
ETF | 1.51% | 0.12% |
#20
37
Prev: #57
|
3.6 |
—
|
8,260 | 1094.0% |
P
S
|
9,015 | $3,456,184 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
VOX
VANGUARD WORLD ...
|
ETF | 1.42% | 1.17% |
#21
4
Prev: #25
|
3.1 |
—
|
4,075 | 29.0% |
P
S
|
18,129 | $3,260,328 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
XLRE
SELECT SECTOR S...
|
ETF | 1.42% | 1.83% |
#22
3
Prev: #19
|
0.6 |
—
|
-25,804 | -24.5% |
P
S
|
79,533 | $3,247,329 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
VHT
VANGUARD WORLD ...
|
ETF | 1.22% | 1.75% |
#23
2
Prev: #21
|
0.5 |
—
|
-3,843 | -27.2% |
P
S
|
10,273 | $2,797,699 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
VBK
VANGUARD INDEX ...
|
ETF | 1.15% | — |
#24
Prev: #—
|
4.0 |
—
|
8,710 | — |
NEW
|
8,710 | $2,632,538 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
MRK
MERCK & CO INC
|
Healthcare | 1.14% | 2.17% |
#25
10
Prev: #15
|
0.5 |
—
|
-26,181 | -54.6% |
P
S
|
21,785 | $2,620,527 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.09% | 1.25% |
#26
2
Prev: #24
|
2.4 |
—
|
743 | 12.4% |
P
S
|
6,751 | $2,498,950 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
META
META PLATFORMS ...
|
Communication Services | 1.08% | 0.42% |
#27
17
Prev: #44
|
3.4 |
—
|
2,846 | 191.4% |
P
S
|
4,333 | $2,478,928 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
XLK
SELECT SECTOR S...
|
Unknown | 1.06% | 1.12% |
#28
2
Prev: #26
|
0.9 |
—
|
164 | 0.9% |
P
S
|
18,203 | $2,419,168 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
EFG
ISHARES TR
|
Warrant | 1.05% | — |
#29
Prev: #—
|
3.9 |
—
|
21,545 | — |
NEW
|
21,545 | $2,399,467 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
SGOV
ISHARES TR
|
Bond/Debt | 1.03% | 1.57% |
#30
7
Prev: #23
|
0.4 |
—
|
-12,995 | -35.7% |
P
S
|
23,447 | $2,360,198 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
CRWD
CROWDSTRIKE HLD...
|
Technology | 1.01% | 1.10% |
#31
3
Prev: #28
|
2.4 |
—
|
494 | 9.0% |
P
S
|
5,956 | $2,325,282 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
V
VISA INC
|
Financial Services | 1.00% | 1.01% |
#32
2
Prev: #30
|
2.4 |
—
|
849 | 12.6% |
P
S
|
7,568 | $2,287,207 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
MA
MASTERCARD INCO...
|
Financial Services | 0.97% | 0.97% |
#33
Prev: #33
|
2.4 |
—
|
488 | 12.4% |
P
S
|
4,437 | $2,217,029 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
ORCL
ORACLE CORP
|
Technology | 0.93% | 0.18% |
#34
17
Prev: #51
|
3.4 |
—
|
12,248 | 557.7% |
P
S
|
14,444 | $2,124,885 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
IBIT
ISHARES BITCOIN...
|
Bond/Debt | 0.79% | 0.82% |
#35
Prev: #35
|
2.8 |
—
|
9,217 | 24.1% |
P
S
|
47,394 | $1,820,877 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
XLU
SELECT SECTOR S...
|
Unknown | 0.72% | 1.03% |
#36
7
Prev: #29
|
0.3 |
—
|
-20,217 | -36.1% |
P
S
|
35,832 | $1,644,351 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 0.66% | 0.12% |
#37
19
Prev: #56
|
3.3 |
—
|
5,717 | 475.6% |
P
S
|
6,919 | $1,504,835 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.66% | — |
#38
Prev: #—
|
3.8 |
—
|
6,150 | — |
NEW
|
6,150 | $1,503,424 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
UNH
UNITEDHEALTH GR...
|
Healthcare | 0.63% | — |
#39
Prev: #—
|
3.8 |
—
|
5,322 | — |
NEW
|
5,322 | $1,439,978 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
HON
HONEYWELL INTL ...
|
Industrials | 0.62% | 0.45% |
#40
Prev: #40
|
2.2 |
—
|
882 | 16.5% |
P
S
|
6,242 | $1,410,804 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
APP
APPLOVIN CORP
|
Communication Services | 0.60% | 1.01% |
#41
10
Prev: #31
|
1.2 |
—
|
no change | no change |
P
S
|
3,469 | $1,380,662 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
EDIV
SPDR INDEX SHS ...
|
ETF | 0.60% | 1.00% |
#42
10
Prev: #32
|
0.2 |
—
|
-24,697 | -41.6% |
P
S
|
34,635 | $1,367,403 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
TMO
THERMO FISHER S...
|
Healthcare | 0.58% | 0.63% |
#43
7
Prev: #36
|
2.2 |
—
|
195 | 7.7% |
P
S
|
2,717 | $1,335,448 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
EQIX
EQUINIX INC
|
Real Estate | 0.58% | 0.82% |
#44
10
Prev: #34
|
0.2 |
—
|
-1,132 | -45.6% |
P
S
|
1,352 | $1,325,313 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 0.54% | 1.12% |
#45
18
Prev: #27
|
0.2 |
—
|
-25,159 | -52.2% |
P
S
|
23,059 | $1,246,343 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
UNP
UNION PAC CORP
|
Industrials | 0.54% | 0.42% |
#46
3
Prev: #43
|
2.7 |
—
|
868 | 20.4% |
P
S
|
5,119 | $1,242,047 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
VAW
VANGUARD WORLD ...
|
ETF | 0.54% | 0.43% |
#47
6
Prev: #41
|
2.2 |
—
|
616 | 12.8% |
P
S
|
5,446 | $1,227,216 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
IGV
ISHARES TR
|
ETF | 0.48% | 0.50% |
#48
10
Prev: #38
|
2.7 |
—
|
2,739 | 24.7% |
P
S
|
13,816 | $1,105,971 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
LOW
LOWES COS INC
|
Consumer Cyclical | 0.48% | 0.43% |
#49
7
Prev: #42
|
2.2 |
—
|
510 | 12.3% |
P
S
|
4,640 | $1,096,367 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.37% | — |
#50
Prev: #—
|
3.6 |
—
|
852 | — |
NEW
|
852 | $849,199 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 |
Showing 1-50 of 77 holdings