Alta Wealth Advisors LLC Portfolio Holdings

Alta Wealth Advisors LLC

$276 Million
Q3 2025

Alta Wealth Advisors LLC has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $276 Million distributed in 157 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $33.6M, Spdr Portfolio S&P 500 Value E with a value of $31M, Spdr Portfolio with a value of $14.9M, Nvidia Corp with a value of $13.3M, and Apple Inc. with a value of $8.98M.

Examining the 13F form we can see an increase of $63.8M in the current position value, from $212M to 276M.

Below you can find more details about Alta Wealth Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $276 Million

ETFs: $158 Million

Technology: $57.2 Million

Healthcare: $16.9 Million

Financial Services: $14.1 Million

Communication Services: $10.1 Million

Consumer Cyclical: $7.7 Million

Consumer Defensive: $6.24 Million

Industrials: $2.81 Million

Other: $2.41 Million

Stock Holdings Table ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
SPYG Spdr Portfolio ETFs	$0	$33.6 Million 12.2% of portfolio	321,743	Q3 2025 Added 10.14%
SPYV Spdr Portfolio S&P 500 Value E ETFs	$0	$31 Million 11.24% of portfolio	559,646	Q3 2025 Added 13.21%
SPMD Spdr Portfolio ETFs	$0	$14.9 Million 5.42% of portfolio	260,986	Q3 2025 Added 12.63%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$7.47 Million 2.71% of portfolio	11,216	Q3 2025 Added 2.39%
IWF Ishares Russell 1000 Gr ETF ETFs	$0	$5.88 Million 2.13% of portfolio	12,549	Q3 2025 Reduced 1.46%
RSP Invesco S&P 500 Equal Weight E ETFs	$0	$5.22 Million 1.89% of portfolio	27,525	Q3 2025 New
IWD Ishares Russell 1000 Val ETF ETFs	$0	$5.14 Million 1.87% of portfolio	25,263	Q3 2025 Added 0.42%
IVV Ishares Core S&P 500 ETF ETFs	$0	$4.26 Million 1.55% of portfolio	6,370	Q3 2025 Reduced 0.08%
ITOT Ishares Core S&P Total U.S. St ETFs	$0	$3.69 Million 1.34% of portfolio	25,305	Q3 2025 Added 11.99%

QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$3.17 Million 1.15% of portfolio	5,284	Q3 2025 New
VTV Vanguard Value ETF ETFs	$0	$2.39 Million 0.87% of portfolio	12,803	Q3 2025 Added 0.32%
SPSM Spdr Portfolio S&P 600 Small C ETFs	$0	$2.22 Million 0.81% of portfolio	47,984	Q3 2025 Added 14.28%
IVW Ishares S&P 500 Growth ETF ETFs	$0	$2.22 Million 0.8% of portfolio	18,349	Q3 2025 Reduced 2.1%
VXUS Vanguard Star Fd Vanguard Tota ETFs	$0	$2.13 Million 0.77% of portfolio	28,986	Q2 2025 Added 97.28%
VUG Vanguard Growth ETF ETFs	$0	$2.06 Million 0.75% of portfolio	4,297	Q3 2025 Reduced 0.53%
QUAL Ishares Msci Usa Quality Facto ETFs	$0	$1.97 Million 0.71% of portfolio	10,110	Q3 2025 Added 0.23%
BKIE Bny Mellon ETF Tr Internationa ETFs	$0	$1.92 Million 0.7% of portfolio	21,462	Q3 2025 New
VCSH Vanguard Sht Term Corp Bd ETF ETFs	$0	$1.83 Million 0.66% of portfolio	22,854	Q3 2025 Added 0.0%

NOBL Proshares S&P 500 Dividend Ari ETFs	$0	$1.74 Million 0.63% of portfolio	16,867	Q3 2025 Added 23.07%
SPTM Spdr Portfolio S&P 1500 Compos ETFs	$0	$1.62 Million 0.59% of portfolio	20,056	Q3 2025 Reduced 0.05%
SGOV Ishares Trishares 0 3 Mnth Tre ETFs	$0	$1.61 Million 0.58% of portfolio	15,944	Q3 2025 New
DIA Spdr Dow Jones Industrial Average ETF Trust ETFs	$0	$1.56 Million 0.57% of portfolio	3,368	Q3 2025 Reduced 7.83%
DLN Wisdomtree Tr U.S Largecap Div ETFs	$0	$1.52 Million 0.55% of portfolio	17,420	Q1 2022 New
GLD Spdr Gold Trust ETFs	$130B	$1.44 Million 0.52% of portfolio	4,058	Q3 2025 Reduced 4.54%
IVE Ishares S&P 500 Value ETF ETFs	$0	$1.39 Million 0.5% of portfolio	6,712	Q3 2025 Reduced 1.76%
USMV Ishares Msci Usa Min Vol Facto ETFs	$0	$714,000 0.26% of portfolio	7,515	Q3 2025 Added 0.12%
XLV Select Sector Spdr Fund Health ETFs	$0	$665,000 0.24% of portfolio	4,784	Q3 2025 Reduced 19.89%
SPHQ Invesco Exchange Traded Fd Tr ETFs	$0	$654,000 0.24% of portfolio	8,932	Q3 2025 New
IWB Ishares Tr Russell 1000 ETF ETFs	$0	$665,000 0.24% of portfolio	1,820	Q3 2025 Reduced 3.55%
VTI Vanguard Total Stock Market Et ETFs	$0	$669,000 0.24% of portfolio	2,041	Q3 2025 Added 4.88%
SPMO Invesco ETF Tr Ii S&P 500 Mome ETFs	$0	$653,000 0.24% of portfolio	5,395	Q3 2025 New
IJH Ishares Core S&P Mid Cap ETF ETFs	$0	$642,000 0.23% of portfolio	9,840	Q3 2025 Reduced 1.39%
QQQM Invesco Exchange Traded Fd Tr ETFs	$0	$611,000 0.22% of portfolio	2,473	Q3 2025 New
DTD Wisdomtree Tr U.S Total Divide ETFs	$0	$573,000 0.21% of portfolio	6,822	Q3 2025 Reduced 1.52%
MUB Ishares National Muni Bond ETF ETFs	$0	$579,000 0.21% of portfolio	5,441	Q3 2025 Reduced 9.89%
VHT Vanguard Health Care ETF ETFs	$0	$562,000 0.2% of portfolio	2,166	Q3 2025 Reduced 9.22%
IEFA Ishares Tr ETFs	$0	$541,000 0.2% of portfolio	6,198	Q3 2025 Reduced 4.13%
DGRW Wisdomtree Tr Us Quality Divid ETFs	$0	$539,000 0.2% of portfolio	6,066	Q3 2025 Added 3.01%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$534,000 0.19% of portfolio	4,499	Q3 2025 Reduced 2.51%
YLDE Legg Mason ETF Invt Tr ETFs	$0	$526,000 0.19% of portfolio	9,637	Q3 2025 New
DGRO Ishares Core Dividend Growth E ETFs	$0	$489,000 0.18% of portfolio	7,183	Q3 2025 Added 0.31%
VB Vanguard Small Cap ETF ETFs	$0	$469,000 0.17% of portfolio	1,846	Q3 2025 Added 4.53%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$478,000 0.17% of portfolio	781	Q2 2025 Reduced 1.64%
VO Vanguard Mid Cap ETF ETFs	$0	$405,000 0.15% of portfolio	1,381	Q3 2025 Added 0.22%
SLV I Shares Silver Trust ETFs	$24.1B	$346,000 0.13% of portfolio	8,182	Q4 2024 Added 4.6%
SPDW Spdr Ser Tr Fds Spdr Portfolio ETFs	$0	$367,000 0.13% of portfolio	8,582	Q3 2025 Added 0.98%
HYMB Spdr Nuveen Bloomberg High Yie ETFs	$0	$371,000 0.13% of portfolio	14,914	Q3 2025 Added 0.13%
FMB First Tr Exchange Traded Fd Ii ETFs	$0	$358,000 0.13% of portfolio	7,079	Q3 2025 Reduced 1.31%
RDVY First Trust Rising Dividend Ac ETFs	$0	$326,000 0.12% of portfolio	4,848	Q3 2025 Reduced 8.55%
TLT Ishares Barclays 20+ Year Trea ETFs	$0	$339,000 0.12% of portfolio	3,795	Q3 2025 Reduced 32.99%

Summary

Portfolio
No. of Stocks 157
Current Value $276 Million
Prior Value $212 Million
Filing
Period Q3 2025
Filing Date November 03, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 50 stocks
Additional Purchases 33 stocks
Sold out of 0 stocks
Reduced holdings in 56 stocks

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Alta Wealth Advisors LLC Portfolio Holdings