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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$174B
$2.86 Million 1.04% of portfolio
19,250
Q3 2025 Reduced 0.46%
$163B
$2.8 Million 1.02% of portfolio
3,901
Q3 2025 New
$161B
$2.07 Million 0.75% of portfolio
1,919
Q2 2025 Added 4.24%
$21.2B
$1.87 Million 0.68% of portfolio
12,834
Q3 2025 New
$22.2B
$1.74 Million 0.63% of portfolio
65,969
Q3 2025 New
$61.4B
$1.57 Million 0.57% of portfolio
7,706
Q3 2025 Reduced 2.78%
$23.2B
$1.39 Million 0.51% of portfolio
16,445
Q3 2025 Reduced 0.23%
$26.1B
$1.37 Million 0.5% of portfolio
7,226
Q3 2025 New
$156B
$1.37 Million 0.5% of portfolio
12,365
Q3 2025 Reduced 0.59%
$181B
$1.18 Million 0.43% of portfolio
12,031
Q3 2025 New
$140B
$1.08 Million 0.39% of portfolio
4,292
Q3 2025 Reduced 5.71%
$71.6B
$1.04 Million 0.38% of portfolio
15,534
Q3 2025 Reduced 14.75%
$102B
$1.01 Million 0.37% of portfolio
7,076
Q3 2025 New
$16.2B
$1.02 Million 0.37% of portfolio
13,937
Q3 2025 New
$21.1B
$951,000 0.35% of portfolio
11,536
Q3 2025 New
$86.4B
$902,000 0.33% of portfolio
2,569
Q3 2025 New
$79.6B
$751,000 0.27% of portfolio
6,070
Q3 2025 Reduced 0.38%
$111B
$625,000 0.23% of portfolio
1,596
Q3 2025 Reduced 10.94%
$50.2B
$623,000 0.23% of portfolio
845
Q3 2025 New
$74.3B
$562,000 0.2% of portfolio
1,000
Q1 2022 New
$182B
$559,000 0.2% of portfolio
819
Q3 2025 Added 24.47%
$82.2B
$518,000 0.19% of portfolio
2,301
Q3 2025 New
$73.7B
$531,000 0.19% of portfolio
6,319
Q3 2025 New
$115B
$492,000 0.18% of portfolio
1,005
Q3 2025 New
$20.8B
$474,000 0.17% of portfolio
2,336
Q3 2025 New
$190B
$469,000 0.17% of portfolio
4,628
Q3 2025 Added 0.54%
$139B
$407,000 0.15% of portfolio
1,235
Q3 2025 New
$99.5B
$386,000 0.14% of portfolio
8,576
Q3 2025 Reduced 14.06%
$21B
$388,000 0.14% of portfolio
16,416
Q3 2025 Reduced 32.56%
$16B
$351,000 0.13% of portfolio
1,431
Q3 2025 New
$132B
$305,000 0.11% of portfolio
1,453
Q3 2025 Reduced 7.04%
$187B
$301,000 0.11% of portfolio
1,812
Q3 2025 Reduced 29.25%
$74.1B
$273,000 0.1% of portfolio
1,006
Q3 2025 New
$81.8B
$268,000 0.1% of portfolio
2,440
Q3 2025 Added 0.41%
$59.8B
$274,000 0.1% of portfolio
1,461
Q2 2025 Reduced 64.7%
$132B
$239,000 0.09% of portfolio
971
Q3 2025 Reduced 17.08%
$32.7B
$259,000 0.09% of portfolio
2,998
Q3 2025 New
$69.1B
$255,000 0.09% of portfolio
3,027
Q3 2025 New
$19B
$229,000 0.08% of portfolio
1,116
Q1 2025 New
$181B
$216,000 0.08% of portfolio
7,677
Q3 2025 Added 0.03%
$10.2B
$224,000 0.08% of portfolio
4,144
Q3 2025 Reduced 17.84%
$172B
$228,000 0.08% of portfolio
5,204
Q3 2025 Reduced 0.23%
$144B
$214,000 0.08% of portfolio
470
Q2 2025 Added 0.21%
$141B
$218,000 0.08% of portfolio
8,591
Q3 2025 Added 0.27%

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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