Alta Wealth Advisors LLC
•CIK: 1843826•Filing: Q4 2025
**Alta Wealth Advisors LLC** manages $299M across a diversified portfolio of 164 positions. The fund exhibits a notable concentration in broad market and sector-specific ETFs, with top holdings including SPYG ($34.7M) and SPYV ($33.8M). Significant allocations are also directed toward technology leaders, evidenced by substantial positions in NVDA ($13.8M) and AAPL ($10.0M). This structure suggests a core strategy emphasizing growth exposure within established market indices.
Total AUM
$298.9M
+ $21.9K in options
QoQ Performance
+8.0%
Positions
115
+ 1 option
Top 10 Concentration
46.8%
Latest Filing
Q4 2025
Top Holdings Allocation
SPYG
SPYV
SPMD
SPYG11.6%
SPYV11.3%
SPMD5.3%
NVDA4.6%
AAPL3.3%
SPY2.7%
SOPHIA2.2%
MSFT2.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other68.5%
Technology15.9%
ETF4.8%
Consumer4.4%
Financial3.0%
Healthcare2.3%
Industrial0.6%
Energy0.2%
🚪 Exited Positionssold since Q3 2025
+10 more exited positions
Changes from Q3 2025
NEW24 new positions
↑91 increased
↓38 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023