Alta Wealth Advisors LLC 13F Holdings

CIK 0001843826 · Woburn, MA

As of Sep 30, 2025, Alta Wealth Advisors LLC reported 155 positions worth $279.2M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETFSPYG—321,743$33.6M12.04%
STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETFSPYV—559,646$31.0M11.09%
SS SPDR P S&P 400 MIDCAP ETFSPMD—260,986 4.9M5.35%
NVIDIA CORPNVDATechnology71,073 3.3M4.75%
APPLE INCAAPLTechnology35,263$9.0M3.22%
SPDR S&P 500 ETF TRUSTSPY—11,216$7.5M2.68%
SOPHIA GENETICS SASOPHHealthcare1,409,160$6.7M2.40%
ISHARES RUSSELL 1000 GROWTH ETFIWF—12,549$5.9M2.11%
MICROSOFT CORPMSFTTechnology11,160$5.8M2.07%
INVESCO S&P 500 EQUAL WEIGHT ETFRSP—27,525$5.2M1.87%
ISHARES RUSSELL 1000 VALUE ETFIWD—25,263$5.1M1.84%
META PLATFORMS INCMETACommunication Services6,616$4.9M1.74%
ISHARES CORE S&P 500 ETFIVV—6,370$4.3M1.53%
JPMORGAN CHASE & COJPMFinancial Services13,326$4.2M1.51%
COSTCO WHOLESALE CORPCOSTConsumer Defensive4,377$4.1M1.45%
ALPHABET INCGOOGLEquity16,453$4.0M1.43%
AMAZON.COM INCAMZNEquity17,415$3.8M1.37%
ISHARES CORE S&P TOTAL US STOCK MARKET ETFITOT—25,305$3.7M1.32%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services6,670$3.4M1.20%
INVESCO QQQ TRUST SERIES 1QQQ—5,284$3.2M1.14%
SHOPIFY INCSHOPTechnology19,250$2.9M1.02%
APPLOVIN CORPAPPTechnology3,901$2.8M1.00%
VANGUARD VALUE INDEX FUNDVTV—12,803$2.4M0.86%
TESLA INCTSLAConsumer Cyclical5,272$2.3M0.84%
SS SPDR P S&P 600 SMALL CAPSPSM—47,984$2.2M0.80%