Vault-13

Altura Wealth Advisors Inc.

SANTA CLARA, CA · CIK 1931465 · 13F filing filed 2026-07-22

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$296.5m reported value +29.4% vs Q1 2026
84positions
46.3%in top 10
12 new 53 added 19 reduced 3 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 NVIDIA CORPORATION COM NVDA NVDA 111,349 $22.3m7.51% 7.51% ReducedShares held: Q3 2025 105.2k, Q4 2025 107.9k, Q1 2026 113.2k, Q2 2026 111.3k -1.8k -1,805 -1.6%
2 VANGUARD BD INDEX FDS TOTAL BND MRKT BND BND 298,902 $21.9m7.40% 7.40% AddedShares held: Q3 2025 234.5k, Q4 2025 247.4k, Q1 2026 255.4k, Q2 2026 298.9k +43.5k +43,452 17.0%
3 ISHARES TR NATIONAL MUN ETF MUB MUB 174,883 $18.8m6.35% 6.35% AddedShares held: Q3 2025 131.1k, Q4 2025 152.3k, Q1 2026 156.2k, Q2 2026 174.9k +18.7k +18,659 11.9%
4 VANGUARD WORLD FD INF TECH ETF VGT VGT 112,944 $13.5m4.55% 4.55% AddedShares held: Q3 2025 104.1k, Q4 2025 110.7k, Q1 2026 111.2k, Q2 2026 112.9k +1.7k +1,696 1.5%
5 SPDR SER TR BLOOMBERG HIGH Y JNK JNK 125,451 $12.1m4.08% 4.08% AddedShares held: Q3 2025 98.5k, Q4 2025 109.1k, Q1 2026 111.3k, Q2 2026 125.5k +14.1k +14,118 12.7%
6 APPLE INC COM AAPL AAPL 40,782 $11.8m3.98% 3.98% AddedShares held: Q3 2025 32.5k, Q4 2025 36.0k, Q1 2026 40.0k, Q2 2026 40.8k +751 +751 1.9%
7 NETFLIX INC COM NFLX NFLX 162,096 $11.6m3.90% 3.90% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 162.1k
8 ALPHABET INC CAP STK CL A GOOGL GOOGL 24,348 $8.7m2.93% 2.93% ReducedShares held: Q3 2025 28.2k, Q4 2025 29.1k, Q1 2026 24.9k, Q2 2026 24.3k -512 -512 -2.1%
9 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU VEU 101,131 $8.5m2.86% 2.86% AddedShares held: Q3 2025 84.4k, Q4 2025 94.3k, Q1 2026 94.3k, Q2 2026 101.1k +6.9k +6,864 7.3%
10 PIMCO ETF TR INTER MUN BD ACT MUNI MUNI 156,043 $8.2m2.77% 2.77% ReducedShares held: Q3 2025 183.7k, Q4 2025 183.0k, Q1 2026 173.0k, Q2 2026 156.0k -16.9k -16,912 -9.8%
11 AMAZON COM INC COM AMZN AMZN 33,497 $8.0m2.69% 2.69% AddedShares held: Q3 2025 28.8k, Q4 2025 31.1k, Q1 2026 31.9k, Q2 2026 33.5k +1.6k +1,645 5.2%
12 VANGUARD WORLD FD CONSUM DIS ETF VCR VCR 19,595 $7.8m2.62% 2.62% AddedShares held: Q3 2025 16.1k, Q4 2025 17.5k, Q1 2026 17.9k, Q2 2026 19.6k +1.7k +1,741 9.8%
13 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA VEA 107,529 $7.7m2.58% 2.58% AddedShares held: Q3 2025 108.1k, Q4 2025 138.8k, Q1 2026 98.5k, Q2 2026 107.5k +9.0k +9,044 9.2%
14 VANGUARD ADMIRAL FDS INC MIDCP 400 GRTH IVOG IVOG 44,466 $6.5m2.19% 2.19% AddedShares held: Q3 2025 27.1k, Q4 2025 35.7k, Q1 2026 39.6k, Q2 2026 44.5k +4.8k +4,848 12.2%
15 VANGUARD WORLD FD FINANCIALS ETF VFH VFH 44,706 $5.9m1.98% 1.98% AddedShares held: Q3 2025 33.4k, Q4 2025 37.7k, Q1 2026 39.7k, Q2 2026 44.7k +5.0k +4,998 12.6%
16 VANGUARD WORLD FD INDUSTRIAL ETF VIS VIS 15,843 $5.7m1.93% 1.93% AddedShares held: Q3 2025 18.3k, Q4 2025 20.1k, Q1 2026 15.3k, Q2 2026 15.8k +531 +531 3.5%
17 VANGUARD INDEX FDS TOTAL STK MKT VTI VTI 14,007 $5.2m1.75% 1.75% AddedShares held: Q3 2025 10.7k, Q4 2025 12.1k, Q1 2026 12.3k, Q2 2026 14.0k +1.7k +1,702 13.8%
18 CROWDSTRIKE HLDGS INC CL A CRWD CRWD 5,962 $4.5m1.53% 1.53% AddedShares held: Q3 2025 5.0k, Q4 2025 5.5k, Q1 2026 6.0k, Q2 2026 6.0k +6 +6 0.1%
19 MICROSOFT CORP COM MSFT MSFT 12,078 $4.5m1.52% 1.52% AddedShares held: Q3 2025 5.5k, Q4 2025 6.0k, Q1 2026 6.8k, Q2 2026 12.1k +5.3k +5,327 78.9%
20 DIMENSIONAL ETF TRUST US SMALL CAP ETF DFAS DFAS 54,590 $4.5m1.52% 1.52% ReducedShares held: Q3 2025 88.8k, Q4 2025 97.5k, Q1 2026 54.8k, Q2 2026 54.6k -178 -178 -0.3%
21 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO VWO 71,481 $4.3m1.44% 1.44% AddedShares held: Q3 2025 37.8k, Q4 2025 48.2k, Q1 2026 23.1k, Q2 2026 71.5k +48.4k +48,422 210.0%
22 VANGUARD INDEX FDS SMALL CP ETF VB VB 13,124 $4.0m1.34% 1.34% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 1.4k, Q2 2026 13.1k +11.7k +11,704 824.2%
23 VANGUARD WORLD FD CONSUM STP ETF VDC VDC 16,970 $3.8m1.29% 1.29% AddedShares held: Q3 2025 18.1k, Q4 2025 20.6k, Q1 2026 15.9k, Q2 2026 17.0k +1.0k +1,032 6.5%
24 VANGUARD WORLD FD COMM SRVC ETF VOX VOX 20,570 $3.8m1.28% 1.28% AddedShares held: Q3 2025 12.4k, Q4 2025 14.1k, Q1 2026 18.1k, Q2 2026 20.6k +2.4k +2,441 13.5%
25 SELECT SECTOR SPDR TR RL EST SEL SEC XLRE XLRE 84,441 $3.7m1.25% 1.25% AddedShares held: Q3 2025 92.3k, Q4 2025 105.3k, Q1 2026 79.5k, Q2 2026 84.4k +4.9k +4,908 6.2%
26 ISHARES TR 0-3 MNTH TREASRY SGOV SGOV 36,407 $3.7m1.24% 1.24% AddedShares held: Q3 2025 46.0k, Q4 2025 36.4k, Q1 2026 23.4k, Q2 2026 36.4k +13.0k +12,960 55.3%
27 SELECT SECTOR SPDR TR TECHNOLOGY XLK XLK 18,791 $3.6m1.21% 1.21% AddedShares held: Q3 2025 16.3k, Q4 2025 18.0k, Q1 2026 18.2k, Q2 2026 18.8k +588 +588 3.2%
28 SPDR GOLD TR GOLD SHS GLD GLD 9,569 $3.5m1.19% 1.19% AddedShares held: Q3 2025 9.3k, Q4 2025 9.5k, Q1 2026 8.8k, Q2 2026 9.6k +739 +739 8.4%
29 VANGUARD WORLD FD HEALTH CAR ETF VHT VHT 11,333 $3.4m1.14% 1.14% AddedShares held: Q3 2025 12.4k, Q4 2025 14.1k, Q1 2026 10.3k, Q2 2026 11.3k +1.1k +1,060 10.3%
30 VANECK ETF TRUST SEMICONDUCTR ETF SMH SMH 5,147 $3.4m1.14% 1.14% ReducedShares held: Q3 2025 0, Q4 2025 755, Q1 2026 9.0k, Q2 2026 5.1k -3.9k -3,868 -42.9%
31 EQUINIX INC COM EQIX EQIX 2,928 $3.1m1.03% 1.03% AddedShares held: Q3 2025 2.1k, Q4 2025 2.5k, Q1 2026 1.4k, Q2 2026 2.9k +1.6k +1,576 116.6%
32 VISA INC COM CL A V V 8,499 $2.9m0.98% 0.98% AddedShares held: Q3 2025 5.9k, Q4 2025 6.7k, Q1 2026 7.6k, Q2 2026 8.5k +931 +931 12.3%
33 ORACLE CORP COM ORCL ORCL 19,775 $2.9m0.98% 0.98% AddedShares held: Q3 2025 1.6k, Q4 2025 2.2k, Q1 2026 14.4k, Q2 2026 19.8k +5.3k +5,331 36.9%
34 META PLATFORMS INC CL A META META 5,120 $2.9m0.97% 0.97% AddedShares held: Q3 2025 2.9k, Q4 2025 1.5k, Q1 2026 4.3k, Q2 2026 5.1k +787 +787 18.2%
35 MERCK & CO INC COM MRK MRK 21,760 $2.8m0.94% 0.94% ReducedShares held: Q3 2025 43.2k, Q4 2025 48.0k, Q1 2026 21.8k, Q2 2026 21.8k -25 -25 -0.1%
36 SELECT SECTOR SPDR TR SBI INT-UTILS XLU XLU 59,507 $2.7m0.91% 0.91% AddedShares held: Q3 2025 51.0k, Q4 2025 56.0k, Q1 2026 35.8k, Q2 2026 59.5k +23.7k +23,675 66.1%
37 MASTERCARD INCORPORATED CL A MA MA 5,139 $2.6m0.89% 0.89% AddedShares held: Q3 2025 3.5k, Q4 2025 3.9k, Q1 2026 4.4k, Q2 2026 5.1k +702 +702 15.8%
38 UNITEDHEALTH GROUP INC COM UNH UNH 5,806 $2.4m0.81% 0.81% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 5.3k, Q2 2026 5.8k +484 +484 9.1%
39 ISHARES TR FUTURE AI & TECH ARTY ARTY 30,733 $2.3m0.79% 0.79% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 30.7k
40 ABBVIE INC COM ABBV ABBV 8,748 $2.2m0.74% 0.74% AddedShares held: Q3 2025 0, Q4 2025 1.2k, Q1 2026 6.9k, Q2 2026 8.7k +1.8k +1,829 26.4%
41 ISHARES BITCOIN TRUST ETF SHS BEN INT IBIT IBIT 60,443 $2.0m0.68% 0.68% AddedShares held: Q3 2025 29.4k, Q4 2025 38.2k, Q1 2026 47.4k, Q2 2026 60.4k +13.0k +13,049 27.5%
42 JOHNSON & JOHNSON COM JNJ JNJ 7,553 $1.9m0.65% 0.65% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 6.2k, Q2 2026 7.6k +1.4k +1,403 22.8%
43 APPLOVIN CORP COM CL A APP APP 3,409 $1.8m0.59% 0.59% ReducedShares held: Q3 2025 3.5k, Q4 2025 3.5k, Q1 2026 3.5k, Q2 2026 3.4k -60 -60 -1.7%
44 THERMO FISHER SCIENTIFIC INC COM TMO TMO 3,379 $1.7m0.57% 0.57% AddedShares held: Q3 2025 2.3k, Q4 2025 2.5k, Q1 2026 2.7k, Q2 2026 3.4k +662 +662 24.4%
45 UNION PAC CORP COM UNP UNP 5,621 $1.5m0.52% 0.52% AddedShares held: Q3 2025 3.6k, Q4 2025 4.3k, Q1 2026 5.1k, Q2 2026 5.6k +502 +502 9.8%
46 ISHARES TR EXPANDED TECH IGV IGV 16,529 $1.5m0.51% 0.51% AddedShares held: Q3 2025 9.8k, Q4 2025 11.1k, Q1 2026 13.8k, Q2 2026 16.5k +2.7k +2,713 19.6%
47 VANGUARD WORLD FD MATERIALS ETF VAW VAW 6,251 $1.4m0.48% 0.48% AddedShares held: Q3 2025 4.1k, Q4 2025 4.8k, Q1 2026 5.4k, Q2 2026 6.3k +805 +805 14.8%
48 SPDR INDEX SHS FDS S&P EM MKT DIV EDIV EDIV 34,798 $1.4m0.48% 0.48% AddedShares held: Q3 2025 53.4k, Q4 2025 59.3k, Q1 2026 34.6k, Q2 2026 34.8k +163 +163 0.5%
49 SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX STX 1,403 $1.4m0.46% 0.46% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 1.4k
50 LOWES COS INC COM LOW LOW 5,921 $1.3m0.44% 0.44% AddedShares held: Q3 2025 3.5k, Q4 2025 4.1k, Q1 2026 4.6k, Q2 2026 5.9k +1.3k +1,281 27.6%
51 ADVISOR MANAGED PORTFOLIOS RUK STR GRO ETF RKSG RKSG 45,094 $1.2m0.41% 0.41% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 45.1k
52 ELI LILLY & CO COM LLY LLY 991 $1.2m0.40% 0.40% AddedShares held: Q3 2025 0, Q4 2025 194, Q1 2026 789, Q2 2026 991 +202 +202 25.6%
53 ALPHABET INC CAP STK CL C GOOG GOOG 3,148 $1.1m0.38% 0.38% AddedShares held: Q3 2025 1.1k, Q4 2025 1.5k, Q1 2026 1.1k, Q2 2026 3.1k +2.0k +2,000 174.2%
54 PALO ALTO NETWORKS INC COM PANW PANW 3,052 $1.0m0.35% 0.35% ReducedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 3.1k, Q2 2026 3.1k -14 -14 -0.5%
55 QUALCOMM INC COM QCOM QCOM 5,338 $986.4k0.33% 0.33% AddedShares held: Q3 2025 2.3k, Q4 2025 2.3k, Q1 2026 2.3k, Q2 2026 5.3k +3.0k +3,020 130.3%
56 COSTCO WHSL CORP NEW COM COST COST 1,031 $964.9k0.33% 0.33% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 852, Q2 2026 1.0k +179 +179 21.0%
57 WALMART INC COM WMT WMT 8,017 $908.0k0.31% 0.31% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 6.7k, Q2 2026 8.0k +1.4k +1,361 20.4%
58 SELECT SECTOR SPDR TR SBI HEALTHCARE XLV XLV 5,668 $899.2k0.30% 0.30% ReducedShares held: Q3 2025 5.5k, Q4 2025 5.6k, Q1 2026 5.7k, Q2 2026 5.7k -12 -12 -0.2%
59 SPDR S&P 500 ETF TR TR UNIT SPY SPY 1,143 $853.4k0.29% 0.29% AddedShares held: Q3 2025 0, Q4 2025 884, Q1 2026 1.1k, Q2 2026 1.1k +29 +29 2.6%
60 BRISTOL-MYERS SQUIBB CO COM BMY BMY 13,556 $781.1k0.26% 0.26% ReducedShares held: Q3 2025 13.6k, Q4 2025 13.8k, Q1 2026 13.7k, Q2 2026 13.6k -157 -157 -1.1%
61 HONEYWELL INTL INC COM HON HON 3,326 $744.7k0.25% 0.25% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 3.3k
62 HONEYWELL AEROSPACE INC COM HONA HONA 3,293 $728.0k0.25% 0.25% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 3.3k
63 ADVANCED MICRO DEVICES INC COM AMD AMD 1,242 $721.6k0.24% 0.24% ReducedShares held: Q3 2025 1.3k, Q4 2025 1.3k, Q1 2026 1.3k, Q2 2026 1.2k -12 -12 -1.0%
64 BANK MONTREAL QUE CAL LKD 45 FNGU FNGU 21,942 $564.1k0.19% 0.19% ReducedShares held: Q3 2025 98.1k, Q4 2025 56.3k, Q1 2026 52.5k, Q2 2026 21.9k -30.5k -30,547 -58.2%
65 INVESCO QQQ TR UNIT SER 1 QQQ QQQ 685 $504.8k0.17% 0.17% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 607, Q2 2026 685 +78 +78 12.8%
66 BANK AMERICA CORP COM BAC BAC 8,062 $459.4k0.15% 0.15% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 8.1k
67 ISHARES TR FALN ANGLS USD FALN FALN 16,279 $443.4k0.15% 0.15% ReducedShares held: Q3 2025 16.5k, Q4 2025 16.9k, Q1 2026 17.0k, Q2 2026 16.3k -747 -747 -4.4%
68 TEXAS INSTRS INC COM TXN TXN 1,480 $441.3k0.15% 0.15% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 1.5k
69 ISHARES TR CORE US AGGBD ET AGG AGG 4,137 $409.5k0.14% 0.14% AddedShares held: Q3 2025 5.2k, Q4 2025 5.2k, Q1 2026 3.8k, Q2 2026 4.1k +345 +345 9.1%
70 DANAHER CORPORATION COM DHR DHR 2,047 $390.0k0.13% 0.13% ReducedShares held: Q3 2025 4.1k, Q4 2025 4.7k, Q1 2026 2.2k, Q2 2026 2.0k -172 -172 -7.8%
71 ISHARES TR CALIF MUN BD ETF CMF CMF 6,380 $367.7k0.12% 0.12% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 6.4k
72 ISHARES TR AGGRES ALLOC ETF AOA AOA 3,432 $334.9k0.11% 0.11% ReducedShares held: Q3 2025 5.3k, Q4 2025 4.6k, Q1 2026 4.0k, Q2 2026 3.4k -564 -564 -14.1%
73 ISHARES TR GRWT ALLOCAT ETF AOR AOR 4,527 $314.7k0.11% 0.11% ReducedShares held: Q3 2025 5.7k, Q4 2025 5.6k, Q1 2026 4.8k, Q2 2026 4.5k -244 -244 -5.1%
74 CHEVRON CORP NEW COM CVX CVX 1,652 $273.8k0.09% 0.09% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 1.0k, Q2 2026 1.7k +615 +615 59.3%
75 ISHARES TR U.S. TECH ETF IYW IYW 1,077 $271.7k0.09% 0.09% ReducedShares held: Q3 2025 1.2k, Q4 2025 1.2k, Q1 2026 1.1k, Q2 2026 1.1k -61 -61 -5.4%
76 CSX CORP COM CSX CSX 5,499 $261.4k0.09% 0.09% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 5.5k, Q2 2026 5.5k +16 +16 0.3%
77 ISHARES TR CORE S&P500 ETF IVV IVV 337 $252.2k0.09% 0.09% AddedShares held: Q3 2025 317, Q4 2025 320, Q1 2026 320, Q2 2026 337 +17 +17 5.3%
78 DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC DFAC 5,636 $250.0k0.08% 0.08% AddedShares held: Q3 2025 5.6k, Q4 2025 5.6k, Q1 2026 5.6k, Q2 2026 5.6k +14 +14 0.2%
79 SPDR SERIES TRUST S&P 600 SMCP GRW SLYG SLYG 2,053 $244.6k0.08% 0.08% ReducedShares held: Q3 2025 2.4k, Q4 2025 2.4k, Q1 2026 2.3k, Q2 2026 2.1k -239 -239 -10.4%
80 INTERNATIONAL BUSINESS MACHS COM IBM IBM 818 $230.0k0.08% 0.08% ReducedShares held: Q3 2025 812, Q4 2025 801, Q1 2026 874, Q2 2026 818 -56 -56 -6.4%
81 ISHARES TR U.S. BAS MTL ETF IYM IYM 1,241 $222.8k0.08% 0.08% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 1.2k, Q2 2026 1.2k +3 +3 0.2%
82 EXELIXIS INC COM EXEL EXEL 4,092 $222.6k0.08% 0.08% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 4.1k
83 PROSHARES TR ULTRPRO S&P500 UPRO UPRO 1,524 $216.1k0.07% 0.07% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 1.5k
84 SPDR DOW JONES INDL AVERAGE UT SER 1 DIA DIA 404 $211.3k0.07% 0.07% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 404

Sold out since Q1 2026

SecurityTickerShares held beforeValue then
VANGUARD INDEX FDS VBK VBK 8,710 $2.6m8.7k shares
ISHARES TR EFG EFG 21,545 $2.4m21.5k shares
HONEYWELL INTL INC 3,121 $1.4m3.1k shares