Alta Wealth Advisors LLC - Portfolio overview

Alta Wealth Advisors LLC has 192 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. SPYV - SPDR SERIES TRUST, 11.11%
2. SPYG - SPDR SERIES TRUST, 10.47%
3. SPMD - SPDR SERIES TRUST, 5.34%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.