Alta Wealth Advisors LLC
SEC Form 13F institutional filer · CIK 0001843826
13F-HR · 78 reported holdings · 2026-03-31
Reported long-US-equity value
$0.16B
Top-10 concentration
51.7%
Alta Wealth Advisors LLC — $156M AUM allocation strategy
Alta Wealth Advisors LLC files SEC Form 13F and reports $156M of long US equity value across 78 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 22.3%, followed by Financials 11.4% and Communication Services 6.0%.
The top 10 holdings account for 52% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Alta Wealth Advisors LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$156M
total across 78 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
52% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVV +34.4K sh · +$3.2M+$BLK +5.98K sh · +$559K+$SPGI +5.83K sh · +$1.21M
Biggest trims (shares)
−$IWM −4.18K sh · −$975K−$MRVL −2.31K sh · −$129K−$SPY −1.03K sh · −$1.05M
Exited to nil (held last quarter, gone now)
$LDOS ($1.32M last qtr)$LOW ($1M last qtr)$CRWD ($925K last qtr)$INTU ($549K last qtr)$PYPL ($377K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors9.8%—
- Technology Hardware, Storage & Peripherals6.2%—
- Asset Management & Custody Banks6.2%—
- Interactive Media & Services6.0%—
- Semiconductor Materials & Equipment3.6%—
- Systems Software2.7%—
- Broadline Retail2.7%—
- Financial Exchanges & Data2.7%—
- Other holdings60.2%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
7 of 7 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NVDA | NVIDIA Corporation | 74.4K | $13M | +449 | 8.3% |
| $AAPL | Apple Inc | 38.5K | $9.76M | +1.69K | 6.2% |
| $IVZ | Invesco Ltd | 36.1K | $5.52M | -1.01K | 3.5% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 18.6K | $5.35M | +1.15K | 3.4% |
| $MSFT | Microsoft Corporation | 11.5K | $4.27M | -593 | 2.7% |
| $AMZN | Amazon.com Inc | 20K | $4.16M | +748 | 2.7% |
| $BLK | BlackRock Inc | 36.2K | $4.1M | +5.98K | 2.6% |
…and 71 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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