ETF Holders

Altura Wealth Advisors Inc. ETF holdings

Santa Clara, CA

Reported $182.3M in 46 ETFs in its Form 13F for June 30, 2026.

ETF value
$182.3M
ETFs held
46
Change from prior quarter
+20.8%
With price moves
ETFs as a share of its 13F
61.5%
of $296.5M

Top 10 of 46 ETF holdings

TickerFundValueSharesChange
BNDVanguard Total Bond Market ETF$21.9M298,902+43,452 shares
MUBiShares National Muni Bond ETF$18.8M174,883+18,659 shares
VGTVanguard Information Technology ETF$13.5M112,944+99,038 shares
JNKState Street SPDR Bloomberg High Yield Bond ETF$12.1M125,451+14,118 shares
VEUVanguard FTSE All-World ex-US ETF$8.5M101,131+6,864 shares
MUNIPIMCO Intermediate Municipal Bond Active Exchange-Traded Fund$8.2M156,043−16,912 shares
VCRVanguard Consumer Discretionary ETF$7.8M19,595+1,741 shares
VEAVanguard FTSE Developed Markets ETF$7.7M107,529+9,044 shares
IVOGVanguard S&P Mid-Cap 400 Growth ETF$6.5M44,466+4,848 shares
VFHVanguard Financials ETF$5.9M44,706+4,998 shares
36 more ETF positions

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001931465. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does Altura Wealth Advisors Inc. own?

Altura Wealth Advisors Inc. reported 46 ETF positions worth $182.3M in its Form 13F for June 30, 2026. The largest was BND, at $21.9M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.