Long-term investor
Alta Wealth Advisors LLC @altawealthadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001843826).
Record
- Tracked since 2025-06-30 (441 days), 198 trades recorded
- Returns: week n/a · month n/a · 90 days +12.3% · 6 months n/a · 1 year +19.9% · all +19.9%
- Max drawdown n/a · win rate 21% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPYG · 11.3% · long · since 2025-06-30
- SPYV · 10.8% · long · since 2025-06-30
- SPMD · 5.4% · long · since 2025-06-30
- NVDA · 4.1% · long · since 2025-06-30
- AAPL · 3.0% · long · since 2025-06-30
- IVV · 2.4% · long · since 2025-06-30
- SPY · 2.3% · long · since 2025-06-30
- SOPH · 2.2% · long · since 2025-09-30
- MU · 2.1% · long · since 2025-09-30
- GOOGL · 1.8% · long · since 2025-06-30
- IWF · 1.6% · long · since 2025-06-30
- LRCX · 1.6% · long · since 2025-09-30