Long-term investor

Altura Wealth Advisors Inc. @alturawealthadvisorsinc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001931465).

Record

  • Tracked since 2025-06-30 (445 days), 81 trades recorded
  • Returns: week n/a · month n/a · 90 days +8.3% · 6 months n/a · 1 year +13.4% · all +13.4%
  • Max drawdown n/a · win rate 13% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • NVDA · 7.5% · long · since 2025-06-30
  • BND · 7.4% · long · since 2025-06-30
  • MUB · 6.3% · long · since 2025-06-30
  • VGT · 4.6% · long · since 2025-06-30
  • JNK · 4.1% · long · since 2025-06-30
  • AAPL · 4.0% · long · since 2025-06-30
  • NFLX · 3.9% · long · since 2026-06-30
  • GOOGL · 2.9% · long · since 2025-06-30
  • VEU · 2.9% · long · since 2025-06-30
  • MUNI · 2.8% · long · since 2025-06-30
  • AMZN · 2.7% · long · since 2025-06-30
  • VCR · 2.6% · long · since 2025-06-30

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