Altura Wealth Advisors Inc.

CIK 0001931465 · Q1 2026

13F Equity AUM

$229.1M

-1.4% QoQ

Positions

+10 QoQ

AUM Rank

#6,880

Top 55%

Skill Alpha (FF)

-1.4%/yr^ns

No Clear Edge

Rank #4,337 · Top 53%

vs S&P -9.7%/yr (unadj.)

Quarters Tracked

~4 years

Portfolio Concentration

Top 5: 33.1%Top 10: 50.4%Top 20: 70.5%

NVDA8.6%

BND8.2%

MUB7.2%

JNK4.7%

AAPL4.4%

VGT4.2%

MUNI3.9%

GOOGL3.1%

VEU3.1%

AMZN2.9%

Others (65)49.6%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services67.9%

Technology17.2%

Healthcare4.5%

Communication Services4.3%

Consumer Cyclical3.4%

Other2.7%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 75Median: 0.66%Avg: 1.33%

0–0.5%

28(5.9%)

0.5–1%

16(10.9%)

1–3%

22(35.6%)

3–5%

6(23.5%)

5%+

3(24.1%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 75Unique: 0vs 20 funds

1%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

1.4%

JPMORGAN CHASE & CO

1.5%

BANK OF AMERICA CORP /DE/

1.6%

FMR LLC

2.2%

BlackRock, Inc.

1.5%

STATE STREET CORP

1.3%

VANGUARD CAPITAL MANAGEMENT LLC

VANGUARD PORTFOLIO MANAGEMENT LLC

1.1%

GEODE CAPITAL MANAGEMENT, LLC

0.9%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New12Increased36Decreased25Exited2

New Positions

VBK1.1%

+9K

EFG1.1%

+22K

JNJ0.7%

+6K

UNH0.6%

+5K

COST0.4%

+852

WMT0.4%

+7K

PANW0.2%

+3K

VB0.2%

+1K

NDQ0.1%

+607

CSX0.1%

+5K

Increased

ORCL0.9%

+12K(+558%)

IBIT0.8%

+9K(+24%)

SMH1.5%

+8K(+1094%)

BND8.2%

+8K(+3%)

ABBV0.7%

+6K(+476%)

NVDA8.6%

+5K(+5%)

VOX1.4%

+4K(+29%)

AAPL4.4%

+4K(+11%)

IVOG2.2%

+4K(+11%)

MUB7.2%

+4K(+3%)

Decreased

DFAS1.7%

-42,727(-44%)

VEA2.8%

-40,308(-29%)

MRK1.1%

-26,181(-55%)

XLRE1.4%

-25,804(-25%)

VWO0.5%

-25,159(-52%)

EDIV0.6%

-24,697(-42%)

XLU0.7%

-20,217(-36%)

SGOV1.0%

-12,995(-36%)

MUNI3.9%

-10,014(-5%)

VIS2.1%

-4,831(-24%)

Exited

AMAT

-1,428

GWRE

-1,150

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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