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Vincenzo Stuto

Alta Wealth Advisors Llc

Assets Managed
$307.955M
Holdings
161
Last Quarter
2026 - Q1
Filed Date
21d ago
Growth Rate
2.91%(2Q avg: 5.06%)
Sustained Growth
3 quarters

Portfolio positions

This chart displays the top 10 holdings in Alta Wealth Advisors Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 161 positions.

Assets under management

The assets under management (AUM) of Alta Wealth Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 307.955M in assets, with a quarterly growth rate of 2.91% and a 2-quarter average growth rate of 5.06%. The portfolio is managed by Vincenzo Stuto, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPYV
Spdr Port S&p 500 Value
Recent Activity
Increased 7.89%
11.79%
$36.307M
641,702 shares@ $56.58 avg price
SPYG
Spdr Portfolio S&p 500 Growt
Recent Activity
Increased 7.63%
11.12%
$34.23M
349,608 shares@ $97.91 avg price
SPMD
Spdr Portfolio S&p 400 Mid C
Recent Activity
Increased 7.34%
5.67%
$17.449M
294,650 shares@ $59.22 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 0.61%
4.22%
$12.969M
74,362 shares@ $174.41 avg price
AAPL
Apple Inc
Recent Activity
Increased 4.59%
3.18%
$9.764M
38,472 shares@ $253.8 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -8.51%
2.33%
$7.169M
11,023 shares@ $650.37 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 33.27%
2.29%
$7.034M
10,769 shares@ $653.21 avg price
SOPH
Sophia Genetics Sa
Recent Activity
2.27%
$6.975M
1.409M shares@ $4.95 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 6.59%
1.74%
$5.346M
18,591 shares@ $287.56 avg price
IWD
Ishares Russell 1000 Value E
Recent Activity
Decreased -1.15%
1.7%
$5.209M
24,379 shares@ $213.67 avg price

1-10 of 161