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James Rukstalis

Altura Wealth Advisors Inc.

Assets Managed
$229.134M
Holdings
75
Last Quarter
2026 - Q1
Filed Date
1mo 20d ago
Growth Rate
-1.36%(2Q avg: 4.63%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Altura Wealth Advisors Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 75 positions.

Assets under management

The assets under management (AUM) of Altura Wealth Advisors Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 229.134M in assets, with a quarterly growth rate of -1.36% and a 2-quarter average growth rate of 4.63%. The portfolio is managed by James Rukstalis, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Increased 4.91%
8.62%
$19.734M
113,154 shares@ $174.41 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 3.25%
8.21%
$18.811M
255,450 shares@ $73.64 avg price
MUB
Ishares National Muni Bond E
Recent Activity
Increased 2.57%
7.24%
$16.583M
156,224 shares@ $106.15 avg price
JNK
Spdr Bloomberg High Yield Bo
Recent Activity
Increased 2.06%
4.66%
$10.657M
111,333 shares@ $95.73 avg price
AAPL
Apple Inc
Recent Activity
Increased 11.29%
4.44%
$10.16M
40,031 shares@ $253.8 avg price
VGT
Vanguard Info Tech Etf
Recent Activity
Increased 0.5%
4.24%
$9.703M
13,906 shares@ $697.73 avg price
MUNI
Pimco Intermediate Municipal
Recent Activity
Decreased -5.47%
3.94%
$9.027M
172,955 shares@ $52.19 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -14.5%
3.12%
$7.149M
24,860 shares@ $287.57 avg price
VEU
Vanguard Ftse All-world Ex-u
Recent Activity
Decreased -0.01%
3.09%
$7.079M
94,267 shares@ $75.11 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 2.28%
2.9%
$6.634M
31,852 shares@ $208.27 avg price

1-10 of 75