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James Rukstalis

Altura Wealth Advisors Inc.

Assets Managed
$296.54M
Holdings
84
Last Quarter
2026 - Q2
Filed Date
4d ago
Growth Rate
29.42%(2Q avg: 14.03%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Altura Wealth Advisors Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 84 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 296.54M in assets, with a quarterly growth rate of 29.42% and a 2-quarter average growth rate of 14.03%. The portfolio is managed by James Rukstalis, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Decreased -1.59%
7.52%
$22.28M
111,349 shares@ $200.09 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 17.01%
7.4%
$21.942M
298,902 shares@ $73.41 avg price
MUB
Ishares National Muni Bond E
Recent Activity
Increased 11.95%
6.35%
$18.821M
174,883 shares@ $107.63 avg price
VGT
Vanguard Info Tech Etf
Recent Activity
Increased 712.2%
4.56%
$13.499M
112,944 shares@ $119.53 avg price
JNK
Spdr Bloomberg High Yield Bo
Recent Activity
Increased 12.69%
4.08%
$12.09M
125,451 shares@ $96.37 avg price
AAPL
Apple Inc
Recent Activity
Increased 1.88%
3.98%
$11.801M
40,782 shares@ $289.37 avg price
NFLX
Netflix Inc
Recent Activity
New Position
3.91%
$11.574M
162,096 shares@ $71.41 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -2.05%
2.94%
$8.701M
24,348 shares@ $357.37 avg price
VEU
Vanguard Ftse All-world Ex-u
Recent Activity
Increased 7.29%
2.86%
$8.47M
101,131 shares@ $83.76 avg price
MUNI
Pimco Intermediate Municipal
Recent Activity
Decreased -9.77%
2.77%
$8.208M
156,043 shares@ $52.6 avg price

1-10 of 84