Altera Wealth Management, Inc. has filed a Form 13F-HR disclosing its holdings of equity securities as of September 30, 2026. The filing lists a total of 109 distinct securities held by the firm.
The portfolio is dominated by exchange-traded funds (ETFs), with holdings including BlackRock and iShares funds covering a wide range of asset classes. Notable ETF positions include the iShares Core S&P 500 ETF, the iShares Core MSCI Emerging Markets ETF, and the iShares Core U.S. Aggregate Bond ETF. The firm also holds significant positions in Bitcoin-related trusts, including the Grayscale Bitcoin Mini Trust and the iShares Bitcoin Trust ETF.
Among individual common stocks, the largest positions include Advanced Micro Devices, Inc., Alphabet Inc. Class A and Class C, Amazon.com Inc., and Apple Inc. The portfolio also includes substantial stakes in NVIDIA Corporation, Microsoft Corporation, and Meta Platforms Inc. Class A.
Other individual stock holdings listed in the filing include Palantir Technologies Inc. Class A, Salesforce Inc., Taiwan Semiconductor Manufacturing Company Sponsored ADS, and Tesla Inc.
