Altura Wealth Advisors Inc., based in Santa Clara, California, has filed a Form 13F-HR disclosing its equity holdings as of the close of business on September 30, 2026. The filing lists James Rukstalis, the firm's President, CEO, and Chief Compliance Officer, as the authorized signatory.
The report details a portfolio consisting of 86 individual securities. The top holdings by share count include Visa Inc. Class A, with 9,182 shares; Walmart Inc., with 9,154 shares; and Bank of Montreal Limited, with 18,621 shares.
The filing also lists significant positions in exchange-traded funds (ETFs). The Vanguard Total Bond Market ETF holds 339,953 shares, while the Vanguard Total International Stock ETF holds 109,928 shares. Other notable ETF positions include the iShares Bitcoin Trust, with 68,410 shares, and the iShares National Mun Bond ETF, with 147,259 shares.
Individual stock positions of note include NVIDIA Corporation, with 113,026 shares; Netflix Inc., with 162,410 shares; and Apple Inc., with 41,957 shares.
