Altura Wealth Advisors Inc. has submitted its quarterly 13F report, detailing its investment holdings as of September 30, 2026. This filing is crucial for understanding the company's investment strategies and positions in the wealth management sector.

Background

Altura Wealth Advisors Inc. is a financial advisory firm based in Santa Clara, California. The company specializes in wealth management and investment strategies for its clients. The latest filing was made on October 22, 2026, and is part of a series of 13F reports that the firm has submitted throughout the year.

What the Filing Says

The filing, identified by SEC Accession Number 0001420506-26-002352, includes details about the firm's holdings as of the end of the third quarter of 2026. However, specific details about the investments or changes in holdings were not disclosed in the filing.

Impact

This update may affect institutional investors and competitors in the wealth management industry who are analyzing Altura's investment strategies and market positions. Understanding these holdings can provide insights into market trends and investment behaviors.

What's Next

The filing does not say what happens next.

Filing Details

The filing was accepted on October 22, 2026, at 13:23:04 and includes a total of two documents. The period of the report covers the end of the third quarter of 2026, specifically September 30, 2026. The effectiveness date of this report is also noted as October 22, 2026.

Company Information

Altura Wealth Advisors Inc. operates under the Central Index Key (CIK) number 0001931465. The firm is incorporated in California, with a fiscal year ending on December 31. Its Employer Identification Number (EIN) is 850970330, indicating its registered tax status.

Contact Information

For further inquiries, Altura Wealth Advisors can be contacted at their business address: 2005 De La Cruz Blvd #120, Santa Clara, CA 95050, or by phone at 408-642-1322.

Missing Information

The filing does not provide specific details regarding the individual investments held by Altura Wealth Advisors or any changes in their investment strategy compared to previous filings.