SEC 13F Intelligence

Alta Wealth Advisors LLC / AAPL

Alta Wealth Advisors LLC’s Apple Inc Position

Does Alta Wealth Advisors LLC own Apple Inc (AAPL)? Yes — 38.5K shares worth $10M (+3.17% of its 13F portfolio) as of Q1 2026, up from 36.8K shares the prior filed quarter.

Position Value
$10M
Q1 2026
Shares
38.5K
% of Portfolio
+3.17%
Quarters Held
22
currently held

Position History AAPL

Reported value by quarter
Q4 ’20: $2MQ4 ’20Q1 ’21: $2MQ2 ’21: $2MQ3 ’21: $2MQ3 ’21Q4 ’21: $3MQ1 ’22: $6MQ2 ’22: $5MQ2 ’22Q3 ’22: $5MQ4 ’22: $4MQ1 ’23: $6MQ1 ’23Q2 ’23: $7MQ3 ’23: $6MQ4 ’23: $7MQ4 ’23Q1 ’24: $6MQ2 ’24: $8MQ3 ’24: $9MQ3 ’24Q4 ’24: $10MQ1 ’25: $8MQ2 ’25: $7MQ2 ’25Q3 ’25: $9MQ4 ’25: $10MQ1 ’26: $10MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202638.5K$10M+3.17%
Q4 202536.8K$10M+3.34%
Q3 202535.3K$9M+3.22%
Q2 202535.3K$7M+3.42%
Q1 202534.8K$8M+3.55%
Q4 202438.1K$10M+4.18%
Q3 202438.1K$9M+4.06%
Q2 202435.9K$8M+3.77%
Q1 202435.6K$6M+3.10%
Q4 202334.3K$7M+3.68%
Q3 202334.4K$6M+3.60%
Q2 202334.7K$7M+3.95%
Q1 202333.6K$6M+3.50%
Q4 202233.0K$4M+2.89%
Q3 202233.3K$5M+3.29%
Q2 202233.3K$5M+3.15%
Q1 202232.1K$6M+3.33%
Q4 202114.2K$3M+1.55%
Q3 202114.1K$2M+1.45%
Q2 202113.6K$2M+1.36%
Q1 202113.3K$2M+1.35%
Q4 202012.8K$2M+1.43%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Alta Wealth Advisors LLC’s full portfolio or all institutional holders of AAPL.