Alta Wealth Advisors LLC
RIA/Wealth
Alta Wealth Advisors LLC is a RIA/Wealth based in Woburn, MA led by Paul M Brissenden, reporting $495.5M in AUM as of Q3 2025 with 56% ETF concentration.
Managing PartnerPaul M Brissenden
- Portfolio Value
- $279.1M
- Positions
- 155
- Top Holding
- SPYG at 12.05%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Alta Wealth Advisors LLC's portfolio (47.6% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $33.6M | 12.05% | +$3.1M Bought | — 321.7K shares | |
ETF ETF | $31.0M | 11.10% | +$3.6M Bought | — 559.6K shares | |
ETF ETF | $14.9M | 5.35% | +$1.7M Bought | — 261.0K shares | |
Semiconductors Technology | $13.3M | 4.75% | -$85.8K Sold | 0.00% 71.1K shares | |
Consumer Electronics Technology | $9.0M | 3.22% | -$3.1K Sold | 0.00% 35.3K shares | |
ETF ETF | $7.5M | 2.68% | +$174.5K Bought | — 11.2K shares | |
Medical - Healthcare Information Services Healthcare | $6.7M | 2.40% | +$6.7M Bought | 2.09% 1.4M shares | |
ETF ETF | $5.9M | 2.11% | -$87.1K Sold | — 12.5K shares | |
Software - Infrastructure Technology | $5.8M | 2.07% | -$105.1K Sold | 0.00% 11.2K shares | |
ETF ETF | $5.2M | 1.87% | +$5.2M Bought | — 27.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Alta Wealth Advisors LLC's latest filing
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Market Value
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Net Flows % of MV
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Alta Wealth Advisors LLC
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