# EDGAR Filing Document

**Accession Number:** 0001931465
**File Stem:** 0001420506-26-000933
**Filing Date:** 2026-5
**Character Count:** 11385
**Document Hash:** 11d2e1ffd11389475f13a46847007fd0
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001420506-26-000933.hdr.sgml**: 20260512

**ACCESSION NUMBER**: 0001420506-26-000933

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260512

**DATE AS OF CHANGE**: 20260512

**EFFECTIVENESS DATE**: 20260512

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Altura Wealth Advisors Inc.
- **CENTRAL INDEX KEY:** 0001931465

**ORGANIZATION NAME:**
- **EIN:** 850970330
- **STATE OF INCORPORATION:** CA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-22553
- **FILM NUMBER:** 26967240

**BUSINESS ADDRESS:**
- **STREET 1:** 2005 DE LA CRUZ BLVD #120
- **CITY:** SANTA CLARA
- **STATE:** CA
- **ZIP:** 95050
- **BUSINESS PHONE:** 4086421322

**MAIL ADDRESS:**
- **STREET 1:** 2005 DE LA CRUZ BLVD #120
- **CITY:** SANTA CLARA
- **STATE:** CA
- **ZIP:** 95050

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** ESG Planning DBA Harper Investing
- **DATE OF NAME CHANGE:** 20240501

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** ESG Planning
- **DATE OF NAME CHANGE:** 20220527

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Altura Wealth Advisors Inc.<br>**Address:** 2005 DE LA CRUZ BLVD #120<br>SANTA CLARA, CA 95050

**Form 13F File Number:** 028-22553

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** James Rukstalis<br>**Title:** President CEO CCO<br>**Phone:** 4086421322

**Signature, Place, and Date of Signing:**

James Rukstalis President CEO CCO  SANTA CLARA, CA  05-12-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 75

**Form 13F Information Table Value Total:** $229133603

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBVIE INC | COM | 00287Y109 |  | 1504835 | 6919 | SH |  | SOLE |  | 0 | 0 | 6919 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 255126 | 1254 | SH |  | SOLE |  | 0 | 0 | 1254 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 7148785 | 24860 | SH |  | SOLE |  | 0 | 0 | 24860 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 329249 | 1148 | SH |  | SOLE |  | 0 | 0 | 1148 |
| AMAZON COM INC | COM | 023135106 |  | 6633816 | 31852 | SH |  | SOLE |  | 0 | 0 | 31852 |
| APPLE INC | COM | 037833100 |  | 10159518 | 40031 | SH |  | SOLE |  | 0 | 0 | 40031 |
| APPLOVIN CORP | COM CL A | 03831W108 |  | 1380662 | 3469 | SH |  | SOLE |  | 0 | 0 | 3469 |
| BANK MONTREAL MEDIUM | CAL LKD 45 | 063679385 |  | 820403 | 52489 | SH |  | SOLE |  | 0 | 0 | 52489 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 |  | 831706 | 13713 | SH |  | SOLE |  | 0 | 0 | 13713 |
| CHEVRON CORPORATION | COM | 166764100 |  | 214612 | 1037 | SH |  | SOLE |  | 0 | 0 | 1037 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 |  | 849199 | 852 | SH |  | SOLE |  | 0 | 0 | 852 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 |  | 2325282 | 5956 | SH |  | SOLE |  | 0 | 0 | 5956 |
| CSX CORP | COM | 126408103 |  | 225096 | 5483 | SH |  | SOLE |  | 0 | 0 | 5483 |
| DANAHER CORP DEL | COM | 235851102 |  | 420734 | 2219 | SH |  | SOLE |  | 0 | 0 | 2219 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 |  | 3895652 | 54768 | SH |  | SOLE |  | 0 | 0 | 54768 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 |  | 218471 | 5622 | SH |  | SOLE |  | 0 | 0 | 5622 |
| ELI LILLY  CO | COM | 532457108 |  | 725977 | 789 | SH |  | SOLE |  | 0 | 0 | 789 |
| EQUINIX INC | COM | 29444U700 |  | 1325313 | 1352 | SH |  | SOLE |  | 0 | 0 | 1352 |
| HONEYWELL INTL INC | COM | 438516106 |  | 1410804 | 6242 | SH |  | SOLE |  | 0 | 0 | 6242 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 211933 | 874 | SH |  | SOLE |  | 0 | 0 | 874 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 350628 | 607 | SH |  | SOLE |  | 0 | 0 | 607 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 |  | 1820877 | 47394 | SH |  | SOLE |  | 0 | 0 | 47394 |
| ISHARES TR | CORE 60/40 BALAN | 464289867 |  | 307019 | 4771 | SH |  | SOLE |  | 0 | 0 | 4771 |
| ISHARES TR | EXPANDED TECH | 464287515 |  | 1105971 | 13816 | SH |  | SOLE |  | 0 | 0 | 13816 |
| ISHARES TR | EAFE GRWTH ETF | 464288885 |  | 2399467 | 21545 | SH |  | SOLE |  | 0 | 0 | 21545 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 16583157 | 156224 | SH |  | SOLE |  | 0 | 0 | 156224 |
| ISHARES TR | CORE S ETF | 464287200 |  | 209062 | 320 | SH |  | SOLE |  | 0 | 0 | 320 |
| ISHARES TR | CORE 80/20 AGGRE | 464289859 |  | 353630 | 3996 | SH |  | SOLE |  | 0 | 0 | 3996 |
| ISHARES TR | FALN ANGLS USD | 46435G474 |  | 454941 | 17026 | SH |  | SOLE |  | 0 | 0 | 17026 |
| ISHARES TR | U.S. BAS MTL ETF | 464287838 |  | 217776 | 1238 | SH |  | SOLE |  | 0 | 0 | 1238 |
| ISHARES TR | 0-3 MNTH TREASRY | 46436E718 |  | 2360198 | 23447 | SH |  | SOLE |  | 0 | 0 | 23447 |
| ISHARES TR | U.S. TECH ETF | 464287721 |  | 206409 | 1138 | SH |  | SOLE |  | 0 | 0 | 1138 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 376481 | 3792 | SH |  | SOLE |  | 0 | 0 | 3792 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 1503424 | 6150 | SH |  | SOLE |  | 0 | 0 | 6150 |
| LOWES COS INC | COM | 548661107 |  | 1096367 | 4640 | SH |  | SOLE |  | 0 | 0 | 4640 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 2217029 | 4437 | SH |  | SOLE |  | 0 | 0 | 4437 |
| MERCK  CO INC | COM | 58933Y105 |  | 2620527 | 21785 | SH |  | SOLE |  | 0 | 0 | 21785 |
| META PLATFORMS INC | CL A | 30303M102 |  | 2478928 | 4333 | SH |  | SOLE |  | 0 | 0 | 4333 |
| MICROSOFT CORP | COM | 594918104 |  | 2498950 | 6751 | SH |  | SOLE |  | 0 | 0 | 6751 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 19734144 | 113154 | SH |  | SOLE |  | 0 | 0 | 113154 |
| ORACLE CORP | COM | 68389X105 |  | 2124885 | 14444 | SH |  | SOLE |  | 0 | 0 | 14444 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 491541 | 3066 | SH |  | SOLE |  | 0 | 0 | 3066 |
| PIMCO ETF TR | INTER MUN BD ACT | 72201R866 |  | 9026513 | 172955 | SH |  | SOLE |  | 0 | 0 | 172955 |
| QUALCOMM INC | COM | 747525103 |  | 298565 | 2318 | SH |  | SOLE |  | 0 | 0 | 2318 |
| SELECT SECTOR SPDR TR | STATE STREET TEC | 81369Y803 |  | 2419168 | 18203 | SH |  | SOLE |  | 0 | 0 | 18203 |
| SELECT SECTOR SPDR TR | STATE STREET REA | 81369Y860 |  | 3247329 | 79533 | SH |  | SOLE |  | 0 | 0 | 79533 |
| SELECT SECTOR SPDR TR | STATE STREET UTI | 81369Y886 |  | 1644351 | 35832 | SH |  | SOLE |  | 0 | 0 | 35832 |
| SELECT SECTOR SPDR TR | STATE STREET HEA | 81369Y209 |  | 832677 | 5680 | SH |  | SOLE |  | 0 | 0 | 5680 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 3799461 | 8830 | SH |  | SOLE |  | 0 | 0 | 8830 |
| SPDR INDEX SHS FDS | STATE STREET SPD | 78463X533 |  | 1367403 | 34635 | SH |  | SOLE |  | 0 | 0 | 34635 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R622 |  | 10656831 | 111333 | SH |  | SOLE |  | 0 | 0 | 111333 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A201 |  | 221450 | 2292 | SH |  | SOLE |  | 0 | 0 | 2292 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 724600 | 1114 | SH |  | SOLE |  | 0 | 0 | 1114 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 1335448 | 2717 | SH |  | SOLE |  | 0 | 0 | 2717 |
| UNION PAC CORP | COM | 907818108 |  | 1242047 | 5119 | SH |  | SOLE |  | 0 | 0 | 5119 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 1439978 | 5322 | SH |  | SOLE |  | 0 | 0 | 5322 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 |  | 3456184 | 9015 | SH |  | SOLE |  | 0 | 0 | 9015 |
| VANGUARD ADMIRAL FDS INC | MIDCP 400 GRTH | 921932869 |  | 4953490 | 39618 | SH |  | SOLE |  | 0 | 0 | 39618 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 18811338 | 255450 | SH |  | SOLE |  | 0 | 0 | 255450 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 |  | 2632538 | 8710 | SH |  | SOLE |  | 0 | 0 | 8710 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 3947664 | 12305 | SH |  | SOLE |  | 0 | 0 | 12305 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 371797 | 1420 | SH |  | SOLE |  | 0 | 0 | 1420 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 |  | 7079483 | 94267 | SH |  | SOLE |  | 0 | 0 | 94267 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 1246343 | 23059 | SH |  | SOLE |  | 0 | 0 | 23059 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 6310945 | 98485 | SH |  | SOLE |  | 0 | 0 | 98485 |
| VANGUARD WORLD FD | COMM SRVC ETF | 92204A884 |  | 3260328 | 18129 | SH |  | SOLE |  | 0 | 0 | 18129 |
| VANGUARD WORLD FD | CONSUM DIS ETF | 92204A108 |  | 6410088 | 17854 | SH |  | SOLE |  | 0 | 0 | 17854 |
| VANGUARD WORLD FD | CONSUM STP ETF | 92204A207 |  | 3579422 | 15938 | SH |  | SOLE |  | 0 | 0 | 15938 |
| VANGUARD WORLD FD | FINANCIALS ETF | 92204A405 |  | 4797179 | 39708 | SH |  | SOLE |  | 0 | 0 | 39708 |
| VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 |  | 2797699 | 10273 | SH |  | SOLE |  | 0 | 0 | 10273 |
| VANGUARD WORLD FD | INDUSTRIAL ETF | 92204A603 |  | 4780558 | 15312 | SH |  | SOLE |  | 0 | 0 | 15312 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 |  | 9702557 | 13906 | SH |  | SOLE |  | 0 | 0 | 13906 |
| VANGUARD WORLD FD | MATERIALS ETF | 92204A801 |  | 1227216 | 5446 | SH |  | SOLE |  | 0 | 0 | 5446 |
| VISA INC | COM CL A | 92826C839 |  | 2287207 | 7568 | SH |  | SOLE |  | 0 | 0 | 7568 |
| WALMART INC | COM | 931142103 |  | 827162 | 6656 | SH |  | SOLE |  | 0 | 0 | 6656 |

---