Cresta Advisors
Latest statistics and disclosures from Cresta Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, VTI, DGRW, VTV, SPHQ, and represent 46.52% of Cresta Advisors's stock portfolio.
- Added to shares of these 10 stocks: XLK, MEAR, CRM, IEF, EIM, VOO, VUG, VTV, AMZN, LQD.
- Started 119 new stock positions in MPWR, DIS, T, SSB, SBUX, CMCSA, V, NKE, PLTR, ITW.
- Reduced shares in these 10 stocks: GOOGL, DGRW, SPHQ, QQQ, IBOC, IWF, SOXX, PEP, META, AAPL.
- Cresta Advisors was a net buyer of stock by $13M.
- Cresta Advisors has $239M in assets under management (AUM), dropping by 6.45%.
- Central Index Key (CIK): 0001947670
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Portfolio Holdings for Cresta Advisors
Cresta Advisors holds 167 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 14.2 | $34M | 50k | 681.92 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 9.4 | $23M | 67k | 335.27 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 8.4 | $20M | -2% | 225k | 89.43 |
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| Vanguard Index Fds Value Etf (VTV) | 7.8 | $19M | +2% | 98k | 190.99 |
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| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 6.6 | $16M | -2% | 211k | 75.05 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 5.6 | $13M | +2% | 121k | 110.19 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 4.8 | $11M | 19k | 614.29 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 4.3 | $10M | 22k | 473.29 |
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| Apple (AAPL) | 3.9 | $9.4M | 34k | 271.86 |
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| Pimco Etf Tr Mtg Bkd Secs Act (PMBS) | 3.3 | $7.9M | +3% | 158k | 49.70 |
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| NVIDIA Corporation (NVDA) | 2.3 | $5.4M | 29k | 186.50 |
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| Ishares Tr 10-20 Yr Trs Etf (TLH) | 2.2 | $5.1M | +6% | 51k | 101.67 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 2.1 | $5.1M | +116% | 36k | 143.97 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 1.8 | $4.3M | +6% | 158k | 27.43 |
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| Amazon (AMZN) | 1.8 | $4.2M | +8% | 18k | 230.82 |
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| International Bancshares Corporation (IBOC) | 1.6 | $3.9M | -2% | 59k | 66.44 |
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| Meta Platforms Cl A (META) | 1.4 | $3.3M | 4.9k | 660.09 |
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| Nuveen Insured Tax-Free Adv Munici (NEA) | 1.3 | $3.1M | +5% | 270k | 11.63 |
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| Vanguard World Mega Cap Val Etf (MGV) | 1.3 | $3.1M | +4% | 22k | 141.16 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 1.3 | $3.0M | +5% | 20k | 154.80 |
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| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 1.2 | $2.9M | +2% | 50k | 59.28 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $2.8M | -19% | 9.0k | 313.00 |
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| Ishares U S Etf Tr Short Maturity M (MEAR) | 1.0 | $2.5M | NEW | 49k | 50.32 |
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| Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) | 1.0 | $2.4M | +3% | 118k | 20.39 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.8 | $1.8M | +35% | 2.9k | 627.18 |
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| Nuveen Muni Value Fund (NUV) | 0.7 | $1.6M | 181k | 9.06 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 0.6 | $1.5M | +4% | 9.7k | 155.12 |
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| Enterprise Products Partners (EPD) | 0.5 | $1.3M | 41k | 32.06 |
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| Ishares Tr Core Lt Usdb Etf (ILTB) | 0.5 | $1.1M | 23k | 49.70 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.5 | $1.1M | 2.7k | 396.31 |
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| Microsoft Corporation (MSFT) | 0.4 | $1.0M | +10% | 2.1k | 483.62 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.4 | $966k | 11k | 87.16 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.4 | $938k | +6% | 7.7k | 121.61 |
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| First Tr Exchange Traded Cloud Computing (SKYY) | 0.4 | $894k | +25% | 6.9k | 130.08 |
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| Lockheed Martin Corporation (LMT) | 0.3 | $599k | 1.2k | 483.85 |
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| salesforce (CRM) | 0.2 | $569k | NEW | 2.1k | 264.91 |
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| Eli Lilly & Co. (LLY) | 0.2 | $566k | 527.00 | 1074.68 |
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| Pepsi (PEP) | 0.2 | $565k | -7% | 3.9k | 143.52 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $525k | 1.5k | 349.99 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.2 | $494k | NEW | 5.1k | 96.16 |
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| Verizon Communications (VZ) | 0.2 | $489k | 12k | 40.73 |
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| Eaton Vance Municipal Bond Fund (EIM) | 0.2 | $487k | NEW | 50k | 9.73 |
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| Nuveen Build Amer Bd (NBB) | 0.2 | $450k | 29k | 15.80 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $431k | NEW | 883.00 | 487.86 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $370k | +4% | 1.9k | 191.56 |
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| Martin Marietta Materials (MLM) | 0.1 | $329k | 529.00 | 622.66 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $314k | -3% | 417.00 | 752.88 |
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| Blackrock Muniyield Insured Fund (MYI) | 0.1 | $294k | 27k | 10.87 |
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| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.1 | $275k | +6% | 4.0k | 69.47 |
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| Spdr Series Trust State Street Spd (XOP) | 0.1 | $265k | 2.1k | 126.26 |
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| Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL) | 0.1 | $226k | 5.0k | 45.13 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $219k | -27% | 726.00 | 301.15 |
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| Constellation Brands Cl A (STZ) | 0.1 | $207k | 1.5k | 137.96 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $207k | NEW | 941.00 | 219.78 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $161k | NEW | 1.7k | 96.03 |
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| Ab Active Etfs Core Plus Bd Etf (CPLS) | 0.1 | $153k | NEW | 4.3k | 35.54 |
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| Northern Lts Fd Tr Iv Inspire Gbl Hope (BLES) | 0.1 | $151k | NEW | 3.5k | 43.21 |
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| Tesla Motors (TSLA) | 0.1 | $151k | NEW | 335.00 | 449.72 |
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| Ishares Tr U.s. Finls Etf (IYF) | 0.1 | $151k | NEW | 1.2k | 128.93 |
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| Bank of America Corporation (BAC) | 0.1 | $146k | NEW | 2.6k | 55.00 |
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| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.1 | $137k | NEW | 5.9k | 23.31 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $133k | NEW | 1.4k | 96.27 |
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| Enbridge (ENB) | 0.1 | $132k | NEW | 2.7k | 47.92 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $126k | NEW | 400.00 | 313.80 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $99k | NEW | 542.00 | 183.40 |
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| Blackrock Multi-sector Incom other (BIT) | 0.0 | $91k | NEW | 7.0k | 13.06 |
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| Yum! Brands (YUM) | 0.0 | $86k | NEW | 571.00 | 151.28 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $85k | NEW | 346.00 | 246.16 |
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| Prudential Financial (PRU) | 0.0 | $75k | NEW | 668.00 | 112.88 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $72k | NEW | 406.00 | 177.75 |
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| Oneok (OKE) | 0.0 | $72k | NEW | 975.00 | 73.50 |
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| Procter & Gamble Company (PG) | 0.0 | $70k | NEW | 489.00 | 143.31 |
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| Broadcom (AVGO) | 0.0 | $66k | NEW | 190.00 | 346.10 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 0.0 | $64k | NEW | 1.5k | 42.69 |
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| Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) | 0.0 | $64k | NEW | 1.2k | 52.41 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $62k | NEW | 166.00 | 373.45 |
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| Union Pacific Corporation (UNP) | 0.0 | $58k | NEW | 249.00 | 231.32 |
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| Proshares Tr Ultrapro Qqq (TQQQ) | 0.0 | $57k | NEW | 1.1k | 52.72 |
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| PIMCO Corporate Opportunity Fund (PTY) | 0.0 | $52k | NEW | 4.0k | 12.90 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $51k | NEW | 1.0k | 49.65 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $51k | NEW | 291.00 | 173.49 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $49k | NEW | 98.00 | 502.65 |
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| JPMorgan Chase & Co. (JPM) | 0.0 | $48k | NEW | 150.00 | 322.22 |
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| Ishares Gold Tr Ishares New (IAU) | 0.0 | $46k | NEW | 564.00 | 81.17 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $45k | NEW | 78.00 | 570.88 |
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| Goldman Sachs (GS) | 0.0 | $44k | NEW | 50.00 | 879.00 |
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| Waste Management (WM) | 0.0 | $44k | NEW | 200.00 | 219.71 |
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| Oracle Corporation (ORCL) | 0.0 | $38k | NEW | 195.00 | 194.91 |
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| Boston Scientific Corporation (BSX) | 0.0 | $33k | NEW | 343.00 | 95.35 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.0 | $29k | NEW | 496.00 | 58.73 |
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| Yum China Holdings (YUMC) | 0.0 | $29k | NEW | 596.00 | 47.74 |
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| Visa Com Cl A (V) | 0.0 | $26k | NEW | 75.00 | 350.72 |
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| Invesco Actively Managed Exc S&p500 Downsid (PHDG) | 0.0 | $26k | NEW | 688.00 | 37.44 |
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| Johnson & Johnson (JNJ) | 0.0 | $26k | NEW | 124.00 | 206.95 |
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| At&t (T) | 0.0 | $26k | NEW | 1.0k | 24.84 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $26k | NEW | 255.00 | 99.88 |
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| Illinois Tool Works (ITW) | 0.0 | $25k | NEW | 100.00 | 246.30 |
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| Vaneck Etf Trust Ig Floating Rate (FLTR) | 0.0 | $25k | NEW | 960.00 | 25.48 |
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| Invesco Actively Managed Exc Var Rate Invt (VRIG) | 0.0 | $24k | NEW | 973.00 | 25.10 |
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| Home Depot (HD) | 0.0 | $24k | NEW | 70.00 | 344.10 |
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| Southstate Bk Corp (SSB) | 0.0 | $24k | NEW | 255.00 | 94.11 |
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| Genuine Parts Company (GPC) | 0.0 | $23k | NEW | 186.00 | 122.96 |
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| Honeywell International (HON) | 0.0 | $22k | NEW | 110.00 | 195.09 |
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| Paypal Holdings (PYPL) | 0.0 | $20k | NEW | 350.00 | 58.38 |
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| Abrdn Global Infra Income Fu Com Shs Ben Int (ASGI) | 0.0 | $20k | NEW | 874.00 | 22.36 |
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| Monolithic Power Systems (MPWR) | 0.0 | $18k | NEW | 20.00 | 906.40 |
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| RBC Bearings Incorporated (RBC) | 0.0 | $18k | NEW | 40.00 | 448.45 |
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| Select Sector Spdr Tr State Street Con (XLY) | 0.0 | $18k | NEW | 148.00 | 119.41 |
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| S&p Global (SPGI) | 0.0 | $17k | NEW | 32.00 | 522.59 |
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| Intercontinental Exchange (ICE) | 0.0 | $17k | NEW | 103.00 | 161.96 |
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| Spdr Series Trust State Street Spd (SDY) | 0.0 | $16k | NEW | 116.00 | 139.16 |
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| Cadence Design Systems (CDNS) | 0.0 | $16k | NEW | 51.00 | 312.59 |
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| Moody's Corporation (MCO) | 0.0 | $16k | NEW | 31.00 | 510.87 |
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| Houlihan Lokey Cl A (HLI) | 0.0 | $15k | NEW | 83.00 | 174.19 |
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| Nuveen Select Mat Mun Sh Ben Int (NIM) | 0.0 | $14k | NEW | 1.5k | 9.31 |
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| Walt Disney Company (DIS) | 0.0 | $14k | NEW | 120.00 | 113.78 |
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| ConocoPhillips (COP) | 0.0 | $13k | NEW | 140.00 | 93.61 |
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| Ea Series Trust Jlens 500 Jewish (TOV) | 0.0 | $13k | NEW | 450.00 | 28.68 |
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| Wells Fargo & Company (WFC) | 0.0 | $13k | NEW | 135.00 | 93.20 |
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| Hewlett Packard Enterprise (HPE) | 0.0 | $12k | NEW | 506.00 | 24.02 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.0 | $12k | NEW | 196.00 | 59.93 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $12k | NEW | 221.00 | 52.88 |
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| Hp (HPQ) | 0.0 | $11k | NEW | 506.00 | 22.28 |
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| Snowflake Com Shs (SNOW) | 0.0 | $11k | NEW | 50.00 | 219.36 |
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| EOG Resources (EOG) | 0.0 | $11k | NEW | 100.00 | 105.01 |
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| Costco Wholesale Corporation (COST) | 0.0 | $10k | NEW | 12.00 | 862.42 |
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| Vaneck Etf Trust Uranium And Nucl (NLR) | 0.0 | $9.9k | NEW | 80.00 | 124.20 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $9.4k | NEW | 37.00 | 252.95 |
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| Bright Horizons Fam Sol In D (BFAM) | 0.0 | $9.1k | NEW | 90.00 | 101.40 |
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| Phillips 66 (PSX) | 0.0 | $9.0k | NEW | 70.00 | 129.04 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $9.0k | NEW | 42.00 | 214.69 |
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| First Tr Exchange-traded Us Eqty Oppt Etf (FPX) | 0.0 | $8.7k | NEW | 53.00 | 163.60 |
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| Ares Management Corporation Cl A Com Stk (ARES) | 0.0 | $8.2k | NEW | 51.00 | 161.65 |
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| Vanguard World Health Car Etf (VHT) | 0.0 | $8.1k | NEW | 28.00 | 287.86 |
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| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.0 | $7.8k | NEW | 29.00 | 269.21 |
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| American Electric Power Company (AEP) | 0.0 | $7.6k | NEW | 66.00 | 115.32 |
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| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $7.1k | NEW | 247.00 | 28.82 |
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| Intel Corporation (INTC) | 0.0 | $6.6k | NEW | 180.00 | 36.90 |
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| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $5.3k | NEW | 12.00 | 444.67 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $5.3k | NEW | 44.00 | 120.34 |
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| McDonald's Corporation (MCD) | 0.0 | $5.2k | NEW | 17.00 | 305.65 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $4.6k | NEW | 17.00 | 268.35 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $3.5k | NEW | 6.00 | 579.50 |
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| Merck & Co (MRK) | 0.0 | $3.3k | NEW | 31.00 | 105.29 |
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| Abbvie (ABBV) | 0.0 | $3.2k | NEW | 14.00 | 228.50 |
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| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 0.0 | $3.1k | NEW | 98.00 | 31.21 |
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| Starbucks Corporation (SBUX) | 0.0 | $3.0k | NEW | 36.00 | 84.22 |
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| BorgWarner (BWA) | 0.0 | $2.8k | NEW | 63.00 | 45.06 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $2.7k | NEW | 90.00 | 29.90 |
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| Chevron Corporation (CVX) | 0.0 | $2.4k | NEW | 16.00 | 152.44 |
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| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $2.2k | NEW | 132.00 | 16.43 |
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| Blackrock (BLK) | 0.0 | $2.1k | NEW | 2.00 | 1070.50 |
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| Us Bancorp Del Com New (USB) | 0.0 | $2.1k | NEW | 40.00 | 53.38 |
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| Nike CL B (NKE) | 0.0 | $1.8k | NEW | 29.00 | 63.72 |
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| Abbott Laboratories (ABT) | 0.0 | $1.6k | NEW | 13.00 | 125.31 |
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| Wal-Mart Stores (WMT) | 0.0 | $1.3k | NEW | 12.00 | 111.42 |
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| Solstice Advanced Matls Com Shs (SOLS) | 0.0 | $1.3k | NEW | 27.00 | 48.59 |
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| Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $1.3k | NEW | 17.00 | 76.94 |
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| Automatic Data Processing (ADP) | 0.0 | $1.3k | NEW | 5.00 | 257.40 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $1.1k | NEW | 12.00 | 88.50 |
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| Ford Motor Company (F) | 0.0 | $1.0k | NEW | 77.00 | 13.13 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $685.000000 | NEW | 1.00 | 685.00 |
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| Bitmine Immersion Tecnologie Com New (BMNR) | 0.0 | $679.000000 | NEW | 25.00 | 27.16 |
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| Spdr Series Trust State Street Spd (SPYM) | 0.0 | $481.999800 | NEW | 6.00 | 80.33 |
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| Citizens Cl A (CIA) | 0.0 | $343.001000 | NEW | 71.00 | 4.83 |
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| Dutch Bros Cl A (BROS) | 0.0 | $123.000000 | NEW | 2.00 | 61.50 |
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| Aurora Cannabis (ACB) | 0.0 | $5.000000 | NEW | 1.00 | 5.00 |
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Past Filings by Cresta Advisors
SEC 13F filings are viewable for Cresta Advisors going back to 2022
- Cresta Advisors 2025 Q4 filed Feb. 3, 2026
- Cresta Advisors 2025 Q3 filed Oct. 22, 2025
- Cresta Advisors 2025 Q2 filed July 16, 2025
- Cresta Advisors 2025 Q1 filed May 12, 2025
- Cresta Advisors 2024 Q4 filed Feb. 3, 2025
- Cresta Advisors 2024 Q3 filed Nov. 18, 2024
- Cresta Advisors 2024 Q1 filed May 2, 2024
- Cresta Advisors 2023 Q4 filed Jan. 17, 2024
- Cresta Advisors 2023 Q3 filed Nov. 6, 2023
- Cresta Advisors 2023 Q2 filed July 28, 2023
- Cresta Advisors 2023 Q1 filed May 12, 2023
- Cresta Advisors 2022 Q4 filed Feb. 13, 2023
- Cresta Advisors 2022 Q3 filed Nov. 14, 2022