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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 48.65% of Cresta Advisors's stock portfolio.
Added to shares of these 10 stocks: SPY, NVDA, GLD, PMBS, VTI, AMZN, LQD, TLH, ADBE, DGRW.
Started 3 new stock positions in ADBE, STZ, GLD.
Reduced shares in these 10 stocks: QQQ, AAPL, XLI, , , VTV, GOOGL, HDV, SCHD, IWF.
Sold out of its positions in XLE, ASML.
Cresta Advisors was a net buyer of stock by $4.8M.
Cresta Advisors has $224M in assets under management (AUM), dropping by 9.21%.
Central Index Key (CIK): 0001947670

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Positions held by Cresta Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Cresta Advisors

Cresta Advisors holds 48 positions in its portfolio as reported in the September 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)	14.6	$33M	+5%	49k	666.17	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	9.8	$22M	+3%	67k	328.17	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	9.2	$21M		231k	88.96	View chart
Vanguard Index Fds Value Etf (VTV)	8.0	$18M	-2%	96k	186.49	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	7.1	$16M		217k	73.29	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	5.9	$13M	+5%	119k	111.47	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	5.0	$11M	-7%	19k	600.37	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	4.6	$10M		22k	468.40	View chart
Apple (AAPL)	3.9	$8.8M	-7%	35k	254.63	View chart
Pimco Etf Tr Mtg Bkd Secs Act (PMBS)	3.4	$7.6M	+12%	153k	49.66	View chart
NVIDIA Corporation (NVDA)	2.4	$5.4M	+32%	29k	186.58	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	2.2	$4.9M	+13%	48k	102.99	View chart
Select Sector Spdr Tr Technology (XLK)	2.1	$4.6M		16k	281.86	View chart
International Bancshares Corporation	1.9	$4.1M		60k	68.75	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.8	$4.1M	-5%	149k	27.30	View chart
Amazon (AMZN)	1.6	$3.7M	+24%	17k	219.57	View chart
Meta Platforms Cl A (META)	1.6	$3.7M		5.0k	734.38	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	1.3	$2.9M		257k	11.39	View chart
Vanguard World Mega Cap Val Etf (MGV)	1.3	$2.9M		21k	137.74	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	1.2	$2.8M	+2%	49k	57.52	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.2	$2.7M	-8%	11k	243.10	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	1.1	$2.6M	+8%	19k	139.17	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	1.1	$2.4M		114k	21.07	View chart
Nuveen Muni Value Fund (NUV)	0.7	$1.6M		181k	8.98	View chart
Select Sector Spdr Tr Indl (XLI)	0.6	$1.4M	-30%	9.3k	154.23	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$1.3M	-2%	2.1k	612.38	View chart
Enterprise Products Partners (EPD)	0.6	$1.3M		41k	31.27	View chart
Ishares Tr Core Lt Usdb Etf (ILTB)	0.5	$1.1M		23k	50.49	View chart
Microsoft Corporation (MSFT)	0.4	$996k		1.9k	517.95	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.4	$991k	-4%	11k	89.37	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$976k	NEW	2.7k	355.47	View chart
Ishares Tr Core High Dv Etf (HDV)	0.4	$883k	-21%	7.2k	122.45	View chart
First Tr Exchange Traded Cloud Computing (SKYY)	0.3	$739k		5.5k	134.42	View chart
Lockheed Martin Corporation (LMT)	0.3	$618k		1.2k	499.39	View chart
Pepsi (PEP)	0.3	$597k		4.3k	140.44	View chart
Adobe Systems Incorporated (ADBE)	0.2	$529k	NEW	1.5k	352.75	View chart
Verizon Communications (VZ)	0.2	$528k		12k	43.95	View chart
Nuveen Build Amer Bd (NBB)	0.2	$462k		29k	16.22	View chart
Eli Lilly & Co. (LLY)	0.2	$408k		535.00	763.00	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$352k	-12%	1.9k	189.70	View chart
Martin Marietta Materials (MLM)	0.1	$333k		529.00	630.28	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$323k	-13%	432.00	746.63	View chart
Blackrock Muniyield Insured Fund (MYI)	0.1	$299k		27k	11.08	View chart
Spdr Series Trust S&p Oilgas Exp (XOP)	0.1	$278k		2.1k	132.20	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$271k	+6%	1.0k	271.12	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$249k		3.7k	67.26	View chart
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)	0.1	$222k		5.0k	44.43	View chart
Constellation Brands Cl A (STZ)	0.1	$202k	NEW	1.5k	134.67	View chart

Past Filings by Cresta Advisors

SEC 13F filings are viewable for Cresta Advisors going back to 2022

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

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