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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, VTV, DGRW, VTI, SPHQ, and represent 50.82% of Cresta Advisors's stock portfolio.
Added to shares of these 10 stocks: VGT, MEAR, SCHD, MGV, PEY, HDV, EIM, NVDA, RSP, EPD.
Reduced shares in these 10 stocks: SPY (-$8.3M), VTI (-$7.0M), QQQ (-$6.6M), XLK, SPHQ, IWF, DGRW, XLV, AAPL, XLG.
Sold out of its positions in SKYY, GE, NBB, XOP.
Cresta Advisors was a net seller of stock by $-50M.
Cresta Advisors has $229M in assets under management (AUM), dropping by -17.68%.
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 50 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	15.2	$35M	-19%	46k	762.63	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	9.8	$23M		104k	216.08	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	9.4	$22M	-11%	221k	97.24	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	9.1	$21M	-25%	56k	374.24	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	7.3	$17M	-18%	198k	84.08	View chart
Apple (AAPL)	4.1	$9.3M	-17%	28k	333.01	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	3.8	$8.7M	-12%	86k	102.18	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.4	$7.9M	-45%	11k	739.77	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	3.2	$7.3M	-31%	59k	125.26	View chart
NVIDIA Corporation (NVDA)	3.1	$7.0M		31k	228.38	View chart
Pimco Etf Tr Mtg Bkd Secs Act (PMBS)	2.8	$6.5M	-17%	141k	46.27	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	2.6	$5.9M	+13%	180k	32.53	View chart
Ishares U S Etf Tr Shor Mat Mun Etf (MEAR)	2.3	$5.2M	+33%	105k	49.63	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	1.9	$4.4M	-2%	446k	9.95	View chart
Vanguard World Mrngstr Val Etf (MGV)	1.9	$4.3M	+19%	27k	161.09	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	1.8	$4.1M	-18%	45k	92.17	View chart
Amazon (AMZN)	1.6	$3.6M		15k	249.15	View chart
Eaton Vance Municipal Bond Fund (EIM)	1.4	$3.1M	+2%	345k	9.07	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.4	$3.1M	-13%	9.0k	344.08	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	1.3	$3.1M	+12%	135k	22.81	View chart
International Bancshares Corporation (IBOC)	1.3	$2.9M	-26%	42k	68.50	View chart
Meta Platforms Cl A (META)	1.2	$2.6M	-23%	3.6k	725.18	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	1.1	$2.6M	-63%	13k	195.75	View chart
Enterprise Products Partners (EPD)	0.8	$1.8M		49k	35.61	View chart
Vanguard World Inf Tech Etf (VGT)	0.7	$1.7M	+373%	13k	125.67	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.7	$1.7M	-50%	26k	63.61	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$1.6M		2.2k	700.70	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.6	$1.4M	-62%	8.2k	168.42	View chart
Nuveen Muni Value Fund (NUV)	0.6	$1.3M	-10%	162k	8.29	View chart
Ishares Tr Core High Dv Etf (HDV)	0.6	$1.3M	+16%	46k	27.96	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$1.0M		2.7k	380.84	View chart
Ishares Tr Core Lt Usdb Etf (ILTB)	0.4	$1.0M		23k	44.85	View chart
Microsoft Corporation (MSFT)	0.4	$844k	-59%	1.6k	512.90	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.3	$747k		1.00	747005.00	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.3	$711k	-56%	4.3k	166.98	View chart
Enbridge (ENB)	0.3	$591k		13k	46.60	View chart
Eli Lilly & Co. (LLY)	0.2	$537k	-11%	464.00	1157.08	View chart
Pepsi (PEP)	0.2	$498k		3.9k	126.72	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.2	$477k		5.3k	90.11	View chart
Lockheed Martin Corporation (LMT)	0.2	$460k	-27%	903.00	509.25	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$459k		5.1k	89.31	View chart
Verizon Communications (VZ)	0.2	$436k	-20%	9.5k	45.87	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.2	$413k		726.00	568.64	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$399k	+11%	1.9k	208.02	View chart
Constellation Brands Cl A (STZ)	0.2	$367k		3.3k	113.06	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$311k	-63%	4.0k	77.78	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$290k		3.7k	78.29	View chart
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)	0.1	$270k		5.0k	54.06	View chart
Blackrock Muniyield Insured Fund (MYI)	0.1	$260k		27k	9.63	View chart
Martin Marietta Materials (MLM)	0.1	$254k		529.00	479.81	View chart

Past Filings by Cresta Advisors

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

Cresta Advisors 2026 Q3 filed Oct. 14, 2026
Cresta Advisors 2026 Q2 filed July 22, 2026
Cresta Advisors 2026 Q1 filed April 27, 2026
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

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