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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 49.80% of Cresta Advisors's stock portfolio.
Added to shares of these 10 stocks: IWF (+$8.0M), SPY, VTI, SPHQ, HDV, NEA, DGRW, EIM, BRK.A, PMBS.
Started 2 new stock positions in MYI, BRK.A.
Reduced shares in these 10 stocks: LQD, AMZN, VTV, SCHD, MGV, HAL, GE, VOO, PEY, IBOC.
Sold out of its position in HAL.
Cresta Advisors was a net buyer of stock by $15M.
Cresta Advisors has $279M in assets under management (AUM), dropping by 14.08%.
Central Index Key (CIK): 0001947670

Tip: Access up to 7 years of quarterly data

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 54 positions in its portfolio as reported in the June 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	$42M	+6%	57k	746.77	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	9.9	$28M	+5%	75k	370.04	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	8.6	$24M	+3%	251k	95.62	View chart
Vanguard Index Fds Value Etf (VTV)	8.2	$23M		105k	217.93	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	7.8	$22M	+6%	242k	90.10	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	5.1	$14M	+3%	20k	736.40	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	3.8	$11M	-20%	98k	109.07	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	3.8	$11M	+299%	86k	124.17	View chart
Apple (AAPL)	3.5	$9.8M		34k	289.36	View chart
Pimco Etf Tr Mtg Bkd Secs Act (PMBS)	3.0	$8.5M	+6%	172k	49.38	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	2.5	$6.9M		36k	190.52	View chart
NVIDIA Corporation (NVDA)	2.2	$6.1M		30k	200.09	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	2.0	$5.5M	+6%	55k	100.35	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	1.9	$5.3M	+18%	456k	11.74	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.8	$5.0M	-6%	158k	31.71	View chart
International Bancshares Corporation (IBOC)	1.6	$4.3M	-2%	57k	75.95	View chart
Ishares U S Etf Tr Shor Mat Mun Etf (MEAR)	1.4	$4.0M		79k	50.38	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.3	$3.7M		11k	357.37	View chart
Vanguard World Mega Cap Val Etf (MGV)	1.3	$3.7M	-7%	22k	163.45	View chart
Amazon (AMZN)	1.3	$3.5M	-20%	15k	238.34	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	1.2	$3.5M	+10%	22k	158.66	View chart
Eaton Vance Municipal Bond Fund (EIM)	1.2	$3.3M	+31%	335k	9.96	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	1.1	$3.2M	+5%	52k	61.23	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	1.0	$2.8M	-5%	120k	23.18	View chart
Meta Platforms Cl A (META)	1.0	$2.7M		4.7k	563.29	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.6	$1.8M		9.8k	185.23	View chart
Enterprise Products Partners (EPD)	0.6	$1.8M	+17%	49k	36.76	View chart
Nuveen Muni Value Fund (NUV)	0.6	$1.7M		181k	9.22	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$1.5M	-10%	2.3k	686.66	View chart
Microsoft Corporation (MSFT)	0.5	$1.5M		4.1k	373.02	View chart
Ishares Tr Core Lt Usdb Etf (ILTB)	0.4	$1.1M		23k	49.25	View chart
Ishares Tr Core High Dv Etf (HDV)	0.4	$1.1M	+360%	39k	27.41	View chart
Spdr Gold Tr Gold Shs (GLD)	0.4	$982k		2.7k	368.38	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.3	$958k		11k	86.42	View chart
First Tr Exchange-traded Cloud Computing (SKYY)	0.3	$882k		6.6k	134.56	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.3	$749k	NEW	1.00	748850.00	View chart
Ge Aerospace Com New (GE)	0.3	$748k	-20%	2.0k	373.73	View chart
Enbridge (ENB)	0.3	$701k		13k	54.22	View chart
Eli Lilly & Co. (LLY)	0.2	$632k		527.00	1199.43	View chart
Lockheed Martin Corporation (LMT)	0.2	$630k		1.2k	509.65	View chart
Pepsi (PEP)	0.2	$533k		3.9k	135.40	View chart
Verizon Communications (VZ)	0.2	$509k		12k	42.34	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$486k		5.1k	94.57	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.2	$465k		726.00	640.76	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$456k	+500%	5.3k	86.14	View chart
Constellation Brands Cl A (STZ)	0.2	$452k		3.3k	139.09	View chart
Nuveen Build Amer Bd (NBB)	0.2	$449k		29k	15.78	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$367k	-10%	1.7k	212.77	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$338k	+698%	2.8k	119.50	View chart
Spdr Series Trust Sp O&g Expl Pro (XOP)	0.1	$324k		2.1k	154.26	View chart
Martin Marietta Materials (MLM)	0.1	$305k		529.00	576.70	View chart
Blackrock Muniyield Insured Fund (MYI)	0.1	$300k	NEW	27k	11.11	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$300k		3.7k	81.06	View chart
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)	0.1	$289k		5.0k	57.88	View chart

Past Filings by Cresta Advisors

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

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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