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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 47.79% of Cresta Advisors's stock portfolio.
Added to shares of these 10 stocks: SPY, EIM, VTV, MEAR, DGRW, NEA, VTI, SPHQ, MSFT, GE.
Started 2 new stock positions in HAL, GE.
Reduced shares in these 10 stocks: , , , VOO, VIG, EFA, CPLS, BLES, , IYF.
Sold out of its positions in CPLS, T, ARKK, ABT, ABBV, ASGI, ADBE, TOV, GOOG, AEP.
Cresta Advisors was a net buyer of stock by $12M.
Cresta Advisors has $244M in assets under management (AUM), dropping by 2.39%.
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 53 positions in its portfolio as reported in the March 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)	14.2	$35M	+7%	53k	650.34	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	9.3	$23M	+5%	71k	320.81	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	8.7	$21M	+7%	242k	87.84	View chart
Vanguard Index Fds Value Etf (VTV)	8.6	$21M	+9%	107k	196.20	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	7.0	$17M	+7%	226k	75.19	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	5.5	$14M	+2%	124k	108.99	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	4.5	$11M		19k	577.18	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	3.7	$9.1M		21k	426.39	View chart
Apple (AAPL)	3.5	$8.6M		34k	253.79	View chart
Pimco Etf Tr Mtg Bkd Secs Act (PMBS)	3.3	$8.0M	+2%	162k	49.60	View chart
NVIDIA Corporation (NVDA)	2.1	$5.2M	+2%	30k	174.40	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	2.1	$5.2M	+7%	170k	30.68	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	2.1	$5.2M	+2%	52k	100.72	View chart
Select Sector Spdr Tr State Street Tec (XLK)	2.0	$4.8M		36k	132.90	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	1.8	$4.3M	+43%	386k	11.23	View chart
Ishares U S Etf Tr Short Maturity M (MEAR)	1.6	$4.0M	+60%	79k	50.34	View chart
International Bancshares Corporation (IBOC)	1.6	$3.9M		59k	67.29	View chart
Amazon (AMZN)	1.6	$3.9M	+2%	19k	208.27	View chart
Vanguard World Mega Cap Val Etf (MGV)	1.4	$3.5M	+9%	24k	144.95	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.2	$3.0M	+15%	10k	287.56	View chart
Select Sector Spdr Tr State Street Hea (XLV)	1.2	$2.9M	+2%	20k	146.61	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	1.1	$2.7M	+8%	128k	21.42	View chart
Meta Platforms Cl A (META)	1.1	$2.7M	-3%	4.7k	572.13	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	1.1	$2.7M		50k	54.55	View chart
Eaton Vance Municipal Bond Fund (EIM)	1.0	$2.5M	+410%	255k	9.77	View chart
Nuveen Muni Value Fund (NUV)	0.7	$1.6M		181k	8.99	View chart
Enterprise Products Partners (EPD)	0.6	$1.6M		41k	37.84	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.6	$1.6M		9.6k	161.73	View chart
Microsoft Corporation (MSFT)	0.6	$1.5M	+94%	4.1k	370.17	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$1.5M	-13%	2.5k	597.43	View chart
Ishares Tr Core High Dv Etf (HDV)	0.5	$1.2M	+9%	8.5k	135.72	View chart
Spdr Gold Tr Gold Shs (GLD)	0.5	$1.1M	-2%	2.7k	430.29	View chart
Ishares Tr Core Lt Usdb Etf (ILTB)	0.5	$1.1M		23k	48.98	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.4	$961k		11k	86.69	View chart
Lockheed Martin Corporation (LMT)	0.3	$748k		1.2k	604.61	View chart
First Tr Exchange-traded Cloud Computing (SKYY)	0.3	$717k	-4%	6.6k	109.36	View chart
Ge Aerospace Com New (GE)	0.3	$709k	NEW	2.5k	283.77	View chart
Enbridge (ENB)	0.3	$698k	+370%	13k	54.04	View chart
Pepsi (PEP)	0.3	$611k		3.9k	155.29	View chart
Verizon Communications (VZ)	0.2	$603k		12k	50.20	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$491k		5.1k	95.44	View chart
Constellation Brands Cl A (STZ)	0.2	$488k	+116%	3.3k	150.00	View chart
Eli Lilly & Co. (LLY)	0.2	$485k		527.00	919.77	View chart
Nuveen Build Amer Bd (NBB)	0.2	$446k		29k	15.66	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$385k		882.00	436.79	View chart
Spdr Series Trust State Street Spd (XOP)	0.2	$382k		2.1k	181.83	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$370k		1.9k	191.92	View chart
Martin Marietta Materials (MLM)	0.1	$311k		529.00	588.68	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$253k	-6%	3.7k	68.28	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$247k	-15%	354.00	696.74	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$239k		726.00	328.66	View chart
Halliburton Company (HAL)	0.1	$238k	NEW	6.1k	38.99	View chart
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)	0.1	$236k		5.0k	47.15	View chart

Past Filings by Cresta Advisors

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

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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