Cresta Advisors

Cresta Advisors as of March 31, 2026

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 53k 650.34
Vanguard Index Fds Total Stk Mkt (VTI) 9.3 $23M 71k 320.81
Wisdomtree Tr Us Qtly Div Grt (DGRW) 8.7 $21M 242k 87.84
Vanguard Index Fds Value Etf (VTV) 8.6 $21M 107k 196.20
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 7.0 $17M 226k 75.19
Ishares Tr Iboxx Inv Cp Etf (LQD) 5.5 $14M 124k 108.99
Invesco Qqq Tr Unit Ser 1 (QQQ) 4.5 $11M 19k 577.18
Ishares Tr Rus 1000 Grw Etf (IWF) 3.7 $9.1M 21k 426.39
Apple (AAPL) 3.5 $8.6M 34k 253.79
Pimco Etf Tr Mtg Bkd Secs Act (PMBS) 3.3 $8.0M 162k 49.60
NVIDIA Corporation (NVDA) 2.1 $5.2M 30k 174.40
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.1 $5.2M 170k 30.68
Ishares Tr 10-20 Yr Trs Etf (TLH) 2.1 $5.2M 52k 100.72
Select Sector Spdr Tr State Street Tec (XLK) 2.0 $4.8M 36k 132.90
Nuveen Insured Tax-Free Adv Munici (NEA) 1.8 $4.3M 386k 11.23
Ishares U S Etf Tr Short Maturity M (MEAR) 1.6 $4.0M 79k 50.34
International Bancshares Corporation (IBOC) 1.6 $3.9M 59k 67.29
Amazon (AMZN) 1.6 $3.9M 19k 208.27
Vanguard World Mega Cap Val Etf (MGV) 1.4 $3.5M 24k 144.95
Alphabet Cap Stk Cl A (GOOGL) 1.2 $3.0M 10k 287.56
Select Sector Spdr Tr State Street Hea (XLV) 1.2 $2.9M 20k 146.61
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY) 1.1 $2.7M 128k 21.42
Meta Platforms Cl A (META) 1.1 $2.7M 4.7k 572.13
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 1.1 $2.7M 50k 54.55
Eaton Vance Municipal Bond Fund (EIM) 1.0 $2.5M 255k 9.77
Nuveen Muni Value Fund (NUV) 0.7 $1.6M 181k 8.99
Enterprise Products Partners (EPD) 0.6 $1.6M 41k 37.84
Select Sector Spdr Tr State Street Ind (XLI) 0.6 $1.6M 9.6k 161.73
Microsoft Corporation (MSFT) 0.6 $1.5M 4.1k 370.17
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $1.5M 2.5k 597.43
Ishares Tr Core High Dv Etf (HDV) 0.5 $1.2M 8.5k 135.72
Spdr Gold Tr Gold Shs (GLD) 0.5 $1.1M 2.7k 430.29
Ishares Tr Core Lt Usdb Etf (ILTB) 0.5 $1.1M 23k 48.98
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.4 $961k 11k 86.69
Lockheed Martin Corporation (LMT) 0.3 $748k 1.2k 604.61
First Tr Exchange-traded Cloud Computing (SKYY) 0.3 $717k 6.6k 109.36
Ge Aerospace Com New (GE) 0.3 $709k 2.5k 283.77
Enbridge (ENB) 0.3 $698k 13k 54.04
Pepsi (PEP) 0.3 $611k 3.9k 155.29
Verizon Communications (VZ) 0.2 $603k 12k 50.20
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.2 $491k 5.1k 95.44
Constellation Brands Cl A (STZ) 0.2 $488k 3.3k 150.00
Eli Lilly & Co. (LLY) 0.2 $485k 527.00 919.77
Nuveen Build Amer Bd (NBB) 0.2 $446k 29k 15.66
Vanguard Index Fds Growth Etf (VUG) 0.2 $385k 882.00 436.79
Spdr Series Trust State Street Spd (XOP) 0.2 $382k 2.1k 181.83
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $370k 1.9k 191.92
Martin Marietta Materials (MLM) 0.1 $311k 529.00 588.68
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.1 $253k 3.7k 68.28
Vanguard World Inf Tech Etf (VGT) 0.1 $247k 354.00 696.74
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $239k 726.00 328.66
Halliburton Company (HAL) 0.1 $238k 6.1k 38.99
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL) 0.1 $236k 5.0k 47.15