Cresta Advisors

Cresta Advisors as of June 30, 2026

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