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CIK: 0001947670
Total reported value
$278.6M
$278.6M
167 檔
39.8%
At the close of Q4 2025, Cresta Advisors, Ltd. disclosed equity holdings valued at approximately $278.6M, spread across 167 reported holdings.
In Q4 2025, Cresta Advisors, Ltd. displayed an active expansion posture, initiating 26 new positions and adding to 16 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SPY, VTI, DGRW) accounted for 39.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
MEAR
市值: $2.5M
Top Position Liquidated / Trimmed
DGRW
前期市值: $20.6M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 14.17% | +1.03% | +0.57% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 9.44% | +0.62% | +0.57% | |
| 3 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 8.45% | -0.10% | -2.58% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 7.84% | -0.39% | +2.35% | |
| 5 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 6.63% | +0.85% | -2.71% | |
| 6 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 5.61% | -1.69% | +2.39% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.78% | +0.69% | -1.29% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-Other | 4.30% | +0.07% | -0.82% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 3.92% | -0.03% | -0.26% | |
| 10 | PMBS | Pimco Mbs Active ETF | ETF-Other | 3.30% | -0.23% | +3.22% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 2.28% | +0.04% | -0.06% | |
| 12 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 2.15% | -0.15% | +6.28% | |
| 13 | XLK | Ss Technology Select Sector | ETF-Tech | 2.14% | +0.53% | +116.53% | |
| 14 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.82% | -0.33% | +6.45% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.76% | -0.33% | +8.18% | |
| 16 | IBOC | International Bancshares Crp | Stock-Other | 1.63% | -0.06% | -2.88% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.37% | -0.15% | -1.14% | |
| 18 | XNEAX | Nuveen Amt-fr Qlty Muni Inc | Stock-Other | 1.31% | +0.15% | +5.07% | |
| 19 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 1.31% | -0.11% | +4.59% | |
| 20 | XLV | Ss Health Care Select Sector | ETF-Other | 1.27% | +0.06% | +5.42% | |
| 21 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 1.24% | +0.04% | +2.39% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.18% | +0.12% | -19.16% | |
| 23 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-Other | 1.04% | -0.20% | — | |
| 24 | PEY | Invesco High Yield Equity Di | ETF-High Yield | 1.01% | -0.12% | +3.29% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.76% | -0.05% | +35.09% | |
| 26 | NUV | Nuveen Municipal Value | Stock-Other | 0.69% | -0.07% | — | |
| 27 | XLI | Ss Industrial Select Sector | ETF-Other | 0.63% | +0.01% | +4.50% | |
| 28 | EPD | Enterprise Products Partners | Stock-Energy | 0.55% | — | -1.51% | |
| 29 | ILTB | Ishares Core 10+ Year Usd Bo | ETF-Other | 0.47% | -0.05% | — | |
| 30 | GLD | Spdr Gold Shares | ETF-Commodities | 0.46% | -0.12% | — | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 0.43% | -0.08% | +10.56% | |
| 32 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.41% | -0.05% | — | |
| 33 | HDV | Ishares Core High Dividend E | ETF-Other | 0.39% | -0.09% | +6.93% | |
| 34 | SKYY | First Trust Cloud Computing | ETF-Other | 0.38% | +0.03% | +25.02% | |
| 35 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.25% | -0.08% | — | |
| 36 | CRM | Salesforce Inc | Stock-Tech | 0.24% | — | — | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.24% | +0.03% | -1.50% | |
| 38 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.24% | -0.06% | -7.46% | |
| 39 | ADBE | Adobe Inc | Stock-Tech | 0.22% | — | — | |
| 40 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.21% | -0.03% | — | |
| 41 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.21% | -0.07% | — | |
| 42 | EIM | Eaton Vance Municipal Bond | Stock-Other | 0.20% | +0.18% | — | |
| 43 | NBB | Nuveen Taxable Municipal Inc | Stock-Other | 0.19% | -0.02% | — | |
| 44 | VUG | Vanguard Growth ETF | ETF-Other | 0.18% | — | — | |
| 45 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.15% | -0.02% | +4.10% | |
| 46 | MLM | Martin Marietta Materials | Stock-Materials | 0.14% | -0.02% | — | |
| 47 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.13% | +0.02% | -3.47% | |
| 48 | MYI | Blackrock Muniyield Qlty Iii | Stock-Other | 0.12% | +0.11% | NEW | |
| 49 | RDVY | First Trust Rising Dividend | ETF-Other | 0.12% | +0.01% | +6.89% | |
| 50 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-Other | 0.11% | -0.04% | — |
According to official SEC Form 13F filings, Cresta Advisors, Ltd. reported a total U.S. public equity portfolio value of $278.6M across 167 disclosed positions in Q4 2025.
During Q4 2025, Cresta Advisors, Ltd.'s top holdings by market value included SPY (14.2%)、VTI (9.4%)、DGRW (8.4%). The largest single position, SPY, represented 14.2% of total portfolio value.
In Q4 2025, Cresta Advisors, Ltd. made 49 total portfolio adjustments, initiating 26 new buys, adding to 16 positions, trimming 7 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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