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CIK: 0001947670
Total reported value
$278.6M
$278.6M
53 檔
41.9%
During the Q1 2026 filing period, Cresta Advisors, Ltd. (CIK: 0001947670) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $278.6M across 53 reported positions.
In Q1 2026, Cresta Advisors, Ltd. adopted a defensive or profit-taking posture, trimming 11 positions and completely liquidating 116 holdings to manage risk exposure.
| # | 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 | 14.18% | +1.03% | +7.46% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 9.31% | +0.62% | +5.52% | |
| 3 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 8.70% | -0.10% | +7.39% | |
| 4 | VTV | Vanguard Value ETF | ETF-Other | 8.63% | -0.39% | +9.67% | |
| 5 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 6.97% | +0.85% | +7.49% | |
| 6 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 5.53% | -1.69% | +2.14% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.46% | +0.69% | +1.59% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-Other | 3.74% | +0.07% | -1.20% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 3.53% | -0.03% | -1.31% | |
| 10 | PMBS | Pimco Mbs Active ETF | ETF-Other | 3.28% | -0.23% | +2.08% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 2.14% | +0.04% | +2.57% | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.13% | -0.33% | +7.24% | |
| 13 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 2.13% | -0.15% | +2.11% | |
| 14 | XLK | Ss Technology Select Sector | ETF-Tech | 1.95% | +0.53% | +1.08% | |
| 15 | XNEAX | Nuveen Amt-fr Qlty Muni Inc | Stock-Other | 1.77% | +0.15% | +43.02% | |
| 16 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-Other | 1.62% | -0.20% | +60.42% | |
| 17 | IBOC | International Bancshares Crp | Stock-Other | 1.61% | -0.06% | — | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.59% | -0.33% | +2.38% | |
| 19 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 1.43% | -0.11% | +9.06% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.22% | +0.12% | +15.02% | |
| 21 | XLV | Ss Health Care Select Sector | ETF-Other | 1.19% | +0.06% | +2.00% | |
| 22 | PEY | Invesco High Yield Equity Di | ETF-High Yield | 1.12% | -0.12% | +8.33% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.11% | -0.15% | -3.93% | |
| 24 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 1.11% | +0.04% | -0.23% | |
| 25 | EIM | Eaton Vance Municipal Bond | Stock-Other | 1.02% | +0.18% | +410.68% | |
| 26 | NUV | Nuveen Municipal Value | Stock-Other | 0.67% | -0.07% | — | |
| 27 | EPD | Enterprise Products Partners | Stock-Energy | 0.64% | — | +1.49% | |
| 28 | XLI | Ss Industrial Select Sector | ETF-Other | 0.64% | +0.01% | -0.98% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.63% | -0.08% | +94.12% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.61% | -0.05% | -13.21% | |
| 31 | HDV | Ishares Core High Dividend E | ETF-Other | 0.47% | -0.09% | +9.85% | |
| 32 | GLD | Spdr Gold Shares | ETF-Commodities | 0.47% | -0.12% | -2.91% | |
| 33 | ILTB | Ishares Core 10+ Year Usd Bo | ETF-Other | 0.45% | -0.05% | — | |
| 34 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.39% | -0.05% | — | |
| 35 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.31% | -0.08% | — | |
| 36 | SKYY | First Trust Cloud Computing | ETF-Other | 0.29% | +0.03% | -4.68% | |
| 37 | GE | General Electric | Stock-Industrials | 0.29% | -0.02% | — | |
| 38 | ENB | Enbridge Inc | Stock-Energy | 0.29% | -0.04% | +370.16% | |
| 39 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.25% | -0.06% | — | |
| 40 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.25% | -0.07% | — | |
| 41 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.20% | -0.03% | — | |
| 42 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.20% | -0.04% | +116.67% | |
| 43 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.20% | +0.03% | — | |
| 44 | NBB | Nuveen Taxable Municipal Inc | Stock-Other | 0.18% | -0.02% | — | |
| 45 | VUG | Vanguard Growth ETF | ETF-Other | 0.16% | — | -0.11% | |
| 46 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-Other | 0.16% | -0.04% | — | |
| 47 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.15% | -0.02% | — | |
| 48 | MLM | Martin Marietta Materials | Stock-Materials | 0.13% | -0.02% | — | |
| 49 | RDVY | First Trust Rising Dividend | ETF-Other | 0.10% | +0.01% | -6.45% | |
| 50 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.10% | +0.02% | -15.11% |
According to official SEC Form 13F filings, Cresta Advisors, Ltd. reported a total U.S. public equity portfolio value of $278.6M across 53 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including SPY, VTI, DGRW) accounted for 41.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
GE
市值: $709.4K
Top Position Liquidated / Trimmed
CRM
前期市值: $568.5K
During Q1 2026, Cresta Advisors, Ltd.'s top holdings by market value included SPY (14.2%)、VTI (9.3%)、DGRW (8.7%). The largest single position, SPY, represented 14.2% of total portfolio value.
In Q1 2026, Cresta Advisors, Ltd. made 154 total portfolio adjustments, initiating 2 new buys, adding to 25 positions, trimming 11 holdings, and fully liquidating 116 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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