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CIK: 0001776792
Total reported value
$342.2M
$342.2M
378 檔
20.4%
During the Q2 2026 filing period, Realta Investment Advisors (CIK: 0001776792) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $342.2M across 378 reported positions.
Realta Investment Advisors executed strategic sector rebalancing during Q2 2026, establishing 33 new positions while fully exiting 23 holdings and trimming 67 positions.
Showing top 200 holdings (of 378 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.15% | +0.05% | -1.37% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 5.82% | +0.21% | -5.06% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.37% | -0.14% | -3.37% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.07% | -0.31% | -0.09% | |
| 5 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.25% | -0.42% | +0.58% | |
| 6 | AG | First Majestic Silver CORP | Stock-Materials | 2.20% | +0.03% | -0.07% | |
| 7 | VGT | Vanguard Info Tech ETF | ETF-Tech | 2.17% | +0.02% | +796.25% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.95% | -0.04% | -2.63% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 1.86% | -0.21% | -3.65% | |
| 10 | XLK | Ss Technology Select Sector | ETF-Tech | 1.73% | -0.03% | -4.93% | |
| 11 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.66% | +0.80% | -0.37% | |
| 12 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.66% | +0.46% | +2.47% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.62% | +0.46% | -4.00% | |
| 14 | ICSH | Ishares Ultra Short Duration | ETF-Other | 1.42% | -0.04% | +7.71% | |
| 15 | GDXJ | Vaneck Junior Gold Miners | ETF-Commodities | 1.42% | +0.27% | -1.48% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.27% | -0.06% | +28.92% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.22% | -0.05% | +36.30% | |
| 18 | NET | Cloudflare Inc - Class A | Stock-Tech | 1.13% | +0.31% | +8.11% | |
| 19 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 1.12% | -0.03% | +9.78% | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.04% | +0.28% | -3.31% | |
| 21 | SILJ | Amplify Junior Silver Miners | ETF-Commodities | 0.98% | -0.01% | -7.01% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.89% | -0.06% | -20.60% | |
| 23 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.87% | -0.18% | -9.40% | |
| 24 | ALAB | Astera Labs Inc | Stock-Tech | 0.84% | -0.24% | -10.89% | |
| 25 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.83% | +0.03% | +8.36% | |
| 26 | AMD | Advanced Micro Devices | Stock-Tech | 0.82% | +0.01% | -34.37% | |
| 27 | GEV | GE Vernova Inc | Stock-Industrials | 0.80% | -0.18% | -0.95% | |
| 28 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.79% | -0.05% | +10.16% | |
| 29 | XLF | Ss Financial Select Sector | ETF-Other | 0.78% | -0.01% | +9.90% | |
| 30 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.77% | -0.01% | +8.68% | |
| 31 | BITO | Proshares Bitcoin Etf-usd | ETF-Crypto | 0.77% | +0.23% | -1.49% | |
| 32 | CAT | Caterpillar Inc | Stock-Industrials | 0.77% | -0.22% | -5.23% | |
| 33 | XLV | Ss Health Care Select Sector | ETF-Other | 0.76% | -0.01% | +23.62% | |
| 34 | KLAC | Kla CORP | Stock-Tech | 0.69% | -0.26% | +865.74% | |
| 35 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.68% | -0.15% | +12.58% | |
| 36 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.68% | -0.03% | +7.18% | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.67% | -0.02% | +4.06% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.66% | — | -7.65% | |
| 39 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.65% | +0.06% | — | |
| 40 | XLI | Ss Industrial Select Sector | ETF-Other | 0.64% | -0.13% | -16.57% | |
| 41 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.63% | -0.04% | +91.29% | |
| 42 | ANET | Arista Networks Inc | Stock-Tech | 0.61% | +0.07% | -0.69% | |
| 43 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.59% | -0.07% | +179.15% | |
| 44 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.59% | -0.04% | -5.40% | |
| 45 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.58% | -0.08% | -13.44% | |
| 46 | NFLX | Netflix Inc | Stock-Comm Services | 0.58% | — | -6.11% | |
| 47 | MSTR | Strategy Inc | Stock-Tech | 0.54% | +0.13% | +6.70% | |
| 48 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.53% | +0.11% | — | |
| 49 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.52% | -0.08% | +1.23% | |
| 50 | ALB | Albemarle CORP | Stock-Materials | 0.51% | -0.18% | -5.63% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CRWD | Crowdstrike Holdings Inc - A | +0.7% | +2.47% | Add |
| 2 | ALAB | Astera Labs Inc | +0.6% | -10.89% | Trim |
| 3 | VGT | Vanguard Info Tech ETF | +0.6% | +796.25% | Add |
| 4 | VRT | Vertiv Holdings Co-a | +0.5% | NEW | New buy |
| 5 | LLY | Eli Lilly & Co | +0.4% | +179.15% | Add |
| 6 | UNH | Unitedhealth Group Inc | +0.4% | +91.29% | Add |
| 7 | VOO | Vanguard S&p 500 ETF | +0.4% | +36.30% | Add |
| 8 | AMD | Advanced Micro Devices | +0.3% | -34.37% | Trim |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +28.92% | Add |
| 10 | NOW | Servicenow Inc | +0.3% | NEW | New buy |
| 11 | XLK | Ss Technology Select Sector | +0.3% | -4.93% | Trim |
| 12 | KLAC | Kla CORP | +0.3% | +865.74% | Add |
| 13 | GOOG | Alphabet Inc-cl C | +0.3% | -0.09% | Trim |
| 14 | CF | Cf Industries Holdings Inc | +0.3% | NEW | New buy |
| 15 | PM | Philip Morris International | +0.3% | +301.55% | Add |
| 16 | XLRE | Ss Real Estate Select Sector | +0.3% | +250.67% | Add |
| 17 | CIBR | First Trust Nasdaq Cybersecu | +0.2% | +8025.00% | Add |
| 18 | IHF | Ishares U.s. Healthcare Prov | +0.2% | +6136.72% | Add |
| 19 | NBIS | Nebius Group N.V. | +0.2% | NEW | New buy |
| 20 | ORCL | Oracle CORP | +0.2% | +298.62% | Add |
| 21 | CRDO | Credo Technology Group Holding Ltd | +0.2% | +31.83% | Add |
| 22 | COWZ | Pacer US Cash Cows 100 ETF | +0.2% | +353.13% | Add |
| 23 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | -2.63% | Trim |
| 24 | VUG | Vanguard Growth ETF | +0.2% | +828.78% | Add |
| 25 | CVRT | Calamos Conv Eqty Alt ETF | +0.2% | +240.63% | Add |
| 26 | FTXN | First Trust Nasdaq Oil & Gas | +0.2% | NEW | New buy |
| 27 | CGDV | Cap Group Dividend Value | +0.2% | NEW | New buy |
| 28 | TCAF | T Rowe Prc Cap Appreciation | +0.2% | NEW | New buy |
| 29 | CAT | Caterpillar Inc | +0.2% | -5.23% | Trim |
| 30 | VT | Vanguard Tot World Stk ETF | +0.2% | +172.07% | Add |
| 31 | KOID | Kraneshares Global Humanoid | +0.2% | NEW | New buy |
| 32 | LMBS | First Trust Low Duration Opp | +0.2% | +1003900.00% | Add |
| 33 | NET | Cloudflare Inc - Class A | +0.1% | +8.11% | Add |
| 34 | MRVL | Marvell Technology Inc | +0.1% | NEW | New buy |
| 35 | GEV | GE Vernova Inc | +0.1% | -0.95% | Trim |
| 36 | XLV | Ss Health Care Select Sector | +0.1% | +23.62% | Add |
| 37 | MU | Micron Technology Inc | +0.1% | NEW | New buy |
| 38 | DELL | Dell Technologies -c | +0.1% | NEW | New buy |
| 39 | ANET | Arista Networks Inc | +0.1% | -0.69% | Trim |
| 40 | AMAT | Applied Materials Inc | +0.1% | NEW | New buy |
| 41 | LRCX | Lam Research CORP | +0.1% | NEW | New buy |
| 42 | GE | General Electric | +0.1% | +12.93% | Add |
| 43 | TMSL | T.rowe Prc Small-mid Cap ETF | +0.1% | NEW | New buy |
| 44 | WDC | Western Digital CORP | +0.1% | NEW | New buy |
| 45 | MPC | Marathon Petroleum CORP | +0.1% | NEW | New buy |
| 46 | AVGO | Broadcom Inc | +0.1% | -3.65% | Trim |
| 47 | IRTR | Ishares Lifepath Retirement | +0.1% | NEW | New buy |
| 48 | CDNS | Cadence Design Sys Inc | +0.1% | +0.33% | Add |
| 49 | ✓ | +0.1% | NEW | New buy | |
| 50 | SNDK | Sandisk CORP | +0.1% | NEW | New buy |
According to official SEC Form 13F filings, Realta Investment Advisors reported a total U.S. public equity portfolio value of $342.2M across 378 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, AMZN) accounted for 20.4% of total reported equity market value during Q2 2026.
Top New Position Initiated
VRT
市值: $1.7M
Top Position Liquidated / Trimmed
JPM
前期市值: $1.7M
During Q2 2026, Realta Investment Advisors's top holdings by market value included AAPL (7.2%)、NVDA (5.8%)、AMZN (3.4%). The largest single position, AAPL, represented 7.2% of total portfolio value.
In Q2 2026, Realta Investment Advisors made 197 total portfolio adjustments, initiating 33 new buys, adding to 74 positions, trimming 67 holdings, and fully liquidating 23 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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