account_balance

Investment manager · 13F filer · SEC CIK 1947670

Cresta Advisors, Ltd.

Reported value$229Mas of Sep 30, 2026
Positions50 0 new, 4 sold out
Top 10 weight68.4%SPY alone is 15%
FiledOct 1414 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SPY SPDR S&P 500 ETF Trust 15.2% Trimmed −19%
VTV Vanguard Index FDS 9.8% Held
DGRW Wisdomtree Tr 9.4% Trimmed −12%
VTI Vanguard Index FDS 9.1% Trimmed −25%
SPHQ Invesco Exchange Traded Fd T 7.3% Trimmed −18%
AAPL Apple Inc. 4.1% Trimmed −17%
LQD iShares Tr 3.8% Trimmed −13%
QQQ Invesco QQQ Tr 3.4% Trimmed −46%
IWF iShares Tr 3.2% Trimmed −32%
NVDA NVIDIA Corp 3.1% Held
PMBS Pimco ETF Tr 2.8% Trimmed −18%
SCHD Schwab Strategic Tr 2.6% Added +14%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 14, 2026, compared with the Jul 22, 2026 filing
add_circleNew

None

arrow_upwardAdded
  • VGT +373%
  • MEAR +33%
  • MGV +20%
  • HDV +17%
arrow_downwardTrimmed
  • XLK −63%
  • XLV −62%
  • MSFT −60%
  • XLI −56%
remove_circleSold out
  • SKYY $882K
  • GE $747K
  • NBB $449K
  • XOP $324K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast