Cresta Advisors, Ltd.

CIK: 0001947670Latest portfolio: $238.5M · Q4 2025

Holdings

167

Total Value

$238.5M

New Positions

166

Closed Positions

0

#StockSharesValue% PortfolioChangeType
1
SPYSPDR S&P 500 ETF TR
49,552$33.8M14.17%NEW
2
VTIVANGUARD INDEX FDS
67,133$22.5M9.44%NEW
3
DGRWWISDOMTREE TR
225,262$20.1M8.45%NEW
4
VTVVANGUARD INDEX FDS
97,956$18.7M7.84%NEW
5
SPHQINVESCO EXCHANGE TRADED FD T
210,604$15.8M6.63%NEW
6
LQDISHARES TR
121,392$13.4M5.61%NEW
7
NDQINVESCO QQQ TR
18,576$11.4M4.78%NEW
8
IWFISHARES TR
21,670$10.3M4.30%NEW
9
AAPLAPPLE INC
34,408$9.4M3.92%NEW
10
PMBSPIMCO ETF TR
158,335$7.9M3.30%NEW
11
NVDANVIDIA CORPORATION
29,184$5.4M2.28%NEW
12
TLHISHARES TR
50,540$5.1M2.15%NEW
13
XLKSELECT SECTOR SPDR TR
35,508$5.1M2.14%NEW
14
SCHDSCHWAB STRATEGIC TR
158,290$4.3M1.82%NEW
15
AMZNAMAZON COM INC
18,184$4.2M1.76%NEW
16
IBOCINTERNATIONAL BANCSHARES COR
58,563$3.9M1.63%NEW
17
METAMETA PLATFORMS INC
4,938$3.3M1.37%NEW
18
XNEAXNUVEEN AMT FREE QLTY MUN INC
269,647$3.1M1.31%NEW
19
MGVVANGUARD WORLD FD
22,144$3.1M1.31%NEW
20
XLVSELECT SECTOR SPDR TR
19,493$3.0M1.26%NEW
21
XLGINVESCO EXCHANGE TRADED FD T
49,706$2.9M1.24%NEW
22
GOOGLALPHABET INC
8,983$2.8M1.18%NEW
23
MEARISHARES U S ETF TR
49,100$2.5M1.04%NEW
24
PEYINVESCO EXCHANGE TRADED FD T
117,973$2.4M1.01%NEW
25
VOOVANGUARD INDEX FDS
2,891$1.8M0.76%NEW

Quarterly Changes

New Positions

Closed Positions

No closed positions this quarter

Sector Breakdown

Financial Services0.0% ($3.379022507201452e+213T)
Technology0.0% ($9.354544210275685e+35T)
Unknown0.0% ($11411786831351088.0T)
Consumer Cyclical0.0% ($4197150862824.2T)
Energy0.0% ($130813171.6T)
Communication Services0.0% ($32592811.1T)
Industrials0.0% ($5989957.4T)
Healthcare0.0% ($5663.2T)
Consumer Defensive0.0% ($56.4T)
Basic Materials0.0% ($3.3M)
Utilities0.0% ($7K)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 3, 2026$238.5M167
Q3 2025Oct 22, 2025$224.1B0
Q2 2025Jul 16, 2025$205.2B47
Q1 2025May 12, 2025$193.0B47

Fund Information

CIK0001947670
Most Recent FilingFeb 3, 2026
Number of Filings4

Cresta Advisors, Ltd. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $238.5M across 167 holdings. The largest position is SPDR S&P 500 ETF TR (SPY), representing 14.2% of the portfolio. Compared to the previous quarter, the fund opened 167 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.