Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Cresta Advisors, Ltd. (CIK 1947670) reported $244.2M across 53 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($34.6M, 14.18%), VTI ($22.7M, 9.31%), DGRW ($21.2M, 8.70%), VTV ($21.1M, 8.63%), SPHQ ($17.0M, 6.97%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $34.6M | 14.18% | 53,247 | Added |
| 2 | VTI | VANGUARD INDEX FDS | $22.7M | 9.31% | 70,842 | Added |
| 3 | DGRW | WISDOMTREE TR | $21.2M | 8.70% | 241,906 | Added |
| 4 | VTV | VANGUARD INDEX FDS | $21.1M | 8.63% | 107,426 | Added |
| 5 | SPHQ | INVESCO EXCHANGE TRADED FD T | $17.0M | 6.97% | 226,368 | Added |
| 6 | LQD | ISHARES TR | $13.5M | 5.53% | 123,987 | Added |
| 7 | QQQ | INVESCO QQQ TR | $10.9M | 4.46% | 18,872 | Added |
| 8 | IWF | ISHARES TR | $9.1M | 3.74% | 21,410 | Trimmed |
| 9 | AAPL | APPLE INC | $8.6M | 3.53% | 33,957 | Trimmed |
| 10 | PMBS | PIMCO ETF TR | $8.0M | 3.28% | 161,628 | Added |
| 11 | NVDA | NVIDIA CORPORATION | $5.2M | 2.14% | 29,934 | Added |
| 12 | SCHD | SCHWAB STRATEGIC TR | $5.2M | 2.13% | 169,753 | Added |
| 13 | TLH | ISHARES TR | $5.2M | 2.13% | 51,604 | Added |
| 14 | XLK | SELECT SECTOR SPDR TR | $4.8M | 1.95% | 35,892 | Added |
| 15 | NEA | NUVEEN AMT FREE QLTY MUN INC | $4.3M | 1.77% | 385,647 | Added |
| 16 | MEAR | ISHARES U S ETF TR | $4.0M | 1.62% | 78,767 | Added |
| 17 | IBOC | INTERNATIONAL BANCSHARES COR | $3.9M | 1.61% | 58,563 | Hold |
| 18 | AMZN | AMAZON COM INC | $3.9M | 1.59% | 18,616 | Added |
| 19 | MGV | VANGUARD WORLD FD | $3.5M | 1.43% | 24,151 | Added |
| 20 | GOOGL | ALPHABET INC | $3.0M | 1.22% | 10,332 | Added |
| 21 | XLV | SELECT SECTOR SPDR TR | $2.9M | 1.19% | 19,883 | Added |
| 22 | PEY | INVESCO EXCHANGE TRADED FD T | $2.7M | 1.12% | 127,797 | Added |
| 23 | META | META PLATFORMS INC | $2.7M | 1.11% | 4,744 | Trimmed |
| 24 | XLG | INVESCO EXCHANGE TRADED FD T | $2.7M | 1.11% | 49,592 | Trimmed |
| 25 | EIM | EATON VANCE MUN BD FD | $2.5M | 1.02% | 255,415 | Added |
Source: SEC Form 13F filings · as of 2026-03-31