Cresta Advisors, Ltd.
Cresta Advisors, Ltd. reported 54 positions worth $278.6M as of June 30, 2026 (13F filed July 22, 2026). Largest holding: SPY (15.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPY | SH | $42.4M | 15.21% | 56,726 | — | — | |
| ▸ 2 | VTI | SH | $27.7M | 9.93% | 74,775 | — | — | |
| ▸ 3 | DGRW | SH | $23.9M | 8.60% | 250,466 | — | — | |
| ▸ 4 | VTV | SH | $23.0M | 8.24% | 105,372 | — | — | |
| ▸ 5 | SPHQ | SH | $21.8M | 7.82% | 241,946 | — | — | |
| ▸ 6 | QQQ | SH | $14.3M | 5.15% | 19,480 | — | — | |
| ▸ 7 | LQD | SH | $10.7M | 3.84% | 98,021 | — | — | |
| ▸ 8 | IWF | SH | $10.6M | 3.81% | 85,581 | — | — | |
| ▸ 9 | AAPL | SH | $9.8M | 3.50% | 33,706 | — | — | |
| ▸ 10 | PMBS | SH | $8.5M | 3.05% | 171,795 | — | — |
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Frequently Asked Questions
What stocks does Cresta Advisors, Ltd. hold as of Q2 2026?
Cresta Advisors, Ltd. reported 54 positions worth $278.6M in its Q2 2026 13F filing. Largest positions: SPY (15.2%), VTI (9.9%), DGRW (8.6%), VTV (8.2%) and SPHQ (7.8%).
What did Cresta Advisors, Ltd. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Cresta Advisors, Ltd. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.