Realta Investment Advisors

CIK 0001776792 · WILMINGTON, DE · Quarter end: 2026-06-30 · Filed on: 2026-07-20 · Open the SEC source

Realta Investment Advisors reported 378 positions worth $321.8M as of June 30, 2026 (13F filed July 20, 2026). Largest holding: AAPL (7.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$321.8M
2026 Q2
Positions
378
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
31.6%
Est. Net Flow (Q)
2026 Q2
10 / 378 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AAPLAPPLE INCSH$23.0M7.15%79,507
2NVDANVIDIA CORPORATIONSH$18.7M5.82%93,562
3AMZNAMAZON COM INCSH$10.8M3.37%45,492
4GOOGALPHABET INCSH$9.9M3.07%27,971
5TSLATESLA INCSH$7.2M2.25%17,198
6AGFIRST MAJESTIC SILVER CORPSH$7.1M2.20%416,596
7VGTVANGUARD WORLD FDSH$7.0M2.17%58,525
8QQQINVESCO QQQ TRSH$6.3M1.95%8,536
9AVGOBROADCOM INCSH$6.0M1.86%15,875
10XLKSELECT SECTOR SPDR TRSH$5.6M1.73%29,230

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Realta Investment Advisors hold as of Q2 2026?

Realta Investment Advisors reported 378 positions worth $321.8M in its Q2 2026 13F filing. Largest positions: AAPL (7.1%), NVDA (5.8%), AMZN (3.4%), GOOG (3.1%) and TSLA (2.2%).

What did Realta Investment Advisors buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Realta Investment Advisors 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.