§ 13F · FUND PROFILE
Cresta Advisors, Ltd..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $224M (13F)Positions · 48Turnover · — · Q1Filed · Apr 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$947K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 53K | $35M | 14.2% | +7% |
| 2 | VTI | VANGUARD INDEX FDS | 71K | $23M | 9.3% | +6% |
| 3 | DGRW | WISDOMTREE TR | 242K | $21M | 8.7% | +7% |
| 4 | VTV | VANGUARD INDEX FDS | 107K | $21M | 8.6% | +10% |
| 5 | SPHQ | INVESCO EXCHANGE TRADED FD T | 226K | $17M | 7.0% | +7% |
| 6 | LQD | ISHARES TR | 124K | $14M | 5.5% | +2% |
| 7 | QQQ | INVESCO QQQ TR | 19K | $11M | 4.5% | +2% |
| 8 | IWF | ISHARES TR | 21K | $9M | 3.7% | −1% |
| 9 | AAPL | APPLE INC | 34K | $9M | 3.5% | −1% |
| 10 | PMBS | PIMCO ETF TR | 162K | $8M | 3.3% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CRESTA SIGNAL
AC read
Cresta Advisors, Ltd. is a Other fund managing $224 million in assets. The fund runs a portfolio of 48 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed