§ 13F · FUND PROFILE
Cresta Advisors, Ltd..
AUM · $279M (13F)Positions · 54Turnover · n/a · Q2Filed · Jul 22, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 57K | $42M | 15.2% | +7% |
| 2 | VTI | VANGUARD INDEX FDS | 75K | $28M | 9.9% | +6% |
| 3 | DGRW | WISDOMTREE TR | 250K | $24M | 8.6% | +4% |
| 4 | VTV | VANGUARD INDEX FDS | 105K | $23M | 8.2% | −2% |
| 5 | SPHQ | INVESCO EXCHANGE TRADED FD T | 242K | $22M | 7.8% | +7% |
| 6 | QQQ | INVESCO QQQ TR | 19K | $14M | 5.1% | +3% |
| 7 | LQD | ISHARES TR | 98K | $11M | 3.8% | −21% |
| 8 | IWF | ISHARES TR | 86K | $11M | 3.8% | +300% |
| 9 | AAPL | APPLE INC | 34K | $10M | 3.5% | −1% |
| 10 | PMBS | PIMCO ETF TR | 172K | $8M | 3.0% | +6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CRESTA SIGNAL
AC read
Cresta Advisors, Ltd. is a Other fund managing $279 million in assets. The fund runs a portfolio of 54 positions.
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