13F Insight
DOSSIER · 13F-HR · Q2 2026

Cresta Advisors, Ltd.

$279M in tracked AUM across 54 positions as of Q2 2026.

CA
CIK 0001947670 · last filed Jun 30, 2026
Total AUM
$279M
as of Q2 2026
Holdings
54
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Cresta Advisors, Ltd. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPY
STATE STR SPDR S&P 500 ETF T
$42M57K15.2%02
VTI
VANGUARD INDEX FDS
$28M75K9.9%03
DGRW
WISDOMTREE TR
$24M250K8.6%04
VTV
VANGUARD INDEX FDS
$23M105K8.2%05
SPHQ
INVESCO EXCHANGE TRADED FD T
$22M242K7.8%06
QQQ
INVESCO QQQ TR
$14M19K5.1%07
LQD
ISHARES TR
$11M98K3.8%08
IWF
ISHARES TR
$11M86K3.8%09
AAPL
APPLE INC
$10M34K3.5%10
PMBS
PIMCO ETF TR
$8M172K3.0%

Filing history

2026Q2Jun 30
$279M▲ 14.1%
54 positionsView →2026Q1Mar 31
$244M▲ 2.4%
53 positionsView →2025Q4Dec 31
$239M▲ 6.4%
167 positionsView →2025Q3Sep 30
$224M▲ 9.2%
48 positionsView →2025Q2Jun 30
$205M▲ 6.3%
47 positionsLocked2025Q1Mar 31
$193M▲ 0.9%
47 positionsLocked2024Q4Dec 31
$191M— 0.0%
50 positionsLocked2024Q3Sep 30
$191M▲ 13.4%
50 positionsLocked2024Q2Jun 30
$169M▲ 7.0%
44 positionsLocked2024Q1Mar 31
$158M▲ 5.1%
42 positionsLocked2023Q4Dec 31
$150M▲ 16.1%
53 positionsLocked2023Q3Sep 30
$129M▲ 0.4%
46 positionsLocked
Showing 12 of 16