DOSSIER · 13F-HR · Q2 2026

Realta Investment Advisors

$322M in tracked AUM across 378 positions as of Q2 2026.

RI
CIK 0001776792 · last filed Jun 30, 2026
Total AUM
$322M
as of Q2 2026
Holdings
378
positions
Whale Score
48
48
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Realta Investment Advisors 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
AAPL
APPLE INC
$23M80K7.1%
02
NVDA
NVIDIA CORPORATION
$19M94K5.8%
03
AMZN
AMAZON COM INC
$11M45K3.4%
04
GOOG
ALPHABET INC
$10M28K3.1%
05
TSLA
TESLA INC
$7M17K2.2%
06
AG
FIRST MAJESTIC SILVER CORP
$7M417K2.2%
07
VGT
VANGUARD WORLD FD
$7M59K2.2%
08
QQQ
INVESCO QQQ TR
$6M9K2.0%
09
AVGO
BROADCOM INC
$6M16K1.9%
10
XLK
SELECT SECTOR SPDR TR
$6M29K1.7%

Filing history

2026Q2Jun 30
$322M 11.6%
378 positionsView →
2026Q1Mar 31
$288M 5.6%
367 positionsView →
2025Q4Dec 31
$306M 2.2%
346 positionsView →
2025Q3Sep 30
$299M 18.2%
330 positionsView →
2025Q2Jun 30
$253M 15.3%
302 positionsLocked
2025Q1Mar 31
$219M 10.1%
321 positionsLocked
2024Q4Dec 31
$244M 12.2%
339 positionsLocked
2024Q3Sep 30
$217M 57.4%
356 positionsLocked
2024Q2Jun 30
$511M 5.3%
779 positionsLocked
2024Q1Mar 31
$485M 9.6%
800 positionsLocked
2023Q4Dec 31
$443M 1.7%
443 positionsLocked
2023Q3Sep 30
$435M 4.9%
779 positionsLocked
Showing 12 of 30