StockDriftsStockDriftsTop 50 Cresta Advisors, Ltd. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 15.21% | 56.7K | $42.4M | +6.53%(+3.48K) | $489.95(+58.25%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 9.93% | 74.8K | $27.7M | +5.55%(+3.93K) | $244.52(+56.78%) | 2026-06-30 | |
| DGRW | WISDOMTREE TR | 8.6% | 250.5K | $23.9M | +3.54%(+8.56K) | $71.31(+39.69%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 8.24% | 105.4K | $23.0M | -1.91%(-2.05K) | $137.86(+65.04%) | 2026-06-30 | |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 7.82% | 241.9K | $21.8M | +6.88%(+15.58K) | $58.83(+49.31%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 5.15% | 19.5K | $14.3M | +3.22%(+608) | $318.48(+130.01%) | 2026-06-30 | |
| LQD | ISHARES TR | 3.84% | 98.0K | $10.7M | -20.94%(-25.97K) | $104.85(+0.71%) | 2026-06-30 | |
| IWF | ISHARES TR | 3.81% | 85.6K | $10.6M | -0.07%(-59) | $53.86(+129.11%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.5% | 33.7K | $9.8M | -0.74%(-251) | $141.76(+115.42%) | 2026-06-30 | |
| PMBS | PIMCO ETF TR | 3.05% | 171.8K | $8.5M | +6.29%(+10.17K) | $49.82(-2.35%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (15 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.45% | +53.86% | — | — | +77.42% |
| Top 20 Holdings Unweighted | +15.24% | +53.04% | — | — | +81.80% |
Cresta Advisors, Ltd. reports $278.59M in US-listed equity holdings across 54 positions in its most recent 13F filing. Its largest disclosed positions are SPY (15.2%), VTI (9.9%) and DGRW (8.6%). The top 20 holdings account for 86.41% of reported assets. Its disclosed equity book has returned +53.86% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Cresta Advisors, Ltd.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1947670). View Cresta Advisors, Ltd.’s 13F filings on SEC