Cresta Advisors, Ltd. Top Holdings and 13F Report (2026) About Cresta Advisors, Ltd.Investment ActivityCresta Advisors, Ltd. has $278.59 million in total holdings as of June 30, 2026.Cresta Advisors, Ltd. owns shares of 54 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 7.44% of the portfolio was purchased this quarter.About 2.11% of the portfolio was sold this quarter.This quarter, Cresta Advisors, Ltd. has purchased 53 new stocks and bought additional shares in 21 stocks.Cresta Advisors, Ltd. sold shares of 12 stocks and completely divested from 1 stock this quarter.Largest Holdings SPDR S&P 500 ETF Trust $42,361,184Vanguard Total Stock Market ETF $27,669,594WisdomTree U.S. Quality Dividend Growth Fund $23,949,551Vanguard Value ETF $22,963,720Invesco S&P 500 Quality ETF $21,799,340 Largest New Holdings this Quarter 084670108 - Berkshire Hathaway $748,850 Holding09254E103 - BlackRock MuniYield Quality Fund III $299,970 Holding Largest Purchases this Quarter iShares Russell 1000 Growth ETF 64,171 shares (about $7.97M)SPDR S&P 500 ETF Trust 3,479 shares (about $2.60M)Vanguard Total Stock Market ETF 3,933 shares (about $1.46M)Invesco S&P 500 Quality ETF 15,578 shares (about $1.40M)iShares Core High Dividend ETF 30,579 shares (about $838.17K) Largest Sales this Quarter iShares iBoxx $ Investment Grade Corporate Bond ETF 25,966 shares (about $2.83M)Amazon.com 3,869 shares (about $922.14K)Vanguard Value ETF 2,054 shares (about $447.63K)Schwab US Dividend Equity ETF 11,529 shares (about $365.58K)Vanguard Mega Cap Value ETF 1,713 shares (about $279.99K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCresta Advisors, Ltd. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$42,361,184$2,598,007 â–²6.5%56,72615.2%FinanceVTIVanguard Total Stock Market ETF$27,669,594$1,455,360 â–²5.6%74,7759.9%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$23,949,551$818,507 â–²3.5%250,4668.6%ManufacturingVTVVanguard Value ETF$22,963,720$447,628 â–¼-1.9%105,3728.2%ETFSPHQInvesco S&P 500 Quality ETF$21,799,340$1,403,578 â–²6.9%241,9467.8%ETFQQQInvesco QQQ$14,345,072$447,731 â–²3.2%19,4805.1%FinanceLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$10,691,189$2,832,122 â–¼-20.9%98,0213.8%FinanceIWFiShares Russell 1000 Growth ETF$10,626,556$7,968,085 â–²299.7%85,5813.8%ETFAAPLApple$9,753,024$72,628 â–¼-0.7%33,7063.5%Computer and TechnologyPIMCO ETF TR$8,483,252$502,047 â–²6.3%171,7953.0%MTG BKD SECS ACTXLKTechnology Select Sector SPDR Fund$6,907,494$69,349 â–²1.0%36,2562.5%ETFNVDANVIDIA$6,083,737$94,242 â–²1.6%30,4052.2%Computer and TechnologyTLHiShares 10-20 Year Treasury Bond ETF$5,530,102$351,627 â–²6.8%55,1082.0%ETFNEANuveen AMT-Free Quality Municipal Income Fund$5,349,296$821,800 â–²18.2%455,6471.9%Financial ServicesSCHDSchwab US Dividend Equity ETF$5,017,284$365,585 â–¼-6.8%158,2241.8%ETFIBOCInternational Bancshares$4,320,492$127,368 â–¼-2.9%56,8861.6%FinanceMEARiShares Short Maturity Municipal Bond Active ETF$3,968,2820.0%78,7671.4%ETFGOOGLAlphabet$3,742,737$50,389 â–²1.4%10,4731.3%Computer and TechnologyMGVVanguard Mega Cap Value ETF$3,667,492$279,990 â–¼-7.1%22,4381.3%ETFAMZNAmazon.com$3,514,800$922,137 â–¼-20.8%14,7471.3%Retail/WholesaleXLVHealth Care Select Sector SPDR Fund$3,479,256$324,618 â–²10.3%21,9291.2%ETFEATON VANCE MUN BD FD$3,340,734$796,800 â–²31.3%335,4151.2%COMXLGInvesco S&P 500 Top 50 ETF$3,199,084$162,566 â–²5.4%52,2471.1%ETFPEYInvesco High Yield Equity Dividend Achievers ETF$2,787,001$175,334 â–¼-5.9%120,2331.0%ETFMETAMeta Platforms$2,674,501$2,253 â–²0.1%4,7481.0%Computer and TechnologyXLIIndustrial Select Sector SPDR Fund$1,810,068$28,525 â–²1.6%9,7720.6%ETFEPDEnterprise Products Partners$1,783,375$260,518 â–²17.1%48,5140.6%EnergyNUVNuveen Municipal Value Fund$1,667,3450.0%180,8400.6%FinanceVOOVanguard S&P 500 ETF$1,546,353$176,471 â–¼-10.2%2,2520.6%ETFMSFTMicrosoft$1,521,549$17,159 â–¼-1.1%4,0790.5%Computer and TechnologyILTBiShares Core 10+ Year USD Bond ETF$1,111,5930.0%22,5700.4%ETFHDViShares Core High Dividend ETF$1,070,443$838,171 â–²360.9%39,0530.4%ETFGLDSPDR Gold Shares$982,1020.0%2,6660.4%FinanceTLTiShares 20+ Year Treasury Bond ETF$957,9660.0%11,0850.3%ETFSKYYFirst Trust Cloud Computing ETF$881,9070.0%6,5540.3%ManufacturingBRK.ABerkshire Hathaway$748,850$748,850 â–²New Holding10.3%FinanceGEGE Aerospace$747,460$186,865 â–¼-20.0%2,0000.3%AerospaceENBEnbridge$700,4620.0%12,9200.3%EnergyLLYEli Lilly and Company$632,1000.0%5270.2%MedicalLMTLockheed Martin$630,4350.0%1,2370.2%AerospacePEPPepsiCo$532,5290.0%3,9330.2%Consumer StaplesVZVerizon Communications$508,6310.0%12,0130.2%Computer and TechnologyIEFiShares 7-10 Year Treasury Bond ETF$486,0900.0%5,1400.2%ETFSOXXiShares Semiconductor ETF$465,1920.0%7260.2%ETFVUGVanguard Growth ETF$455,853$379,878 â–²500.0%5,2920.2%ETFSTZConstellation Brands$452,0430.0%3,2500.2%Consumer StaplesNBBNuveen Taxable Municipal Income Fund$449,1470.0%28,4630.2%Financial ServicesRSPInvesco S&P 500 Equal Weight ETF$367,242$43,192 â–¼-10.5%1,7260.1%ETFVGTVanguard Information Technology ETF$337,824$295,521 â–²698.6%2,8270.1%ETFXOPSPDR S&P Oil & Gas Exploration & Production ETF$323,9460.0%2,1000.1%ETFMLMMartin Marietta Materials$305,0750.0%5290.1%ConstructionMYIBlackRock MuniYield Quality Fund III$299,970$299,970 â–²New Holding27,0000.1%FinanceRDVYFirst Trust Rising Dividend Achievers ETF$299,9220.0%3,7000.1%ManufacturingBIBLInspire 100 ETF$289,4000.0%5,0000.1%ETFHALHalliburton$0$237,606 â–¼-100.0%00.0%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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