Cresta Advisors, Ltd. Top Holdings and 13F Report (2026) About Cresta Advisors, Ltd.Investment ActivityCresta Advisors, Ltd. has $244.21 million in total holdings as of March 31, 2026.Cresta Advisors, Ltd. owns shares of 53 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 7.30% of the portfolio was purchased this quarter.About 2.45% of the portfolio was sold this quarter.This quarter, Cresta Advisors, Ltd. has purchased 167 new stocks and bought additional shares in 25 stocks.Cresta Advisors, Ltd. sold shares of 11 stocks and completely divested from 116 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $34,628,575Vanguard Total Stock Market ETF $22,726,695WisdomTree U.S. Quality Dividend Growth Fund $21,249,016Vanguard Value ETF $21,076,982Invesco S&P 500 Quality ETF $17,020,615 Largest New Holdings this Quarter 369604301 - GE Aerospace $709,425 Holding406216101 - Halliburton $237,606 Holding Largest Purchases this Quarter SPDR S&P 500 ETF Trust 3,695 shares (about $2.40M)EATON VANCE MUN BD FD 205,400 shares (about $2.01M)Vanguard Value ETF 9,470 shares (about $1.86M)iShares Short Maturity Municipal Bond Active ETF 29,667 shares (about $1.49M)WisdomTree U.S. Quality Dividend Growth Fund 16,644 shares (about $1.46M) Largest Sales this Quarter Vanguard S&P 500 ETF 382 shares (about $228.22K)Apple 451 shares (about $114.46K)Meta Platforms 194 shares (about $110.99K)iShares Russell 1000 Growth ETF 260 shares (about $110.86K)Vanguard Information Technology ETF 63 shares (about $43.89K) 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$34,628,575$2,403,001 ▲7.5%53,24714.2%FinanceVTIVanguard Total Stock Market ETF$22,726,695$1,189,878 ▲5.5%70,8429.3%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$21,249,016$1,462,008 ▲7.4%241,9068.7%ManufacturingVTVVanguard Value ETF$21,076,982$1,858,014 ▲9.7%107,4268.6%ETFSPHQInvesco S&P 500 Quality ETF$17,020,615$1,185,296 ▲7.5%226,3687.0%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$13,513,382$282,830 ▲2.1%123,9875.5%FinanceQQQInvesco QQQ$10,892,541$170,845 ▲1.6%18,8724.5%FinanceIWFiShares Russell 1000 Growth ETF$9,129,097$110,862 ▼-1.2%21,4103.7%ETFAAPLApple$8,617,884$114,458 ▼-1.3%33,9573.5%Computer and TechnologyPIMCO ETF TR$8,016,733$163,332 ▲2.1%161,6283.3%MTG BKD SECS ACTNVDANVIDIA$5,220,490$130,800 ▲2.6%29,9342.1%Computer and TechnologySCHDSchwab US Dividend Equity ETF$5,208,023$351,685 ▲7.2%169,7532.1%ETFTLHiShares 10-20 Year Treasury Bond ETF$5,197,569$107,166 ▲2.1%51,6042.1%ETFXLKTechnology Select Sector SPDR Fund$4,770,047$51,034 ▲1.1%35,8922.0%ETFNEANuveen AMT-Free Quality Municipal Income Fund$4,330,816$1,302,680 ▲43.0%385,6471.8%Financial ServicesMEARiShares Short Maturity Municipal Bond Active ETF$3,965,131$1,493,437 ▲60.4%78,7671.6%ETFIBOCInternational Bancshares$3,940,7050.0%58,5631.6%FinanceAMZNAmazon.com$3,877,155$89,973 ▲2.4%18,6161.6%Retail/WholesaleMGVVanguard Mega Cap Value ETF$3,500,688$290,915 ▲9.1%24,1511.4%ETFGOOGLAlphabet$2,971,070$387,918 ▲15.0%10,3321.2%Computer and TechnologyXLVHealth Care Select Sector SPDR Fund$2,915,047$57,178 ▲2.0%19,8831.2%ETFPEYInvesco High Yield Equity Dividend Achievers ETF$2,737,259$210,418 ▲8.3%127,7971.1%ETFMETAMeta Platforms$2,714,185$110,993 ▼-3.9%4,7441.1%Computer and TechnologyXLGInvesco S&P 500 Top 50 ETF$2,705,244$6,219 ▼-0.2%49,5921.1%ETFEATON VANCE MUN BD FD$2,495,405$2,006,758 ▲410.7%255,4151.0%COMNUVNuveen Municipal Value Fund$1,625,7520.0%180,8400.7%FinanceEPDEnterprise Products Partners$1,567,598$23,007 ▲1.5%41,4270.6%EnergyXLIIndustrial Select Sector SPDR Fund$1,555,520$15,364 ▼-1.0%9,6180.6%ETFMSFTMicrosoft$1,526,952$740,340 ▲94.1%4,1250.6%Computer and TechnologyVOOVanguard S&P 500 ETF$1,498,955$228,219 ▼-13.2%2,5090.6%ETFHDViShares Core High Dividend ETF$1,150,092$103,147 ▲9.9%8,4740.5%ETFGLDSPDR Gold Shares$1,147,154$34,423 ▼-2.9%2,6660.5%FinanceILTBiShares Core 10+ Year USD Bond ETF$1,105,4790.0%22,5700.5%ETFTLTiShares 20+ Year Treasury Bond ETF$960,9590.0%11,0850.4%ETFLMTLockheed Martin$747,9070.0%1,2370.3%AerospaceSKYYFirst Trust Cloud Computing ETF$716,746$35,214 ▼-4.7%6,5540.3%ManufacturingGEGE Aerospace$709,425$709,425 ▲New Holding2,5000.3%AerospaceENBEnbridge$698,221$549,714 ▲370.2%12,9200.3%EnergyPEPPepsiCo$610,7560.0%3,9330.3%Consumer StaplesVZVerizon Communications$603,0530.0%12,0130.2%Computer and TechnologyIEFiShares 7-10 Year Treasury Bond ETF$490,5620.0%5,1400.2%ETFSTZConstellation Brands$487,500$262,500 ▲116.7%3,2500.2%Consumer StaplesLLYEli Lilly and Company$484,7190.0%5270.2%MedicalNBBNuveen Taxable Municipal Income Fund$445,7310.0%28,4630.2%Financial ServicesVUGVanguard Growth ETF$385,249$437 ▼-0.1%8820.2%ETFXOPSPDR S&P Oil & Gas Exploration & Production ETF$381,8430.0%2,1000.2%ETFRSPInvesco S&P 500 Equal Weight ETF$370,2140.0%1,9290.2%ETFMLMMartin Marietta Materials$311,4120.0%5290.1%ConstructionRDVYFirst Trust Rising Dividend Achievers ETF$252,636$17,411 ▼-6.4%3,7000.1%ManufacturingVGTVanguard Information Technology ETF$246,645$43,894 ▼-15.1%3540.1%ETFSOXXiShares Semiconductor ETF$238,6080.0%7260.1%ETFHALHalliburton$237,606$237,606 ▲New Holding6,0940.1%EnergyBIBLInspire 100 ETF$235,7500.0%5,0000.1%ETFCRMSalesforce$0$568,497 ▼-100.0%00.0%Computer and TechnologyADBEAdobe$0$524,985 ▼-100.0%00.0%Computer and TechnologyMYIBlackRock MuniYield Quality Fund III$0$293,490 ▼-100.0%00.0%FinanceVIGVanguard Dividend Appreciation ETF$0$206,813 ▼-100.0%00.0%ETFEFAiShares MSCI EAFE ETF$0$161,043 ▼-100.0%00.0%FinanceAB ACTIVE ETFS INC$0$153,285 ▼-100.0%00.0%CORE PLUS BD ETFBLESInspire Global Hope ETF$0$151,313 ▼-100.0%00.0%ETFTSLATesla$0$150,657 ▼-100.0%00.0%Auto/Tires/TrucksIYFiShares U.S. Financials ETF$0$150,591 ▼-100.0%00.0%ETFBACBank of America$0$145,585 ▼-100.0%00.0%FinanceBBVABanco Bilbao Viscaya Argentaria$0$136,737 ▼-100.0%00.0%FinanceIWRiShares Russell Mid-Cap ETF$0$132,853 ▼-100.0%00.0%ETFGOOGAlphabet$0$125,520 ▼-100.0%00.0%Computer and TechnologyRTXRTX$0$99,403 ▼-100.0%00.0%AerospaceBITBlackRock Multi-Sector Income Trust$0$91,420 ▼-100.0%00.0%Financial ServicesYUMYum! Brands$0$86,381 ▼-100.0%00.0%Retail/WholesaleIWMiShares Russell 2000 ETF$0$85,172 ▼-100.0%00.0%FinancePRUPrudential Financial$0$75,404 ▼-100.0%00.0%FinancePALANTIR TECHNOLOGIES INC$0$72,167 ▼-100.0%00.0%CL AOKEONEOK$0$71,663 ▼-100.0%00.0%EnergyPGProcter & Gamble$0$70,079 ▼-100.0%00.0%Consumer StaplesAVGOBroadcom$0$65,759 ▼-100.0%00.0%Computer and TechnologyXLUUtilities Select Sector SPDR Fund$0$64,292 ▼-100.0%00.0%ETFSUNSunoco$0$64,041 ▼-100.0%00.0%EnergyIWBiShares Russell 1000 ETF$0$61,992 ▼-100.0%00.0%ETFUNPUnion Pacific$0$57,599 ▼-100.0%00.0%TransportationTQQQProShares UltraPro QQQ$0$56,833 ▼-100.0%00.0%ETFPTYPimco Corporate & Income Opportunity Fund$0$51,600 ▼-100.0%00.0%FinanceISHARES BITCOIN TRUST ETF$0$50,643 ▼-100.0%00.0%SHS BEN INTTXNTexas Instruments$0$50,486 ▼-100.0%00.0%Computer and TechnologyBRK.BBerkshire Hathaway$0$49,260 ▼-100.0%00.0%FinanceJPMJPMorgan Chase & Co.$0$48,333 ▼-100.0%00.0%FinanceIAUiShares Gold Trust$0$45,780 ▼-100.0%00.0%FinanceMAMastercard$0$44,529 ▼-100.0%00.0%Business ServicesGSThe Goldman Sachs Group$0$43,950 ▼-100.0%00.0%FinanceWMWaste Management$0$43,942 ▼-100.0%00.0%Business ServicesORCLOracle$0$38,008 ▼-100.0%00.0%Computer and TechnologyBSXBoston Scientific$0$32,706 ▼-100.0%00.0%MedicalVGSHVanguard Short-Term Treasury ETF$0$29,131 ▼-100.0%00.0%ETFYUMCYum China$0$28,454 ▼-100.0%00.0%Retail/WholesaleVVisa$0$26,304 ▼-100.0%00.0%Business ServicesPHDGInvesco S&P 500 Downside Hedged ETF$0$25,760 ▼-100.0%00.0%ETFJNJJohnson & Johnson$0$25,662 ▼-100.0%00.0%MedicalTAT&T$0$25,511 ▼-100.0%00.0%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$0$25,470 ▼-100.0%00.0%FinanceITWIllinois Tool Works$0$24,630 ▼-100.0%00.0%IndustrialsFLTRVanEck IG Floating Rate ETF$0$24,461 ▼-100.0%00.0%ETFShowing 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 Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial 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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