Realta Investment Advisors Top Holdings and 13F Report (2026) About Realta Investment AdvisorsInvestment ActivityRealta Investment Advisors has $342.21 million in total holdings as of September 30, 2026.Realta Investment Advisors owns shares of 362 different stocks, but just 84 companies or ETFs make up 80% of its holdings.Approximately 12.55% of the portfolio was purchased this quarter.About 8.73% of the portfolio was sold this quarter.This quarter, Realta Investment Advisors has purchased 375 new stocks and bought additional shares in 130 stocks.Realta Investment Advisors sold shares of 102 stocks and completely divested from 63 stocks this quarter.Largest Holdings Apple $24,650,734NVIDIA $20,636,136Amazon.com $11,060,267Alphabet $9,441,905PALANTIR TECHNOLOGIES INC $8,413,509 Largest New Holdings this Quarter 46625H100 - JPMorgan Chase & Co. $2,001,956 Holding458140100 - Intel $1,776,957 Holding30609A109 - ONEOK INC NEW $1,167,005 Holding35671D857 - Freeport-McMoRan $872,578 Holding552738106 - Mfs Muni Inc Tr $865,749 Holding Largest Purchases this Quarter CrowdStrike 20,465 shares (about $5.42M)JPMorgan Chase & Co. 6,051 shares (about $2.00M)Intel 14,780 shares (about $1.78M)ONEOK INC NEW 13,686 shares (about $1.17M)Micron Technology 1,084 shares (about $1.15M) Largest Sales this Quarter Apple 5,485 shares (about $1.83M)First Trust Nasdaq Semiconductor ETF 3,524 shares (about $1.00M)The PNC Financial Services Group 4,444 shares (about $988.15K)Real Estate Select Sector SPDR Fund 22,175 shares (about $907.18K)First Trust Nasdaq Cybersecurity ETF 8,025 shares (about $827.30K) Sector Allocation Over TimeMap of 500 Largest Holdings ofRealta Investment Advisors Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$24,650,734$1,826,609 ▼-6.9%74,0227.2%TechnologyNVDANVIDIA$20,636,136$731,499 ▼-3.4%90,3596.0%TechnologyAMZNAmazon.com$11,060,267$274,065 ▼-2.4%44,3923.2%Consumer DiscretionaryGOOGAlphabet$9,441,905$88,933 ▼-0.9%27,7102.8%Communication ServicesPALANTIR TECHNOLOGIES INC$8,413,509$135,237 ▼-1.6%44,9802.5%CL AAGFirst Majestic Silver$7,635,032$265,456 ▲3.6%431,6022.2%MaterialsVGTVanguard Information Technology ETF$7,505,934$151,056 ▲2.1%59,7272.2%ETFCRWDCrowdStrike$7,266,858$5,418,109 ▲293.1%27,4482.1%TechnologyMSFTMicrosoft$7,119,594$37,442 ▼-0.5%13,8812.1%TechnologyQQQInvesco QQQ$6,522,552$207,875 ▲3.3%8,8171.9%ETFTSLATesla$6,248,027$146,178 ▲2.4%17,6101.8%Consumer DiscretionaryXLKTechnology Select Sector SPDR Fund$5,800,698$78,888 ▲1.4%29,6331.7%ETFGDXJVanEck Junior Gold Miners ETF$5,795,953$495,683 ▲9.4%50,8641.7%ETFAVGOBroadcom$5,632,107$56,894 ▲1.0%16,0371.6%TechnologyNETCloudflare$4,914,012$255,251 ▼-4.9%14,1501.4%TechnologyICSHiShares Ultra Short-Term Bond Active ETF$4,739,011$179,222 ▲3.9%94,0281.4%ETFMETAMeta Platforms$4,513,525$186,371 ▲4.3%6,2241.3%Communication ServicesSPYSPDR S&P 500 ETF Trust$4,127,471$30,506 ▼-0.7%5,4121.2%ETFVOOVanguard S&P 500 ETF$4,013,976$16,821 ▲0.4%5,7271.2%ETFNEARiShares Short Duration Bond Active ETF$3,731,124$186,726 ▲5.3%74,8321.1%ETFBITOProShares Bitcoin ETF$3,413,458$62,530 ▼-1.8%304,7731.0%ETFAMPLIFY ETF TR$3,308,9550.0%121,2961.0%JR SILV MINE ETFISHARES TR$2,928,026$255,521 ▲9.6%29,0830.9%0-3 MTH TREASURYAMDAdvanced Micro Devices$2,833,061$42,823 ▲1.5%4,6310.8%TechnologyGOOGLAlphabet$2,830,834$61,592 ▲2.2%8,2270.8%Communication ServicesXLFFinancial Select Sector SPDR Fund$2,618,522$118,067 ▲4.7%49,0360.8%ETFISHARES TR$2,590,038$111,311 ▲4.5%23,4780.8%TRUST ISHARE 0-1XLVHealth Care Select Sector SPDR Fund$2,550,062$41,937 ▼-1.6%15,1410.7%ETFCOSTCostco Wholesale$2,545,313$78,289 ▲3.2%2,7960.7%Consumer StaplesGDXVanEck Gold Miners ETF$2,441,051$6,497 ▲0.3%27,8020.7%ETFSPLGSPDR Portfolio S&P 500 ETF$2,345,383$526,163 ▼-18.3%26,1300.7%ETFARISTA NETWORKS INC$2,321,333$19,341 ▼-0.8%11,4020.7%COM SHSMSTRStrategy$2,304,847$771,242 ▼-25.1%15,0560.7%TechnologyIVViShares Core S&P 500 ETF$2,265,749$84,257 ▲3.9%2,9580.7%ETFSHYiShares 1-3 Year Treasury Bond ETF$2,230,799$80,388 ▲3.7%27,4730.7%ETFVIGVanguard Dividend Appreciation ETF$2,217,705$76,762 ▲3.6%9,5050.6%ETFVRTVertiv$2,178,909$942,987 ▲76.3%9,0300.6%IndustrialsGE VERNOVA INC$2,127,197$47,525 ▲2.3%2,2380.6%COMASTERA LABS INC$2,036,860$33,817 ▲1.7%5,7220.6%COMUNHUnitedHealth Group$2,022,262$224,655 ▲12.5%5,5090.6%HealthcareJPMJPMorgan Chase & Co.$2,001,956$2,001,956 ▲New Holding6,0510.6%FinanceNFLXNetflix$1,990,197$182,091 ▲10.1%28,6030.6%Communication ServicesVTIVanguard Total Stock Market ETF$1,892,168$23,951 ▼-1.3%5,0560.6%ETFXLYConsumer Discretionary Select Sector SPDR Fund$1,871,286$387,688 ▲26.1%17,1930.5%ETFCATCaterpillar$1,868,871$12,162 ▼-0.6%2,3050.5%IndustrialsVLOValero Energy$1,825,782$757,448 ▲70.9%4,7100.5%EnergyXLCCommunication Services Select Sector SPDR Fund$1,813,805$448,763 ▼-19.8%16,3450.5%ETFVUGVanguard Growth ETF$1,792,648$169,857 ▲10.5%19,8940.5%ETFLLYEli Lilly and Company$1,787,110$40,485 ▼-2.2%1,5450.5%HealthcareINTCIntel$1,776,957$1,776,957 ▲New Holding14,7800.5%TechnologyXLIIndustrial Select Sector SPDR Fund$1,734,922$135,421 ▼-7.2%10,3900.5%ETFSPDWSPDR Portfolio Developed World ex-US ETF$1,703,887$144,957 ▼-7.8%33,9350.5%ETFIWFiShares Russell 1000 Growth ETF$1,564,703$32,817 ▼-2.1%12,4920.5%ETFMUMicron Technology$1,545,475$1,154,580 ▲295.4%1,4510.5%TechnologyGSThe Goldman Sachs Group$1,513,505$34,214 ▲2.3%1,6810.4%FinanceXLEEnergy Select Sector SPDR Fund$1,504,905$1,021,269 ▲211.2%24,4700.4%ETFSLViShares Silver Trust$1,503,931$377,427 ▲33.5%27,5900.4%ETFAXPAmerican Express$1,498,605$101,569 ▲7.3%4,9280.4%FinanceKLACKLA$1,482,638$53,801 ▲3.8%7,6060.4%TechnologyCVXChevron$1,463,825$1,033,336 ▲240.0%7,1680.4%EnergyBANK OF NY MELLON CORP$1,444,709$13,740 ▲1.0%9,9890.4%COMPWRQuanta Services$1,433,440$53,328 ▲3.9%2,2310.4%IndustrialsKRANESHARES TRUST$1,431,951$965,210 ▲206.8%40,0770.4%GBL HUMANOID ROBDEDeere & Company$1,402,196$26,190 ▲1.9%2,0880.4%IndustrialsNOWServiceNow$1,390,220$14,071 ▲1.0%10,3740.4%TechnologyCOINCoinbase Global$1,377,943$78,292 ▼-5.4%7,3920.4%FinanceUNPUnion Pacific$1,372,389$27,214 ▲2.0%5,0430.4%IndustrialsCDNSCadence Design Systems$1,364,325$58,443 ▲4.5%4,1320.4%TechnologyCGDVCapital Group Dividend Value ETF$1,358,274$770,267 ▲131.0%27,8050.4%ETFJPSTJPMorgan Ultra-Short Income ETF$1,333,924$203,541 ▲18.0%26,4830.4%ETFBARRICK MNG CORP$1,302,6440.0%31,9550.4%COM SHSLMTLockheed Martin$1,301,207$892,256 ▲218.2%2,5550.4%IndustrialsPMPhilip Morris International$1,299,589$60,677 ▲4.9%6,8110.4%Consumer StaplesGEGE Aerospace$1,283,200$33,727 ▲2.7%4,1090.4%IndustrialsETNEaton$1,221,236$123,327 ▲11.2%2,8420.4%IndustrialsIWMiShares Russell 2000 ETF$1,212,798$14,729 ▼-1.2%4,3640.4%ETFONEOK INC NEW$1,167,005$1,167,005 ▲New Holding13,6860.3%COMAGGiShares Core U.S. Aggregate Bond ETF$1,162,838$28,835 ▲2.5%12,3000.3%ETFNEMNewmont$1,153,515$126,989 ▲12.4%10,0010.3%MaterialsIEFAiShares Core MSCI EAFE ETF$1,142,457$29,065 ▼-2.5%11,7920.3%ETFALBAlbemarle$1,139,991$137,408 ▼-10.8%10,7770.3%MaterialsITAiShares U.S. Aerospace & Defense ETF$1,135,346$1,243 ▼-0.1%5,4800.3%ETFPKGPackaging Corporation of America$1,082,795$27,053 ▲2.6%4,7230.3%MaterialsBABoeing$1,042,066$91,164 ▲9.6%5,6010.3%IndustrialsETF OPPORTUNITIES TRUST$1,037,841$668,918 ▲181.3%85,4190.3%REX OSPREY XRPCFCF Industries$990,720$32,141 ▲3.4%8,6000.3%MaterialsPFFiShares Preferred and Income Securities ETF$980,202$472 ▲0.0%33,2270.3%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$963,992$325,516 ▲51.0%10,5190.3%ETFMNSTMonster Beverage$944,940$490,450 ▲107.9%22,7040.3%Consumer StaplesVTVanguard Total World Stock ETF$933,060$98,184 ▲11.8%5,9110.3%ETFGLDSPDR Gold Shares$879,740$103,208 ▲13.3%2,3100.3%ETFTJXTJX Companies$879,068$63,244 ▼-6.7%6,6440.3%Consumer DiscretionaryVVisa$878,321$64,329 ▲7.9%2,4440.3%FinanceFCXFreeport-McMoRan$872,578$872,578 ▲New Holding12,4650.3%MaterialsTLTiShares 20+ Year Treasury Bond ETF$872,393$358,727 ▲69.8%11,2160.3%ETFMFMMfs Muni Inc Tr$865,749$865,749 ▲New Holding178,5050.3%FinanceFXLFirst Trust Technology AlphaDEX Fund$864,552$864,552 ▲New Holding3,9120.3%ETFQTECFirst Trust NASDAQ-100 Technology Sector Index Fund$848,105$848,105 ▲New Holding2,5720.2%ETFFBTFirst Trust NYSE Arca Biotechnology Index Fund$845,912$14,430 ▼-1.7%3,1070.2%ETFBAKKT INC$831,445$415,102 ▲99.7%106,4590.2%COM CL A NEWShowing largest 100 holdings. 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