Cresta Advisors, Ltd.

Est. AUM

$244.2M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	STATE STR SPDR S&P 500 ETF T	TR UNIT	$34.6M	53247	14.18%	SOLE
2	VANGUARD INDEX FDS	TOTAL STK MKT	$22.7M	70842	9.31%	SOLE
3	WISDOMTREE TR	US QTLY DIV GRT	$21.2M	241906	8.70%	SOLE
4	VANGUARD INDEX FDS	VALUE ETF	$21.1M	107426	8.63%	SOLE
5	INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$17.0M	226368	6.97%	SOLE
6	ISHARES TR	IBOXX INV CP ETF	$13.5M	123987	5.53%	SOLE
7	INVESCO QQQ TR	UNIT SER 1	$10.9M	18872	4.46%	SOLE
8	ISHARES TR	RUS 1000 GRW ETF	$9.1M	21410	3.74%	SOLE
9	APPLE INC	COM	$8.6M	33957	3.53%	SOLE
10	PIMCO ETF TR	MTG BKD SECS ACT	$8.0M	161628	3.28%	SOLE
11	NVIDIA CORPORATION	COM	$5.2M	29934	2.14%	SOLE
12	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$5.2M	169753	2.13%	SOLE
13	ISHARES TR	10-20 YR TRS ETF	$5.2M	51604	2.13%	SOLE
14	SELECT SECTOR SPDR TR	STATE STREET TEC	$4.8M	35892	1.95%	SOLE
15	NUVEEN AMT FREE QLTY MUN INC	COM	$4.3M	385647	1.77%	SOLE
16	ISHARES U S ETF TR	SHORT MATURITY M	$4.0M	78767	1.62%	SOLE
17	INTERNATIONAL BANCSHARES COR	COM	$3.9M	58563	1.61%	SOLE
18	AMAZON COM INC	COM	$3.9M	18616	1.59%	SOLE
19	VANGUARD WORLD FD	MEGA CAP VAL ETF	$3.5M	24151	1.43%	SOLE
20	ALPHABET INC	CAP STK CL A	$3.0M	10332	1.22%	SOLE
21	SELECT SECTOR SPDR TR	STATE STREET HEA	$2.9M	19883	1.19%	SOLE
22	INVESCO EXCHANGE TRADED FD T	HIG YLD EQ DIV	$2.7M	127797	1.12%	SOLE
23	META PLATFORMS INC	CL A	$2.7M	4744	1.11%	SOLE
24	INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$2.7M	49592	1.11%	SOLE
25	EATON VANCE MUN BD FD	COM	$2.5M	255415	1.02%	SOLE
26	NUVEEN MUN VALUE FD INC	COM	$1.6M	180840	0.67%	SOLE
27	ENTERPRISE PRODS PARTNERS L	COM	$1.6M	41427	0.64%	SOLE
28	SELECT SECTOR SPDR TR	STATE STREET IND	$1.6M	9618	0.64%	SOLE
29	MICROSOFT CORP	COM	$1.5M	4125	0.63%	SOLE
30	VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.5M	2509	0.61%	SOLE
31	ISHARES TR	CORE HIGH DV ETF	$1.1M	8474	0.47%	SOLE
32	SPDR GOLD TR	GOLD SHS	$1.1M	2666	0.47%	SOLE
33	ISHARES TR	CORE LT USDB ETF	$1.1M	22570	0.45%	SOLE
34	ISHARES TR	20 YR TR BD ETF	$961K	11085	0.39%	SOLE
35	LOCKHEED MARTIN CORP	COM	$748K	1237	0.31%	SOLE
36	FIRST TR EXCHANGE-TRADED FD	CLOUD COMPUTING	$717K	6554	0.29%	SOLE
37	GE AEROSPACE	COM NEW	$709K	2500	0.29%	SOLE
38	ENBRIDGE INC	COM	$698K	12920	0.29%	SOLE
39	PEPSICO INC	COM	$611K	3933	0.25%	SOLE
40	VERIZON COMMUNICATIONS INC	COM	$603K	12013	0.25%	SOLE
41	ISHARES TR	7-10 YR TRSY BD	$491K	5140	0.20%	SOLE
42	CONSTELLATION BRANDS INC	CL A	$488K	3250	0.20%	SOLE
43	ELI LILLY & CO	COM	$485K	527	0.20%	SOLE
44	NUVEEN TAXABLE MUNICPAL INM	COM	$446K	28463	0.18%	SOLE
45	VANGUARD INDEX FDS	GROWTH ETF	$385K	882	0.16%	SOLE
46	SPDR SERIES TRUST	STATE STREET SPD	$382K	2100	0.16%	SOLE
47	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$370K	1929	0.15%	SOLE
48	MARTIN MARIETTA MATLS INC	COM	$311K	529	0.13%	SOLE
49	FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$253K	3700	0.10%	SOLE
50	VANGUARD WORLD FD	INF TECH ETF	$247K	354	0.10%	SOLE

1–50 of 53

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.