Cresta Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
BlackRock Short Maturity Municipal Bond ETF
MEAR
|
+$2.47M |
| 2 |
Salesforce
CRM
|
+$533K |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$497K |
| 4 |
EIM
Eaton Vance Municipal Bond Fund
EIM
|
+$494K |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$467K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Alphabet (Google) Class A
GOOGL
|
+$608K |
| 2 |
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
|
+$531K |
| 3 |
Invesco S&P 500 Quality ETF
SPHQ
|
+$436K |
| 4 |
Invesco QQQ Trust
QQQ
|
+$148K |
| 5 |
International Bancshares
IBOC
|
+$118K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 84.32% |
| 2 | Technology | 7.22% |
| 3 | Communication Services | 2.82% |
| 4 | Financials | 1.93% |
| 5 | Consumer Discretionary | 1.9% |
Similar funds
Cresta Advisors's Q4 2025 Portfolio in Review
As of Q4 2025, Cresta Advisors held 167 positions worth $239M, up 6.4% from $224M the previous quarter. Its ten largest holdings account for 68% of the portfolio.
Cresta Advisors deployed $10.3M of net new capital in Q4 2025, opening 119 new positions and adding to 21 existing holdings. Its largest new stake was BlackRock Short Maturity Municipal Bond ETF: 49,100 shares worth $2.47M.
By sector, the portfolio is most concentrated in Miscellaneous at 84% of assets, down from 85% a quarter earlier, followed by Technology and Communication Services.
On the sell side, the largest reduction was Alphabet (Google) Class A, an estimated $608K trimmed.
- Cresta Advisors's largest Q4 2025 buy was BlackRock Short Maturity Municipal Bond ETF: 49,100 shares worth $2.47M.
- Cresta Advisors added most to Vanguard S&P 500 ETF in Q4 2025, an estimated $467K increase.
- Cresta Advisors's biggest Q4 2025 reduction was Alphabet (Google) Class A, cutting an estimated $608K.
- Cresta Advisors's ten largest holdings make up 68% of its $239M portfolio in Q4 2025.
- Cresta Advisors opened 119 new positions and closed 0 in Q4 2025.
- Cresta Advisors's portfolio value rose 6.4% quarter-over-quarter to $239M.
Based on Cresta Advisors's 13F filing for Q4 2025, filed 3 Feb 2026.