1y return+18.5%S&P 500 +20.9%
3y return+53.0%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since September 30, 2022: $179 against $209 in the S&P 500.2
Cresta Advisors, Ltd.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SPYState Str Spdr S&p 500 Etf T | $42.4M | 15.2% | +6.5% |
| VTIVanguard Index Fds | $27.7M | 9.9% | +5.6% |
| DGRWWisdomtree Tr | $23.9M | 8.6% | +3.5% |
| VTVVanguard Index Fds | $23.0M | 8.2% | −1.9% |
| SPHQInvesco Exchange Traded Fd T | $21.8M | 7.8% | +6.9% |
| QQQInvesco Qqq Tr | $14.3M | 5.1% | +3.2% |
| LQDIshares Tr | $10.7M | 3.8% | −20.9% |
| IWFIshares Tr | $10.6M | 3.8% | |
| AAPLApple Inc | $9.8M | 3.5% | |
| PMBSPimco Etf Tr | $8.5M | 3.0% | +6.3% |
| XLKSelect Sector Spdr Tr | $6.9M | 2.5% | +1.0% |
| NVDANvidia Corporation | $6.1M | 2.2% | +1.6% |
| TLHIshares Tr | $5.5M | 2.0% | +6.8% |
| XNEAXNuveen Amt Free Qlty Mun Inc | $5.3M | 1.9% | +18.2% |
| SCHDSchwab Strategic Tr | $5.0M | 1.8% | −6.8% |
| IBOCInternational Bancshares Cor | $4.3M | 1.6% | −2.9% |
| MEARIshares U S Etf Tr | $4.0M | 1.4% | |
| GOOGLAlphabet Inc | $3.7M | 1.3% | +1.4% |
| MGVVanguard World Fd | $3.7M | 1.3% | −7.1% |
| AMZNAmazon Com Inc | $3.5M | 1.3% | −20.8% |
| XLVSelect Sector Spdr Tr | $3.5M | 1.2% | +10.3% |
| EIMEaton Vance Mun Bd Fd | $3.3M | 1.2% | +31.3% |
| XLGInvesco Exchange Traded Fd T | $3.2M | 1.1% | +5.4% |
| PEYInvesco Exchange Traded Fd T | $2.8M | 1.0% | −5.9% |
| METAMeta Platforms Inc | $2.7M | 1.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2023 | +373.0% | $6.1M |
| METAMeta Platforms Inc | September 30, 2022 | +315.2% | $2.7M |
| GOOGLAlphabet Inc | September 30, 2022 | +273.6% | $3.7M |
| QQQInvesco Qqq Tr | September 30, 2022 | +175.5% | $14.3M |
| IWFIshares Tr | September 30, 2022 | +136.1% | $10.6M |
| XLKSelect Sector Spdr Tr | June 30, 2023 | +119.2% | $6.9M |
| AMZNAmazon Com Inc | September 30, 2022 | +110.9% | $3.5M |
| AAPLApple Inc | September 30, 2022 | +109.4% | $9.8M |
| VTIVanguard Index Fds | September 30, 2022 | +106.2% | $27.7M |
| LLYEli Lilly & Co | December 31, 2023 | +105.8% | $632K |
Sold off last quarter
- HALHalliburton Co was $238K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.9% | +14.8% |
| March 31, 2026 | −2.8% | −4.6% |
| December 31, 2025 | +1.8% | +2.4% |
| September 30, 2025 | +6.9% | +7.8% |
| June 30, 2025 | +7.0% | +10.5% |
| March 31, 2025 | −3.2% | −4.6% |
| December 31, 2024 | −0.0% | +2.1% |
| September 30, 2024 | +5.1% | +5.4% |
| June 30, 2024 | +3.9% | +4.0% |
| March 31, 2024 | +7.6% | +10.0% |
| December 31, 2023 | +11.2% | +11.2% |
| September 30, 2023 | −4.5% | −3.6% |
| June 30, 2023 | +4.6% | +8.3% |
| March 31, 2023 | +4.8% | +7.0% |
| December 31, 2022 | +6.6% | +7.1% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Cresta Advisors, Ltd. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1947670&type=13F-HR&dateb=&owner=include&count=40CIK 1947670
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1947670/000175496026000608/Filed July 22, 2026 · accession 0001754960-26-000608