1y return+17.6%S&P 500 +20.9%
3y return+66.3%S&P 500 +68.5%
5y return+56.9%S&P 500 +74.5%
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 March 31, 2019: $231 against $264 in the S&P 500.2
Realta Investment AdvisorsS&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 |
|---|---|---|---|
| AAPLApple Inc | $23.0M | 7.1% | −1.4% |
| NVDANvidia Corporation | $18.7M | 5.8% | −5.1% |
| AMZNAmazon Com Inc | $10.8M | 3.4% | −3.4% |
| GOOGAlphabet Inc | $9.9M | 3.1% | |
| TSLATesla Inc | $7.2M | 2.2% | |
| AGFirst Majestic Silver Corp | $7.1M | 2.2% | |
| VGTVanguard World Fd | $7.0M | 2.2% | +12.0% |
| QQQInvesco Qqq Tr | $6.3M | 2.0% | −2.6% |
| AVGOBroadcom Inc | $6.0M | 1.9% | −3.7% |
| XLKSelect Sector Spdr Tr | $5.6M | 1.7% | −4.9% |
| PLTRPalantir Technologies Inc | $5.3M | 1.7% | |
| CRWDCrowdstrike Hldgs Inc | $5.3M | 1.7% | +2.5% |
| MSFTMicrosoft Corp | $5.2M | 1.6% | −4.0% |
| ICSHIshares Tr | $4.6M | 1.4% | +7.7% |
| GDXJVaneck Etf Trust | $4.6M | 1.4% | −1.5% |
| SPYState Str Spdr S&p 500 Etf T | $4.1M | 1.3% | +28.9% |
| VOOVanguard Index Fds | $3.9M | 1.2% | +36.3% |
| NETCloudflare Inc | $3.7M | 1.1% | +8.1% |
| NEARIshares U S Etf Tr | $3.6M | 1.1% | +9.8% |
| METAMeta Platforms Inc | $3.4M | 1.0% | −3.3% |
| SILJAmplify Etf Tr | $3.1M | 1.0% | −7.0% |
| GOOGLAlphabet Inc | $2.9M | 0.9% | −20.6% |
| SPYMSpdr Series Trust | $2.8M | 0.9% | −9.4% |
| ALABAstera Labs Inc | $2.7M | 0.8% | −10.9% |
| SGOVIshares Tr | $2.7M | 0.8% | +8.4% |
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, 2020 | +2006.7% | $18.7M |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $6.0M |
| AMDAdvanced Micro Devices Inc | June 30, 2020 | +1004.1% | $2.6M |
| CATCaterpillar Inc | June 30, 2020 | +741.8% | $2.5M |
| CRWDCrowdstrike Hldgs Inc | September 30, 2020 | +455.7% | $5.3M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $2.9M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $9.9M |
| PLTRPalantir Technologies Inc | December 31, 2020 | +395.4% | $5.3M |
| GEVGe Vernova Inc | March 31, 2025 | +284.8% | $2.6M |
| XLKSelect Sector Spdr Tr | June 30, 2020 | +264.7% | $5.6M |
Sold off last quarter
- JPMJpmorgan Chase & Co was $1.7M
- AMGNAmgen Inc was $1.2M
- PPGPpg Inds Inc was $929K
- GLDMWorld Gold Tr was $699K
- HOODRobinhood Mkts Inc was $692K
- PULSPgim Etf Tr was $654K
- INFLListed Fds Tr was $612K
- FTSLFirst Tr Exchange-traded Fd was $319K
- FUTYFidelity Covington Trust was $305K
- TOPTIshares Tr was $295K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.3% | +14.8% |
| March 31, 2026 | −4.2% | −4.6% |
| December 31, 2025 | +1.0% | +2.4% |
| September 30, 2025 | +11.2% | +7.8% |
| June 30, 2025 | +14.5% | +10.5% |
| March 31, 2025 | −6.3% | −4.6% |
| December 31, 2024 | +4.4% | +2.1% |
| September 30, 2024 | +5.2% | +5.4% |
| June 30, 2024 | +2.5% | +4.0% |
| March 31, 2024 | +10.5% | +10.0% |
| December 31, 2023 | +10.6% | +11.2% |
| September 30, 2023 | −4.2% | −3.6% |
| June 30, 2023 | +7.0% | +8.3% |
| March 31, 2023 | +7.3% | +7.0% |
| December 31, 2022 | +4.8% | +7.1% |
| September 30, 2022 | −4.8% | −5.3% |
| June 30, 2022 | −16.9% | −16.5% |
| March 31, 2022 | −5.6% | −4.9% |
| December 31, 2021 | +7.0% | +10.7% |
| September 30, 2021 | −1.8% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Realta Investment Advisors Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1776792&type=13F-HR&dateb=&owner=include&count=40CIK 1776792
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1776792/000139834426012286/Filed July 20, 2026 · accession 0001398344-26-012286